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🟪 Up 25x: Can Zcash flip Bitcoin?
2 hours ago

🟪 Up 25x: Can Zcash flip Bitcoin?

Unpacking the privacy premium

Jake Koch-Gallup
Jake Koch-Gallup
🟪 96.9% of days negative
Sep 24, 2026

🟪 96.9% of days negative

Onchain yields vs. T-bills

Luke Leasure
Luke Leasure
🟪 NEAR's second act
Sep 23, 2026

🟪 NEAR's second act

Most chains lost their fees. NEAR replaced them.

Marc Arjoon
Marc Arjoon
🟪 When the thesis plays out
Sep 22, 2026

🟪 When the thesis plays out

Derive's record week, explained

Carlos
Carlos
🟪 Play your CARDS right
Sep 21, 2026

🟪 Play your CARDS right

The timeline is sleeping on this catalyst

Kunal Doshi
Kunal Doshi
🟪 Friday Charts
Sep 18, 2026

🟪 Friday Charts

Into the future, boldly

Byron Gilliam
Byron Gilliam
🟪 Thursday Links
Sep 17, 2026

🟪 Thursday Links

Agents, USB money, bride prices, Senate cloture, Kalshi combos

Byron Gilliam
Byron Gilliam
🟪 Monetary policy is going asymmetric
Sep 16, 2026

🟪 Monetary policy is going asymmetric

The Fed may have to pull its rate decisions from a hat

Byron Gilliam
Byron Gilliam
🟪 AI without the data center
Sep 15, 2026

🟪 AI without the data center

Decentralization might make AI unstoppable

Byron Gilliam
Byron Gilliam
🟪 A short history of technology freakouts
Sep 14, 2026

🟪 A short history of technology freakouts

Even the Walkman used to seem scary

Byron Gilliam
Byron Gilliam
🟪 The value gap
Sep 13, 2026

🟪 The value gap

The plumbing works, now what?

🟪 Friday Charts
Sep 11, 2026

🟪 Friday Charts

The existential-risk story might have some plot holes

Byron Gilliam
Byron Gilliam
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Helping thousands of investors decode crypto and the markets, by Byron Gilliam.

The Breakdown

Helping thousands of investors decode crypto and the markets, by Byron Gilliam.

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