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Today

Flare Network

The AI market is expected to grow ~5x over the next three years. This makes the need for data one of the most valuable commodities in the crypto space. There's a project facilitating the expansion of secure and decentralized data sources. A 🧵

1 hour ago Tweets

Flare Network

Friend Tech Dune

Friend Tech Ultimate Analytics

6 hours ago Reads

Friend Tech Dune

Vitalik - Exploring Fully Homomorphic Encryption

Fully homomorphic encryption has for a long time been considered one of the holy grails of cryptography. The promise of fully homomorphic encryption (FHE) is powerful: it is a type of encryption that allows a third party to perform computations on encrypted data, and get an encrypted result that they can hand back to whoever has the decryption key for the original data, without the third party being able to decrypt the data or the result themselves.

6 hours ago Reads

 Vitalik - Exploring Fully Homomorphic Encryption

Sui's Mysticeti on Testnet

@SuiNetwork Consensus 2.0 (Mysticeti) is live in Public testnet and will reduce e2e latency ~64%. Half a second for consensus txns.

11 hours ago Tweets

Sui's Mysticeti on Testnet

Yesterday

The Untapped Opportunity for Liquid Funds

Liquid crypto is probably the single biggest untapped investable segment for crypto funds and represents a huge opportunity that will almost certainly get no inflows couple thoughts why and how it feeds into VC outsizing and general animosity from wider market

1 day ago Tweets

The Untapped Opportunity for Liquid Funds

3rd May 2024

Grayscale Has Positive Inflows

[Tree] Grayscale (GBTC) Daily BTC Flows: +63.1m

1 day ago Tweets

Grayscale Has Positive Inflows

Blast Gold to Tokens & NFTs

Introducing the Blast Jackpot — a new way for Blast token and NFT holders to earn Gold. All Blast token and NFT holders are eligible to win the 1,000,000 Gold Jackpot! Learn how 👇

2 days ago Tweets

Blast Gold to Tokens & NFTs

Intents Newsletter: Volume 1

Introduction Welcome to the first edition of the Intents Newsletter brought to you by some of the folks building Anoma. You may be thinking, “really, another newsletter? I can’t even catch up with my reading list as i…

2 days ago Reads

Intents Newsletter: Volume 1

Kain on capital formation incentives in crypto

It’s been a while since I’ve put my theadoooooor hat on, so let’s have a little chat about capital formation incentives in crypto.

2 days ago Tweets

Kain on capital formation incentives in crypto

Hivemind Pod - EIGEN, Are VCs Evil, and Is It All Over?

Watch on Youtube: Watch/listen on Spotify:

2 days ago Reads

Hivemind Pod - EIGEN, Are VCs Evil, and Is It All Over?

2nd May 2024

EigenLayer AVS Dashboard

Just dropped: Our @eigenlayer AVS Watch is LIVE on @DuneAnalytics! 🚀 Get your geek on with the coolest metrics around—Performance, Economic, and Security, all in one place!✨ Check it out: https://dune.com/hahahash/avs (v0.1.0)

2 days ago Tweets

EigenLayer AVS Dashboard

A Review of EIGEN

Let's look at EIGEN, how it works, how we got here and what's next to discuss. Before the news on EIGEN, I had a feeling something was missing in EigenLayer. The stated goal was to provide decentralized trust for all sorts of actively validated services. How? Via programmable staking: - you get the right to validate the AVS staking an asset (in this case, staked ETH, hence restaking) - you accept slashing conditions enforced via smart contracts on Ethereum. But again, an AVS can be pretty

2 days ago Tweets

A Review of EIGEN

Mirror + Paragraph team up to launch Kiosk, a new Farcaster client

Introducing Kiosk, a new Farcaster client where social meets onchain.

2 days ago Tweets

Mirror + Paragraph team up to launch Kiosk, a new Farcaster client

Modular vs. Monolithic Is Dead

Why horizontal vs. vertical scaling is the better framework for Ethereum scalability

2 days ago Reads

Modular vs. Monolithic Is Dead

Delphi Pro - Prove It: Shared Provers, Proof Aggregation & Prover Marketplaces

Zero knowledge proofs are a powerful way to scale applications. Everything can be zk’d, including rollups, bridges, and VMs. However, generating these proofs can be slow, computationally intense and expensive, particularly on Ethereum. This can limit the deployment of innovative applications due to high proving times and gas costs. Zk rollups, which use provers for zk proofs, are a solution but can be resource-heavy. Due to these resource requirements they are usually centralized, which comes

3 days ago Reads

Delphi Pro - Prove It: Shared Provers, Proof Aggregation & Prover Marketplaces

Wasabi Ends Coinjoin Services

After years of relentless dedication to improve Bitcoin’s privacy, zkSNACKs, the company pioneering the development of Wasabi Wallet, is shutting down its coinjoin coordination service, effective June 1st, 2024. Blog post announcement link: https://blog.wasabiwallet.io/zksnacks-is-discontinuing-its-coinjoin-coordination-service-1st-of-june/

3 days ago Tweets

Wasabi Ends Coinjoin Services

Pentoshi market thoughts

3 days ago Tweets

Pentoshi market thoughts

Solana reading list

3 days ago Tweets

Solana reading list

Franklin Templeton on Solana

Solana: Accelerated Adoption

3 days ago Tweets

Franklin Templeton on Solana

Monet on Aave v4

quick takes on @aave v4 spec forum post linked at end of thread (1/20)

