there's a great opportunity for a serious business strategy substack for crypto. likely $500k – 1M per year solopreneur business.

the competition is so weak and there's so much green field you'd only need to be 70% as good as stratechery to kill it.

Topics I'd love to see: 

1. Where will value capture happen in stablecoin stack
2. End game of the block space wars
3. Cover Coinbase's strategy like Ben covers Facebook/Apple
4. Where project tokens are going 
5. Revisiting RWAs with upcoming regulatory clarity
6. Where tokenized equities make sense, where they don't

7. Where stablecoins outcompete trad payment rails. Predict the next corridors where stables become competitive
8. Cover circle deeply. They're in a very unique position sitting on a valuable asset, but sandwiched by coinbase. what's their next best move?
9. Crypto venture fund performance, and the unique nature of investing in the crypto market 
10. Explain market maker business and pricing model
11. Cover Binance & BNB chain deeply (will require some investigative journalism)

Helping build @midao. Probably on the water if I’m not thinking about crypto. /eagles /betting /off-grid

Met someone who gets people listed on exchanges for a living and he told me Upbit is more important than Coinbase more often than not 🤯

yes! more generally, covering the asian exchange market would be super interesting. why is OKX seemingly underperforming? how did upbit, bybit, bitget ascend so quickly?

10. And 11. 

So underreported. 

Also the Upbit phenomenon.