What ETF Flows Actually Tell You About Crypto Demand
Fund inflows get quoted as proof of institutional appetite. The number is real; the interpretation is usually wrong.
Category: Cryptocurrency
432 posts
Bitcoin Back Above $80,000: What Actually Drove the Move
After a summer spent in the low sixties, bitcoin cleared eighty thousand in late August. The reasons are mostly not about crypto.
Bitcoin Mining Economics After Repeated Halvings
The block reward halves every four years. What happens to network security when it approaches zero is an open question.
What Survived in Decentralised Finance
After several cycles of collapse, a small set of applications kept working. They are not the ones that got the attention.
What a Quantum Computer Would Actually Do to Bitcoin
The threat is real, specific, and slower than the headlines suggest. Here is which part actually breaks.
Proof of Stake, Several Years On
The energy question was answered decisively. The centralisation question was not.
Why Crypto Payments Never Went Mainstream
The original use case was buying things. Almost nobody does, and the reasons are structural rather than temporary.
Tokenised Assets: The Part That Is Actually Working
Putting bonds and funds on a blockchain sounds like a solution looking for a problem. In settlement, it is not.
Central Bank Digital Currencies Are Coming Slowly and Quietly
Dozens of countries are developing them. The design decisions matter far more than the technology.
What Crypto Actually Becomes Over the Next Decade
Neither replacing the financial system nor disappearing. Something narrower and more boring than either prediction.