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12th May 2025

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11th May 2025

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26th August 2024

Cattin
Cattin

This time it’s (De)fferent?

Months after DeGods migrated back to Solana – which obviously resulted in memes about this marking the top for Solana, Frank announced that DeGods HQ was moving from Discord to Telegram, bringing the community closer and embracing more the current “memecoin meta.” This is not the first time an NFT collection has done this (the most notori

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23rd August 2024

Benjamin Sturisky
Benjamin Sturisky

Plume - the RWA L2

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Plume is an L2 built on the Arbitrum Nitro stack designed to be a global hub for RWAs.

The chain unlocks total RWA composability while maintaining compliance.

They raised $10M in May 2024, and are currently live with their testnet.

Structure

The RWAs that can be tokenized on Plume range from sneakers to restricted securities.

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The ne

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22nd August 2024

Benjamin Sturisky
Benjamin Sturisky

Reservoir - building the next generation stablecoin

Reservoir officially launched today with the mission of building a decentralized, scalable, efficient, and yield-bearing stablecoin.

Reservoir is built on Ethereum and includes four products: the stablecoin rUSD, yielding asset srUSD, term-based yielding asset trUSD, and a permissionless lending market built on Morpho.

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Architecture

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21st August 2024

Following Up on Telegram Bots: Crypto's New Cash Cows

So far this cycle, fundamentals plays have been few and far between. Banana Gun offered a strong fundamental thesis as cash flow generating picks-and-shovels of memecoin mania, with growth potential as crypto mobile and trading terminal. At the time...

20th August 2024

Benjamin Sturisky
Benjamin Sturisky

BET - Prediction Markets on Drift

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Today, Drift Protocol launched BET – capital-efficient prediction markets on Solana.

This is the first prediction market design that I think stands a chance to compete with Polymarket.

Unique Selling Points

BET offers four unique selling points (USPs). I ranked them by their importance in taking market share away from Polymarket.

  1. Avai
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Muhammad Yusuf
Muhammad Yusuf

A Brief Note On Parallel Execution

Parallelization has been all the rage lately. About 12 L1s are building super-fast execution environments that would supposedly onboard the “next billion” users. But there’s a catch. Here is a snippet from our report https://members.delphidigital.io/reports/beyond-the-meme-of-parallelization-solving-for-state-growth

The benefits of parall

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18th August 2024

Benjamin Sturisky
Benjamin Sturisky

Superstate - Fund Rundown

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Superstate is an asset management firm developing tokenized investment fund infrastructure.

Superstate is led by Robert Leshner, previous founder of Compound Labs. In November 2023, they raised $14M in a series A co-led by Distributed Capital and CoinFund.

The Superstate Industry Council (SIC) is a collective of institutions pushing Su

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17th August 2024

Prasad Mahadik
Prasad Mahadik

Magicblock - Ephemeral Rollups on Solana

This is a Snippet from “Solana the Modular”

MagicBlock, instead of building a general purpose rollup, is extending execution using ephemeral rollups. It is taking advantage of unique account structure of Solana – executable and non-executable accounts and PDAs (Programmatically derived addresses). Using PDAs, the execution for accounts ca

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15th August 2024

Benjamin Sturisky
Benjamin Sturisky

TRIP - Revolutionizing Rideshare

Web2 ridesharing applications like Uber and Lyft face a significant issue: recruiting riders and drivers is very expensive.

This leads to companies charging riders more and taking over 44% of the total fare.

This system is broken for everyone: ridesharing applications profit less, drivers make less, and riders are charged more.

TRIP s

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14th August 2024

Benjamin Sturisky
Benjamin Sturisky

Renzo Updates - ezSOL& Aave Collateral

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Renzo has recently made two major announcements – the launch of $ezSOL and a proposal endorsed by the ACI (Aave Chan Initiative) to establish ezETH as collateral on Aave.

These announcements are a testament to the effort the Renzo team has done to establish their protocol as a prime spot for liquid restaking.

ezSOL

ezSOL is the first

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