Recently, I’ve been getting more and more interested in how we could bridge web2<>web3 worlds. A potentially very powerful primitive that can close this gap is ZK-Email. Apparently, almost all emails sent from web2 servers are signed by a private... Read more

In my recent report on the Opportunities in web3 mobile gaming, I highlighted how surprisingly few blockchain games are currently taking a mobile-only approach. I wanted to quickly double-click on this topic and highlight some of the benefits of mobi... Read more

Crypto networks, particularly Bitcoin, have overcome many challenges in their short life. However, global conflict is one challenge these networks have not faced. First, let me start by saying this is not a doomer post. Instead, I am writing this to... Read more

The IOSCO policy recommendations for DeFi came out today and they are…. depressing. Many initial reactions are currently rolling out on Twitter (including mine) but on a really high level, I would caution against looking at this report as something... Read more

Jehan Tremback from Informal released a post yesterday titled “Atomic IBC”. https://informal.systems/blog/atomic-ibc. In essence, atomic IBC is taking replicated security and extending it one step further by having consumer chains not only share secu... Read more

Here are this week’s important forum threads: The Frax Saving Rate Frax Finance has published a proposal to create a system similar to MakerDAO’s DSR but instead for FRAX. If this proposal passes, FRAX holders can stake their FRAX tokens for sFRAX.... Read more

Over the past several cycles, it has become commonplace for traders to reference funding rates when claiming the market is overheated or under bought. Funding tables like the one above would often be posted on Twitter as influencers announced they we... Read more

Base crosses $400M in TVL! They’ve managed to draw in ~$200M in TVL on Aerodrome’s launch. Aerodrome is a ve(3,3) DEX launched by Velodrome in collaboration with Base’s team. This instilled confidence in the protocol, resulting in a substantial capi... Read more

While NFT markets have been quiet, there have been a lot of interesting activity on the lending front. If you’re looking for signal in the NFT markets, that’s often one place to look. Cirrus watches the lending markets closely. This one really caugh... Read more

Rune (Maker founder) caused quite a stir on CT the other day with his proposal to begin development on a Maker appchain based off of the Solana (SVM) codebase. This tweet has reached >1M views in a few short days and numerous discussions. First, a qu... Read more