Top Results157 results
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
If you believe data availability is a commodity, that should be a death sentence for $TIA, right?...Unless Celestia finds a way to lock in those rollups, turn DA into a sticky commodity, and extract durable...
47 Min
Layer 1 / L1
Apr 2025
The End Game
We’ll call this period the “commodity age,” a span of time where money meant something you could touch...As money, commodities had their benefits....Commodities also served as a limiting factor on economic growth....These currencies were, in effect, claims on the underlying commodities held by the state.
38 Min
Macro & Markets
May 2023
Bitcoin - Back From the Future
But Bitcoin has evolved past this narrative into a digital commodity/gold where users are encouraged...The First Digital Commodities There is much debate about how digital assets fit into existing mental...Next, we will watch Bitcoin’s correlation to gold and commodities in general....At the same time, Bitcoin and commodities have little correlation at .05.
17 Min
Layer 1 / L1
May 2023
Policy Formulation Survival Guide for Security Status
Arguments that “tokens are commodities” and thus beyond the SEC’s reach are getting louder—particularly...“four corners” theory—if the token itself doesn’t contain security-like language, then it must be a commodity...Instead of obsessing over whether a token is a security or commodity, we should be asking: What outcome...
9 Min
Policy
Apr 2025
Programmable Asset Ledgers Will Eat The World
Unlike traditional commodity markets where pricing dynamically adjusts according to supply and demand...Just as efficient markets emerged for yesterday’s commodities — oil, agriculture, metals, land — likewise..., it seems inevitable that tomorrow’s commodities — compute, energy, bandwidth, and storage — will find...
25 Min
DeFi
Mar 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
More specifically, the tokenization of private equity, securities, and commodity markets for every user...This suggests that Inkchain might be headed towards enabling on-chain trading of securities, bonds, or commodities...As of now, the ERC-20 dShares represent over 100 U.S. equities, ETFs, and commodity trusts, giving them...
20 Min
Other
May 2025
Liquidity Runs The World
10yr US Treasuries) and real yields Inflation expectations (measured by breakevens & forwards) Commodity...Commodity prices, borrowing costs, and the US dollar all saw huge increases on a year-over-year basis...headwinds we’ve been highlighting are also the most crowded trades, including long US dollar, long oil and commodities...
23 Min
Global Macro Themes
Aug 2022
Crypto Insider Talks: The FTX Aftermath
How the liquidation process differs in conventional markets (e.g. commodities) versus crypto and the...
2 Min
Macro & Markets
Nov 2022
Policy Paper Series (Part 1): Reframing How We Look at a Crypto Legislative Solution
Brookings Institution Webcast on The Future of Crypto Regulation, July 25, 2022 (“Our guiding statute, the Commodity...[18] See Commodity Futures Trading Comm’n v. Ooki Dao, 3:22-cv-05416-WHO (N.D. Cal....Meaning that the proposal isn’t intended to build on top of existing bodies of law around securities or commodities...
35 Min
Policy
Mar 2023
Following the Market's Footprints: Order Flow Explained
...section, we will observe these concepts across various markets, using examples from equity futures, commodities...Commodities Example – Gold Commodities are also ripe for order-flow experimentation....The most iconic commodity market, gold, is a great testing ground for our tools.
28 Min
Financial Market Themes
Feb 2023
Gary's Protection
The CFTC has stated that several digital assets are commodities rather than securities, as emphasized...introduced new legislation to establish a pathway for a token to transition from being a security to being a commodity...
8 Min
Spot Exchange
Jun 2023
API3: The State of OEV
Auctions allow value exchange between those who own a commodity (sellers) and those willing to pay for...In an auction, the commodity is sold to the bidder willing to pay the highest price....host the auction, collect bids, select a winning bidder, and may even facilitate the transfer of the commodity...
29 Min
Infrastructure
Jul 2024
King $COIN Marches On
As it stands, BTC ETFs are the second largest ETF commodity in the US (behind gold), and Coinbase currently...
7 Min
Macro & Markets
Feb 2024
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Tether has even financed a $45M crude oil transaction between a publicly traded oil company and a commodity...In this case, Tether acts as the commodity, not the rail – enabling usage but not extracting value from...Commodity settlement is another area that Tether is exploring.
28 Min
Infrastructure
Jun 2025
Art Gobblers Find Instant Success After Halloween Launch
We cover Palley’s path to crypto law, the fallout from Gabe leaking the draft Digital Commodities Consumer...
4 Min
Art
Nov 2022
Sui’s Q2: On-Chain UX Primitives, BTCFi Expansion, Scaling Production
Early testnet deployments have shown hundreds of thousands of TPS using commodity clusters, not supercomputers...
12 Min
Infrastructure
Aug 2025
Nike's NFTs Launched Last Week Earn More Than All NFT Revenue of Other Big Brands
SEC Chairman Gary Gensler says he supports giving additional powers to the CFTC, the US commodities regulator...
4 Min
Fashion
Sep 2022
zkEVMs Launch on Mainnet
Notably, the agency also claims that BTC and ETH are commodities.
6 Min
Layer 2 / L2
Mar 2023
Exploring Base's Role in the Growing Onchain Economy
This includes things like real estate, art, and commodities....Currently, Tokenized Treasuries make up the bulk of issued RWAs, with commodities second: As of November...
35 Min
Layer 2 / L2
Nov 2024
Sui Network: Demystifying the Monolithic Contender
Auctions allow value exchange between those who own a commodity (sellers) and those willing to pay for...In an auction, the commodity is sold to the bidder willing to pay the highest price....host the auction, collect bids, select a winning bidder, and may even facilitate the transfer of the commodity...
43 Min
Layer 1 / L1
Dec 2024