Top Results407 results
Bitcoin vs Banks: The Correlation That Shouldn't Exist (But Does)
Since 2020, the entire market has been repriced by central banks....Banks fell on fears of a slowdown, duration mismatch, and funding pressure....This was the only regime where BTC and banks diverged, driven by idiosyncratic credit stress....In the traditional system, banks are custodians of liabilities.
10 Min
Macro & Markets
Jul 2025
Humanity Protocol: The Identity Solution Going after Meta
Universities can verify degrees, banks can confirm financial status, and gaming platforms can validate...of expertise (academic institutions validate education history, companies verify employment history, banks...layers:  Creating fake credentials requires compromising established institutions like universities or banks...
31 Min
AI
Jun 2025
Reassessing Monetary Architecture in the Age of Crypto
But regulators have consistently rejected narrow banks. Why?...Narrow banks remove deposits from commercial banks, hoard risk-free collateral, and break the link between...Central banks don’t print money directly....The Fed’s denial for The Narrow Banks master account is an example of this.
9 Min
Stablecoins
Jun 2025
An Ode To Bitcoin
World World III-resistant asset that protects holders from power-hungry politicians and profligate central...waves, to forecasting corporate adoption, to now parsing the statements of world leaders and global central...We didn’t say it would steal all of gold’s market share in investor portfolios or replace central bank...
12 Min
Other
Dec 2024
Something’s Gotta Give
“The big elephant in the room is concerns that foreign demand — especially from other central banks —...
7 Min
Macro & Markets
Jan 2025
Programmable Asset Ledgers Will Eat The World
...regulated clearing house owned by its users — a consortium of major financial institutions, including banks...transactions adhere to KYC/AML requirements, sanctions, and other currency restrictions is placed on banks...Correspondent banking: To move money globally, banks must have correspondent banking relationships with...other banks.
25 Min
DeFi
Mar 2025
Kill your customer: The death of KYC and the rise of ZK-TLS
The Act specifically mandated that all banks would have to report cash transactions exceeding $10,000...ensure nations enforce KYC standards, implementation and record-keeping varied drastically, with some banks...Banks and other financial institutions were now needed to gather beneficial owner information, cross-check...
20 Min
Macro & Markets
Jul 2025
The Year Ahead for Markets 2025
Hypothetically, if global central banks reallocated 5% of their gold reserves to BTC, that would net...In a world where the Fed — and other central banks — are driving 5-7% annual debasement of their currencies...We saw signs of liquidity momentum fading, specifically from the world’s two most important central banks...
90 Min
Macro & Markets
Dec 2024
The Stablecoin Manifesto
Issuing Banks: Intuitively, these are the banks that issue cards to consumers....governments in Brazil, India, Mexico, and now the US push instant settlement systems directly through central...: These banks maintain accounts at other banks (nostro/vostro accounts) in various jurisdictions to serve...
45 Min
Stablecoins
Nov 2024
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
Why the Fed just gave the “green light” to global central banks Impact of China’s pivot and PBOC stimulus...The biggest thing that came out of central banks for the last week or so has been this seemingly reversal...And then, I think the combination of that and then, the Fed essentially giving other central banks it...
Macro & Markets
Oct 2024
USD.AI: Financing the Future of AI Infra
It can be difficult for crypto-adjacent entities to get loans from banks in a reliable and timely manner...
14 Min
Infrastructure
May 2025
ZKsync & The Elastic Network Endgame
Chains position the Elastic Network well to meet the needs of advanced institutional tokenization and banks...GRVT Exchange: Self-Custodial Central Derivatives Exchange The implosion of FTX and uncovered fraud scandal...
39 Min
Infrastructure
Jan 2025
The Dark Night Rises - Part 1
The big elephant in the room is concerns that foreign demand — especially from other central banks —...And foreign central banks are big holders of longer duration USTs, making them a key source of demand...We’ve seen evidence of prior coordinated efforts among major central banks to stabilize sovereign debt...
23 Min
Macro & Markets
Jul 2024
The Public Crypto Accumulator Era - Part 1
It reacts to shifts in real yields, central bank positioning, and broader liquidity conditions....Staking and Validator Integration In each case, staking is central to each company’s objectives, using...Yield generation is central for both ETH and SOL, turning these assets into productive treasury tools...
31 Min
Macro & Markets
Jun 2025
Avalanche L1s: Powering the Future of Appchains
Businesses and institutions like banks can finally deploy in a compliant manner, leveraging privacy features...
22 Min
Infrastructure
Jun 2025
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
Pilotfish decomposes this monolith into three distinct layers: Primary: A central coordinator that handles...
13 Min
Infrastructure
Apr 2025
Market Musings - Uncertainty Permeates The Market
Market Musings The central theme of last week’s Musings was the catalyst driven nature of the current...The central theme of last week’s Musings was the catalyst driven nature of the current market environment...
13 Min
Macro & Markets
Feb 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
It’s fast, sure, but it’s a central choke point that undermines the promise of trustlessness and liveness...into this player-driven web, with the game’s state spread across these nodes instead of locked in some central...
30 Min
Infrastructure
Apr 2025
Hope Metric : Macro Signal Monday (06-02-2025)
Monetary Policy and Fed Sentiment – Mildly Bullish Dovish tone from Fed officials, steady rates from EM central...banks, and early normalization signs from Japan point to a broadly supportive monetary backdrop, though...
7 Min
Macro & Markets
Jun 2025
Finding the Fun in Fundamentals #2 - Wemade
One of the main access points is WEMIX PLAY, a central hub for all game-related activities.
18 Min
Gaming
Jun 2025