TL;DRIndustry is still tiny relative to its potential impact on the world economyToo early to assume that winner has been chosenL1s can produce sustained, long-term performanceJust like nations have their own unique laws/regimes/currencies by which their economies work and citizens abide, Layer 1 blockchains are sovereign digital ecosystems with their own hard-coded consensus rules, validator sets, and units of value for transactions. From the interoperability of layer 0’s, to the economic se...

TL;DRIndustry is still tiny relative to its potential impact on the world economyToo early to assume that winner has been chosenL1s can produce sustained, long-term performanceJust like nations have their own unique laws/regimes/currencies by which their economies work and citizens abide, Layer 1 blockchains are sovereign digital ecosystems with their own hard-coded consensus rules, validator sets, and units of value for transactions. From the interoperability of layer 0’s, to the economic se...

Like clockwork, 36 months after a debilitating bear market, we shake off the psycho-social anxieties of -90% drawdowns and blast out into all-time highs. Coupled and amplified by the highly favorable outcome of the US presidential elections, the cyclicality of the crypto markets has shown its hand once again. Unless you are a seasoned expert like GCR; during these boom times, reality becomes blurred as our blood pressure runs high alongside the floods of FOMO-inducing PnL screenshots and seri...

Like clockwork, 36 months after a debilitating bear market, we shake off the psycho-social anxieties of -90% drawdowns and blast out into all-time highs. Coupled and amplified by the highly favorable outcome of the US presidential elections, the cyclicality of the crypto markets has shown its hand once again. Unless you are a seasoned expert like GCR; during these boom times, reality becomes blurred as our blood pressure runs high alongside the floods of FOMO-inducing PnL screenshots and seri...

Being the single most important technical indicator when it comes to crypto (and financial markets in general); price action will help you build a mental model of the markets state and help your enemies outperform you.On the surface, PA (Price Action) seems like a simple, intuitive concept that is exactly what it sounds like: a pattern created from the movement of an asset’s price over time. That is correct… And at the same time, it is also something much* greater.* Composed and influenced by...

Being the single most important technical indicator when it comes to crypto (and financial markets in general); price action will help you build a mental model of the markets state and help your enemies outperform you.On the surface, PA (Price Action) seems like a simple, intuitive concept that is exactly what it sounds like: a pattern created from the movement of an asset’s price over time. That is correct… And at the same time, it is also something much* greater.* Composed and influenced by...

Key takeaways - Maximalists don’t like Multi-chain - Multi-chain crypto economy provides better security - Multi-chain crypto economy fosters healthy competition - Multi-chain crypto economy is the realization of decentralizationAs the name of this article might imply, we believe that moving forward, the perennial debate as to whether or not the crypto/digital economy will be based on a singular network has been closed forever, and the verdict has been delivered… The future shall be multi-cha...

Key takeaways - Maximalists don’t like Multi-chain - Multi-chain crypto economy provides better security - Multi-chain crypto economy fosters healthy competition - Multi-chain crypto economy is the realization of decentralizationAs the name of this article might imply, we believe that moving forward, the perennial debate as to whether or not the crypto/digital economy will be based on a singular network has been closed forever, and the verdict has been delivered… The future shall be multi-cha...

After the highly anticipated arrival of America’s new crypto-loving leader, we thought that prices would just go up. New macroeconomic forces driven by a new political paradigm would be the fuel for new market participants to flood into crypto! But things didnt go quite as planned…. Alts getting slaughtered, Presidents rugpulling memecoins, and Crypto Twitter is having a meltdown.So what happens now? Do tariffs remove the value of borderless money? Does institutional ETH acquisition mean the ...

After the highly anticipated arrival of America’s new crypto-loving leader, we thought that prices would just go up. New macroeconomic forces driven by a new political paradigm would be the fuel for new market participants to flood into crypto! But things didnt go quite as planned…. Alts getting slaughtered, Presidents rugpulling memecoins, and Crypto Twitter is having a meltdown.So what happens now? Do tariffs remove the value of borderless money? Does institutional ETH acquisition mean the ...

As the world continues to burn in front of our very eyes (at least according to mainstream media), something transformative is happening in an evergrowing pocket on the outskirts of cyberspace.Riding on the tailwinds of 2024’s glory, the tectonic plates of society are shifting right beneath our feet and ushering in a new era for the crypto industry! From Trump’s victory and Trudeau’s resignment to Gensler's upcoming departure from the SEC and the radical actions of the South American pre...

As the world continues to burn in front of our very eyes (at least according to mainstream media), something transformative is happening in an evergrowing pocket on the outskirts of cyberspace.Riding on the tailwinds of 2024’s glory, the tectonic plates of society are shifting right beneath our feet and ushering in a new era for the crypto industry! From Trump’s victory and Trudeau’s resignment to Gensler's upcoming departure from the SEC and the radical actions of the South American pre...

