For crypto investors who care more about preserving and compounding wealth than chasing the next 100x token. Understand the macro regime in less than 10 minutes a week and see exactly how I position my own capital.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 8 months ago | Last Issue | 7 days ago |
| Active | |||||
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mladenpavla.substack.comLatest Issues
Why "Memecoins" Might Be More Important Than Most Investors Think
Before I get into the substance of this post, I want to say that it has been a real privilege to write for you so far, my brilliant peers here on Substack, whose opinions and daily conversations on this platform I genuinely value. Thank you...
Why Investors Should Pay Attention to Gold Again
Did you know that gold has outperformed the S&P 500 over roughly the last twenty-six years, despite currently trading around 30% below its all-time high? I suspect many investors would answer no. Gold is often portrayed as a defensive asset...
Portfolio Update July 2026: Staying Patient While Conditions Remain Supportive
Welcome to another edition of Mladen Talks Crypto, a newsletter for serious retail crypto investors who don’t chase narratives but instead seek to understand markets through the lens of financial conditions.
When I published my first post...
Why Loose Financial Conditions Aren't Enough for Crypto
Every month I publish an update explaining how I currently understand the macro environment and how it influences my positioning in the crypto market. In this article, I want to explain why I still believe we are in the later phase of the b...
Why So Many Successful Investors Still Misunderstand Crypto?
A few days ago I listened to an interview with Jeremy Grantham on The Diary of a CEO. If you haven’t watched it, I highly recommend it. Grantham is one of those investors whose opinions deserve attention simply because of what he has accomp...
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Authors
The writers behind this newsletter.
Understand the macro regime in less than 10 minutes a week and see exactly how I position my own crypto capital. For investors who care more about preserving and compounding wealth than chasing the next 100x token.
Writing about crypto, security, blockchain, tech, privacy, open-source, and agorism since 2020. Subscribe to 「thecoding」 | Running NEAR as a validator on thecoding.pool.near | HoS Governance Delegate
Investing in AI bottlenecks. Metals, equities, crypto. Engineer turned finance researcher (PhD + MBA). No monocultures, no hype.
Helping parents raise financially fluent teens in a world of digital money, invisible credit, and platform economies.
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