Published December 2022 In the wake of the FTX/Alameda collapse, which came after prior collapses of Luna, Celsius, Voyager, and Three Arrows Capital, many crypto industry analysts have pointed towards DeFi ("Decentralized Finance") as a potential solution. This article dissects some of the nuances of that view, grants that certain … [Read more...]

Published: August 2022 This article examines the relationship between a monetary asset being a store of value vs being a medium of exchange. Specifically, it focuses on the scaling method of the Bitcoin network as its main example, but also takes a broad look at the history of trade-offs in the cryptocurrency space as well to see why a … [Read more...]

Published: May 15, 2022 Throughout history, people have attempted to create something from nothing. On one hand, there are real scientific innovations- new developments that allow us to tap into denser energy sources and increase productivity to improve most peoples' quality of life. They create something from nothing only in the sense … [Read more...]

Originally published: December 2021 Last Updated: October 2022 Back in April 2020, I turned bullish on bitcoin at about $6,900/BTC, and recommended it to my premium subscribers. Since then, I've written a series of public articles researching bitcoin, and I continue to provide coverage in my research service as well. The most common … [Read more...]

Originally published: November 2021 I've been asked a number of times for an update for my views on Ethereum since my January 2021 article on the topic, which received over a quarter million reads. In that prior article, I described Ethereum, explained areas where I was bullish, but also expressed my fundamental concerns with it. The overall … [Read more...]