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Yesterday

Delphi Pro - The Revival of MakerDAO: Unpacking The MKR Thesis

  Introduction What has historically been indiscriminately punished for its lack of innovation and conservative organizational posture could be on

1 hour ago Reads

Delphi Pro - The Revival of MakerDAO: Unpacking The MKR Thesis

House Overturns SAB 121

Historic moment — first ever vote on a standalone crypto bill in either chamber of Congress. 21 Dems joined with all the Rs (with 10 of each party not voting) to approve the repeal of SAB 121. 🔥

1 hour ago Tweets

House Overturns SAB 121

Raising the Gas Limit Part 2 - Paradigm

how to raise the gas limit, part 2 ⛽⛽ 1. the goal = raise the gas limit 2. the approach = use lots of data 3. the focus today = 𝐇𝐈𝐒𝐓𝐎𝐑𝐘 𝐆𝐑𝐎𝐖𝐓𝐇 very excited to release our latest research on the LARGEST + LEAST DISCUSSED factor holding back Ethereum's gas limit

7 hours ago Tweets

Raising the Gas Limit Part 2 - Paradigm

Five perspectives on stablecoins - Nic Carter

At this point, stablecoins are a demonstrated success — crypto’s first killer app. The data on this front is abundant and increasingly clear. As I have argued, stables have dollarized the crypto market, and they are crypto-dollarizing a whole host of economies, particularly in emerging markets. There is an important discussion to be had about the long term prospects for native tokens like Bitcoin, Solana, or Ether in a world where almost all transactions on chain are settled in stables, but that

9 hours ago Reads

Five perspectives on stablecoins - Nic Carter

Crateplace Launch to Tokenize Music

We are on the verge of launching another crypto app that will take crypto twitter by storm. This app not only enables anyone to become a musician but also equips them with a new set of crypto tools to compete against the algos and network effects of social media We are currently experiencing an era where various media channels—such as audio, video, pictures, memes, and sports—are all being tokenized. Each of these mediums allows creators to now tokenize their work, enabling it to move frictio

13 hours ago Tweets

Crateplace Launch to Tokenize Music

7th May 2024

FTX Plan Summary

Quick Summary Of FTX Plan: Customers < 50k get 118% back within 60 days of plan confirmation (Q1 2025ish) - this reps 96% of the customers

1 day ago Tweets

FTX Plan Summary

FTX Creditors to Receive 118% of Claims (Priced at Bear Market Lows)

FTX- 98% OF FTX CREDITORS TO RECEIVE AT LEAST 118% OF ALLOWED CLAIMS IN CASH WITHIN 60 DAYS OF EFFECTIVENESS - RTRS

1 day ago Tweets

FTX Creditors to Receive 118% of Claims (Priced at Bear Market Lows)

Introducing Arcium, the first parallelized confidential computing network.

Introducing Arcium, the first parallelized confidential computing network. Arcium empowers developers and applications, from DeFi, DePIN, AI, and beyond, to flexibly access trustless, verifiable, and performant confidential computing power, starting on @solana. 🧵👇

1 day ago Tweets

Introducing Arcium, the first parallelized confidential computing network.

Bitcoin might actually get a soft fork - Blockspace Media

Blockspace had boots on the ground this past week Austin, Texas for BTC++, a Bitcoin developer conference where discussion over a potential soft fork moved forwards.

1 day ago Reads

Bitcoin might actually get a soft fork - Blockspace Media

Lyra Finance Tokenized Derivative Yield

Today, Lyra is announcing tokenized derivatives yield on EigenLayer. Restakers on @swellnetworkio, @ether_fi and more will be able to earn 10-50% APY on their LRTs by utilizing a new primitive that tokenizes basis trade and covered call strategies. Let’s unpack ↓

1 day ago Tweets

Lyra Finance Tokenized Derivative Yield

6th May 2024

Solana LST Dashboard

Overview of Solana's Liquid Staking Market (✍️/7)

2 days ago Tweets

Solana LST Dashboard

MMT – The Good, the Bad and the Ugly – Pragmatic Capitalism

Modern Monetary Theory (MMT) is in the news a lot lately and has grown especially popular with non-economists and people who are attracted to the large government spending possibilities it promotes. MMT advocates frame the theory as a superior option to mainstream economics, but often cherry pick or misconstrue mainstream concepts while promoting their own vaguely accurate concepts.