3 days ago Tweets

Monet on Aave v4

Replay of ZKV & Sui Spaces on Their New Consensus Protocol

We are LIVE! Join our conversation about @SuiNetwork new consensus protocol, zkLogin and more. https://twitter.com/i/spaces/1nAKEaQnpDbKL

3 days ago Tweets

Replay of ZKV & Sui Spaces on Their New Consensus Protocol

BLACKROCK SEES SOVEREIGN WEALTH FUNDS, PENSIONS COMING TO #BITCOIN ETFS

❖ BLACKROCK SEES SOVEREIGN WEALTH FUNDS, PENSIONS COMING TO #BITCOIN ETFS Don't be fooled by the first break in inflows into spot bitcoin exchange-traded funds (ETFs) after 71 straight days. The current lull is likely to be followed by a new wave from a different type of investor, said Robert Mitchnick, head of digital assets for BlackRock, the world's largest asset-management company. https://www.coindesk.com/business/2024/05/02/blackrock-sees-sovereign-wealth-funds-pensions-coming-to-bitcoin-

3 days ago Tweets

BLACKROCK SEES SOVEREIGN WEALTH FUNDS, PENSIONS COMING TO #BITCOIN ETFS

ETFs See Record Outflows

What is Bitcoin? Bitcoin is a peer-to-peer, permissionless blockchain that pioneered a way to independently create, manage and validate digital […]

3 days ago Reads

ETFs See Record Outflows

Coinbase to Live Stream Earnings Call

It’s gonna be so legendary, they are doing a live YouTube on it. $COIN Coinbase Q1 2024 Earnings Call https://www.youtube.com/live/HXVVWH7qMow?si=bW1WgEuDdcQG4XKl via @YouTube

3 days ago Tweets

Coinbase to Live Stream Earnings Call

1st May 2024

Aave 2030

Introducing Aave 2030

4 days ago Tweets

Aave 2030

Aave v4 Development Governance Proposal

https://governance.aave.com/t/temp-check-aave-protocol-v4-development-proposal/17541

4 days ago Tweets

Aave v4 Development Governance Proposal

Polymer Integrates Lagrange's State Committees

Polymer 🤝 Lagrange Polymer is excited to announce it has partnered with @lagrangedev! This collaboration integrates Lagrange’s State Committees into the IBC standard as a ZK light client to enhance the speed and reliability of transactions on optimistic rollups. Blog here: https://bit.ly/3JIzCag Lagrange State Committees are @eigenlayer AVSs which attest to block finality for optimistic rollups once they are finalized on a DA layer. These attestations generate state proofs, which applicatio

4 days ago Tweets

Polymer Integrates Lagrange's State Committees

Drift Airdrop Checker

The $DRIFT Eligibility Checker is now live! Here’s what you need to know. (🧵)

4 days ago Tweets

Drift Airdrop Checker

24th May 2023

Blur's Bid Pool Liquidity

Before Blur, there was no speedy NFT trading platform available for professional traders, and pricing was distorted between NFT marketplaces due to the lack of liquidity depth across marketplaces and the wide bid-ask spreads. With Blur’s introducti...

23rd May 2023

Intraday Rallies Bring All The Degens To The Yard

Crypto markets have been rather boring for the last few weeks. Specifically, BTC has traded within a roughly ~3% range for the better part of the last 2 weeks. Volatility has been muted, and trading opportunities sparse aside from a select few on-cha...

Everyone's talking about Opepen

One NFT collection that has garnered a lot of attention this week is Opepen by Jack Butcher. Opepen comprises 16,000 NFTs, all centered around the iconic and highly meme-worthy Pepe the Frog. This collection is divided into 200 distinct sets, each h...

Voltz, IPOR, and the Next Wave of Interest Rate Derivatives

Interest rate derivatives are perhaps the most underdeveloped and underexplored area in all of crypto. Interest rate projects have struggled mightily to attract liquidity, and seemed forgotten about towards the end of 2022. So far in 2023, there ha...

22nd May 2023

AI Moves Markets

AI started, as new technologies often do, like a toy. On March 25th, 2023, an image of Pope Francis wearing the, uh, papal puffer parka began to make the rounds on Twttr. Photos showed the 86-year-old sitting pontiff lookin certifiably blessed in a...

Delphi's Crypto Security Updates (May 22nd)

Crypto is the darkest of dark forests: hacks, security incidents, and scams are commonplace. Crypto security is a high-stakes game; minor lapses in security can easily lead to loss of funds. Every Monday, check in on the Activity Feed for a curated l...

DigiDaigaku - Wen Game?

DigiDaigaku was one of the most hyped NFT collections to launch in 2022. The hype was due to free-to-play mobile games pioneer Gabe Leydon stepping into blockchain gaming with $200M in funding. His new company Limit Break promises multiple free-to-ow...
Vitalik released a new blog post yesterday with the title: Don’t overload Ethereum’s consensus. The central point of the article was to highlight that Ethereum cannot allow these re-staking applications to get so big that any sort of exploit or attac...