Jay’s Substack

Jay’s Substack

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Sitemap - 2023 - Jay’s Substack

AWS of the EVM Ecosystem

Jito airdrop recap

Ethereum and the innovator's dillema

Thoughts on the Cleanspark Q4 '23 Earnings

Panda Power -- Arthur Hayes

Be Aware -- Bob Loukas

Bitcoin Miners Thesis

How to trade the Solana Rally | Joe Mccann

Arthur Hayes -- Bad Gurl

On crypto cycles

The Bitcoin Spot ETF and Rotisserie Chickens

Tether Q3 Attestation Report

Coinbase -- a call option on crypto

Arthur Hayes -- The Periphery

Bitcoin Synergy

The issue with L2s

Solana Thesis

Analyzing the Base <> Optimism deal

Response to The Risks of LSDs

Jay's Takeaways: The Risks of LSDs

StarsArena post-mortem

Double Happiness -- Arthur Hayes

Jito Labs: if Lido and Flashbots had a baby

Lido Finance: one of crypto's super aggregators

A new meta for start-up equity? OpenAI paves the way

FTX bankruptcy estate holdings -- DefiSquared

The Looming Opportunity with Decentralized Stablecoins -- Delphi Digital

Jay’s Takeaways – Coinbase: From Sleeping Giant To Industry Leader

Michael Saylor's Brilliant Bet

Lido Overview & Alternatives

Coming soon

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