This is a follow-up AF to The Cost of Convenience. Call it a rant, if you want. More than anything, it’s a warning to myself, made public.

We might be experiencing a comfortable extinction of human agency. We might not even notice until there’s nothing left to decide for ourselves, as it presents itself as the most silent threat of a

Rumors about a potential collaboration between World and OpenAI have heated up leading up to the upcoming World event on April 30. From an outside view this makes perfect sense, since:

1. Sam Altman is one of the three co-founders of World (previously Worldcoin)

2. OpenAI recently gated access to its newest models (o3 and o4-mini) behind id

Let’s hope I don’t jinx this.

As long as BTC holds onto its current gains and closes positive today, we will have witnessed a full business week (Monday-Friday) of positive daily returns (red bars in the figure below).

That’s a fairly rare occurrence, only happening 13 times dating back to 2013. Using Friday as the reference date for the

Bitcoin is liquidity’s mirror but with leverage.

I’ve been thinking a lot about how Bitcoin behaves across macro regimes, and I keep coming back to one core view:

👉 BTC is the cleanest, most reflexive asset for tracking liquidity in the system.

It doesn’t care about earnings, geopolitics, or narratives. When capital starts flowing, it

With the recent Initia mainnet launch, we’ve asked Delphi Oracle (our AI Assistant) to revisit the original report.

As a reminder, Delphi Oracle provides an interactive experience across all report pages, helping you dig deeper into our analysis. Here’s the Oracle’s summary of the Initia report:

Appchains Have Struggled Thus Far

• Appchai

On Tuesday at 8pm GMT+8, Tencent put on its annual Spark showcase, where it highlighted a bunch of new games the tech giant is involved with.

I watched the 4hr stream on WeChat, and although there was no talk about Web3, I wanted to highlight some of my standout picks and share some key takeaways that I believe apply to all game business

Yesterday, a new policy by Solana foundation was unveiled, which addresses an issue unknown to normies, but important on the question of decentralization.

When the network started its journey, it had to bootstrap validator set for its security. Running high performance nodes for Solana requires higher capital as expected, due to – hardw

Been tracking the TOTAL3 chart (total crypto market cap excluding BTC and ETH), and there’s a structural setup forming that looks very familiar.

TLDR:

• Altcoin market is following a similar consolidation pattern to the mid-2024 breakout setup

• Key technicals: 200 EMA, RSI base, BBWP compression, Fib structure – are all aligned

• Early J

The net flows into Bitcoin ETFs approached $1B yesterday ($912.7M for exactness), which was the largest inflow seen since January 17, 2025.

We’ve been recording seismic activity in our Top Signal for a few weeks now, and are now seeing the price of BTC react to the upside.

As I highlighted the other day in another AF post, the alignment