By BowTiedBrain, BowTiedIguana & co. on Substack · 45K+ subscribers · 3 free and 9 paid among the latest 12.
Leading paid crypto newsletter covering the key protocols, companies, and onchain trends serious investors and operators need to understand.…
Welcome Avatar! It’s now time for our bi-weekly Q&A! We’ll be taking your questions on everything DeFi - technology, security, protocols, airdrops/farming, app tokens, and “how-to”. Please aim to get your questions in within 48…
Welcome Avatar! We talked about speculative excess in our last post. Today we’ll talk about how to actually identify periods where the risk/reward profile of coins has gone too far in one direction. This should help inform when…
Welcome Avatar! Picking apart valuations in crypto is a core focus here at DeFi Education. Why is one token worth $1 billion and another is worth $100 million even when the underlying protocol does pretty much the same thing?…
Welcome Avatar! Market Context Crypto markets had a rough two weeks with BTC dipping sub-$80K on Oct 15 before recovering. ETH and most alts underperformed. BTC ETFs saw $229 million in outflows from Oct 12 - 16 then $309 million…
Welcome Avatar! Today’s post is a hotly requested AI L1 protocol called Pearl (PEARL/PRL). The token is up 70% in the last 30 days. Note that this is different from Perle, an AI data platform that also uses the PRL ticker. Pearl…
Welcome Avatar! Imagine a casino where every time you lose money, the casino gives you a small claim on the money its future customers will lose. You can get cash distributions on that claim and even sell it to someone else one…
Welcome Avatar! It’s now time for our bi-weekly Q&A! We’ll be taking your questions on everything DeFi - technology, security, protocols, airdrops/farming, app tokens, and “how-to”. Please aim to get your questions in within 48…
Welcome Avatar! To the latest edition of DeFi Roundup, where we save you time by filtering the market and separating the signal from the noise. You don’t have to spend all week scrolling Crypto Twitter to stay current. Market…
Welcome Avatar! Usually these posts consist of coins and alts we’re watching. However, we host a bi-weekly Q&A. In our most recent one our readers asked about a ton of different coins. So today we’ll go through the altcoin book…
Welcome Avatar! 80% of the US’s Bitcoin ETFs sit with just one company. Last week BitGO CEO Mike Belshe compared Coinbase to Lehman. Now, BitGo is a custody business. The CEO has a vested interest in making this claim. However,…
Welcome Avatar! It’s now time for our bi-weekly Q&A! We’ll be taking your questions on everything DeFi - technology, security, protocols, airdrops/farming, app tokens, and “how-to”. Please aim to get your questions in within 48…
Welcome Avatar! Last week we covered where value capture is actually flowing in tokenization. Specifically we talked about: Tokenization is accelerating. ~$38.6B of RWAs are already onchain, including ~$15B of tokenized U.S.…