Ethereum is Dead (for the 60th time)

MEV, Re-orgs, EIP-1559, Layer 2 scaling, wen ETH 2.0?

History of Cryptocurrency

It’s helpful to start from the very beginning.

Scaling Bitcoin

Your mother taught you not to discuss religion or politics in polite conversation. Bitcoin scaling is far more contentious. The…

Cryptocurrency’s “Nifty Fifty”

Usually in bull markets, the “high beta”, riskier securities outperform. This is what we saw over the last 7 months. Bitcoin rallied impressively but was dramatically outperformed by the more volatile and more speculative Ethereum, which was itself outperformed by some of…

Don’t ignore the competition

Cryptocurrency investors usually only look at the investable landscape. They ignore those projects that are hard (or impossible) to invest in. This is a big mistake when considering an investment in a competitive industry.

The Wall Street Moment

Over the last two years, the big investor in cryptocurrency was “Silicon Valley.” The high profile investors were…

The Coinbase Effect

Coinbase added Litecoin for direct purchase today, and litecoin (LTC) is up about 30% as a result. The rumor of this addition may have also contributed to LTC’s 100%+ rally over the last 2 months.