On the back of poor price action and grandiose plans spanning 5+ years to implementation, there has been outcry that Ethereum needs to prioritize L1 and improvements and they need to do it ASAP. Ethereum cannot and should not compete with alt-VMs on speed and transaction throughput. Keeping Home Stakers Online Max Resnick and Jon Charbonn... Read more

Success breeds competition. This is true in web2 but especially in crypto, where switching costs tend to be lower and users are often more mercenary. Last cycle, we saw Uniswap fend off relentless competition from Sushi and many other challengers to defend the throne. Other first movers, like Compound and OpenSea, were less lucky. One of... Read more

Instadapp began as a DeFi Smart account platform in DeFi Summer, but has been gradually rolling out a new suite suite of products in 2024 that make up a DeFi super app called Fluid. At the base of Fluid is a liquidity layer, on top of which additional products such as Fluid Lending and Fluid DEX are built. Fluid Lending launched in Feb an... Read more

Sui is a DAG-based network that executes transactions in parallel. As a DAG-based network, it relies on multiple proposers to create blocks in a given epoch. The idea of using multiple concurrent proposers has been discussed within Ethereum’s and Solana’s ecosystems to increase throughput and decentralization. Sui and Aptos use MCP in pro... Read more

I can’t help but digest the past week through a lens much broader than crypto. 2016 was not “an anomaly” but is looking much more like the tsunami precursor, 2020 the drawback, and 2024 the real wave. On almost every level, anti-establishment undercurrents which had been bubbling for years, sprang into the mainstream sim... Read more

With Grass doing well post airdrop and lots of discussion in the members chat I wanted to post a quick ai summary of the Crypto x AI Month episode’s transcript, which you should still check out when you have the time. Disclosure: investor. Grass Network is building a decentralized data layer for AI models, solving two key problems – the d... Read more

Wanted to give my thoughts on what happens from here on out. Crypto has essentially been legalized now in America, the largest capital market in the world. On the regulation front we’ll either get new, thoughtful rules created for the industry or we’ll see a hands off approach with no new rules but no longer the extreme regulation by enf... Read more

The whole notion that Polymarket’s odds leading up to the election needed to be accurate to establish legitimacy was nonsense. Hours ahead, every time. pic.twitter.com/97BiW58RJw — Polymarket (@Polymarket) November 6, 2024   The fact the Polymarket was able to consistently and accuractly resolve far earlier than MSM is truly bullis... Read more

It’s gonna be a big week. Everyone is waiting with bated breath as the 2024 election looms large. Pre election jitters and tensions are running high, and this has manifested itself in the charts. While the theme of the few months of Market Musings memos have been quite bullish (since the August 5th lows), we cautioned readers that t... Read more

With only a few hours remaining until we close out another monthly candle, we want to draw attention to some notable events for BTC this Up(Oct)tober. But for starters, I’d like to say Happy Halloween y Feliz Día de los Muertos! Seasonality This month’s return for BTC was ~11.5%. I suppose they call it Uptober for a reason, se... Read more