Opinion

Your weekly dose of crypto news & opinion.

Opinion Featured

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

Opinion Featured

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

Opinion Featured

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

Opinion Featured

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

Opinion Featured

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

Opinion Featured

Offchain: 4 Things I Want Less Of Next Bull Market

The Bitcoin ETF has arrived and we’re working out what comes next. While we wait, I’m gonna yell at the clouds for a bit.

Opinion Featured

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

Opinion Featured

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

Opinion Featured

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

Opinion Featured

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?

Opinion Featured

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.

Opinion Featured

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,

Opinion Featured

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

Opinion Featured

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

Opinion Featured

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

Opinion Featured

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

Opinion Featured

Onchain: SBF guilty, Aragon DAOn, and an L2 boom and bust

Story One SBF guilty Sam Bankman Fried, also known as the guy who ruined the reputation of Effective Altruism for the foreseeable future, has been found guilty on seven criminal counts, including wire fraud, commodities fraud, and money laundering. This verdict probably doesn't come as a surprise to

Opinion Featured

Offchain: Return of the king

Crypto is surging and Bitcoin is leading the charge. It’s a reminder not to forget who the boss really is. Do you hear that, friends? That faint popping noise, echoing over the hills, sounding ever so much like someone opening a bottle of Veuve while riding a mighty stallion?

Opinion Featured

Onchain: Reddit Rug, Interface Rent, and a media-induced Pump and Dump

Story One Reddit Rug Bad times for the people who were bullish on Big web2 social platforms integrating web3 elements. After Meta shut down its NFTs on Instagram initiative a while back, the next one to kick the curb to web3 is Reddit. Reddit recently announced the wind-down of its

Opinion Featured

Offchain: The King Is Dead

The Sam Bankman-Fried trial sounds the long overdue death rattle of crypto 1.0 Perception is a magical thing. Little more than a year ago, Sam Bankman-Fried was crypto’s wonder kid, the clarion voice of where the industry went next. The cargo shorts and shambolic hair and WGAF attitude

Opinion Featured

Onchain: In the arena, Bitcoin Mining gone volcano, and Optimism Fraud Proofs

Story One In the arena When people on crypto Twitter are not thinking about the Roman Empire or tokenizing Uranium, they spend their time on SocialFi these days. The combination of finance and social has become popular ever since the launch of Friend.Tech. And as usual, when one thing

Opinion Featured

Offchain: Meta? I Hardly Knew Her!

Meta’s photorealistic avatars reminded the world that the metaverse still exists. But will it ever actually come to fruition? One thing crypto could never be accused of lacking is hubris. Founders never simply launched a protocol or coin: they launched an entirely new way of understanding money. They launched

Opinion Featured

Onchain: A DAO forking around, a new wallet, and yet another attack

Story One A DAO forking around Nouns is a DAO, a decentralized autonomous organization with a simple business model: make their IP great. Nouns IP is based around a set of red goggles called noggles. The more popular the IP, the higher the value of the NFTs that people buy

Opinion Featured

Offchain: Dance Dance Binance

Despite a horror year, Binance remains the undisputed champ of the crypto space. But how long can they defy gravity? Looking back, it’s still hard to believe exactly how fast Binance’s rise to the top actually was. The exchange traded its first Bitcoin in June 2017 and by

Opinion Featured

Onchain: CFTC chooses violence, Visa lands on Solana and Vitalik gets hacked

Story One CFTC chooses violence Someone at the CFTC must have had a bad flight home from vacation. Why else would they end the holiday season by bringing enforcement against 3 DeFi companies? The Commission for Futures Trading figured it'd be a good idea to accuse Opyn, 0x