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 | 499 | Founded | 4 months ago | Last Issue | 4 days ago |
| Active | |||||
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morethanspeculation.substack.comLatest Issues
SS #118 - Velocity Raises $38M for Stablecoin Treasury
📢 Sponsor | 💡 Telegram | 📰 Past Editions
Good morning.
Velocity’s $38M round is really a signal about where the stablecoin thesis is heading, with Ripple and Coinbase both backing the same neutral treasury layer despite competing on is...
Galaxy Launches Blended DeFi Borrowing Rate
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Good Morning.
Galaxy is making a claim that institutional DeFi adoption was never really blocked by yield or access, it was blocked by operational risk, and GOFR is the bet that whoever absorbs tha...
SS #117 - Stablecoin FX Beats Interbank Rates
📢 Sponsor | 💡 Telegram | 📰 Past Editions
Good morning.
Stablecoin cross-border payments undercut interbank FX rates all quarter, but the real story is that single-provider users are leaving $2,330 per $1M on the table as the “parity ga...
Circle Wins Final OCC Bank Approval
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Good Morning,
Circle’s final OCC approval for a national trust bank sent shares up 14%, but the charter that just made headlines still can’t touch USDC reserves or take deposits, leaving the real p...
Launchy Regulatory Roundup #96 - EU Weighs Expanding MiCA Scope
📢 Sponsor | 💡 Telegram | 📰 Past Editions
Good Morning.
Welcome to our 96th 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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