While I fully believe in the benefits of crypto (now more than ever) I am increasingly wary and skeptical of the shenanigans of the crypto industry and am compiling a running list of behavior to be wary of. Here are a few: 1. The most likely motivation of a central player

GREED Academy kills it again. Learn to earn and secure the network. Can't beat it.

Could be correct. But this is the mindset that leads to massive drawdowns. Because if BTC has a 100% chance to 10x in 10 years, everyone should borrow as much money as possible and buy BTC. And we know how that turns out.

Interesting to see the evolving perspective on crypto from Michael Cembalest who leaves the door open for utilizing alternative L1s like Solana. Obvious take for CT but given how much tradfi tends to lag in this space it’s nice to see.

Current stable allocation, sorted by perceived risk of loss (and sizes generally reflect my thoughts on risk-adjusted returns). My general thoughts: 1. Feel like Lulo and Carrot 🥕 are the best set-and-forget options. Audited, simple. Got some extra USDC, toss it in and

Scam dont interact

Proof of touching grass 🫡

Blockworks Analytics (Blockworks Research) is an incredible resource for tracking some of the most important metrics in the crypto space. And many of their charts are free (don’t even need to sign up). Here are a few of my favorite free charts I like to monitor to keep a pulse on

UPDATE: We now have a Financial Data tab for our Treasury Company Dashboard that tracks metrics from public 10-Q and 10-K filings. We currently track the sources of funding for Treasury Companies and key metrics on each company's capital structure.