Spool

I have loosely followed Spool for a few years now. I think portfolio management is an area that will breed a lot of cool projects, and very little has been done so far. It’s a niche better suited for a more mature DeFi, but it is a sure opportunity to be early that hasn’t come yet. My Principal-Protected Yield report explores this a

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Stablecoins are often cited as “crypto’s killer use case”. However, this framing lacks nuance. It is important to distinguish between two unique use cases:

1. Oiling the cogs of DeFi/CeFi – settling trades, denominating trading pairs, collateral on money markets etc.
2. Serving as a monetary asset – payment for goods and services, cross-border

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Zk Email Library

With the recent buzz around zkTLS, I wanted to highlight another really cool library called Zk Email.

ZK Email allows the sender, receiver, subject, and content of an email to be verified while maintaining privacy. This allows anyone to prove the addresses that sent or received an email + so much more. This tool is v

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As mentioned in our recent NFT Memo and Alpha Feed post on DeGods, Frank has been trying to incorporate memecoin culture into the NFT collection after they migrated back to Solana. Their first step was to create a token-gated group chat exclusively for memecoin trading called de/cap. Then, they migrated their HQ from Discord to Teleg

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Openeden is a protocol that offers tokenized T-Bills and overnight reverse repurchase agreements.

The benefits of tokenized TBILLS are numerous, including: 24/7 instant settlement, self-custodial, transferability, and composability.

The protocol is the first to be awarded an A-bf bond fund rating by Moodys.

Yesterday, Binance Labs

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By Luke Saunders (@lukedelphi) and Jose Macedo (@ZeMariaMacedo)

AI represents arguably the biggest technological revolution in history, and has kickstarted a technological arms race the likes of which the world has never seen before. Current AI models are already scoring in the top decile on most standardized college tests and outper... Read more

Coinbase announced the launch of cbBTC today.

In light of the recent controversy surrounding wBTC and Justin Sun, Coinbase took an opportunity to take market-share from Bitgo which has remained the steadfast leader in the onchain Bitcoin space for many years.

cbBTC is live on Base & Ethereum: (0xcbb7c0000ab88b473b1f5afd9ef808440eed33b

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A new paper titled ‘Who Wins Ethereum Block Building Auctions and Why?’ was published last month, showing insightful data on the collaboration between searchers and builders, order flow dynamics, and the growing of private order flow. Below, I’ve summarized some key takeaways from the paper. Full paper available here

The paper analyzed da

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Predict is the newest prediction market to launch with a special twist – it’s built on Blast meaning all positions generate native yield.

Native Yield

Outside of the incentive structure, Predict is a typical prediction market that operates on a CLOB. However, the incentive structures make Predict a far more attractive prediction marke

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One of the big wins of DeFi in 2024 has been the tokenization of the widespread “Cash and Carry” trade as the synthetic dollar USDe by Ethena Labs. USDe supply has ballooned to $2.7B within 10 months, and the protocol has crossed $100M in fees collected.

A huge opportunity exists to bring such essential but proven trading strategies fr

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