Latest from Andy Baehr
Crypto Long & Short: Don’t Write Off Euro Stablecoins Just Yet
In this week’s Crypto Long & Short Newsletter, Martin Bruncko writes that the next big step for stablecoins will be a credible, scalable euro-denominated stablecoin issued by the private sector, not another USD token. Then, we dive into the sharp post-holiday crypto selloff, the upcoming Fusaka upgrade, and why ETH’s role is crucial in leading any broader market recovery — with Andy Baehr’s “Vibe Check.
Crypto Long & Short: The Striking Dichotomy in DeFi Tokens Post 10/10
In this week’s Crypto Long & Short Newsletter, Martin Gaspar shares a snapshot of where we are post 10/10 and where potential opportunities from dislocations may lie. Then, we take a look at investor sentiment in the wake of the relentless market selloff — confusion, resolve and humility — with Andy Baehr’s “Vibe Check.
Crypto Long & Short: Licences, Liquidity and the Shifting Geography of Exchange Quality
In this week’s Crypto Long & Short Newsletter, Joshua de Vos shares insights from a recent Benchmark report on how the exchange landscape is maturing and becoming more execution-focused, but increasingly uneven as regional licensing diverges, liquidity fragments, and transparency advances inconsistently. Then, we take a look at where the digital assets market may be headed in the final weeks of 2025 with Andy Baehr’s “Vibe Check."
Crypto Long & Short: The Rise of Digital Asset Treasury Companies
In this week’s Crypto Long & Short Newsletter, Abdul Rafay Gadit writes about how DATCO’s are reshaping corporate finance. Then, we take a look back at crypto rates and a look ahead at signs of strength as the country emerges from the government shutdown, with Andy Baehr’s “Vibe Check.
Crypto Long & Short: Redefining the Custody Standard for Banking
In this week’s Crypto Long & Short Newsletter, Pascal Eberle writes about redefining the custody standards for banking and Andy Baehr explains how the crypto market is awaiting a new leader to spark its next rally.
Crypto Long & Short: Fast Money, Slow Money
Read this week’s Crypto Long & Short Newsletter for Andy Baehr's “Vibe Check,” a story of two markets. Then, learn how the true internet generation set the stage for digital currencies with Sam Ewen.
401k(rypto)
The administration most supportive of crypto may have just highlighted the biggest barrier to crypto adoption: a retirement system where most participants never choose their investments at all, writes CoinDesk Indices’ Andy Baehr.
Circle Goes Full Circle
Circle's IPO last week was validation for stablecoins, but the business model carries interest rate risks, says CoinDesk Indices' Andy Baehr.
A Pre-Consensus Lift Amidst Lingering Recession Whispers
Following weeks of turbulence, a shift in sentiment sparked a notable crypto rally coinciding with CoinDesk's Consensus conference in Toronto, creating an atmosphere of optimism and good vibes, says CoinDesk Indices’ Andy Baehr.
