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Dec’25: Crypto 2026 Predictions Roundup
The crypto industry does the same ritual EOY: publish “predictions." After reading 26 2026 Predictions: 2026 consensus is that it’s “crypto’s grown-up…
Dec 29, 2025
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Ben Lakoff
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Nov’25: Picking Winners, Power Laws in Crypto and Public Markets
From the outside, it looks like crypto got everything it wanted, but not for all market participants. Similar to other markets, you don’t need to own…
Dec 2, 2025
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Ben Lakoff
1
Oct'25: 3Q25 State of Venture & BTC
3Q25 Venture: TLDR not running out of capital, just more concentrated to AI leaders and decacorns; checks are bigger to fewer companies. Where are we in…
Oct 31, 2025
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Ben Lakoff
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Jan'2025: Recap of Venture Capital in 2024
Feb 5, 2025
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Ben Lakoff
6
Feb'2025: ETHDenver 2025 Reflections
Mar 5, 2025
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Ben Lakoff
4
Deal Flow Digest November 2022
Dec 5, 2022
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Ben Lakoff
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Brady Anderson
12
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Deal Flow Digest November 2024
Dec 3, 2024
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Ben Lakoff
3
Deal Flow Digest June 2023
Jul 6, 2023
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Ben Lakoff
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Deal Flow Digest August 2024
Sep 1, 2024
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Ben Lakoff
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Sep'25: Debasement, Demographics & Liquidity
Everything’s up… in dollars. What if the denominator is the variable? Price the same assets in gold or BTC and the picture flips: equities and housing…
Oct 7, 2025
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Ben Lakoff
2
August'25: US Crypto Regulatory Developments
The U.S. is reshaping its approach to crypto oversight. Since July, the House passed the CLARITY Act, the SEC launched “Project Crypto”, & the Senate…
Sep 4, 2025
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Ben Lakoff
3
July'25: Stablecoins, Treasuries, and Fiscal Dominance
Stablecoins are the Trojan horse of U.S. debt markets. The GENIUS Act turns every on-chain dollar into a permanent buyer of Treasuries... cementing…
Aug 1, 2025
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Ben Lakoff
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June'2025: Robinhood & Tokenization
With players like Robinhood and Republic tokenizing private shares and regulators finally offering clearer guidance, 2025 may be the year TradFi pipes…
Jul 1, 2025
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Ben Lakoff
May'2025: Investment Barbell: Preservation / Acceleration
Why austerity is dead, fiat is rotting, and the only rational portfolio is a barbell of crypto + AI/energy. May was filled with more public companies…
Jun 3, 2025
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Ben Lakoff
April'2025: Bitcoin Treasury Companies (DATs)
In this piece I attempt to explain why public companies such as Strategy (NASDAQ: MSTR — the company formerly known as MicroStrategy), the newly‑formed…
May 2, 2025
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Ben Lakoff
1
March'2025: BlackRock is Tokenizing Everything
BlackRock CEO Larry Fink’s latest annual chairman letter reads like a manifesto for the future of finance…and it’s undeniably bullish on crypto and…
Apr 2, 2025
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Ben Lakoff
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