Thursday Thesis
Rohan BThursday Thesis is a weekly newsletter going deep on one idea in crypt. No hype, just research and an actual take. Written by someone trying to understand this industry seriously while documenting the process in public. New issue every Thursday. No fluff
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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rohantalkscrypto.substack.comLatest Issues
TETHER: The Bank Nobody Elected
Everyone Uses It, Few Understand It
More people have moved money through Tether than through most banks on earth, and yet ask the average USDT holder what the company behind it actually does with their dollar and the answer usually stop...
Are We Back??
CT’s Favourite Question
The phrases “it’s so over” and “we’re so back” date back to Twitter posts from 2021. They developed into the four-stage Wojak cycle that crypto twitter now runs on autopilot: rage, depression, cautious hope, euph...
Zcash’s Impossible Alibi
What is Zcash?
Zcash is a cryptocurrency built specifically around privacy. By default, the majority of blockchains, including Bitcoin, are completely transparent. Anyone can view every wallet balance and transaction ever made. Zcash...
CASHCAT: The Liquidity Illusion
A Coin Nobody At Robinhood Made
At a London event dubbed The World Is Flat on July 1, 2026, Robinhood turned on the public Robinhood Chain mainnet. It was an institutional pitch. Day-one interfaces with Uniswap, Chainlink, and BitGo, a...
Stablecoins: The Quiet Takeover
$46 Trillion.
That is how many stablecoin transactions were completed in 2025. Not market value. Not total value locked in DeFi. Transaction volume: the actual movement of money across blockchains, settling payments, transfers, lending, an...
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