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26th November 2024

Jonathan
Jonathan

AI Agent Gaming - Henlo Kart

With the recent obsession of AI agents, you might already be familiar with Onchain GAIAs — a network of agents powering the Onchain General Intelligence Network (OGI). Each individual agent is held by a GAIA NFT holder and can be trained by anyone through various tasks from playing games or modeling problems. If you’re not familiar, you c

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25th November 2024

Facundo Indabera
Facundo Indabera

A Quick Look At The Solana Restaking Market

Solayer is a restaking protocol built on Solana that aims to empower on-chain dApps with improved network bandwidth and transaction throughput, serving as a marketplace for blockspace. Its main goal is to optimize validator node resource allocation through staking, thereby improving the quality of service (QoS) for specific applications b

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24th November 2024

Ceteris
Ceteris

Clanker - Base's Pump.Fun?

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I’ve been spending most of my time in the AI Agent meta since GOAT’s launch in mid October. Many metas will come and go over the years but only a few will stick around; I believe the AI meta is that.

Most of my time so far has been on Solana but recently it’s hard to ignore the momentum on Base. There seems to be a lot happening on both o

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22nd November 2024

Benjamin Sturisky
Benjamin Sturisky

Incentive Structure Design for Starknet

The following is a skeleton incentive structure design protocols can adopt, using Starknet as an example.

A well-designed token incentive program needs to achieve two core components: staked capital and user activity.

The current DeFi Spring program achieves staked capital by requiring liquidity provision across DEXs and lending markets.

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Jonathan
Jonathan

MicroStrategy Madness

On November 20th, MicroStrategy (MSTR) was one of the most traded stocks in the US, finishing second just behind NVDA on its own earnings day, at one point even surpassing the market giant. It’s been years since a stock has out-traded Nvidia or Tesla, so what’s behind the madness?

Before becoming the Bitcoin behemoth we know today, Michae

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Delphi Research
Delphi Research,

Introducing Delphi Oracle

Delphi reports just got smarter. We’ve launched Delphi Oracle, an AI research companion that lives within our report pages. Instead of just reading our reports, you can now actively explore them – diving deeper into areas of interest, clarifying com...

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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