Opinion

A Pre-Consensus Lift Amidst Lingering Recession Whispers
A Pre-Consensus Lift Amidst Lingering Recession Whispers

Like springtime in New York City, the crypto market got hot, all at once, in early May. After weeks of navigating choppy seas, influenced in part by anxieties surrounding the administration’s trade ...

Last updated 3 mins ago

Will Crypto Values Survive the Regulatory Wave?
Will Crypto Values Survive the Regulatory Wave?

It is often said that crypto is part technology and part religion. As such, it is hardly surprising that the unfolding regulatory overhaul has been accompanied both by vigorous soul searching related ...

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Reflections on Those MSTR Bitcoin ‘Earnings’
Reflections on Those MSTR Bitcoin ‘Earnings’

MSTR earnings came out May 1. My morning media stops last Thursday (here and here) asked for a preview. We don't talk about stocks, so I planned to zoom out and hit themes. While preparing, I had to s...

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The Next Ethereum Will Come From a Dorm Room (or a College Dropout)
The Next Ethereum Will Come From a Dorm Room (or a College Dropout)

Before Ethereum had a market cap, it was just an idea in a college dropout’s head.

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How Alpha-Generating Digital Asset Strategies Will Reshape Alternative Investing
How Alpha-Generating Digital Asset Strategies Will Reshape Alternative Investing

Mainstream conversations around digital assets largely focus on the dramatic price performance of bitcoin and ether. For years, retail and institutional investors have targeted beta exposure, or retur...

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AI Crypto Agents Are Ushering in a New Era of ‘DeFAI’
AI Crypto Agents Are Ushering in a New Era of ‘DeFAI’

Imagine your investments working around the clock, scanning global markets for the best opportunities — all without you having to lift a finger. Sound futuristic? It’s already a reality.

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Stablecoin Legislation Must Ensure Financial Privacy
Stablecoin Legislation Must Ensure Financial Privacy

Both the U.S. Senate and House are considering bills creating a regulatory framework for stablecoins, and all of the usual crypto-skeptic refrains have been sung, including the hymn that crypto is for...

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Will Canada Lead on Digital Assets?
Will Canada Lead on Digital Assets?

With Canada's federal election less than one week away, Canadians are closely watching how political leaders intend to address digital assets. Millions of Canadians hold, use, or work in crypto, makin...

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Death by a Thousand Pools: How Liquidity Fragmentation Threatens DeFi
Death by a Thousand Pools: How Liquidity Fragmentation Threatens DeFi

The maturation of DeFi technology has created a paradox: while battle-tested codebases and rising technical proficiency have lowered the barrier to entry for launching new protocols, securing sustaina...

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Hedge Funds Going On-Chain: The “Indexification” of Active Strategies
Hedge Funds Going On-Chain: The “Indexification” of Active Strategies

In an earlier piece, I introduced the concept of the "Shopification of Wealth", or the idea that on-chain rails can lower the barriers to entry and radically scale operations for financial advisors an...

Last updated 3 mins ago