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Latest Newsletters

  • Trump Memecoin Mania and Why Solana is the Big Winner
    Trump Memecoin Mania and Why Solana is the Big Winner
    If you needed any more proof that we’re living in the strangest possible timeline, this past weekend Donald Trump, on the eve of his inauguration, announced his very own memecoin $TRUMP.
    Cryptocurrencies
    Web3
  • AI Agents in Finance: From Chatbots to Financial Advisors
    AI Agents in Finance: From Chatbots to Financial Advisors
    AI agents are basically software that can perform tasks with some human direction and perhaps eventually autonomously. They need a way to transact, store value and enter binding relationships with people (and other agents). An…
    Cryptocurrencies
    Web3
  • The Convergence of AI and Crypto is Inevitable. Plus: 2025 Market Themes and Catalysts
    The Convergence of AI and Crypto is Inevitable. Plus: 2025 Market Themes and Catalysts
    As readers of this newsletter know, we have long been interested in the intersection of crypto and AI, which in our view are two of the leading technologies ushering in a new digital age in…
    Cryptocurrencies
    Web3
  • 2025 Outlook: Eight Themes to Watch
    2025 Outlook: Eight Themes to Watch
    2024 was a record-breaking year for the crypto market. Bitcoin rallied to reach $100,000 for the first time in history, more than doubling in value this year and rising more than 45% since Donald Trump’s…
    Cryptocurrencies
    Web3
  • 2025 Crypto Outlook
    2025 Crypto Outlook
    Yesterday, I moderated our Crypto 2025 Outlook webinar with featured guests Chris Giancarlo, former Chairman of the Commodities Futures Trading Commission (CFTC), and Perianne Boring, CEO of the Digital Chamber...
    Cryptocurrencies
    Web3
  • Bitcoin Hits $100,000
    Bitcoin Hits $100,000
    Well, we did it! Bitcoin hit $100,000! Wall Street awoke to headlines in the mainstream financial press announcing the milestone. Bloomberg wrote "Bitcoin Exceeds $100,000 on Trump's pro-crypto Pick for SEC", drawing a clear line…
    Cryptocurrencies
    Web3