HeyJaredDeFi Education
Leading paid crypto newsletter covering the key protocols, companies, and onchain trends serious investors and operators need to understand. Fundamentals-driven approach
- Indexed issues, last 90 days
- 20
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 16, 2026
Latest issues
How Treasury Yields Impact Crypto (opens the original)
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Welcome Avatar!If you’re plugged in to markets you’re following the fact that the 10-year U.S. Treasury yield hit 5.2%, the highest we’ve seen since 2007. The 2-year is sitting at ~4.9%. The Fed also raised its policy rate by 25 bps on September 16.Interest rates influence every financial asset because they raise the “hurdle rate” for everything else. If the U.S. government will pay investors 5% risk-free, investors will expect more compensation for higher risk assets.There are several mechanism
DeFi Roundup (Sep 13 - Sep 26, 2026) (opens the original)
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Welcome Avatar!To the latest edition of DeFi Roundup, where we save you time by filtering the market and separating the signal from the noise. You don’t have to spend all week scrolling Crypto Twitter to stay current.The two biggest events this period:The CLARITY Act’s motion to proceed failed 49–50 on Sept. 15, and no new vote is scheduled before the m… Read more
Why Crypto Might Lose Tokenization (opens the original)
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Welcome Avatar!For years, one of the crypto industry’s biggest promises has been that stocks, bonds, funds, real estate and practically every other financial asset will eventually move onchain. That thesis is playing out as we speak.There are now $38.6 billion of distributed tokenized “real world” assets, including $15 billion of tokenized U.S. Treasury… Read more
Crypto Thematics Defining The Next Cycle (opens the original)
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Welcome Avatar!Every crypto cycle has a few core themes that trading activity and attention are centered around. Various financial and technological experiments yield a small handful of things that investors, builders, users and sometimes the world outside of crypto all find interest in.In 2017 we had ICOs.In 2021 we had DeFi, NFTs, a seemingly endless supply of L1s and “ponzi” protocols like Olympus DAO.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!y
September 2026 Q&A Part 2 (opens the original)
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Welcome Avatar!It’s now time for our bi-weekly Q&A! We’ll be taking your questions on everything DeFi - technology, security, protocols, airdrops/farming, app tokens, and “how-to”. Please aim to get your questions in within 48 hours of this post going out.To level set for new subscribers, here’s the 60 second elevator pitch on what Q&A sessions are all … Read more
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