Top Results1835 results
Finding the Fun in Fundamentals #2 - Wemade
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
Scaling ETH L1: Is 100x Enough?
...tone from the EF and the Ethereum community is also partially influenced by the lack of performance of ETH...To the credit of the ETH-maxis, yes maybe we could refer to it as a “reprioritization” – mainly because...The issue was miscalculating the implications it would have on ETH as an asset.
8 Min
Layer 1 / L1
May 2025
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
On DA Wars & ETH Alignment
MegaETH at capacity would easily consume ~2-5B gas/s.
5 Min
Infrastructure
Mar 2025
The Future of Order-Book Liquidity (Part II - deUSD)
-> long basis yield 90% -> sDAI / other yielding stables OCF reaches 20% of high water mark: 0%...If that is the case, then every 2 months Elixir would shift the deUSD backing up the above tiers, one...This would especially hurt (1) those looping their deUSD exposure through money markets (2) those using...ETH is inherently more liquid than stETH.
12 Min
Orderbook
May 2025
EVM Wars: Between Giga Gas and Giga Gimmicks
...gas throughput with 150K TPS, Sei, an L1, is also pushing for 5 Ggas/s and then MegaETH and Rise with 2...On Data Availability & ETH Alignment One thing to make a note of is that all the L2s reaching for...MegaETH at capacity would easily consume ~2-5B gas/s....meaningful differentiation is so valuable, and that comes through a great ecosystem of applications, a 0...
13 Min
Layer 1 / L1
Mar 2025
All My Coins Are Dead - Market Update 2/25/2025
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...
1 Min
Macro & Markets
Feb 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
Resurges, Ethereum Sees Early Rotation As shown in the daily chart, flows were strongest between May 2...The contrast between BTC and ETH ETF demand remains significant....Alongside the ETH pivot, BTC and SOL activity also accelerated....score reflects the aggregated readout of seven weighted signals, producing a normalized value between 0...
25 Min
Macro & Markets
Jun 2025
The Fat App Thesis: An Inflection Point in Value Accrual
Of course, ETH maxis would disagree....It is impossible to use software all day every and experience 0 marginal cost of software And concurrently...believe that blockchain Tx fees (data + Tx fees) will not asymptotically approach 0 Therefore the only..., it’s just tech – SOL gets flipped – Race to 0 of L1s which provide increasing value to the world but...
43 Min
Layer 1 / L1
Apr 2025
Delphi Daily - 7th May 2025
...restoring Ethereum’s relevance in the modular stack. https://members.delphidigital.io/feed/scaling-eth-l1...house-republicans-unveil-crypto-market-structure-bill Ethereum rollup security operates in three stages with varying security council control: Stage 0...(full control), Stage 1 (requires 75% approval to override), and Stage 2 (limited to resolving provable...
4 Min
Other
May 2025
USD.AI: Financing the Future of AI Infra
Roadmap Initially, USDai will be made up of T-bills powered by M^0....M^0 is rearchitecting the stablecoin stack from the bottom up, offering a credibly neutral settlement...For more on M^0, check out our Alpha Feed post....DAI was initially backed solely by ETH, before transitioning to USDC backing and eventually RWA backing...
14 Min
Infrastructure
May 2025
The Public Crypto Accumulator Era - Part 1
Part 2 will examine the systemic consequences: how public accumulation is transforming token liquidity...By early 2025, total ETH holdings by public companies was estimated at just ~146,000 ETH, concentrated...Part 2 of this series will explore these systemic effects in detail. ...
31 Min
Macro & Markets
Jun 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
...realize ETH isn’t good enough for their needs and switch to an altDA → ETH loses blob demand....MEV capture will trend towards ~$0. ...The market may standardize around those two poles: (1) High-throughput monolith (Solana), and (2) ETH-aligned...There are plenty of precedents: BASE, still in stage 0, manages >$3B TVL  Hyperliquid operates on...
47 Min
Layer 1 / L1
Apr 2025
BTC Top Signal Update
After nearly 2 weeks of declining intensity in June, we have observed a reversal over the past few days...The 30- & 90-Day Outlook is from the date of first occurrence, which occurred 0 days ago.
1 Min
Macro & Markets
Jun 2025
The Year Ahead for DeFi 2025
Gen 0: Custodial, prepaid, spend fiat debit cards....Gen 2 cards often have interesting features that differentiate themselves from vanilla gen 2 cards....These cards offer a strong option for users that are bullish on ETH & AVAX, and identify with the...You can read more about M^0 in my post here.
72 Min
DeFi
Dec 2024
Rho's Rate Edge
Native ETH staking via CESR)....daily), your Rho position nets you $5/day profit, keeping your total at $5/day; if they drop towards 0%..., Binance costs $0/day, Rho nets a $5/day loss, again keeping your total of $5/day. ...Betting on Binance and Bybit ETH funding mean reversion – where the spread averages +1% APR but dips...
4 Min
DeFi
Mar 2025
What's going on with $WLD?  How will the World event affect future price action?
...protect the platform’s user experience from AI agents/bots World is well-positioned to solve points 2...Intrigued by Route 2 Fl’s post on X, I decided to take a closer look at price action leading up to, during...Days from Conference Start (x-axis) is exactly as it sounds, with x = 0 corresponding with the first...
4 Min
Layer 2 / L2
Apr 2025
Delphi's Market Matters - June 2025
1 0 4 0.5 k all time highs is technically like. We’ll just say one 12....Um, but yeah, ETH e is, uh, you know, we [00:10:30] have some fundamentals going for ETH as well....LTR (2): Okay....Heavier [00:26:45] hand, uh, spot sellers have the, the heavier hand, uh, in, in this, you know, 1 0...
64 Min
Macro & Markets
Jun 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
During the early ICO era, nearly all trading pairs were denominated against either BTC or ETH....This multichain version is referred to as USD₮0....case you want to go down that rabbit hole: https://decentralizedthoughts.github.io/2023-04-01-hotstuff-2/...Yes, if Plasma succeeds, Tether TVL will also leave the ETH L1 – but this would be marginal since the...
28 Min
Infrastructure
Jun 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
Since its launch in April 2024, Enoki has recorded north of 2 million zkLogin addresses, with over 1.5...Core Contributors 196,250,000 19.625% 0% at TGE, monthly vesting over 12 months beginning at 12 months...Investors 140,000,000 14.0% 0% at TGE, monthly vesting over 12 months beginning at 12 months.
22 Min
Infrastructure
Apr 2025