Infrastructure Sectors
Related research

GamingSomnia: Building for the Future of Onchain Applications
By
Anil Lulla•
Web3 gaming is long past its glory days as an industry-defining narrative. For the last two years, the market has been continuously punishing hollow token first playbooks, and now studios are forced to build entertaining games that can stand beside traditional titles, with blockchain as part of the stack rather than the entire story. However, there is still an opening that Somnia wants to take advantage of: content-driven applications that earn real revenue at scale.

InfrastructureAptos: The Stablecoin Capital’s Yield Playbook
By
Anil Lulla•
Following our previous reports on Aptos' technical architecture and growing ecosystem, this analysis examines the yield opportunities that robust infrastructure and substantial dApp ecosystem have enabled. The sophisticated yield landscape helps explain why Aptos is home to over $1.3 billion in stablecoins, supporting a DeFi ecosystem spanning lending, DEX, and liquid staking protocols.
Key insights include how protocols like Hyperion capture substantial yields through real trading volume rather than unsustainable incentives, cross-protocol strategies that enable yield stacking across multiple applications, and growing Bitcoin DeFi infrastructure supporting diverse collateral approaches. We examine mechanics across platforms like Thala, Echelon, and Aries, while covering active points campaigns and notable tokenless protocols.
The analysis reveals how Aptos' technical infrastructure and deep liquidity enable complex multi-protocol compositions that would be economically unviable on other chains, offering both conservative approaches and sophisticated strategies for yield-focused capital.

Layer 1 / L1Sui’s Q2: On-Chain UX Primitives, BTCFi Expansion, Scaling Production
By
Anil Lulla•
Sui’s Q2 focused on turning past infrastructure upgrades into tools developers can actually use. Frameworks like SEAL, Passkeys, and Remora began to surface in SDKs and product flows, aimed at fixing real gaps around privacy, authentication, and scalability.
On the ecosystem side, BTCfi kept growing, DeFi protocols like Suilend and Momentum DEX gained traction, and the Claynosaurz Popkins launch showed what Sui’s core architecture can handle under real demand. Just as the internet went mainstream when complexity became invisible, Sui is quietly doing the same for blockchain.

InfrastructurezkVerify: The Missing Layer in The Modular Era
By
Anil Lulla•
ZK is eating infra, but proof verification on Ethereum is still broken: it’s slow, expensive, and dev-unfriendly.
We’ve tracked zkVerify since day one. Our first report covered its architecture: a purpose-built L1 for proof verification. The Q1 memo showed the integration flow. This update zooms in on a core problem: verification costs.
The EVM wasn’t built for this, as it lacks universal precompiles, and its fee market treats ZK proofs like luxury goods. Yet rollups and zkApps keep burning millions to play along.
Ethereum is going all-in on ZK, across consensus, privacy, and the L1 zkEVM pivot. But none of it scales without fixing how proofs are verified. The ecosystem needs a universal ZK verifier layer, and zkVerify delivers that: prove once, verify anywhere.

Artificial IntelligenceBless Network: Transforming Edge Computing Through Decentralized Infrastructure
By
Anil Lulla•
The cloud computing infra is showing its age. We have billions of powerful devices sitting idle – yet we still depend on server farms owned by a handful of centralized tech giants. Meanwhile, AI workloads are growing rapidly, and the cost of traditional compute is skyrocketing.
A broken model that Bless Network flips on its head by building a global computational mesh where millions of everyday devices work together to power the next generation of applications. Think gaming PCs during work hours, smartphones charging overnight, and laptops sitting idle. Bless transforms idle power across everyday devices into a distributed, global compute layer. AI workloads, edge computing, and globally distributed applications all benefit.
Using WebAssembly runtime environments, dynamic resource matching algorithms, and flexible verification mechanisms, Bless offers distinct advantages over both traditional cloud providers and previous decentralized computing networks.
But what makes Bless’ approach compelling isn't just the technical architecture. It's the economic alignment. Device owners monetize unused capacity. Developers get compute at a fraction of cloud costs. Benchmark numbers demonstrate this at scale, showing that one million nodes could upscale 55,000 1080p videos to 4K in under an hour.
Everyone is looking for decentralized alternatives to Big Tech infrastructure. The real question isn't whether distributed computing will eventually challenge centralized cloud services, but rather which project will successfully make that transition happen at scale. Read our full report to understand how Bless could lead this shift.

InfrastructureInside Avalanche L1s – The Avax Ecosystem
By
Anil Lulla•
The past few months have made one thing clear: Avalanche’s appchain model is working.
- Daily transactions have grown 6x since January
- Contract deployments are hitting 250k+ per day
- Interchain Messaging volume is up 25x from earlier this year
From high-performance games like MapleStory N and Off The Grid to consumer platforms like FIFA Collect, more projects are launching sovereign chains tailored to their needs. These L1s plug into Avalanche’s fast base layer and interop tooling while giving teams full control over execution, fees, and economics.
Avalanche is also quietly becoming a hub for real world use cases. J.P. Morgan and Balcony are launching live deployments using Avalanche’s infra for everything from asset-backed securities to property deeds.
With over 75 active L1s and more to come, Avalanche is making a strong case for appchains as the future.
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