It’s All About Crypto Blog
Why Not Burn All the Tokens? Part II
A week ago, I noticed a curious trend: many crypto projects that once eagerly minted and sold their own tokens are now announcing plans to buy them back and burn them. What’s going on? Could it be that critics were right all along — that these tokens were never really needed? If you haven’t read Part I, check it out first —...
Who Just Bought 4% of All Bitcoin?
Yesterday, I wrote about JPMorgan’s view that the recent drop in BTC was driven by retail investors exiting their ETF positions. They even gave numbers: in November, retail sold around $4 billion worth of BTC and ETH spot ETFs. But today I came across new data, and it completely changes the picture. Even if the entire $4 billion outflow came from BTC...
Investors are Dumping. So Who’s Accumulating?
According to JPMorgan, the main force behind the current drop in Bitcoin and Ether prices is retail investors. In November, they sold about $4 billion worth of spot ETFs. Honestly, that explanation sounds convincing. This behavior fits perfectly into the mindset of investors and even investment funds. After all, what is an investment? You give someone money to grow a business...
Before You Panic About Bitcoin, Ask This One Question
Fear around bitcoin’s price drop keeps spreading through the news and social media. But here’s the real question I want to ask: Have any of the well-known growth drivers for bitcoin actually stopped working? * Network effect. The more people use and hold bitcoin, the stronger and more valuable the network becomes. Its...
Blockchain Isn’t a Bank - It’s a Vault for the Things You Value
At Devconnect in Buenos Aires, Vitalik Buterin offered a surprisingly elegant way to describe Ethereum’s L1. He called it a network securing hundreds of billions in value. I really liked that wording. Many crypto enthusiasts tend to think of blockchains as a place to store money. As if, when someone asks “Where do you store your money?”, the possible answers could be: * in a safe at...
The Kaspa–Binance Clash: A Spotlight on Crypto’s Culture Shift
The recent clash between the Kaspa team and Binance over a potential listing deserves close attention. Kaspa isn’t just another “promising” cryptocurrency claiming technological innovation. It has already proven itself on the market as a highly demanded asset. It’s no coincidence that during the previous bear market (in the second half of 2022), the KAS/BTC rate surged nearly a hundredfold...
Slippage Doesn’t Care How Experienced You Are
Blockchain researcher ZachXBT has called out "onchain clown of the month": a user who swapped 14.4 million ADA for USDA on a decentralized exchange and ended up losing 90% of the value - roughly $6.2 million - purely because of slippage. But there’s nothing funny about it. The person who made this trade has been dealing with ADA for at least five years - that’s when...
Why Not Burn All the Tokens? Part I
In the age of the crypto boom, especially during the mass ICO wave of 2017–2018, thousands of projects launched their own tokens, promising a revolution in finance, decentralization, and technology. The crowd eagerly bought these assets simply because they were related to the crypto industry, which at the time was bringing impressive profits to its early adopters. Skeptics were asking from day one:...
Leverage Is Faking the Fear
According to Bitbo, Bitcoin’s Fear & Greed Index has dropped to 10 today. That’s extreme fear - so extreme that we didn’t see numbers this low even at the bottom of the 2022 bear market, or during the COVID flash crash when Bitcoin lost more than 50% in a few hours. Where is all this fear coming from? For months, Bitcoin was trading...
Guess Who’s Hacking Now?
When China’s National Computer Virus Emergency Response Center claimed that the US government was tied to the theft of 127,000 BTC back in 2020, I didn’t take it too seriously. Everyone accuses everyone during trade wars. But it turns out that a month earlier, well-known blockchain investigator ZachXBT had raised similar suspicions based on his own on-chain analysis. At...
