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!

... Read more

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

... Read more

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:

• @soona’s “Toward Robo Economicus” – on economically-dr

... Read more

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

... Read more

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.

From DeFiLlama

S Token Airdrop Program

Sonic is distributing 190.5M S tok

... Read more

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

... Read more

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... Read more

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

... Read more

$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:

USDC / USDT are a clear example of th

... Read more

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

... Read more