It’s All About Crypto Blog
Is the November 28 Magic Gone?
Today is November 28. A year ago, I wrote about how this date seems to have a strange, almost magical influence on Bitcoin’s price. Many of the levels we later remembered as multi-year tops or bottoms were reached within a narrow window - roughly three weeks before or after this date. More precisely: November 28 ± 19 days. Back then I joked that if Bitcoin didn’t set a new...
Why S&P Called USDT "Weak" - And Why That’s Not the Main Issue
The recent S&P Global downgrade of USDT’s stability rating feels like theater more than analysis. S&P Global announced that USDT, issued by Tether, has been assigned the lowest possible rank - 5 (weak). * But it wasn’t downgraded because Tether arbitrarily shuts down support for entire blockchains and then later states that redemption of remaining tokens on those chains will no...
Coinbase Ventures Bets on Privacy, The Big Question Is Why
Coinbase Ventures has published a list of focus areas it considers the most promising for funding in 2026. Among the crypto-related ideas, they highlighted: * RWA perpetuals, * exchanges that serve as their own market makers, * trading terminals for prediction markets, * perpetual futures markets where collateral can earn yield without closing a leveraged position, * uncollateralized...
Monad Just Dropped 4.4 Million Tokens - But to Whom, and Why?
The team behind the Monad blockchain just sent out 4.4 million MON - the network's native token - to exactly 4.4 million addresses. They simply scanned for wallets that had recently interacted with other EVM chains, and gave them 1 MON so they could try the Monad network (you need MON to pay gas). This kind of gas drop isn't new. We've seen...
Near-Perfect Predictions on Polymarket - Explained
A curious thing popped up on Polymarket: a single trader whose success rate has been sitting near 100% throughout his entire activity. You can check his profile here. He places all kinds of bets - sometimes just a few dozen dollars, sometimes tens of thousands. At this pace, he has already made more than $428,000 in profits since the start of the...
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...
