Browsing Tag
Opinion
613 posts
My medium term Bitcoin bear thesis – and why this winter could be the shortest yet
For all the talk that this cycle is somehow “different,” the structure of Bitcoin’s market still looks unmistakably…
Don’t fear the FDV: How real revenue creates sustainable value | Opinion
The structural valuation picture isn’t inherently flawed, but without a real product generating sustainable economic output, it’s an…
Don’t fear the FDV: How real revenue creates sustainable value | Opinion
The structural valuation picture isn’t inherently flawed, but without a real product generating sustainable economic output, it’s an…
Coinbase’s latest acquisition caused controversial 10X token boom – Who knew?
Coinbase spent 2025 positioning itself as the infrastructure layer for retail crypto access, absorbing teams and technology that…
Agentic finance will dismantle Wall Street’s last monopoly | Opinion
Wealth management won’t vanish, but its architecture will invert, from hierarchical to modular, from human-mediated to agentic.
The missing language of mistakes in crypto discourse | Opinion
In crypto, success isn’t built by avoiding mistakes but by learning from them fast—resilience and adaptation beat perfection…
Abstraction layers are the upgrade DeFi needs | Opinion
DeFi will truly earn institutional flow once users hold one portfolio view and one source of truth, while…
The AWS outage is proof that a decentralized web isn’t just desirable — it’s essential | Opinion
The world has woken up to the dangers of relying on centralized infrastructure, and the answer is the…
Crypto analytics need to catch up and beat TradFi standards | Opinion
Once AI makes blockchain data accessible and interpretable, crypto analytics will begin acting on their insights with more…
Enterprises don’t need another blockchain, they need one that speaks every language | Opinion
Once institutions demand blockchain rails that route across multiple networks by default, interoperability becomes the infrastructure itself.