In last month’s markets report, Ghosts of Cycles Past, we postulated that we are at the very early innings of a new market cycle. We put forward the bull case for why this might be occurring, and a few ideas of where readers can look to capitalize o... Read more

I haven’t been as active on Twitter lately, cos I’ve been diving down Friend Tech (FT) instead. I sat down to think about a strategy for FT if I were joining today, based on what I’ve seen so far. Two caveats: None of this is financial advice, jus... Read more

Back in March, we released a report exploring the potential of Infinity Pools, one of the most hyped DeFi projects in recent memory. Infinity Pools is a standalone concentrated liquidity AMM that facilitates the lending and borrowing of LP positions... Read more

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