Browsing Tag
Opinion
729 posts
Stablecoins were built to replace banks but on course to becoming one
Bitcoin was launched fifteen years ago. The industry has ballooned into a nearly $4 trillion ecosystem, yet Satoshi’s…
From yield to utility: The quiet repricing of risk in post-CeFi DeFi | Opinion
As yield potential aligns with matching utility, DeFi now resembles a stronger, stabler foundation for programmable finance
The CBDC revolution: A view from 2025 | Opinion
The next phase of the CBDC journey calls for collaboration between central banks, commercial banks, and tech innovators.
When centralization becomes a single point of failure: What the AWS outage means for web3 | Opinion
Web3 technologies allow sectors like finance, identity, and AI to coordinate securely across independent networks.
Stablecoins and the battle for monetary influence | Opinion
Ultimately, the way jurisdictions design and regulate stablecoins will determine who sets the standards for the next phase…
The agentic web is where AI, humans, and crypto converge | Opinion
The agentic web makes AI, humans, and crypto converge into a single, verifiable system of intelligence and trust.
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…
