Crypto & DeFi

DeFi Education

By BowTiedBrain, BowTiedIguana & co. on Substack · 45K+ subscribers · 12 free and 0 paid among the latest 12.

Leading paid crypto newsletter covering the key protocols, companies, and onchain trends serious investors and operators need to understand.…

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12
DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

Is Balancer Worth More Dead or Alive?

Welcome Avatar! In the tradfi world, when a company goes bust you try to do almost anything to restructure its obligations and keep it operating. That’s why you may see headlines about big companies going “bankrupt” only to seem…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

DeFi Roundup (Aug 30 - Sep 12, 2026)

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…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

Token Insiders: Heads They Win, Tails You Lose

Welcome Avatar! The advent of blockchains brought a level of transparency the financial markets have yet to see. However, they also provide pseudonymity and global, uninterrupted 24/7 accessibility. The recent launch of $LAPTOP…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

The Trenches Are Back, But There’s a Catch

Welcome Avatar! The most degenerate part of crypto just had its most active week since the launch of the TRUMP memecoin in 2025. You don’t need to run to buy a memecoin but you do need recognize that the trenches are a useful…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

September 2026 Q&A Part 1

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…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

Robinhood Chain: 5 Trades to Watch

Welcome Avatar! In Tuesday’s post we laid out why capital was flowing into Robinhood Chain (“RHC”). RHC is the highest earning blockchain by daily fees right now at $4.6 million in 24H. Today we’ll dive into specific projects and…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

Robinhood Chain and How to Win Onchain Hype Cycles

In just two months after launch Robinhood Chain (“RHC”) has gone from basically zero to ~$735M TVL. In the last 24 hours RHC generated more chain fees than Solana, Base and Ethereum. Since our post on RHC in July there has been a…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

DeFi Roundup (Aug 16 - Aug 29, 2026)

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…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

A Note on Conviction

Welcome Avatar! This post is for the people who slowly checked out over the last 16 months and are ready to clock back in. If you stuck around - well done! For everyone else, the evidence for crypto has only gotten stronger. It’s…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

Should You Chase This Crypto Rally?

Welcome Avatar! Almost every question in our recent Q&A boiled down to some version of “ should I buy now?” BTC is up roughly 25% in a week. ETH and SOL have moved ~30%. After months of weak sentiment people are worried about…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

August 2026 Q&A Part 2

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…

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DeFi Education BowTiedBrain, BowTiedIguana & co.
Crypto

VVV wants to be the Hyperliquid of AI

Welcome Avatar! On Tuesday we looked at what happens when both equity and tokens are part of the same project. Today we’ll talk about how to actually ascribe value to the token. Some things to understand before we get into…

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