2 days ago Reads

MMT – The Good, the Bad and the Ugly – Pragmatic Capitalism

Where Are We In The Cycle?

And is this time really different?

2 days ago Reads

Where Are We In The Cycle?

Fairblock Launches FairyCoW on CoWSwap

Announcing FairyCoW Swap, an auxiliary application for @CoWSwap that improves onchain trading experiences by protecting against pre-execution order leakage and increasing capital efficiency without reliance on centralized parties🔐 https://medium.com/@Fair_Block/announcing-fairycow-encrypted-orders-for-cow-swap-2a5ae0bd0785

2 days ago Tweets

Fairblock Launches FairyCoW on CoWSwap

Hong Kong ETF Flows Dashboard

In our view, the launch of the Bitcoin and Ethereum ETFs in Hong Kong, is a far less significant moment that the US ETFs. However, due to a number of requests, we have launched an HK ETF Flow dashboard https://farside.co.uk/?p=1508

2 days ago Tweets

Hong Kong ETF Flows Dashboard

Mysticeti: introducing next generation speed | Dmitri Perelman at Sui Basecamp 2024

At Sui Basecamp 2024, Dmitri Perelman, Head of Engineering at Mysten Labs reveals Mysticeti, a new consensus protocol that is faster, cheaper, more efficient...

2 days ago Media

Mysticeti: introducing next generation speed | Dmitri Perelman at Sui Basecamp 2024

5th May 2024

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 🧵

3 days ago Tweets

Flare Network

Friend Tech Dune

Friend Tech Ultimate Analytics

3 days 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.

3 days 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.

3 days ago Tweets

Sui's Mysticeti on Testnet

4th May 2024

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

4 days ago Tweets

The Untapped Opportunity for Liquid Funds

3rd May 2024

Grayscale Has Positive Inflows

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

5 days 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 👇

5 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&hellip;

5 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.

5 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:

5 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)

6 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

6 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.

6 days ago Tweets

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

11th April 2024

Quick Highlights From The ZKSummit

ZKSummit (hosted by zero-knowledge podcast) was a single-day event in Athens with a highly technical group of (200 or so) attendees; enginee...

Some Thoughts on TNSR

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Tensor, the pro-trading NFT marketplace on Solana, has finally airdropped its governance token TNSR, marking the conclusion of its points Se...

9th April 2024

EigenDA Launches Mainnet

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EigenLayer just announced the launch of EigenDA’s mainnet. Restakers now have the ability to delegate to validators who will secure various ...

8th April 2024

Preconfirmations PoC leveraging restaking

@cairoeth released a PoC of preconfirmations leveraging restaking by using Relic’s Prover. It’s a pretty clever design so here’s a quick sum...

5th April 2024

The Battle Between Liquidity & Fund Flows

We still believe we’re in the midst of a liquidity cycle uptrend, but there are a couple potential headwinds to be mindful of that could cause us to hit a rough patch as we get into Q2. One of the most notable is a local top in global liquidity gro...

4th April 2024

A new PoW (yes, proof of work) protocol on Solana launched on Tuesday called Ore. The goal is to be a digital currency that anyone can mine on a phone, laptop, etc and from anywhere. Already it is cracked the top 3 programs on Solana and is kind of c...

2nd April 2024

Ethena Thesis — The Internet Bond

Ethena’s native token $ENA goes live today. Ethena is one of our highest conviction bets this cycle both at Delphi Ventures and personally, I believe: sUSDe will offer the highest dollar yield in crypto at scale USDe will become the largest stablec...

Q2 Outlook

We are in a bull market. Retail is trickling back, BTC is floating right above / around 2021 ATHs and there are so many bullish catalysts ahead of us. As someone that was around for all of 2023, it’s crazy to see a 7 in front of the Bitcoin price. ...

1st April 2024

Tracking Current Narratives

Today on our research team call I asked the team what they see are the strongest narratives right now in crypto. In no particular order I will go over them briefly here. Solana: memecoins are still booming with WIF >$4B but DeFi tokens JUP and JTO a...

$ENA (Ethena) TGE is Tomorrow

TLDR: Utility: Governance token TGE & Airdrop: April 2nd Immediate T1 CEX listings Total Supply: 15 billion Initial Circulating Supply: 1.425 billion Airdrop: 5% of supply Pre-market price: ~0.672 USD per token Running for just 6 weeks, Ethen...