My latest analyses

May
11
De-dollarization is a MEME

De-dollarization is a MEME

In this video, I explain why de-dollarization is a meme and summarize reasons why the dollar will stay king for the foreseeable future.
3 min read
May
11
BRC-20 Tokens are a Scam

BRC-20 Tokens are a Scam

In this video, I explain why BRC-20 tokens are useless and inefficient but make for good comedy on Bitcoin Twitter.
3 min read
May
04
Executive Summary: What Is De-Dollarization And What Does It Mean For Crypto?

Executive Summary: What Is De-Dollarization And What Does It Mean For Crypto?

In this article, I explore the concept of de-dollarization, its current status, and implications on the global economy, along with its potential impact on cryptocurrencies such as Bitcoin.
2 min read
May
04
Executive summary: Macro Brief 2023: How Will Macro Impact the Crypto Markets? (March 2023)

Executive summary: Macro Brief 2023: How Will Macro Impact the Crypto Markets? (March 2023)

In this article, I explore the impact of macroeconomic factors on the crypto market in 2023, discussing the key events that led to its downturn in 2022, the current macro situation, and the outlook for the rest of the year.
2 min read
May
04
Executive summary: The Role of Crypto in Cross-Border Payments: The Ultimate Comparison

Executive summary: The Role of Crypto in Cross-Border Payments: The Ultimate Comparison

In this article, I explore various cross-border payment methods, analyzing the advantages and disadvantages of traditional banking, fintechs, CBDCs, Bitcoin, and stablecoins in the context of international transactions.
2 min read
May
04
Executive summary: State of DeFi in 2023 (March 2023)

Executive summary: State of DeFi in 2023 (March 2023)

In this article, I delve into the current state of DeFi in 2023, examining the impact of DeFi Winter, the major DeFi protocols still standing, the challenges the industry faces, and the potential avenues for growth and future improvements in the decentralized finance ecosystem.
2 min read
May
04
Executive summary: 20 Popular Blockchain Analytics Tools and Companies

Executive summary: 20 Popular Blockchain Analytics Tools and Companies

In this article, I present a comprehensive list of 20 popular blockchain analytics tools and companies, offering insights on their main features and helping you elevate your crypto research and gain a deeper understanding of the blockchain ecosystem.
1 min read
May
04
Executive summary: Crypto Asset Valuation: How to Value Crypto Protocols and Blockchains

Executive summary: Crypto Asset Valuation: How to Value Crypto Protocols and Blockchains

In this article, I delve into the fundamentals of crypto asset valuation, teaching you how to value crypto protocols and blockchains by creating a detailed valuation framework, analyzing market metrics, and examining the crucial role of tokenomics in the modern crypto landscape.
2 min read
May
04
Executive summary: The Network State by Balaji Srinivasan — How To Start a Digital Country

Executive summary: The Network State by Balaji Srinivasan — How To Start a Digital Country

In this article, I explore the concept of the Network State by Balaji Srinivasan, discussing its potential benefits, step-by-step formation process, and the future implications of digital countries based on blockchain technology.
2 min read
May
04
Executive Summary: The Ultimate Deep Dive Into Bitcoin's Security Model

Executive Summary: The Ultimate Deep Dive Into Bitcoin's Security Model

In this article, I explore Bitcoin's security concerns due to diminishing block rewards and whether merged mining and the Lightning Network can provide a solution.
2 min read