Strategy's Alchemy of Capital
Why the STRC machine bends, but doesn't break TLDR: STRC offers retail investors a steady income that few conventional credit instruments can match without exposing them directly to BTC
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Why Stablecoins (Alone) Won't Fix Remittance
Sending $200 across a border costs 6.36% today. In 2009, it cost 9.67%. The UN target is 3% by 2030. Stablecoins alone won’t solve remittance problems. A remittance has three parts: collecting money
The Pull of Grvt
Come for the trade, stay for the assets This is a shortened version of an article we shared in the newsletter earlier today. The whole piece can be read here. Trending to Zero Right around the
Access in the Product
How venture capital has changed value accrual Like many things in nature, markets tend to follow the path of least resistance. When a trade or a trend gets crowded, the market finds a way around
Culturally Crypto, Practically TradFi
When stonks, wallstreet bets and short squeezes come to crytpo There’s a $180M market-cap cat meme on that green app where everyone lost money a few years back. Robinhood now has a blockchain. And it