November 2024 was one of the most positive months in crypto history, full stop.

The crypto markets and the world wait with bated breath for the results of next Tuesday

But it wasn’t just the two largest economies in the world embarking on easing. Central banks across the globe cut more in aggregate in September than any month since peak Covid.

Crypto is experiencing Pervasive Quiet Quitting

July was one of the most eventful months in crypto history, intertwined with one of the most eventful months of the last 50 years for the United States broadly.

Those are important questions. The kind of thing that will have you reading Nietzsche and Dostoevsky.

The Swift Unraveling Of The Democratic Party’s Stance On Crypto

Do you really want to be long crypto into the summer?

The greatest trick the devil ever pulled was convincing the world that a disruptive technology with a ton of potential was just a shitcoin casino.

Why do you think Oliver Anthony exploded out of nowhere into such popularity? That is Financial Nihilism.

A Lack of Pretense That Any of This Shit Does Anything or Will Ever Do Anything

The US government is now in charge of Binance’s compliance department for the next five years, and it looks like Changpeng may do some jail time.

I don’t know how much you’ve been paying attention to the Sam Bankman-Fried criminal trial that’s been ongoing over the last month.

If you get enough people chipping away in little ways like this, it adds up to a big difference.

We come to the sixtieth consecutive month I’ve been writing these Monthly Updates. I suppose there’s a fine line between persistence and insanity!

Bad actors are attracted to crypto like moths to a flame

The adults are coming! The adults are coming!

There’s a palpable malaise in crypto right now and I believe a big driver of it is the ecosystem’s collective realization of how little we have to show for ourselves

I don’t think the “fundamentals” of the names on that table are going to carry prices higher in the near-term. Cause the fundamentals just don’t seem that great at the moment.