My latest analyses

Aug
12

Executive Summary: Coin vs Token: What Is the Difference?

In this article, I explain the difference between coins like Bitcoin and Ethereum that are independent cryptocurrencies, and tokens like Tether and Uniswap that depend on an existing blockchain.
1 min read
Aug
12
Executive Summary: Real-World Assets (RWA): Bridging the Gap Between DeFi and TradFi

Executive Summary: Real-World Assets (RWA): Bridging the Gap Between DeFi and TradFi

In this article, I explain what real-world assets (RWA) are and how they bridge traditional and decentralized finance by tokenizing real-world assets and bringing them on-chain. I analyze the current RWA market and key protocols and examine future trends and growth potential.
1 min read
Aug
09
Operation Choke Point 2.0: The Third Crypto War?

Operation Choke Point 2.0: The Third Crypto War?

In this article, I analyze increased US regulatory pressure dubbed "Operation Choke Point 2.0" challenging crypto companies, examining pushback through Congressional hearings and lawsuits, shifts in banking relationships, and whether this constitutes a "Third Crypto War".
1 min read
Aug
09

Executive Summary: Second Crypto War

In this article, I explore the Second Crypto War beginning in the 2000s as encryption became mainstream, analyzing the key issues like government backdoor access, perspectives like tech companies prioritizing privacy, and implications for cryptocurrencies.
1 min read
Aug
09

Executive Summary: The First Crypto War

In this article, I explore the First Crypto War in the 1990s between privacy advocates like the Cypherpunks and the US government over encryption.
1 min read
Aug
09

Executive Summary: What Is ERC-6551? Explaining the New NFT Token Standard

In this article, I explain the new ERC-6551 NFT standard that enables NFTs to hold assets, interact with contracts, and have on-chain identity. I cover use cases like composability and provenance tracking, as well as challenges around adoption and security.
1 min read
Aug
09
Executive Summary: Centralization Risk in Crypto: How Decentralized Is Crypto?

Executive Summary: Centralization Risk in Crypto: How Decentralized Is Crypto?

In this article, I explore centralization risks across crypto like concentrated mining and infrastructure bottlenecks, risks in major assets like Bitcoin and Ethereum, and centralization concerns in layer-ones and DeFi.
1 min read
Aug
09

Executive Summary: What Are Smart Contract Wallets?

In this article, I explain what smart contract wallets are and how they differ from regular wallets by enabling users to control funds via a smart contract.
1 min read
Aug
09
Executive Summary: What Are BRC-20 Tokens? Explaining the Bitcoin Memecoin Hype

Executive Summary: What Are BRC-20 Tokens? Explaining the Bitcoin Memecoin Hype

In this article, I explain the new BRC-20 token standard that emerged on Bitcoin. I discuss the spike in transaction fees, the debate on infrastructure improvements needed, and whether this is a passing trend or a lasting change.
1 min read
Aug
09

Executive Summary: What Are Multi-Party Computation (MPC) Wallets?

In this article, I explain what multi-party computation (MPC) wallets are, how they differ from other wallet types, the benefits and risks of MPC wallets, and tips on how to select the right MPC wallet for your needs.
1 min read