From a North Korean blockchain conference to a sanctions-evading crypto hedge fund, does this type of activity present a narrative risk to the crypto industry as a whole?
Mati Greenspan on the Technical and Macro Roots of Bitcoin’s Price Surge
As BTC surges, is it fundamentals, technicals or macro context? Former eToro analyst Mati Greenspan breaks it down.
Narrative Watch: The Hunt for Crypto’s Killer App
As a Brooklyn Nets player tokenizes his contract, are income share agreements poised to break out as one of crypto’s killer apps?
ANALYSIS: The Global Game of Coins Heats Up
New paper from the PBoC says that “top-level” design of its digital currency is complete while AMLD5 in Europe is causing crypto companies to flee.
Narrative Watch: Why 2020 Will Be the Year of the DAO
2019 saw the launch of Moloch, MetaCartel, MarketingDAO and more than 1000 DAOs on Aragon. Will 2020 be even bigger?
Travis Kling on Bitcoin as a Safe Haven Asset
Ikigai’s Travis Kling looks at BTC’s correlation to gold and crude in response to Iran missile strikes, plus SEC priorities and Congressional intrigue.
Hamstringing an Industry With Compliance Costs
The risk to the industry when crypto companies have to spend millions on compliance, plus new BTC mining in TX and the IMF on digital currencies.
Taking the TON Out of Telegram
Discussing how bitcoin might react to Iran and a rise in instability, plus news that TON won’t be in Telegram and reviewing the Nakamoto.com dust up
YouTube, Tron and the Dream of Decentralization
After YouTube (temporarily) removes crypto content and DLive moves to Tron, many are asking: Are decentralized social media alternatives possible?
Taylor Monahan on Crypto’s Divergent Possibilities in 2020
Why 2020 represents a fundamental dividing line between cypherpunk crypto and government & corporate co-opted crypto.
Tom Shaughnessy and Jordan Clifford on Layer 1 Wars, Token Economics and a Shift to Applications
The big story of 2019 was “quiet” building. When it comes to 2020, however, watch out for fireworks.
Katherine Wu on DeFi and the Inevitability of the Digital Yuan
How DeFi found its footing in 2019 and what it means that 2020 will see the launch of a Chinese digital yuan.
Camila Russo and David Hoffman on the 2020 DeFi Outlook
Why the undisputed narrative of 2019 was the rise of DeFi and why 2020 promises even more exciting developments.
Marty Bent on the Macro Fires on the Horizon
From a trade war tweeting president to protests in Hong Kong, 2019 saw global instability (and in turn, the raison d’etre for bitcoin) increase.
Rob ‘Crypto Bobby’ Paone and Preethi Kasireddy on Fundraising, Halvings, and the Long Steady Slog of Crypto
Why 2019 was a long, steady slog of behind the scenes building and why 2020 promises more of the same.
Meltem Demirors on Government Digital Currencies and Why ‘The Halvening’ Gets Weird
Why the narrative of 2019 was the emergencies of Central Bank Digital Currencies and why the halvening won’t go as people expect
Peter McCormack On A Defiant New Era For Bitcoin
Why the narrative of 2019 was protest and dissent and why 2020 will see bloodletting in the alt markets.
Art Haus Ethereum Meets Bitcoin Financialization
NLW discusses two ends of the crypto spectrum: the emergence of bitcoin derivatives as a key 2019 trend vs. a new bonding-curve powered fashion DAO
Should the Government Have a Say in Where You Can Invest?
NLW discusses forthcoming changes to US accredited investor laws and looks at a trend of DeFi companies looking to become more decentralized in 2020.
‘Stacking Sats’ vs. ‘ETH Is Money’ – The Memes That Shaped 2019
NLW breaks down ten memes and narratives that dominated the crypto conversation in 2019.