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JustCrypto by Lou Kerner

Insights in to the latest trends in the crypto ecosystem from a former VC, operator, and Wall Street analyst

justcrypto.substack.comSource feed ↗10 episodes

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Insights in to the latest trends in the crypto ecosystem from a former Wall Street Analyst

Welcome to JustCrypto.

It May By Crypto Heresy, But Bitcoin Is Not Going Up. What Most Investors In Crypto Are Missing

Let’s be clear. Bitcoin just broke $10,000 for the first time in more than two months.

7 Highlights From “Stablecoins Are Killing It” Episode #9 Featuring Joel Johns & Gil Hildebrand

On July 23rd we hosted “Stablecoins Are Killing It” Episode #9 featuring Joel Johns, one of the leading stablecoins analysts (formerly…

“Stablecoins Are Killing It” — Episode #10, Thursday, July 30th, 1–2pm EST

We started “Stablecoins Are Killing It” on April 25th, 2020, because stablecoins were the fastest growing segment of crypto, growing by…

5 Highlights From The Comptroller’s Announcement Allowing Banks To Custody Cryptocurrency

On July 22nd, the Office of the Comptroller (the “OCC”) published a letter announcing that national banks’ and federal savings…

5 Highlights From “Stablecoins Are Killing It” Episode #8 Featuring Bank Frick & Quantoz

On July 16th, “Stablecoins Are Killing It” Episode #8 featured Julien Hawle ( Head of Blockchain Lab at Bank Frick) and Mark Reuvers…

OpenAI’s GPT-3 Is The Future We’ve Been Waiting For

OpenAI is an artificial intelligence research laboratory started in 2015 by Elon Musk, Sam Altman, Peter Thiel, Reid Hoffman, Marc Benioff…

5 Highlights From Ray Dalio’s Chapter 4 — The Big Cycle of The U.S. & The $

On July 16th, Ray Dalio published part one of a two part chapter on the economic trajectory of the U.S.. Part one goes through WW II. Part…

“Stablecoins Are Killing It” — Episode #9, Thursday, July 23th, 1–2pm EST

We announced “Stablecoins Are Killing It” on April 25th, 2020, because stablecoins were the fastest growing segment of crypto. At the time…

As The U.S. Embraces MMT, Tesla Will Reach $10,000/Sh In 2021

By way of background, I’m a former Goldman Sachs equity analyst. So, IMHO, I appreciate the fundamentals of stock valuation and stock…