How much for that shiny digital gold? Depends; who’s asking and how much you got?The foundation of commercial activity is trading (buying and selling). The foundation of trading is the dynamics between supply vs demand. And the foundation of supply vs demand is pricing. Prices of goods on the open markets are defined by producers based on a multitude of factors, including the raw costs of their product, the logistics, labor, and tax laws, and the willingness/capability of consumers. The long ...

How much for that shiny digital gold? Depends; who’s asking and how much you got?The foundation of commercial activity is trading (buying and selling). The foundation of trading is the dynamics between supply vs demand. And the foundation of supply vs demand is pricing. Prices of goods on the open markets are defined by producers based on a multitude of factors, including the raw costs of their product, the logistics, labor, and tax laws, and the willingness/capability of consumers. The long ...

TL;DR - Tradeoffs of informational liberty invite chaotic consequences. - Collaboration results in exponential advancements. - Privatize Gains, Socializing Losses Philosophical at its core, open innovation is a socio-economic movement synonymous with globalization and decentralization that defines a model for sharing information (data, systems, architectures, and designs) without the commercial or legal restrictions that burden traditionally designed systems.Contrary to what the short-term ma...

TL;DR - Tradeoffs of informational liberty invite chaotic consequences. - Collaboration results in exponential advancements. - Privatize Gains, Socializing Losses Philosophical at its core, open innovation is a socio-economic movement synonymous with globalization and decentralization that defines a model for sharing information (data, systems, architectures, and designs) without the commercial or legal restrictions that burden traditionally designed systems.Contrary to what the short-term ma...

Intelligence is a broad, relative, highly subjective variable that humans have yet to adequately quantify. Generally, if an organism is “alive” and “autonomous,” we classify it as intelligent life.Nowhere else does this abstract opaqueness materialize so vividly as in Crypto.From degens crafting dissertations on the cult value of Fartcoin to governments exploring Strategic Bitcoin Reserves to scholars developing overengineered vaporware, the Crypto industry is one gigantic magical pandora’s b...

Intelligence is a broad, relative, highly subjective variable that humans have yet to adequately quantify. Generally, if an organism is “alive” and “autonomous,” we classify it as intelligent life.Nowhere else does this abstract opaqueness materialize so vividly as in Crypto.From degens crafting dissertations on the cult value of Fartcoin to governments exploring Strategic Bitcoin Reserves to scholars developing overengineered vaporware, the Crypto industry is one gigantic magical pandora’s b...

Do you want to be in control of your finances or what? Do you want to have the freedom to access you money wherever, whenever you need it? Awesome! Have you heard about Dog Wif Nail Polish; its a new memecoin on solana…There is a single economic law that governs all markets: Supply Vs Demand. Supply in crypto is superabundant. Fungible, Non-fungible, Stablecoin, Governance, Meme, Proof-of-Work, Proof-of-Stake, and so on; there is no shortage of new tokens spawning on a daily basis. Just to pu...

Do you want to be in control of your finances or what? Do you want to have the freedom to access you money wherever, whenever you need it? Awesome! Have you heard about Dog Wif Nail Polish; its a new memecoin on solana…There is a single economic law that governs all markets: Supply Vs Demand. Supply in crypto is superabundant. Fungible, Non-fungible, Stablecoin, Governance, Meme, Proof-of-Work, Proof-of-Stake, and so on; there is no shortage of new tokens spawning on a daily basis. Just to pu...

Thawing from a long, cold bear-winter, we enter 2024 riding the emotional hype of last quarter’s price action. Let's welcome Crypto Spring with optimism, curiosity, and arms wide open. Institutions are pilling in. Regulators are warming up.Retail remains mostly uninvolved. Opportunity can be heard in the conversations of crypto-natives discussing the powerful confluence of positive industry tailwinds (“resolving” FTX, clearing out Binance’s Name, etc) and macro events, including the Bitc...

Thawing from a long, cold bear-winter, we enter 2024 riding the emotional hype of last quarter’s price action. Let's welcome Crypto Spring with optimism, curiosity, and arms wide open. Institutions are pilling in. Regulators are warming up.Retail remains mostly uninvolved. Opportunity can be heard in the conversations of crypto-natives discussing the powerful confluence of positive industry tailwinds (“resolving” FTX, clearing out Binance’s Name, etc) and macro events, including the Bitc...

“Nothing is good or bad But our thinking makes it so”- William ShakespearePartially due to the nascency of the technology unlocking a new financial paradigm and partially due to the lopsided reasoning of die-hard extremists, crypto is full of controversial, polarizing views. Influencers shilling their bags, promising innovation. Maxis calling everything shitcoins, swearing that BTC is salvation. Anon’s posting screenshots of mind-melting gains, talking about portfolio optimization. Michael Sa...

“Nothing is good or bad But our thinking makes it so”- William ShakespearePartially due to the nascency of the technology unlocking a new financial paradigm and partially due to the lopsided reasoning of die-hard extremists, crypto is full of controversial, polarizing views. Influencers shilling their bags, promising innovation. Maxis calling everything shitcoins, swearing that BTC is salvation. Anon’s posting screenshots of mind-melting gains, talking about portfolio optimization. Michael Sa...