Executive Summary

Quilibrium is a new kind of L1, an internet protocol that brings the best of cloud services with top-notch privacy and scalability. Created by Cassandra Heart, a former Senior Coinbase engineer who also works on Farcaster, Quilibrium is designed to resist censorship, surveillance, and control by big corporations. Think o

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Initia is a network for interwoven rollups.

They are building a unified chain that seeks to allow modular networks built on top of Initia to easily connect with each other.

Today they launched their incentivized public testnet with several different ways to earn Initia XP.

The first and easiest is through completing six different ta

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Crypto markets have hit some headwinds lately, with many alts and memes getting murdered, while BTC ranges between 60K and 70K. Whether it’s hotter CPI and PPI prints, lower BTC ETF flows, or leverage, prices have struggled to maintain their upward momentum. I am skeptical that any of these macro events drove the market, and I think they

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The cyclical nature of crypto markets can distort the average TradFi individual. After all, Bitcoin volatility is typically 2-3x that of the VIX at any given time. The current paradigm includes two cyclical trading environments: PVP (Player v Player) and PVE (Player v Environment). 

During periods of recessed price action, it takes a s

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Crypto agents are here already and they will get more and more advanced until we use them to run our financial lives

I wrote an op-ed on AI Agents for Coindesk which was published here today. They made some edits and slimmed down the original version – below is the full version for Delphi members. Enjoy!

In the 2000s we stopped goin

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I whipped up an old file I made in 2020-2021 which broke down returns by different sectors. Obviously a lot has changed, but I thought it would be interesting to do this again. I split these between 7 sectors:

1. Layer 1’s
2. Modular: Modular specific L1s like TIA/DYM and L2 tokens
3. Memecoins
4. Ethereum DeFi
5. Solana DeFi
6. Cosmos/Misc DeFi
7. AI & D

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Last week, Espresso announced a partnership with Polygon’s agglayer. Espresso is building a shared sequencing marketplace for rollups to sell their blockspace. ICYMI, we covered Based Espresso in the Based rollups report, and the AggLayer in the Prover Marketplace report.

AggLayer 🤝🏽 Espresso, revolutionizing rollup interoperability@Espr

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World PvP just launched on Base and it looks pretty cool. It’s the first crypto game I’m actually excited to play. I think it’s simple enough and leans into CT’s core interests / vices that it might just work. Anyways, I’m posting this before even t... Read more

I sometimes like to venture into non-crypto analysis, as we can get stuck in a little echo chamber and be surprised when events hit us. This week, I was catching up on what Peter Zeihan has been saying in the last few weeks, and his recent prediction about rate increases caught my eye. As a disclaimer, Zeihan is notoriously skeptical of c

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SchizoPosters are a collection from the Radbro Webring, a brother community of Remilia Corp. Radbro, Radcat, Radbro SV, SchizoPosters fall under the Radbro umbrella, while Milady, Remilio, Bonkler fall under the Remilia umbrella.

SP#5555 (Tulpa)

SchizoPosters are detailed images of Radbro and Milady faces, often disguised by or sculpte

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