Free MTC notes
For this quiet, late summer week, enjoy a crypto crossword and some light notes on the current crypto landscape.
Cautiously bullish crypto. Also, looking at the risks, stories, and fables behind some crypto projects (like “stablecoins”).
Takeaways from the LUNA catastrophe: people are responsible for their own actions, nothing is riskless, and other lessons.
Whether we like it or not, crypto is not a safe haven, does trade like a risky asset, and is correlated to the NASDAQ… for now.
Talking to Clark Read about crypto, TradFi, gumption, and the Battle for the Ring.
Three reasons to pivot from bullish BTC to bearish: Taxes, The Fed, and The Chart.
Discussing the wide range of options in DeFi, all the way from the ludicrously risky madness of Wonderland to conservative digital income strategies that might be suitable for pension funds.
Warning: This is not my normal crypto writing. This is a very short work of dark, crypto-related fiction.
The current bear cycle is showing that most crypto coins are weak and the BTC is really the only one with a proven use case.
An explanation of the signs I’m watching for that the crypto unwind is over and is safe to buy again.
The ETH short worked, BITO is a bad product, and GameFi fundamentally misunderstands what gaming is.
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