Opinion

A collection of 165 posts

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Offchain: Follow the Users

Crypto has always claimed it’s about more than just speculation. Could this be the cycle where we find out what crypto is actually for? A look back at crypto’s history can sometimes feel like a cringe-inducing survey of the less fashionable trends of the 1990s. Pogs? What the

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Onchain: The Future of France

Whenever prices go up, we're seeing a renaissance of everything that makes crypto such an aspirational, deeply respected industry. From new token standards no one asked for (akin to the castles built by the monarchs while the peasants starved) to the metaphorical cake 🍰 (airdrop tokens) we're

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Offchain: A Half of the Whole

So, here we are again. The Bitcoin block reward is about to halve, reducing the amount of new BTC entering the system each block from 6.25 to 3.125. Let me say upfront that the Halving is simultaneously the most important day in the crypto calendar and its most

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Onchain: Solana eclipse, another fee switch, and PTSD

Story One Solana Eclipse Millions gathered across the US, Mexico, and Canada to watch the Solar eclipse. Meanwhile, all the manlets transacting on Solana experienced their own eclipse in the form of dramatic transaction failure. On April 4th, 75% of all non-vote transactions on Solana failed, and the chain continues

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Offchain: An Exchange of Value

SBF has been sentenced, bringing to an end one of crypto’s most shameful story arcs. What can we take from it for the future? The end, when it came, felt like an anticlimax. 25 years for Sam Bankman-Fried, the mastermind/bona fide imbecile behind one of the largest financial

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Onchain: Things are going just great

That's if all you care about are numbers and cheap engagement. Story One EU banning anonymous wallets?! At least, that was the tenor from Crypto Twitter over the weekend after seeing that the EU was about to introduce further regulation. As so often, rumors spread far and wide,

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Offchain: You Say Meme, I Say Community

Crypto is having its memecoin moment. Is it a tribute to crypto’s fundamental emptiness or a celebration of its enduring community? Yo brah, don’t know if you’ve noticed but memecoins are going fkn off chops right now. PEPE is up 800% in a month. In the same

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Onchain: A W, an L, and something in between

But as they say, one should always deliver the bad news first, so here we go. Story One Wormhole's W airdrop more of an L? If there were an Oscar for giving free money to the wrong people, Wormhole would be a top nominee.  As a protocol in

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Offchain: Can We Get Much Higher?

A new Bitcoin ATH has arrived, way ahead of schedule. So, what’s going on? Normally, in these newsletters, when I’m admonishing you to remember that “history doesn’t repeat” it’s to remind you all to rein in your expectations because there’s no guarantee that just because

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Onchain: It's giving Bull

This week, it's all about number go up, which hints at a bigger trend: the bull market making a comeback.  Story One MetaMask nears record users  While Bitcoin has already passed it's all-time high in countless countries with weak national currencies, such as Japan, MetaMask is

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Offchain: Four Big Trends For 2024

A quick tour through four areas that could really give this bull run something to holler about. Last issue I was writing about the arch-cynic’s take on the coming bull run. The basic argument was that crypto tech and culture hasn’t sufficiently advanced since the last cycle, leaving

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Onchain: Laser eyes, Sysiphus, and Pandora's box

Story One Laser eyes Laser eye's making a comeback wasn't exactly on my 2024 bingo card. Life is full of surprises, and so is Joe Biden.  On February 11th, he posted a picture of himself featuring laser eyes referencing a conspiracy theory that stated the Super

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Offchain: The No Expectations Bull Run

The next bull run is taking shape. All it’s missing is a reason to actually happen. Last week crypto fund manager Travis Kling kicked off a furious conversation with his provocatively titled thesis for the coming bull market: A Lack of Pretense That Any of This Shit Does Anything

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Onchain: Diversity crisis, frames, and a vampire/atacc

Story One Diversity Crisis  Ethereum has a diversity crisis. You, dear reader, probably also fall under the "bro" category (crypto, VC, trader, finance bro... there are nuances, I know). Relax, this isn't about sending some Karen from the diversity department your way and telling you to

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Offchain: 4 Things I Want Less Of Next Bull Market

The ETF has arrived and we’re working out what comes next. While we wait, I’m gonna yell at the clouds for a bit. Alright, the ETF dropped, price went up, price went down. It’s never nice when you cede ground, but at a mere 20% this could

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Onchain: Sell the news, Happy Bears, and RPGF going brrr

Story One Sell the news Now that 11 ETFs are approved, issuers have started engaging in a fee war, slashing their usual costs, with Blackrock charging 0.25%  and Bitwise setting its fee at just 0.2%. Then Franklin Templeton entered the scene, placing its fees at 0.19%. The

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Offchain: In The Big Leagues

The Bitcoin ETF is a watershed moment – and one that brings with it a whole host of new opportunities and risks. For the last few weeks, the question of whether the SEC is going to approve this god damn Bitcoin ETF has become a black hole for the industry’s

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Onchain: The future is Cypherpunk, maybe

Story One Vitalik advocates a return to OG values Wake up babe, new Vitalik blog post dropped. The Ethereum founder is trying to kick off a mindset shift with his blog that highlights that we should all become Cypherpunk again. He highlights that as the sole focus has become number

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Offchain: 5 Big Crypto Themes For 2024

I think it’s safe to say that 2023 was not as bad as expected. Will 2024 continue crypto’s winning form? I don’t want to blow your mind, but on January 3 Bitcoin – and by extension cryptocurrency in general – will turn 15. Not yet old enough to drive,

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Onchain: Inscriptions claim a new victim, points everywhere, and a dog coin

Story One Inscriptions claim a new victim Remember Ordinals, also called inscriptions, an NFT standard that arose on Bitcoin, allowing users to attach data to tokens? Well, it turns out this standard can easily be transferred to other chains, and it has spread like wildfire, wreaking havoc outside of Bitcoin.

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Offchain: It’s Ecosystem Season!

The idea of an ETH killer has always been faintly ridiculous. But as SOL and AVAX surge and surge, this could be the cycle where the balance finally shifts. When SBF’s criminal empire came crumbling down last year, it seemed to put a bullet in the prospects of Solana,

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Onchain: Drama in Cosmos, an unhinged hacker, and a controversial L2

Story One Drama in Cosmos My theory is that some people are just in crypto because their friends would make fun of them if they watched the Kardashians or Selling Sunset for their dose of drama. Fortunately, crypto never fails to deliver reality TV-type cringe or entertainment. This time, things

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Offchain: The Last Domino

CZ is gone and with him the last remnants of crypto’s gluttonous age. Now we can finally build again. I’m not going to pretend I wasn’t surprised by the sudden fall of CZ, the once-untouchable overlord of crypto, but it did have an air of inevitability to

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Onchain: Another highly profitable trading strategy, Plasma comeback, and Disney doing NFTs again

Story One Another highly profitable trading strategy Chances are you spent last weekend monitoring the situation around Sam Altman, the AI Sam who was fired as CEO of OpenAI and re-hired by Microsoft. If you did, you missed yet another highly profitable trading strategy, or as non-crypto people would call

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Offchain: Half a Chance

The Halving is less than six months away. It’s all uphill from here, right? Alright, cards on the table. I legitimately thought there was a 50/50 chance that we would never see a crypto-wide upswing again. That the damage wrought by the endless scandals, macroeconomic headwinds, confidence-sapping hacks