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Vini Volpatte

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Substack
PricingOnly free issuesPublishesDaily
Issues104Founded2 years agoLast Issue10 days ago
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Language
Portuguese

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Latest Issues

O maior comprador não faz o preço

TLDR 30 SEGUNDOS

▸ O JPMorgan estima em cerca de US$ 50 bilhões a entrada de capital em ativos digitais em 2026, ritmo anualizado de US$ 66 bilhões. É mais do que os US$ 52 bilhões anualizados de maio e cerca de metade do ritmo de 2025, qu...

10 days ago

O mercado culpou o Senado pela queda

Terça-feira, três da tarde em Washington, quatro em Brasília. O painel fecha em 49 a 50. Nenhum democrata votou sim. Minutos depois, o Bitcoin fura os 75 mil dólares. A manchete já estava escrita antes de o último senador votar: a lei morre...

a month ago
1

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...

2 months ago

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...

2 months ago

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...

2 months ago

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