Vini Volpatte
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 102 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | Language |  Portuguese | |||
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volpatte.substack.comLatest Issues
O odômetro e o velocímetro: o que o bull case do Fake World Assets não mede
Nesta quinta-feira, o texto que circula no nicho de NFTs é uma tese comprada. Na terça (26/08), William Peaster publicou na Bankless “The Bull Case for Fake World Assets”, defendendo que o FWA, o sorteio de NFTs da TokenWorks no Ethereum, s...
O marco cripto americano trocou a lei pelo regulamento, e a custódia é o próximo teste
Nesta quarta-feira, a manchete regulatória do dia tinha cara de nota de rodapé: a SEC enviou à Casa Branca, para revisão prévia, uma proposta que muda as regras de custódia de criptoativos para gestores e fundos de investimento, segundo o T...
As duas estações: o que separa o verão institucional do inverno de preço
Nesta sexta-feira, o CEO da STS Digital, Maxime Seiler, entregou ao The Block a frase que vai circular no setor pelas próximas semanas: “estamos num inverno cripto em termos de preço, enquanto estamos num verão institucional”. A declaração...
O teste do 100x: medindo a ponte entre a tese da Bitwise e os dados de hoje
Nesta segunda-feira, o CIO da Bitwise, Matt Hougan, publicou um memo listando três erros que, na visão dele, os investidores de cripto estão cometendo agora: subestimar o mercado endereçável dos aplicativos cripto, duvidar das empresas crip...
A grande redistribuição: quem vendeu o Bitcoin no primeiro semestre
Na edição passada eu tratei da pergunta macro — por que o Bitcoin caiu 32% num semestre em que quase nada do que aconteceu era sobre cripto. A resposta, resumida, foi taxa de desconto: o mercado trocou de âncora, saiu a liquidez, entrou o f...
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