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In 1971, money changed from a natural system (gold) to a socialist system (fiat). Crypto is tech to replace socialist money with a free-market system. Market systems are inherently competitive and as tech evolves, new monies will continue to emerge to challenge existing ones.

People don’t want stablecoins. They want • Dollars (in global south) • Faster settlement • 24/7 payments • Lower fees • Reliable payments • No prefunding obligations • Access to investment opportunities • Cheaper credit Stablecoins are an enabler, not the product

anarcho capitalism is a fun thought experiment. it pushed smart people to ask how little trust can they get away with, which is part of what gave us bitcoin. the concerning part is that along the way, people upgraded this fantasy to a thesis that because this thing is outside

In crypto, “TradFi” often gets lumped into one bucket. In reality, the financial services industry is made up of many different segments, each with its own objectives, structures & incentives. If you’re building for institutional adoption, understanding those differences is

This whole sell-off feels very isolated to BTC, which was absolutely due for a correction… I mean, look at that chart. And let's be honest, the fundamentals of Bitcoin are completely wrecked compared to everything else right now. How does Bitcoin plan to find new buyers? It

everyone is staring at the fear index today and the mood is awful. what I am watching instead is who is buying and how. Strategy raised 800M through preferred stock and bought bitcoin at102k. the price is now in the mid 90s. at this point those buys are not pulling in new

sounds about right.

seeing a lot of takes like “eth’s time will come in early 2026” most of the logic is: rates down + etf + some vague institutional bid and the assumption that it means up only. almost nothing about whether Ethereum itself will actually see more real usage, more fees, or better

People are under-estimating how much capital markets coming onchain is going to change financial services. Think newspapers & magazines to websites and social media. It will all make sense in hindsight. It's underway —

Almost feels like a cabal is trying to keep Bitcoin above $90,000. I like Bitcoin but i do not like any of the derivatives created to play it or game it or mine it.

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This is the type of thoughtful take this space needs I’ll add that the non-RWA coins derive their yields fundamentally from the same place - speculation in crypto. It’s so essential for those coins to have a hype cycle and bull markets. As this winter emerges, expect those coins

The title of this article points to the fact that only stables where you can print more USD to back them are actually stable. Generally the US banking industry “bank dollars” are stable in this manner because the FDIC bails out any bank that gets into trouble. All other

stablecoins as not one thing. on one side we have yield stables that are basically wrappers on tbills and the 140 trillion dollar bond market. on the other we have things like terra that erased around 45 billion in a few days, and xUSD style loops that offered 18 percent when