1confirmation Newsletter - Issue #104
Stablecoins: Why Now and Stablecoin Native Apps
1confirmation Newsletter
1confirmation Newsletter
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1confirmation Newsletter - Issue #100
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1confirmation Newsletter - Issue #99
As we head into 2022, soaring inflation is causing more people to recognize the benefit of scarce digital assets like BTC and ETH. The macro tailwind is encouraging, but even more encouraging is the fact that use cases for crypto beyond pure speculation are emerging with DeFi, NFTs and DAOs all breaking out as their own distinct categories with millions of users this year. 2021 has been a…
1confirmation Newsletter - Issue #98
NFTs have captured mainstream attention in a way that nothing else has in the 12+ year history of our industry. Opensea is one of the fastest growing online marketplaces ever with $7.5B+ in exchange volume so far this year. Financial institutions like Visa are buying NFTs, old school auction houses like Christie's and Sotheby's are selling NFTs and big companies like Coinbase are now trying to get…
1confirmation Newsletter - Issue #97
Bitcoin is the first love for most. BTC is the original and has done great things for the world. Without it, we wouldn't have Ethereum, Polkadot, and the thousands of other cryptocurrencies now in existence. But cryptocurrency has always been and will always be about progress and falling into tribal games has proven to be destructive to wealth and progress.For the past few years we've witnessed…
1confirmation Newsletter - Issue #96
We recently went on the Bankless podcast: Authenticity in Crypto | 1confirmationWe think authenticity is a useful north star when it comes to investing in startups, cryptocurrencies and NFTs. Lately the NFT space has been especially fraught with copycats and cash grabs. Sticking to authentic creatives on authentic platforms like Opensea and SuperRare is the best long-term approach.
1confirmation Newsletter - Issue #95
NFTs are taking cryptocurrency mainstream in a way that nothing else has to date. Sports fans have recently been brought into the space via NBA Top Shot, music fans have been brought in the space via drops from artists like 3LAU and Shawn Mendes and art fans have been brought in via Superare.2021 NFTs feels like 2017 ICOs to some, but we believe NFTs will have a more lasting impact on our industry…
1confirmation Newsletter - Issue #94
We're in the midst of a perfect macro storm for cryptocurrency adoption in the United States: unprecedented money printing, internet censorship, distrust in big business, small business decimation. This week's WSB vs. Wall Street battle and the subsequent restriction of stock trading are the latest events to shine light on the fact that the establishment is focused on maintaining the status quo…
1confirmation Newsletter - Issue #93
The total market capitalization of cryptocurrency surpassed $1 trillion this week. The 2017-18 bull market was led by an irrational ICO craze that saw low quality assets with no use cases like XRP soar, but this bull market feels different. Quality is leading ( BTC + ETH market cap is over 80% of the total market cap) and there's a number of use cases with real traction, from decentralized…
1confirmation Newsletter - Issue #92
We're in the midst of two trends that don't show any signs of slowing down as we head into 2021:Institutional adoption of Bitcoin: Companies like Square and Microstrategy and well-known institutional investors like Paul Tudor Jones and Stanley Druckenmiller bought BTC this year. Many more will likely follow. Grassroots adoption of Ethereum: Usage of decentralized applications on Ethereum exploded…
1confirmation Newsletter - Issue #91
Cryptocurrency adoption may be hitting an inflection point in the United States. In recent days PayPal launched buy support for BTC and ETH to all U.S. users and a newly elected U.S. Senator is a major champion of BTC as a store of value.Adoption is likely to accelerate as trust in large institutions wanes and forward-thinking companies and people within large institutions continue to support the…
1confirmation Newsletter - Issue #90
Ethereum continues to permeate culture in new ways. The music industry has been the latest crossover with electronic music artists 3LAU, RAC, and Boyz Noise all recently launching audio + visual NFTs that sold for thousands of dollars worth of ETH. We recently spoke with 3LAU about how tokenizing music offers a new revenue stream for artists at a time they badly need it. Read more here: The Music…
1confirmation Newsletter - Issue #89
Adoption of Ethereum-based digital art exploded in September and it's been exciting to see talented new people enter the space to make money doing something they love. Anyone can see an Ethereum-based artwork, but only one person can own it. The ability to prove authentic ownership of digital art has caused collectors to invest millions of dollars in artworks on platforms like SuperRare and…
1confirmation Newsletter - Issue #88
There are many similarities between the yield farming boom we're currently in the middle of and the ICO boom of 2017: greed is the main driver (this time it's the desire to find the next 1000% APY farming opportunity instead of 100x ICO opportunity) and the permissionless nature of Ethereum makes it easy for anyone to participate (so there are lots of scams and low quality projects involved).…
1confirmation Newsletter - Issue #87
The two most important crypto trends to be aware of today are Ethereum usage and Ethereum transaction fees. Usage of DeFi applications on Ethereum has exploded (total value locked increased from $2B on July 1 to $6.6B today) but Ethereum transaction fees have also exploded (average gas fees increased from ~47 gwei to ~115 gwei in the same period).This has interesting implications for the space.…