Byron

@byrongilliam

33 Following

58 Followers

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what's the counterargument to the idea that stablecoins should (and probably will) be forced to KYC all holders? https://jpkoning.blogspot.com/2024/08/stablecoins-digital-version-of-swiss.html

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DAS London Preview: ETFs https://tinyurl.com/yc4vn5wy

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There's a new SaaS in town - find out how NFTs do what Rolex watches and Hermes ties have been doing for decades (but better) here: https://blockworks.co/newsletter/issue/post_53c7c5af-5162-4f63-98ce-02dfd4a7bcb3

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Airdrops are a black hole of human capital https://blockworks.co/newsletter/issue/post_e22ba2bc-8381-4dd4-ba3f-b826c0ce855b

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brian armstrong on $COIN earnings call transcript: "Coinbase is not just a new asset class..." I think he meant "crypto" ... but maybe not?

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the DePIN sector is trading on 1,600x revenue https://depin.ninja

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I bought the Farcaster dog coin ... apologies in advance to anyone who thought it was going up

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If Ethereum is the George Washington bridge, will Solana turn out to be the Tappaan Zee? 2024 is the year we find out whether crypto can defy the laws of induced demand that have made NYC transit such a mess: http://tinyurl.com/yck8k6d6

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Today's note questions who it is that "makes" a bank deposit and wonders whether "tokenization" actually means "de-tokenization." Potato, potahto? Let's find out: https://blockworks.co/newsletter/issue/32467412

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@mhpaler who should i be following on this thing?

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This week's macro recap includes our favorite forecast (a reprise of the Roaring '20s) as well as the one weird trick that will make you a top-decile economic forecaster. https://blockworks.co/newsletter/issue/32446856

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