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The Insider

Join The Insider Letter - A weekly letter packed with research from the investors inside the crypto industry.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues20Founded2 months agoLast Issue6 days ago
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Latest Issues

We Asked Pump Fun's Co Founder how they will get to $100Bn. Here is the answer..

To investors,
The consensus read on pump fun is that it is Solana’s biggest tailwind, an app so dominant that its growth and Solana’s growth are the same trade. Noah, a pump fun cofounder who spoke candidly but without showing his face,...

6 days ago
6

We Asked Lawrence Lepard How the Debt Trap Resolves. Both Exits Lead to Gold, Silver, and Bitcoin.

To investors,

Every market this week is trading off the same premise, that Fed Chairman Kevin Warsh holds the hawkish line and inflation gets tamed on schedule. Lawrence Lepard, managing partner at Equity Management Associates and author o...

10 days ago
7

Johann Kerbrat Explains Why What Robinhood Just Did Has Never Happened in Crypto Before.

To investors,

Every headline about Robinhood’s new chain framed it as a crypto product competing for crypto users. Johann Kerbrat, the general manager running Robinhood’s crypto group, told me the actual target is the twenty eight million...

13 days ago
10
1

We Asked Jim Bianco Why the AI Bubble Is Far From Over. The Only Test That Matters.

To investors,

Every AI stock got repriced twice this week: crushed the day the Fed held rates, then up 3.06 percent on the Nasdaq the next session as if nothing happened. Jim Bianco, president of Bianco Research, told me the swing is the m...

15 days ago
10

We Asked Matt Hougan What Actually Signals a Crypto Bottom. The Chart Is the Least Important Part of the Answer.

To investors,

Every trader watching Bitcoin grind sideways for six weeks has been asking whether the chart is turning. Matt Hougan, CIO of Bitwise, told me the chart is the least interesting part of the story. The signal that marks a botto...

17 days ago
11

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