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Stablecoins Have A Fundamental Problem
Turns out, there may actually be a decent solution already and it's the closest thing I've seen to a viable way to use public blockchains for P2P…
Apr 24
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Mike Fay
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Stablecoins Have A Fundamental Problem
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Post-Halving Miner Rewards Are Exploding Higher
Why it's happening and the best way to play it.
Apr 20
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Mike Fay
4
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Post-Halving Miner Rewards Are Exploding Higher
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Final Countdown: Is It All Priced In?
Bitcoin's halving event is now mere hours away. This event that happens every four years has always resulted in new all time highs within 12-16 months…
Apr 19
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Mike Fay
5
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Final Countdown: Is It All Priced In?
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Cash Ain't Trash After All
When life gives you lemons, you run to your charts and start drawing arbitrary lines!
Apr 12
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Mike Fay
3
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Cash Ain't Trash After All
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Financial Nihilism, Hijacking Bitcoin, & Crypto Portfolio Strategy in 2024
In a market driven by narratives over substance, is there any room for a fundamental approach to investing in innovative technology? Some say no. I say…
Apr 10
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Mike Fay
3
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Financial Nihilism, Hijacking Bitcoin, & Crypto Portfolio Strategy in 2024
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The Ethereum Conundrum
Gary Gensler's SEC appears poised to classify the native token of the network as an unregistered security. Yet, ETH is arguably the best long term…
Apr 4
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Mike Fay
5
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The Ethereum Conundrum
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Pick Your Pony
Bitcoin loves the slop. It's mother was a mudder.
Apr 1
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Mike Fay
2
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Pick Your Pony
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"I'm Moe Greene!"
I made my bones while you were going out with cheerleaders!
Mar 20
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Mike Fay
5
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"I'm Moe Greene!"
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Drop It Like It's Hot
Cryptos are selling off as the week comes to a close. Net flows, Correlations, and Altcoins. Oh My!
Mar 15
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Mike Fay
1
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Drop It Like It's Hot
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Gas, Blobs, and Network Abstraction
Ethereum's Dencun upgrade looks like a silver bullet for ecosystem user growth. We'll explore some potential indirect implications.
Mar 13
•
Mike Fay
3
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Gas, Blobs, and Network Abstraction
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Fund Flows And Crowd Behavior
A good contrarian investor has to know when to move against the crowd. In this update, we'll look at ETF flows for BTC and Gold, MicroStrategy's…
Mar 7
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Mike Fay
3
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Fund Flows And Crowd Behavior
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Dogecoin, Bitcoin Cash, and Litecoin Have Awoken From Their Slumber
Who Says Dinosaur Coins Are Extinct?
Mar 3
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Mike Fay
4
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Dogecoin, Bitcoin Cash, and Litecoin Have Awoken From Their Slumber
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