Our thesis: cryptocurrencies are like companies and active addresses are like customers, similar to active users of Facebook or active subscribers of Netflix.
Altcoin Investing
Top Projects Building on Binance Smart Chain in 2022
Binance Smart Chain is the largest smart contract blockchain after Ethereum, by revenue earned.
Modern Portfolio Theory and the Crypto Portfolio
The significance of Modern Portfolio Theory in crypto investing, and how you create the optimal crypto portfolio based on the Sharpe Ratio.
Crypto Market Outlook (8/31/22)
The week has gotten off to a challenging start for cryptocurrencies in general. This includes bitcoin.
Money Grows on Trees
How to program your brain — and your bank account — for long-term financial success, like planting a “money tree.”
Unwrapping the New Coinbase Token
Today, I’ll unpack this new token (called cbETH) and explain how it works, why it’s such a big deal for the future of Ethereum, and (of course) how you can benefit.
How the Ethereum Upgrade Impacted Revenue
Ethereum revenue is a key metric that reflects activity on the network. How did it perform in Q2 2022 and what will happen after the full transition to PoS?
Premium members: An Open Letter to the New York Times
The New York Times recently issued this call to those of us who work in the crypto industry.
The Investor’s Guide to the Ethereum Merge
Ethereum’s long-awaited transition to Proof-of-Stake will finally take place later this summer, but there are concerns over how it will affect ETH’s price. Find out about the benefits of Merge from an investor’s point of view.
How to Get Better and Better
The one weird trick that will change the way you invest.