The global economy stands on the cusp of a profound structural transformation as the anticipation of Transformative AI (TAI) intensifies. Imagine an economy in which not only manual tasks, but even complex knowledge-based roles—from analysts and traders to researchers and creators—are increasingly performed by AI systems. Unlike previous

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The previous cycle marked the most speculative era in blockchain gaming history. Axie Infinity transformed what CryptoKitties and similar early iterations had conceptualized in the years prior. After Axie, the market diverged into two distinct paths:

1. Web2.5 Games: Projects explicitly attempting to “onboard the masses” with light crypto

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Last month, we looked at the emerging Clanker ecosystem in Into the Clanker-Verse. The market tanked almost immediately, which saw CLANKER bottom at $15 ($15M mkt cap), down from $55 at the time of the report.

The state of the Base/Solana/Memecoin environment has been completely shaken up throughout this time. VIRTUAL remains without a Co

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AI-powered autonomous agents are expected to reshape industries, yet they face major obstacles in conducting transactions—trust issues, fragmented workflows, and unreliable payment mechanisms. Without a standardized framework, AI-to-AI commerce remains inefficient, leading to miscommunication, transaction failures, and economic friction.

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In November, we explored Liquity v2’s promising design in Liquity v2: Evolving Onchain Leverage. The testnet was released later that week, and LQTY price soared as the sleek interface generated lots of discussion and made the value prop of v2 start to click for people.

Liquity v2 launched on Jan-23, and saw solid early performance. Liqui

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As promised – a market update video given the turbulent conditions we are facing.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Hope you all enjoy!

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About a year ago I wrote about the potential of Modular lending in DeFi and how it would disrupt governance driven lending markets. The thesis has not played out as expected with Aave taking a major lead in attracting TVL, but I believe we are seeing the early signs of the benefits that modular lending unlocks.

Simply because devs can jus

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AI agents are advancing rapidly, yet their integration with crypto and robotics remains fragmented. After exploring new research and discussions, I wanted to clarify the key challenges and opportunities in this evolving space. Four pieces of media, in particular, shaped my thinking:

• @soona’s “Toward Robo Economicus” – on economically-dr

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The much-anticipated HyperEVM mainnet was stealth launched earlier this week, opening the doors for a whole new ecosystem of dApps, infra, and tools to build on top of the most dominant DEX in the space. As the “no insiders” ethos and fair launch principles are core pillars of the team, the EVM launch seemed to be a bit lackluster initial

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Sonic’s TVL and price are surging, fueled by robust performance and a solid airdrop program. The main draw with Sonic is that it offers EVM compatibility, high-throughput (10k TPS), fee monetization, and a good incentives program for users searching for yield.

From DeFiLlama

S Token Airdrop Program

Sonic is distributing 190.5M S tok

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