The Next Crypto Catalyst Won’t Look Like the Last Ones
Crypto markets move in waves, but they don’t repeat themselves exactly. In 2017, the catalyst was obvious: the ICO boom. Anyone with a whitepaper and a token could raise millions. Retail investors were captivated by the idea that they were getting in early on the next Ethereum. In 2021, the story evolved. DeFi Summer showed what programmable money could do. NFTs added culture, identity, and status. Crypto didn’t just promise returns — it promised participation in something ne
Dec 113 min read
The 3 Blockchains Most Likely to Power Wall Street
For years, institutions have treated crypto as an asset class , not an infrastructure . They’re pouring billions into Bitcoin ETFs and tokenized treasuries, but almost none of that activity actually happens on-chain. Wall Street still runs on ultra-fast matching engines, co-located servers, and fiber routes measured in nanoseconds: technologies that make even the best blockchains look like dial-up. The truth is simple: Crypto won’t win institutional order flow until blockchai
Nov 234 min read
The Hidden Fragility Inside Strategy’s Bitcoin Empire
Executive Summary Strategy Inc. has effectively transformed from a software and analytics company into a leveraged Bitcoin holding vehicle . Its core operations now revolve around accumulating Bitcoin through a mix of debt, perpetual preferred stock, and recurring equity issuance. The legacy software business generates roughly $114M in quarterly revenue , an amount that is insignificant relative to the firm’s ~$8B in debt obligations , expanding preferred stock base, and ong
Nov 174 min read
Why NEAR Protocol Could Be the Real Winner of the AI Blockchain Race
Today, Crypto Eri and I interviewed Alex Shevchenko of NEAR Protocol , and it left me with a strong conviction: NEAR isn’t just another blockchain project, it’s one of the most underappreciated powerhouses in the entire crypto ecosystem. If you’ve been following market trends, you know that AI-related blockchains have been the best-performing class in crypto . That trend isn’t slowing down: it’s accelerating as we move toward 2026. But there’s a critical distinction most i
Oct 283 min read
