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Today

hey @AIWayfinder i think a MEV frontrunner is stealing and swapping s all $PROMPT @KaitoAI claims for ETH

https://etherscan.io/address/0x80bf7db69556d9521c03461978b8fc731dbbd4e4

MEV Bot is Stealing $PROMPT Airdrops
Tweets2 hours ago

Cooler Than Expected CPI

*US MARCH CONSUMER PRICES FALL 0.1% M/M; EST. +0.1%
*US MARCH CONSUMER PRICES RISE 2.4% Y/Y; EST. +2.5%

*US MARCH CORE CPI RISES 0.1% M/M; EST. +0.3%
*US MARCH CORE CPI RISES 2.8% Y/Y; EST. +3.0%

Cooler Than Expected CPI
Tweets3 hours ago

IBC Eureka is LIVE!

IBC Eureka is LIVE!

→ Transfers faster than Ethereum finality
→ Send from Ethereum for as low as $1
→ 1-click experience that supports your favorite wallet

Starting with Ethereum, @cosmoshub, @babylonlabs_io, Cosmos chains,
and soon, IBC everywhere🧵

IBC Eureka is LIVE!

Yesterday

The article discusses utilizing Merkle Mountain Ranges (MMRs) to create a lightweight authenticated database (ADB) for storing and proving mutable blockchain state efficiently. By maintaining an append-only MMR over a historical log of database operations, keys' values can be tracked and authenticated. A compaction process is applied to manage the growing log, allowing for efficient retrieval of the current database state. The adb::any implementation supports proving historical key assignment......

The Simplest Database You Need

http://x.com/i/article/1907522532896329729

State of ZK [easy mode]

Very cool to see confidential tokens on Solana!

Couple of remarks:

1. The system offers confidentiality but not anonymity. The transferred amounts are hidden but the transaction graph is fully traceable. While this is not the best privacy guarantees, it does mean hackers are less likely to utilize it to launder funds. The properties offered here are very similar to that of confidential ERC20 by @inconetwork, @circle , & @zama_fhe, minus the programmability offered by FHE (which provides onc......

Wei On Solan's Confidential Token Extensions

http://x.com/i/article/1904716818344009729

Rethinking ownership, stablecoins and tokenization

The finance industry is evolving with the rise of alternative investments like private credit. The article explores the potential for onchain structured products and tokenized capital structures in crypto. It discusses challenges such as legal implications, adverse selection, and regulatory uncertainty. The concept of programmable revenue and embedded financing is introduced as a way for onchain businesses to lower their cost of capital. Tokenizing equity and exploring new functionality are a......

Onchain Capital Structure

8th April 2025

Tweets1 day ago

Dash for Cash

The rush to the exit:

Asset selloffs are defying historical correlations, coming with drops in stocks, gold, bonds, and oil prices, all at the same time.

It's not often you see a market where ALL assets are liquidated simultaneously.

Everyone wants cash, yet so many are trapped.

Dash for Cash
Tweets1 day ago

Peaq Ecosystem

Overview of the @peaq ecosystem

Mobility & Transportation
@NATIXNetwork: Camera infra for decentralized mapping
@MapMetrics: Drive to earn
@BloXmove: Mobility infrastructure
@teneo_protocol: Unlocks real-time data

Energy & Utilities
@silencioNetwork: Turns noise levels into data
@wingbits: Secure & validate aviation data
@arkreen_network: DeEnergy data network
@penomoprotocol: Financing platform for green energy
@combinderio: Energy income protocol
@charge_xyz: Backend for EV charging
@PowerPo...

Peaq Ecosystem
Reads1 day ago

The Color of Money

The article discusses stablecoins with full and fractional reserves, analyzing their business models and return on equity (ROE) implications. It compares Tether, Circle, and Sky, highlighting liquidity, profitability, and growth tradeoffs. Full reserves prioritize liquidity but face profitability challenges, while fractional reserves seek higher returns with added risk. The analysis emphasizes the importance of stablecoin design and potential market segmentation. It also delves into financial......

The Color of Money

http://x.com/i/article/1909041912272859136

The Verifiable AI Landscape

I am desperately opposed to crashing the Pax Americana car, Annie Hall style, because the America First system that this Administration wants as a replacement

Ben Hunt - Crashing the Car of Pax Americana

My attempt at highlighting the necessity of training LLMs in a distributed / decentralized manner, explaining a web of topics, and articulating the potential synergies between crypto + AI

Unpacking decentralized training

Turbine is black magic

But Vacuum will.. melt faces?

→ Solana's Turbine
→ Monad's RaptorCast
→ Celestia's Vacuum!

Who has the fastest block propagation? 🧵

1/15

Solana Turbine vs Monad RaptorCast vs Celestia Vacuum
Tweets1 day ago

ASXN - Monad Memo #1

http://x.com/i/article/1902332716231606273

ASXN - Monad Memo #1

Introducing Confidential Balances — new layers of confidentiality for asset owners and token issuers without sacrificing regulatory compliance.

Helius Blog - Confidential Balances: Empowering Confidentiality on Solana

Introducing Confidential Balances Token Extensions 🛡️

Confidential Balances are now live on Solana mainnet — the first ZK-powered encrypted token standard built for institutional compliance without sacrificing sub-second finality.

Everything devs need to know 🧵

Introducing Confidential Balances Token Extensions

The National Cryptocurrency Enforcement Unit was established in 2021 and prosecuted major crypto-related felonies.

