A personal crypto newsletter arguing that spray-and-pray token picking has stopped working and that a value-investing approach fits the next cycle better. The author also writes candidly about screen-time, addiction and taking breaks from the crypto scene.
Website: https://www.zeneca.xyz
Data-driven crypto research covering DeFi lending, curated vaults and onchain perpetuals, with specific figures and protocol-level analysis. Readers get quarterly market-share breakdowns and explanations of governance proposals and trust models.
Research-driven essays on crypto and fintech businesses, examining who captures revenue in onchain finance, how companies like Rain and Visa build and defend their economics. Readers get sourced, analytical breakdowns of retained revenue, valuations and payment infrastructure aimed at investors.
A weekly data-driven look at crypto markets and on-chain activity from Coin Metrics researchers, using quantitative methods such as regression and survival analysis. Recent issues cover stablecoin supply drivers, Fed rate expectations and DeFi lending rates, Ethereum's Glamsterdam upgrade, and memecoin lifecycles.
A weekly column that takes one crypto statistic or claim and tests it against sourced data, such as stablecoin supply, regulatory actions and rulemaking stages. Each issue lays out dated figures, primary-source citations and a clear argument, and includes corrections when earlier claims were wrong.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
