The crypto markets and the world wait with bated breath for the results of next Tuesday

But it wasn’t just the two largest economies in the world embarking on easing. Central banks across the globe cut more in aggregate in September than any month since peak Covid.

Crypto is experiencing Pervasive Quiet Quitting

July was one of the most eventful months in crypto history, intertwined with one of the most eventful months of the last 50 years for the United States broadly.

Those are important questions. The kind of thing that will have you reading Nietzsche and Dostoevsky.

The Swift Unraveling Of The Democratic Party’s Stance On Crypto

Do you really want to be long crypto into the summer?

The greatest trick the devil ever pulled was convincing the world that a disruptive technology with a ton of potential was just a shitcoin casino.

Why do you think Oliver Anthony exploded out of nowhere into such popularity? That is Financial Nihilism.

A Lack of Pretense That Any of This Shit Does Anything or Will Ever Do Anything

Things are looking much, much better than they were a year ago. I’m energized by that. I’m excited about what 2024 holds and I wish the same for you as well.

The US government is now in charge of Binance’s compliance department for the next five years, and it looks like Changpeng may do some jail time.

I don’t know how much you’ve been paying attention to the Sam Bankman-Fried criminal trial that’s been ongoing over the last month.

If you get enough people chipping away in little ways like this, it adds up to a big difference.

We come to the sixtieth consecutive month I’ve been writing these Monthly Updates. I suppose there’s a fine line between persistence and insanity!

Bad actors are attracted to crypto like moths to a flame

The adults are coming! The adults are coming!

There’s a palpable malaise in crypto right now and I believe a big driver of it is the ecosystem’s collective realization of how little we have to show for ourselves

I don’t think the “fundamentals” of the names on that table are going to carry prices higher in the near-term. Cause the fundamentals just don’t seem that great at the moment.

A banking crisis that effectively kneecapped the US crypto banking industry. BTC +23% on the month.

By most accounts, it was the most coordinated, multifaceted crackdown in a single month in the history of crypto.

Is this a fight worth fighting?

I do still deeply believe it’s a fight worth fighting. I hope you do too.

Crypto has a large attack vector from intelligent sociopaths.

Should the Republicans sweep, I believe smart money knows this will be bullish crypto and that should be reflected in crypto price action.

The best investor in the world says now is the hardest environment to forecast he’s ever seen.

There’s a pile of risk present at the moment. It’s hard not to be bearish in the coming months given the macro backdrop.

This is Jay’s world at the moment and crypto is going to live and die by him, along with every other asset on planet Earth.

The Three Arrows Capital blowup is nearly unimaginable in its scale and surprise.

We launched Ikigai in December 2018 at the depths of the bear market, so maybe it’s a good omen we’re launching our first venture fund now. It’s a dawn of a new era at Ikigai! We will back teams and projects that can make the world a better place. Projects that are leveraging technology to empower humanity rather than the other way around.