The Blockchain Sector With James Bachini
James BachiniWeekly newsletter exploring blockchain technology, markets and opportunities
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 112 | Founded | 4 years ago | Last Issue | 16 days ago |
| Active | |||||
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bachini.substack.comLatest Issues
The Agentic AI Payments Thesis
tl;dr Money flows like data on the web. Stablecoins are the default.
The CLARITY Act hit 75% on Polymarket this week, up from ~45% at the start of the month. That is a probability backed by significant betting volume and real whip counting...
CLARITY Act & GENIUS Act: The Two Stablecoin Bills That Will Define The Future Of DeFi
Two stablecoin bills which together will decide whether crypto becomes a payment layer or a complete alternate to the banking system.
The contentious issue is yield.
The timeline for U.S. stablecoin regulation began with the passage o...
Crypto Market Stretch
Bitcoin Bounces, ETH Wakes Up & Strategy Finds A New Way To Buy BTC
Bitcoin is up ~25% from its February low.
Rate cut expectations are firming, dollar liquidity is expanding, and the narrative around Bitcoin as a treasury asset is no...
Has the bleeding stopped in crypto?
Has the bleeding stopped in crypto, or are we just changing bandages and pretending we feel fine?
Bitcoin is drifting lower, but there’s a clear psychological and technical line in the sand around $70k. That level marks the 2021 cycle...
The Speculative Roadmap for Crypto in 2026
Crypto adoption is still largely driven by speculation.
Most waves so far have come from perceived opportunity rather than everyday utility: ICOs, DeFi, NFTs, memecoins. Developers, traders, and investors all tend to migrate towards wherev...
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Exploring, learning and experimenting with emerging DeFi technologies
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