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10th February 2025

Robbie Petersen
Robbie Petersen

Why Emerging Chains Will Struggle

With countless new and emerging chains coming to market imminently, I’ve been thinking a lot about how the blockchain landscape will shape up. While its inherently difficult to speculate on things given a confluence of factors, I’ve found a simple question to be helpful:

What is the actual reason that people use one chain over another?

Wh

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8th February 2025

Twill
Twill

Supercharging DePIN with AI Agents

Protocols and projects built in the DePIN ecosystem promise to revolutionize the way both physical and digital infrastructure—such as energy grids, wireless networks, and cloud computing—are built and maintained. By distributing ownership and operation across independent participants, DePIN aims to rival centralized oligopolies with decen

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7th February 2025

Neel
Neel

Running it back up again with YTs?

While Solana has been the breakout success story of recent years, its DeFi ecosystem has trailed Ethereum in product diversity. However, with faster blocks and cheaper transactions, Solana is perfectly suited for DeFi innovation and growth. The success of yield trading and points farming on Ethereum, exemplified by Pendle’s remarkable jou

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5th February 2025

Facundo Indabera
Facundo Indabera

Some thoughts on blobs, Ethereum, and altDA

If you think about it, no rollup launched recently (Eclipse, Megaeth, Abstract) has planned to use Ethereum blobs because ETH simply can’t compete with what altDA offers to rollups. So Ethereum is stuck in a dilemma: increasing blobs puts more resource pressure on nodes, reducing decentralization (which goes against Ethereum’s ethos).

If

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Believe in Something

In 2017 and 2021, the most common piece of advice in crypto was to buy break outs. That is, when a coin breaks past its ATH, deploy more capital — Soros style. Things are very different today. In the wreckage of DexScreener charts, you’ll see a fairly common pattern: coins no longer react like they suddenly found the cure to cancer at ATH

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Twill
Twill

With Deep Research comes Deep Disruption

The rapid evolution of advanced AI tools like OpenAI’s “Deep Research” feature is forcing a structural shift in knowledge work, research, and economic power. Unlike previous innovation waves that automated physical labor, reasoning models like Deep Research (fine-tuned o3) target cognitive and creative tasks, shaking up industries that on

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3rd February 2025

Ceteris
Ceteris

TIA Thoughts

There was a good discussion on TIA in the Pro chat and I felt worthy to repost it here:

zen master: Lot of positive takes about TIA on timeline including by Jon (ex-Delphi). Does anyone here have a strong take on its current state?

facundo (delphi): I don’t want to assume bad intentions and think Celestia is paying CT influencers to hype

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1st February 2025

Twill
Twill

From Pattern Matching to Daydreaming

New forms of intelligence are evolving at an accelerating rate, yet the most widely used models remain fundamentally constrained—locked into human-defined training cycles, reliant on static pattern recognition, and often incapable of true independent thought. To unlock intelligence that transcends pattern matching, AI must move toward end

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31st January 2025

Duncan Matthes
Duncan Matthes

Gaming on Abstract

The Pudgy Penguins brand has proven remarkably successful with its consumer-focused strategy, accumulating billions of Giphy & Tenor views per month, tens of millions of Instagram & TikTok likes, and selling over 1 million Pudgy Toys (>$13 million in revenue) through big-box retailers like Walmart.

https://storage.googleapis.com/members-...
Facundo Indabera
Facundo Indabera

Uniswap v4 Launched

Uniswap just launched Univ4 hooks. What’s next for the protocol and $UNI?

Meanwhile, $UNI holders are pushing back against what they view as unfair treatment compared to Uniswap Labs’ equity investors, who capture most of the protocol’s value (excluding LPs).

For context, these threads are a great summary of Uniswap history, and $UNI.

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