As promised – yet another market update video. With “Liberation Day” and the volatile month of April in the books, where are markets heading? What’s next? Given the macro calendar, we are surely in
...5th May 2025
3rd May 2025
The Case for Decentralized RL: Crypto’s Role in Training Smarter Models
There’s been an intense debate in the AI community about reinforcement learning (RL). RL is the training approach where AI develops skills through experimentation rather than following precise human guidance. Some researchers claim RL is dead, arguing it adds little value beyond what base models can achieve with sufficient compute. Others
...2nd May 2025
Crypto Consumer App Golden Age: IOS allows Crypto Payments + NFTs

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In an unprecedented breakthrough, Apple has announced that for the first time, NFTs and crypto payments will be allows in IOS apps. Eliminating one of the main blockers for consumer adoption of crypto and ushering in a new era for crypto-consumer applications and products.
Such a massive paradigm shift enables many previously unsuccessful
...1st May 2025
Death by Design – The Fate of Ethereum
If you’ve been in crypto long enough, you’re likely familiar with the “ETH-killer” meme – alt L1s claiming to overtake Ethereum as the market-dominant L1, only to fail miserably.
The irony is that indeed, no alt-L1 has come close to replicating the same network-effects as Ethereum – except maybe Solana; but that, Ethereum has in fact dug
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Cambria: The Degen MMO With $1M+ Seasonal Prize Pools
Resurgence of GameFi: Update #3

At this point, we’ve covered the thesis on why GameFi has enjoyed some success over the last few months, and if you haven’t, feel free to catch up with the first or second entries of this series. The basic idea is that, through a combination of memecoin exhaustion, upcoming airdrops, and macro chop, people sought a new playground to sp
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Court Rules in Favour of Epic Games & 3rd-Party Marketplaces

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Tim Sweeney, founder and CEO of Epic Games, just announced that the company has made significant progress in its ongoing lawsuit against Apple. The court ruling found Apple guilty of anti-steering charges and will force the company to drop its enforced 27% tax on purchases made outside of the App Store.
What does this mean for mobile app
...30th April 2025
Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI
When Sentiment Says Go but Price Says Wait

Divergence Deepens – BTC Chart Says Pullback, HM Says Something Else.
R² has been all over the place post-April 17:
🔼 Climbs above 0.6
🔽 Collapses below 0.3 (Red Xs)
🔼 Climbs again
🔽 And today – another breakdown, putting in the 2nd Red X
This behavior suggests clear emotional misalignment between price and sentiment. And the d
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29th April 2025
Nous' Atropos Release Marks Major Milestone in AI Reinforcement Learning

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The Atropos release by @NousResearch is a major milestone in reinforcement learning for AI.
RL is very different from fine tuning. Fine tuning teaches an LLM to mimic fixed input/output examples. Reinforcement learning has the model interact and explore via trial-and-error feedback, adjusting its behavior to optimize long term, multi-ste
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