AI Drug Discovery

It took an AI agent called peptAI 24 hours to design a novel ADHD peptide candidate from scratch, run it through an eight-gate validation pipeline, and spit out a molecule ready for wet lab testing. The lab work cost a few thousand dollars. BIO Protocol’s token, the platform underwriting this, rallied 105%, and within ho

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Ostium offers lower cost of leverage and better trade execution for RWAs than traditional brokers or perp DEXs (incl. Hyperliquid). Here’s why. Before we dive into the data, let’s quickly summarize Ostium’s infra and liquidity mechanism. The magic b... Read more

At Google Cloud Next conference last week, Jai Haridas, a VP at Google Cloud Platform, told the conference audience there are two terms coming up in every customer conversation right now. AI was one. The other term was sovereignty. Gartner named geo... Read more

2 weeks ago the Treasury General Account (TGA) had drained roughly $200B from its highs and looked to be entering the kind of multi-month drawdown phase that historically pulls hundreds of billions of dollars back into the financial system. 

The setup was relatively straightforward at the time: as the Treasury continued to spend down its

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Every bear market you get people grave dancing crypto prices, cherry-picking dates from the pico-top of last cycle and comparing the holding period return to the best performing asset over the same window. The best thing you can do for your sanity during bear markets is to mute these people.

$100,000 invested 5 years ago in Ethereum $ETH

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We just published our full Ostium deep dive, now live and free to read! Ostium is the single best place to trade perps on global markets. Institutional-grade trade execution democratized for everyone, onchain and verifiable, with the lowest in class... Read more

On April 18, an attacker exploited KelpDAO’s LayerZero-powered cross-chain bridge to release 116,500 rsETH ($292M), roughly 18% of the supply.

Rather than dumping the tokens in an illiquid market, the attacker deposited 89,567 rsETH into Aave as collateral, borrowing ETH and WETH across Ethereum and Arbitrum.

Aave rsETH and wrsETH markets

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Google started rolling out its Personal Intelligence feature to Gemini users across much of the world this week. The feature pulls across Gmail, Calendar, Drive, Photos, YouTube, Maps, and Search to give answers shaped around whatever your account al... Read more

 

April 14th touch probabilities // BTC price when generated: $74,171

Since April 10th:
> $80k 14D touch 24% -> 33%
> $70k 14D touch 65% -> 46%

GT model shifted constructive, $75k = magnet at 77% on 14D, upside tilt firmer but 2 way risk still being priced in.

The 4 day shift is the signal here, $80k 14D touch jumped 9pp while $70

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12 months ago, the digital asset secondary market was token dominated, with a ratio of nearly 70% tokens / 30% equity opportunities. That ratio has now inverted. This isn’t cyclical rotation, but rather a structural re-rating of how the market values access to private companies at the intersection of crypto and tech. The numbers tell the

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