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19th November 2024

Analyzing veCRV Performance, Four Years Later

The original cohort of 4-year veCRV lockers have been maturing over the past few months. I’ve discussed flaws of the model in 2023 DeFi Year Ahead, but now we can finally begin to look at hard data and analyze results.

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18th November 2024

Jonathan
Jonathan

Hyperliquid Readies for TGE

While commonly thought of as just another perpetual futures exchange, Hyperliquid is actually an innovative high-performance L1 aiming to achieve a completely on-chain financial system. Custom built and designed around a trading exchange, the Hyperli...

13th November 2024

Benjamin Sturisky
Benjamin Sturisky

Ethereum is Not Solana and Should Stop Trying to be

On the back of poor price action and grandiose plans spanning 5+ years to implementation, there has been outcry that Ethereum needs to prioritize L1 and improvements and they need to do it ASAP.

Ethereum cannot and should not compete with alt-VMs on speed and transaction throughput.

Keeping Home Stakers Online

Max Resnick and Jon Charbonn

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Michael Rinko
Michael Rinko

Back to the Futard

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Success breeds competition. This is true in web2 but especially in crypto, where switching costs tend to be lower and users are often more mercenary. Last cycle, we saw Uniswap fend off relentless competition from Sushi and many other challengers to defend the throne. Other first movers, like Compound and OpenSea, were less lucky.

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11th November 2024

InstaDapp Fluid: First Mover of the DeFi Renaissance?

Instadapp began as a DeFi Smart account platform in DeFi Summer, but has been gradually rolling out a new suite suite of products in 2024 that make up a DeFi super app called Fluid. At the base of Fluid is a liquidity layer, on top of which additional products such as Fluid Lending and Fluid DEX are built. Fluid Lending launched in Feb an

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Muhammad Yusuf
Muhammad Yusuf

DeMystifying MEV in Sui

Sui is a DAG-based network that executes transactions in parallel. As a DAG-based network, it relies on multiple proposers to create blocks in a given epoch. The idea of using multiple concurrent proposers has been discussed within Ethereum’s and Solana’s ecosystems to increase throughput and decentralization. Sui and Aptos use MCP in pro

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10th November 2024

Pondering Durian
Pondering Durian

The Fourth Turning

I can’t help but digest the past week through a lens much broader than crypto. 2016 was not “an anomaly” but is looking much more like the tsunami precursor, 2020 the drawback, and 2024 the real wave. On almost every level, anti-establishment undercurrents which had been bubbling for years, sprang into the mainstream simultaneously:

Twitt

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8th November 2024

Ceteris
Ceteris

Grass - Crypto x AI Month Podcast Summary

With Grass doing well post airdrop and lots of discussion in the members chat I wanted to post a quick summary of the Crypto x AI Month episode, which you should still check out when you have the time. Disclosure: investor.

Grass Network is building a decentralized data layer for AI models, solving two key problems – the difficulty of acc

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7th November 2024

Ceteris
Ceteris

Post-Election Thoughts - What Happens Next?

Wanted to give my thoughts on what happens from here on out.

  1. Crypto has essentially been legalized now in America, the largest capital market in the world. On the regulation front we’ll either get new, thoughtful rules created for the industry or we’ll see a hands off approach with no new rules but no longer the extreme regulation by en

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Quick Brain Dump of Prediction Market Election Takeaways

  • The whole notion that Polymarket’s odds leading up to the election needed to be accurate to establish legitimacy was nonsense.

Hours ahead, every time. pic.twitter.com/97BiW58RJw

— Polymarket (@Polymarket) November 6, 2024

 

  • The fact the Polymarket was able to consistently and accuractly resolve far earlier than MSM is truly bullish.
  • P
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