More Than Speculation
Marco ManoppoWe talk about all things crypto from the builders' and investors' perspectives. Expect a mix of degeneracy combined with thoughtful musings.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 515 | Founded | 5 months ago | Last Issue | 5 days ago |
| Active | |||||
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morethanspeculation.substack.comLatest Issues
SS #124 - Circle Q2 Revenue Misses Estimates
📢 Sponsor | 💡 Telegram | 📰 Past Editions
Good morning.
Circle’s earnings miss reads as a headline distraction from the real story, where a validator cohort stacked with BlackRock, Visa, and Standard Chartered signals the company is bet...
Mastercard Closes BVNK Acquisition
📢Sponsor | 💡Telegram | 📰Past Editions
Good Morning.
Mastercard’s completed BVNK acquisition reveals a payments incumbent moving past partnership and pilot programs into direct ownership of stablecoin rails, a bet that controlling settl...
SS #123 - BlackRock Launches Stablecoin Reserve Funds
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Good morning.
BlackRock’s entry into GENIUS Act aligned reserve funds reveals a subtler repositioning than a simple product launch, as the asset manager leverages BUIDL’s proof of concept to mov...
New York Sues Kalshi for $36B
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Good Morning,
New York just escalated the prediction markets turf war into an existential threat, suing Kalshi for at least $36B and seeking nationwide disgorgement of profits regardless of where t...
Launchy Regulatory Roundup #99 - 44 States Challenge CFTC Authority
📢 Sponsor | 💡 Telegram | 📰 Past Editions
Good Morning.
Welcome to our 99th edition of the regulatory roundup. If you know anybody who would benefit from this content, please help us spread the word!
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A pragmatic dreamer.
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