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A historically bad week for digital assets, and the rest of global markets, led to me spinning up 11 random thoughts about this bear market

ar.ca/blog/11-random…

#ThatsOurTwoSatoshis
1) Why $BTC & $ETH are underperforming

2) #DeFi is kicking the crap out of #CeFi

3) #DeFi is being held back by lack of adoption of stablecoins, not DeFi itself

4) USDC = USDT; BlockFi = Celsius; Grayscale = Lido - Stop pretending they are different
5) Tether and Circle are making a fortune right now from higher rates

6) Transparency vs non-transparency -- pros and cons

7) The grave-dancing, negative clickbait bias is very lopsided -- lots of stories on forced sellers, no stories on willing buyers
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