Decoding crypto and the markets. Daily.
Vitalik wants one story, DATs want five, and investors just want to know which ball to catch
If the president breaks the Fed, he’ll own the budget problems
Tempo might ultimately test what people will pay for decentralization
Where TradFi needs bankers and lawyers, DeFi just needs a function call
If AI is a replacement for humans, wouldn’t companies fire the expensive ones first?
In markets, overconfidence is both feature and bug
For DATs, getting to the stock market first may mean owning a business no one wants