I Asked AI to Evaluate Breakthroughs in My PhD Research
After 15 years building companies, I went back to the 3 mathematical results I was proudest of
Anton Golub Newsletter - Digital Assets, Crypto & Regulation
Your access to my Newsletter on Crypto & Web3 industry, Market Making, Exchanges, RWAs and Stablecoins. Sign-up for Paid Subscription to access my paid products & services.
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Latest episodes
Concentration. Leverage. Volatility.
How Situational Awareness went from +439% after fees to near permanent capital impairment in five weeks
Strategy’s Bitcoin Flywheel Has Entered Its Liability-Management Phase
MSTR common is now backstopping STRC - and the $15 billion funding wall is starting to appear in weekly capital allocation.
Only 1 out of 4 Dubai residents owns property: how Tribe is building regulated access to real estate - podcast with Sebastian Agren (COO & Co-Founder of Tribe)
Why tokenization only works when legal ownership, investor demand, valuation, regulation, and a real secondary market are built together.
I explain why Bitcoin dropped below $60,000 - 3 biggest liquidity channels disappeared at same time
ETFs are redeeming, Strategy is defending its balance sheet, and stablecoin liquidity is shrinking.
$1.7 trillion traded on dYdX: Charles d’Haussy (CEO of dYdX Foundation) on decentralized markets, perps, and 24/7 finance
Why decentralized exchanges, self-custody, and 24/7 derivatives are becoming part of the next market-structure upgrade.
Dubai puts Real Estate ownership on-chain: PRYPCO General Manager Joseph El Am on tokenization in Dubai & UAE
How Dubai is building tokenized real estate infrastructure: onboarding, compliance, liquidity, and investor rights that actually work
$338.7 billion in MENA crypto activity: why Zand Bank is a key bank for serious crypto firms in UAE - podcast with Michael Chan (CEO of Zand Bank)
Stablecoins, custody, tokenized assets - inside Zand Bank
RWA Tokenization in UAE: What Asset Owners and Issuers Need to Know in 2026
Execution lessons from structuring a gold-backed, yield-bearing RWA program in UAE.
$266 billion in October: how Deribit runs world’s largest crypto options exchange - podcast with Luuk Strijers (CEO of Deribit)
Why BTC options dominate, what DVOL products mean, and how Coinbase changes distribution.
You asked me to explain why Strategy’s common stock (MSTR) should trade at discount to its “BTC per share” intrinsic value.
Bitcoin per Share Lies About Who Owns the Stack - BTC-Backed Preferreds Eat Into MSTR’s “Pure” Bitcoin Exposure
Ripple raises $500 million at insane $40 billion valuation - is IPO next step?
Cap table cleaned; Fortress, Citadel, Galaxy in - Ripple IPO coming next?
UAE telco operator du launches Bitcoin cloud mining for all residents!
UAE-first, telecom-grade Bitcoin mining - regulated, local, live by du
Wall Street thinks Strategy’s shares will double - you need to be ultra delusional to believe that
Vol gone. mNAV ≈1. Issuance dead. Strategy doing 2x is fantasy.
Europe to launch CBDC for retail in 2029
Digital Euro is surveillance coin - PR mask, zero privacy, zero redemption
MetaPlanet is borrowing against their Bitcoin to fix price collapse they caused.
$500 million BTC-backed buybacks to push mNAV >1 - damage control, not conviction.
Why Does Retail Misunderstand Digital Asset Treasuries (DATs)?
DATs sell optionality; hedge funds trade gamma; retail buys illusion.
Hype around Digital Asset Treasuries (DATs) is slowly coming to an end
mNAV = 1.16. Volatility dead. ATM sales dilute. Strategy stalls. DAT hype is over.
Retail investors lost $17 billion buying Bitcoin Treasury companies
You didn’t buy Bitcoin, you bought hedge fund products - mNAV magic is over
Dubai became the world’s largest regulated crypto market
Dubai.: Vision first, Infrastructure next, Integration at scale. AED 2.5 Trillion flow and 40+ licenses, in 3 years.