Crypto’s app layer spawns new meta
Crypto's greatest rivalry is in prediction markets
Playing perps poker
On power and protocol politics
Livestreamed, wherever you are
AI needs a bubble
Thursday links: cryptoization, a dark DAT, and the case for ads
Private vs. anonymous crypto
Owning the rails doesn’t help if no one wants a ride
The one weird trick of good money
The crypto moves currently in limbo
Third-derivative thinking
