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Jonathan
Jonathan

The Upcoming Rise of Humanoid Robotics

“The era of robotics is here. Billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories and warehouses will be developed” – Colette Kress, Nvidia CFO on their last earnings call

I’m definitely kinda late to this but after reading Citrini’s amazing primer on humanoid robotics, I’ve been

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28th May 2025

Ceteris
Ceteris

Celestia to Verticalize?

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I wanted to quickly go over two interesting forum posts from Celstia.

  1. The first one is from co-founder John Adler (https://forum.celestia.org/t/temperature-check-a-native-rollup-with-zero-state-machine-changes/1998/2). This is a temperature check on if there is appetite for Celestia to launch their own based or native rollups. This idea

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Arcana
Arcana

Gavel – The Sandwich-Resistant Token Distribution Platform

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Last week, Gavel, a token distribution and liquidity bootstrapping platform on Solana was launched relatively under the radar, corresponding with their first demo presale of the IBRL test token. The sandwich-resistant batch-auction AMM is now one of the many unique lineup of products designed by Ellipsis Labs. And while there’s no shor

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27th May 2025

TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they’re democratizing subnet funding and their first subnet launch. Taofu: https://www.Taofu.xyz/T...

21st May 2025

Simon Shockey
Simon Shockey

From feUSD to HUSD: Felix’s Plan to Reshape Yield on Hyperliquid

In my last alpha feed, I covered the two early DEX contenders on Hyperliquid’s L1, the HyperEVM. While it’s still early, Kittenswap’s ve(3,3) model looks well-aligned with the ecosystem’s ethos: protocols that reward token holders and community members, not just LPs. KITTEN stakers earn a larger share of protocol fees, with planned token

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David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI’s unique approach to on-chain infrastructure financing. USD.AI: https://...

19th May 2025

Marcus Wu
Marcus Wu

Hope Metric : Macro Signal Monday (05-19-2025)

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Macro Signal Monday sets the tone for BTC capital flows at the start of the week. Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context for BTC.

👉 TLDR:

  • BTC sentiment holds steady in neutral territory (HM Score: 54.2)
  • ETF inflows are down for the second straight week (–33.9% WoW)
  • In
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Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off

Join Tommy Shaughnessy from Delphi Ventures as he hosts Logan Allen, Founder of Zorp and Nockchain, for a deep dive into Nockchain, a novel proof-of-work L1 blockchain, and its implications for decentralized computation and trustless systems. Logan i...

16th May 2025

Marcus Wu
Marcus Wu

Hope, Quantified: When Sentiment Snaps Back, So Does BTC


This post outlines the performance of a backtested breakout setup built around the Hope Metric and R² divergence framework.

The goal is to quantify how BTC typically behaves after periods of emotional dislocation – defined by sustained low R² values, followed by a sharp re-alignment between sentiment and price. The setup captures wh

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14th May 2025

Yapster: Sleeping Giant of the Internet Capital Markets Meta?

Internet capital markets (ICM) is the new narrative taking CT by storm. To me, it seems like a pseudo-intellectual buzzword salad narrative that is intended to imbue the Solana trenches with validity. Nonetheless, it appears to have legs, and there are some good threads that have explained the narrative here and here. The ICM tagline is

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