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5th June 2025

Crypto Horsehoe Theory

Political horseshoe theory is a very intuitive way of visualizing the notion that extremists, on different ends of the political spectrum, have more in common than they believe.

I believe the crypto equivalent of this is the product maxis versus the decentralization maxis. Product maxis prioritize a functional, complete experience for en

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4th June 2025

Facundo Indabera
Facundo Indabera

Narrative > Revenue: REValuating Crypto Assets

If you’ve been on CT lately, you’ve probably seen people yelling about R E V. If you have no idea what I’m talking about, then this post it’s for you.

Some think REV it’s the ultimate metric to value chains & price assets, others think it’s just another useless metric. In the middle, you can find me.

But none of that matches what actual

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2nd June 2025

Marcus Wu
Marcus Wu

Hope Metric : Macro Signal Monday (06-02-2025)

Macro Signal Monday sets the tone for BTC capital flows at the start of the week. Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context for BTC.

TLDR

  • Hope Metric Score: 50.2 (Neutral)

  • BTC ETF inflows slowed towards end of month, but May closed with $5.23B in net ETF inflows

  • Inst

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31st May 2025

Lucas Shin
Lucas Shin

The Bittensor Halt: Centralization Saves the Day?

This will be a short update on Bittensor’s recent chain halt, focusing on how it happened, how it was fixed, and what it exposes about the network. I’ll assume you have a general sense of what Bittensor is and how it works. Let’s get into it.

What Happened?

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On May 20, Bittensor’s network froze completely at block 5,611,658.

To underst

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29th May 2025

Jonathan
Jonathan

The Upcoming Rise of Humanoid Robotics

“The era of robotics is here. Billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories and warehouses will be developed” – Colette Kress, Nvidia CFO on their last earnings call

I’m definitely kinda late to this but after reading Citrini’s amazing primer on humanoid robotics, I’ve been

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28th May 2025

Ceteris
Ceteris

Celestia to Verticalize?

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I wanted to quickly go over two interesting forum posts from Celstia.

  1. The first one is from co-founder John Adler (https://forum.celestia.org/t/temperature-check-a-native-rollup-with-zero-state-machine-changes/1998/2). This is a temperature check on if there is appetite for Celestia to launch their own based or native rollups. This idea

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Arcana
Arcana

Gavel – The Sandwich-Resistant Token Distribution Platform

Gavel_banner.jpg

Last week, Gavel, a token distribution and liquidity bootstrapping platform on Solana was launched relatively under the radar, corresponding with their first demo presale of the IBRL test token. The sandwich-resistant batch-auction AMM is now one of the many unique lineup of products designed by Ellipsis Labs. And while there’s no shor

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27th May 2025

TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they’re democratizing subnet funding and their first subnet launch. Taofu: https://www.Taofu.xyz/T...

21st May 2025

Simon Shockey
Simon Shockey

From feUSD to HUSD: Felix’s Plan to Reshape Yield on Hyperliquid

In my last alpha feed, I covered the two early DEX contenders on Hyperliquid’s L1, the HyperEVM. While it’s still early, Kittenswap’s ve(3,3) model looks well-aligned with the ecosystem’s ethos: protocols that reward token holders and community members, not just LPs. KITTEN stakers earn a larger share of protocol fees, with planned token

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David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI’s unique approach to on-chain infrastructure financing. USD.AI: https://...