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12th May 2025

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13th May 2024

Facundo Indabera
Facundo Indabera

Shared Provers: The New Layer In The Modular Thesis

Last week, Espresso announced a partnership with Polygon’s agglayer. Espresso is building a shared sequencing marketplace for rollups to sell their blockspace. ICYMI, we covered Based Espresso in the Based rollups report, and the AggLayer in the Prover Marketplace report.

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Michael Rinko
Michael Rinko
World PvP just launched on Base and it looks pretty cool. It’s the first crypto game I’m actually excited to play. I think it’s simple enough and leans into CT’s core interests / vices that it might just work. Anyways, I’m posting this before even t...

11th May 2024

Aaron D.
Aaron D.

The Zeihan Rate Prediction

I sometimes like to venture into non-crypto analysis, as we can get stuck in a little echo chamber and be surprised when events hit us. This week, I was catching up on what Peter Zeihan has been saying in the last few weeks, and his recent prediction about rate increases caught my eye. As a disclaimer, Zeihan is notoriously skeptical of c

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9th May 2024

SchizoPosters: The NFT Collection With the Most Momentum?

SchizoPosters are a collection from the Radbro Webring, a brother community of Remilia Corp. Radbro, Radcat, Radbro SV, SchizoPosters fall under the Radbro umbrella, while Milady, Remilio, Bonkler fall under the Remilia umbrella.

SP#5555 (Tulpa)

SchizoPosters are detailed images of Radbro and Milady faces, often disguised by or sculpte

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Fantasy Top

Fantasy-top is a Social-Fi trading-card game built on Blast. 


The game is simple: put trading cards in your ‘deck’, submit your decks to different tournaments, and get rewarded with ETH, Blast Gold, Fan Points, Stars, and Packs.


Each trading card is a different Twitter crypto influencer. The more engagement their posts get, the higher

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8th May 2024

🎉

Exclusive 30% Discount to Consensus for Pro Members!

Are you looking to find the next big trend, identify new opportunities, and network with some of the crypto industry’s most influential leaders and teams?

Look no further than Consensus 2024 – your exclusive pass to 3 days of cutting-edge conversations, networking events, and exclusive experiences you won’t find anywhere else.

Act now and

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Aaron D.
Aaron D.

CleanSpark Shows The Future Of Mining

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My AF post about being bearish on Bitcoin mining stocks was correct. With one notable exception, miners have drastically underperformed Bitcoin YTD. However, CleanSpark has managed to buck the broader trend and has performed almost as well as Bitcoin. CleanSpark’s performance begs the question, what is their secret? What are they doing di

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Eigenlayer AVSs

Actively Validated Services built on top of Eigenlayer launched alongside Eigenlayer mainnet on April 9th, 2024. 


Before Eigenlayer launched, AVSs were applications that utilized decentralized, independent consensus mechanisms to validate transactions. Eigenlayer changed this by allowing AVSs to tap into Ethereum’s validator pool instea

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7th May 2024

Pondering Durian
Pondering Durian

Paradox of the Dollar

I can’t help but consider we have entered into one of those classic Soros-inspired, ultimately unsustainable, self-reinforcing cycles where larger U.S. deficits actually drive the dollar higher.


At a high level:

Larger deficits -> above trend growth -> sticky inflation -> rates remain elevated -> dollar inflows -> less competitive exp

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6th May 2024

Morpheus - Crypto x AI Project's Token Goes Live May 8


photo_2024-05-06_15-08-24.jpg


We wanted to alert members that Morpheus’s token goes live on May 8 , this Wednesday.


Morpheus is a crypto x AI project whose fair launched attracted over ~$400M in stETH deposits to bootstrap the project within two weeks of launch.

In anticipation of the launch we hosted a core developer of Morpheus, David Johnston, on our pod

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