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#56 The Resistance
The financial situation is highlighting the difference between the two sides of the story: the traditional finance house of cards VS the maverick…
Carbono
Mar 27
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#56 The Resistance
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#55 We didn't start the fire
A week went by since the triple bank collapse, and the narrative now says that crypto was not to blame, and that bitcoin protects people from the whims…
Carbono
Mar 20
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#55 We didn't start the fire
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#54 The banking system tests crypto's resilience
The third and fourth biggest bank shutdowns happened last week, in what appears to be either an emerging banking crisis or a covert operation against…
Carbono
Mar 14
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#54 The banking system tests crypto's resilience
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#53 The Infrastructure Conundrum
Infrastructure is trendy again. Devs and investors have set their eyes on the different solutions: L1s, L2s, appchains, modular chains.. Although nobody…
Carbono
Mar 6
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#53 The Infrastructure Conundrum
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February 2023
#52 Blue, da ba dee 🔵
Coinbase, to bring together the best of two worlds, centralized and decentralized, through their L2, Base. Also in this issue Arbitrum, Hong Kong's…
Carbono
Feb 27
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#52 Blue, da ba dee 🔵
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#51 The SEC summer
The SEC has pushed the pedal to the metal in their enforcement actions. This is the main trend in a season of massive trends: liquid staking, ordinals…
Carbono
Feb 20
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#51 The SEC summer
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#50 Gary Gensler's Big Hammer
Now that liquidity and activity have returned to crypto, regulation is the next great hurdle. It seems like crypto is in the crosshairs of US…
Carbono
Feb 13
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#50 Gary Gensler's Big Hammer
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#49 Beware of the bull
This was the best January in ages. Quite a confusing feeling, since we're coming from one of the worst bear markets. Time to check fundamentals. Also…
Carbono
Feb 6
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#49 Beware of the bull
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January 2023
#48 Crypto is up: good news or bad news?
We're back with "is this a bear or a bull?" question. Hard to tell, but what we do know is that Real World Assets look cool, Aptos doesn't, and Shanghai…
Carbono
Jan 30
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#48 Crypto is up: good news or bad news?
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#47 Developers at work
After months of drama, the spotlight is back on engineering and innovation (ok, yes, with a side of bankruptcy and some crazy stuff too). We look at…
Carbono
Jan 23
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#47 Developers at work
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#46 Some bottom signals
Headwinds remain there (macro situation, layoffs, bankruptcies), but they've become more stable and predictable. In the meantime, the bright side of…
Carbono
Jan 16
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#46 Some bottom signals
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#45 Liquid Staking Derivatives, optimism fuel for 2023
LSD heats up the space. Also, the latest developments in Genesis, Solana and Sushiswap, Huobi is in pain, and a recap of 2022 VC money
Carbono
Jan 9
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#45 Liquid Staking Derivatives, optimism fuel for 2023
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