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3rd March 2025

Facundo Indabera
Facundo Indabera

The Cost of Convenience

Today I wanted to post something different, about the attention economy, and cognitive function. Keep reading at your own discretion. 

Asimov’s favorite short story is a story about an AI called Multivac, which he wrote in 1956. It’s titled ‘The Last Question’

He explores the question humanity asked Multivac (and its evolutions over time)

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Jason Pagoulatos
Jason Pagoulatos

Better Now? -Market Update 3/2/2025

As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Hope you all enjoy!

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1st March 2025

Twill
Twill

Investing Beyond Human Labor

The global economy stands on the cusp of a profound structural transformation as the anticipation of Transformative AI (TAI) intensifies. Imagine an economy in which not only manual tasks, but even complex knowledge-based roles—from analysts and traders to researchers and creators—are increasingly performed by AI systems. Unlike previous

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28th February 2025

Hunter Solaire
Hunter Solaire

A Resurgence of GameFi?

The previous cycle marked the most speculative era in blockchain gaming history. Axie Infinity transformed what CryptoKitties and similar early iterations had conceptualized in the years prior. After Axie, the market diverged into two distinct paths:

  1. Web2.5 Games: Projects explicitly attempting to “onboard the masses” with light crypto

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25th February 2025

Clanker Update

Last month, we looked at the emerging Clanker ecosystem in Into the Clanker-Verse. The market tanked almost immediately, which saw CLANKER bottom at $15 ($15M mkt cap), down from $55 at the time of the report.

The state of the Base/Solana/Memecoin environment has been completely shaken up throughout this time. VIRTUAL remains without a Co

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Twill
Twill

Virtuals’ Agent Commerce Protocol (ACP): Towards Multi-Agent Collaboration

AI-powered autonomous agents are expected to reshape industries, yet they face major obstacles in conducting transactions—trust issues, fragmented workflows, and unreliable payment mechanisms. Without a standardized framework, AI-to-AI commerce remains inefficient, leading to miscommunication, transaction failures, and economic friction.

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Liquity v2 Update

In November, we explored Liquity v2’s promising design in Liquity v2: Evolving Onchain Leverage. The testnet was released later that week, and LQTY price soared as the sleek interface generated lots of discussion and made the value prop of v2 start to click for people.

Liquity v2 launched on Jan-23, and saw solid early performance. Liqui

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Jason Pagoulatos
Jason Pagoulatos

All My Coins Are Dead - Market Update 2/25/2025

As promised – a market update video given the turbulent conditions we are facing.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Hope you all enjoy!

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Neel
Neel

Modular Lending Legos are Stacking Up

About a year ago I wrote about the potential of Modular lending in DeFi and how it would disrupt governance driven lending markets. The thesis has not played out as expected with Aave taking a major lead in attracting TVL, but I believe we are seeing the early signs of the benefits that modular lending unlocks.

Simply because devs can jus

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22nd February 2025

Twill
Twill

Symbiotic Markets: Present Realities & Future Paths

AI agents are advancing rapidly, yet their integration with crypto and robotics remains fragmented. After exploring new research and discussions, I wanted to clarify the key challenges and opportunities in this evolving space. Four pieces of media, in particular, shaped my thinking:

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