Justice Department scraps crypto unit as Trump further loosens oversight of digital assets

7th April 2025

http://x.com/i/article/1909320381007314944

Not all volatility is created equal.

Celestia has the tech and the thesis. What it doesn’t have is validation. It needs one breakout rollup, one app with traction and DA needs big enough to matter. That’s what turns the narrative into fees, and fees into value. If crypto is shifting toward a fundamentals-based valuation model like TradFi, this is what will ultimately matter. If that happens, $TIA becomes a high-leverage bet on bandwidth scale. If not, it’s just another subsidized token with nothing real behind it.

Delphi Pro - Celestia's Roadmap: $TIA Time, or is DA a Commodity?

http://x.com/i/article/1908895783799361537

MetaDAO - Internet Capital Formation

DoubleZero has the potential to accelerate performance for @solana validators drastically from where it is today.

Here's an overview of what this technology enables for Solana ecosystem validators specifically ↓

DoubleZero has the potential to accelerate performance for @solana validators drastically from where

New Podcast 🚨 🎙

Insanely good convo with @IridiumEagle about @ambient_xyz

Ambient is a useful proof of work L1 securing a 600B+ parameter AI model and its fine tunes

Ambient raised $7.2M. Listen to why we at @Delphi_Ventures co-led their pre-seed round

Links 👇🏼

Ambient Podcast: Useful PoW L1 underpinning 600b parameter AI Model. Delphi Ventures co lead.

Anything crypto-related is frequently greeted with a high degree of skepticism. Within that, one of the most controversial companies for a long time has been Te

Tether's CEO Speaks on His Insanely Profitable Business - Oddlots Podcast

6th April 2025

Howard Marks just went on Bloomberg.

Not to sell fear.
Not to time markets.

But to explain how Liberation Day redefines how we should think about investing.

Here are my 2-min insights from the full interview:🧵

Howard Marks on Investing in a De-globalized World

5th April 2025

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy!

This Is What Capitulation Feels Like | Weekly Roundup

25th February 2025

Jason Pagoulatos
Jason Pagoulatos

All My Coins Are Dead - Market Update 2/25/2025

As promised – a market update video given the turbulent conditions we are facing.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Hope you all enjoy!

...
Neel
Neel

Modular Lending Legos are Stacking Up

About a year ago I wrote about the potential of Modular lending in DeFi and how it would disrupt governance driven lending markets. The thesis has not played out as expected with Aave taking a major lead in attracting TVL, but I believe we are seeing the early signs of the benefits that modular lending unlocks.

Simply because devs can jus

...

22nd February 2025

Twill

Symbiotic Markets: Present Realities & Future Paths

AI agents are advancing rapidly, yet their integration with crypto and robotics remains fragmented. After exploring new research and discussions, I wanted to clarify the key challenges and opportunities in this evolving space. Four pieces of media, in particular, shaped my thinking:

...

21st February 2025

Jonathan
Jonathan

Exploring the HyperEVM

The much-anticipated HyperEVM mainnet was stealth launched earlier this week, opening the doors for a whole new ecosystem of dApps, infra, and tools to build on top of the most dominant DEX in the space. As the “no insiders” ethos and fair launch principles are core pillars of the team, the EVM launch seemed to be a bit lackluster initial

...

20th February 2025

Minty
Minty

Why has Sonic been up only?

Sonic’s TVL and price are surging, fueled by robust performance and a solid airdrop program. The main draw with Sonic is that it offers EVM compatibility, high-throughput (10k TPS), fee monetization, and a good incentives program for users searching for yield.

Screenshot3.pngFrom DeFiLlama


S Token Airdrop Program

Sonic is distributing 190.5M S tok

...

19th February 2025

Twill

Diving into Nous Research's DeepHermes-3 Preview Model

Nous Research’s newest product is a fine-tuned version of Meta’s Llama 3.1-8B model, designed to enhance long-chain reasoning, structured function calling, and user-controlled reasoning depth. It is the first model with a toggle-on reasoning feature, allowing seamless switching between fast, intuitive responses and detailed, step-by-step

...

18th February 2025

Michael Rinko
Michael Rinko

Sharks and Minnows

Before my time at Delphi, I worked at a centralized exchange. My title was “Research & Venture Associate.” A pretty boujee-sounding title, I know, but it was really just a euphemism for “shitcoin connoisseur.” My main responsibility was finding and l...

17th February 2025

zkTLS Curriculum

Vibes are down in CT right now, and I find myself bearish most of the current things. It’s never fun to be a buzzkill, so I spent some time this weekend revisiting stuff that makes me excited about crypto, like zkTLS. I still believe zkTLS is going to play a key role in the most exciting and positive crypto developments this cycle, and wa

...

14th February 2025

Facundo Indabera
Facundo Indabera

MakerDAO Case Study: DAI vs USDS

$DAI had successfully escaped the decentralized stablecoin flywheel, where it didn’t need to subsidize demand (as $USDS is doing) because users wanted to hold it and use it as a medium of exchange, for savings, as trading pair, payments etc.

The decentralized stablecoin flywheel works as follows:

asd.jpg

USDC / USDT are a clear example of th

...
Joseph A.C. Lloyd
Joseph A.C. Lloyd

B3 Launches with a Bang, but is that the whole Story?

On February 10th, B3, the gaming-focused L3 on Base, launched its token on Bybit and Aerodrome at a market cap of just over $100M. In the hours/days following, the token saw a spot listing on Coinbase and perps listing on Binance, spiking the marketcap to a peak of $350M.

Now that the dust has settled and the market cap is sitting at a re

...