Top Results251 results
DeAI’s Path Forward: Trust & Efficiency
As shrinking safety budgets, accelerated model-release cycles, and the evolution toward dynamic benchmarks...shortened safety-testing timeline for the o3 model release made this tension clear; while faster rollout cycles...the goal of introducing cryptographic guarantees that are not yet standard in hyperscaler development cycles...
22 Min
AI
May 2025
USD.AI: Financing the Future of AI Infra
...predominantly asset-backed, it will generate a consistent ~20% yield and be relatively insulated from market cycles...
14 Min
Infrastructure
May 2025
Charting Crypto Cycles
So, for the rest of this section, we’ll keep it simple and break crypto cycles into four recognizable...Just like the preceding cycles, 2021 brought with it many important changes....Unlike previous cycles, where individual enthusiasts and crypto natives dominated, the 2021 cycle saw...
17 Min
Macro & Markets
Mar 2024
The Public Crypto Accumulator Era - Part 1
Unlike earlier cycles, which centered on Bitcoin and Ethereum, this wave of accumulation is being driven...This marks a structural break from past cycles where diversification dominated treasury logic.
31 Min
Macro & Markets
Jun 2025
Aptos: Infrastructure for the Financial Internet
It also reduces debugging cycles, lowers development costs, and shortens time-to-market. ...parallelism and safety are consistently successful in reducing code size, audit surface, and development cycles...
30 Min
Infrastructure
Apr 2025
Market Musings - Game Time For Crypto Markets
...that historically memes (and other similar things like PFP NFTs) have typically run towards the end of cycles...past, over indexing to what happened in prior cycles is a good way to miss a lot of opportunity....Additionally, there are very big differences between this current cycle and cycles past; the interest...
16 Min
Macro & Markets
Oct 2024
The Battle of the AI Agent Frameworks
...transitions from a subscription / salaried wage to a series of highly specialized on-demand inference cycles...; cycles partitioned between a select few mega-firms (Dwarkesh) and an open source mesh of agentic contractors...The enterprise will be swallowed by Big Tech from on-high, and free agent inference cycles from below...
50 Min
Artificial Intelligence
Feb 2025
The Inefficient Market Hypothesis
Cycles is refocusing the discussion around money to the debt side....Cycles Architecture Cycles promises private, atomic, multilateral settlement....Cycles’ Obstacles to Adoption Cycles is an undeniably powerful concept, but there are a few potential...Potential Impact Cycles offers everyone the privileges of big banks.
43 Min
DeFi
Sep 2024
The Year Ahead for Markets 2025
...liquidity cycles....We’ve seen this happen during previous rate cutting cycles....In past cycles, everything traded together....These are the conditions in which prior crypto market cycles thrived....We saw this with Ethereum a few cycles back. We have seen this most recently with Solana.
90 Min
Macro & Markets
Dec 2024
The Year Ahead for Gaming 2025
...has emerged as the most promising platform for Web3 gaming due to its relatively quicker iteration cycles...gaming tokens, retail investors began pivoting toward meme coins, attracted by their compressed growth cycles...This is still a challenging arena where teams must balance development and crypto market cycles while...
61 Min
Gaming
Dec 2024
The Year Ahead for AI + DePIN 2025
We believe AI has two fundamental ingredients that distinguish it from previous boom and bust cycles:...that AI will drive wealth creation across a much broader swath of society than in previous technology cycles...and then ask, “What’s the meaning of life,” the latter question would require far more time and brain cycles...
122 Min
Artificial Intelligence
Dec 2024
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
...specific payments while maintaining schedules, view payment history, and archive completed payment cycles...
26 Min
Infrastructure
Feb 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
The most recent  past cycles featured a 123-day consolidation period before breaking higher....Some cycles have gone much further (600% in 2020…) That crossover remains intact today.
5 Min
Macro & Markets
Jun 2025
The Fat App Thesis: An Inflection Point in Value Accrual
L1s have been launching at exponentially higher FDVs than the ones from previous cycles.
43 Min
Layer 1 / L1
Apr 2025
Market Musings - Reawakening The Animal Spirits
China has always been important for global liquidity cycles, and by extension crypto cycles....If you agree with the general thesis that global liquidity cycles drive risk asset returns, the next...
16 Min
Macro & Markets
Oct 2024
The Upcoming Rise of Humanoid Robotics
Just as in other tech cycles, the first versions are usually expensive and clunky, but each iteration...Within a few short cycles, humanoids are going to transition from experimental prototypes to essential...
7 Min
Global Macro Themes
May 2025
Update: Resurgence of GameFi?
...a collection of GameFi projects that had recently emerged from stealth or kicked off their content cycles...This move likely translates to faster development cycles.
7 Min
Gaming
Mar 2025
April Showers… May Flowers? - Macro & Markets May 2025
Unlike prior cycles, these holdings were not financed from excess cash but through dedicated equity and...
25 Min
Macro & Markets
Jun 2025
Is The Market Carnage Over?
Panelists discuss Bitcoin price movement and market conditions Various perspectives shared on market cycles...
2 Min
Macro & Markets
Mar 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Stablecoin transfers are also reflective of fiat cycles since that’s where the vast majority of adoption...
28 Min
Infrastructure
Jun 2025