Thoughts, stories and ideas.
Cynical crypto analysis of the weak jobs report. Why the U.S. added 64,000 jobs in November data guarantees more money printing....
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Forget the whitepapers. Guy Young is hailed as Most Influential, but he just figured out how to drain the liquidity pool faster than everyone else....
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The CoinDesk 20 Performance Update: SUI Gains 3.9% as Index Moves Higher. We break down why minor moves mean nothing and who's really making money....
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The suits panicked. We examine why U.S. bitcoin, ether ETFs saw largest outflows in a month as prices tumbled Monday and why institution FOMO is just amplified retail panic....
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The CoreWeave collapse is rattling cages. Are the AI infrastructure titans built on sand? We look at the wreckage....
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Bitwise thinks Bitcoin's four-year beat is dead. We look at why a major firm is calling the end of the halving magic. Spoiler: They are probably just selling something....
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RedotPay snagged $100M in Hong Kong. Are stablecoins finally moving past glorified bank wires, or is this just more hot air from Asia?...
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XRP ETFs hit a billion in AUM with zero redemptions. Is this real money or just centralized hype? The cynical take....
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Hong Kong's RedotPay raises $100 million Series B. Is this real adoption or just rich folks lighting cigars with fiat?...
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