Anton Golub Newsletter - Digital Assets, Crypto & Regulation
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| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 165 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||
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antongolub.substack.comLatest Issues
$338.7 billion in MENA crypto activity: why Zand Bank is a key bank for serious crypto firms in UAE - podcast with Michael Chan (CEO of Zand Bank)
Stablecoins, custody, tokenized assets - inside Zand Bank
Hi, it’s Anton.
RWA Tokenization in UAE: What Asset Owners and Issuers Need to Know in 2026
Execution lessons from structuring a gold-backed, yield-bearing RWA program in UAE.
RWA tokenization stopped being an “innovation lab” conversation. In past 12–18 months, I’ve watched it become a board-level question: structure, governance...
$266 billion in October: how Deribit runs world’s largest crypto options exchange - podcast with Luuk Strijers (CEO of Deribit)
Why BTC options dominate, what DVOL products mean, and how Coinbase changes distribution.
Hi, it’s Anton.
You asked me to explain why Strategy’s common stock (MSTR) should trade at discount to its “BTC per share” intrinsic value.
Bitcoin per Share Lies About Who Owns the Stack - BTC-Backed Preferreds Eat Into MSTR’s “Pure” Bitcoin Exposure
I’ll make a logical argument that MSTR’s mNAV should be < 1.0.
Ripple raises $500 million at insane $40 billion valuation - is IPO next step?
Cap table cleaned; Fortress, Citadel, Galaxy in - Ripple IPO coming next?
Ripple doesn’t need money.
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Actionable insights on stablecoins, market structure, liquidity, regulation, and UAE go-to-market strategies.
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