Top Results1917 results
Attention Is All You Need
It’s a war we all wage but rarely talk openly about....It’s all one big machine....We all had a lot of time on our hands....They are all driven by attention....They let us own the culture we all contribute to.
33 Min
Financial Market Themes
May 2024
All My Coins Are Dead - Market Update 2/25/2025
Hope you all enjoy!
1 Min
Macro & Markets
Feb 2025
Initia: Fulfilling The Appchain Vision
This is illustrated by the rise of competing EVM L2s all with different standards....At least on Cosmos they had IBC on all of them....Users can explore all the Minitia seamlessly....The same applications across all of them, without a clear differentiator. ...All this is done in one transaction on the user side.
31 Min
Layer 1 / L1
Feb 2025
The Future of Order-Book Liquidity (Part II - deUSD)
...differences. deUSD will serve as the preferred collateral within the Elixir ecosystem, accepted by nearly all...Importantly, this will all be abstracted away from the end user....deUSD as collateral to provide perps liquidity, Elixir seems to magnify some of the risks inherent to all...All yields initially go to the OCF, with user rewards subsidized by Elixir Potions.
12 Min
Orderbook
May 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
In a sea of blockchains all racing to crack scalability and speed, what really makes a platform stand...Fuel’s design lays the groundwork for truly unique applications that could turn all this engineering...Fuel’s multi-asset UTXO model supports handling diverse tokens across all these methods....Fuel’s flexibility supports any and all of these approaches.
30 Min
Infrastructure
Apr 2025
Restaking Games: Chasing for Yield
Restaking by itself isn’t magical; it’s not like restaking makes all those protocols exist out of thin...All the AVSs out there today could launch independently of restaking and function in the same way....Public ledgers, which record all txs, would otherwise reveal their strategies....All this while remaining governance-compatible.
53 Min
Staking
Nov 2024
Delphi Oracle Summary: Initia
As a reminder, Delphi Oracle provides an interactive experience across all report pages, helping you...As a reminder, Delphi Oracle provides an interactive experience across all report p...
3 Min
Layer 1 / L1
Apr 2025
When Sentiment Says Go but Price Says Wait
R² has been all over the place post-April 17: 🔼 Climbs above 0.6 🔽 Collapses below 0.3 (Red Xs)...
3 Min
Macro & Markets
Apr 2025
Ambient: The Currency of Intelligence
If you’ve scrolled through CT at all in the past few months, you’ve probably noticed the wave of massive...including Poland and Argentina) and generating around 23 million metric tons of carbon dioxide annually – all...Ambient concentrates all network resources on a single, 600B+ parameter foundation model.
6 Min
Miners
Apr 2025
An Onchain BTC revival: Oyl and Alkanes Ecosystem
First of all, huge shoutout to RedPhone who should be credited with most of the following alpha: https...fully reserved wrapped bitcoin Native AMM (Currently under development): Will trade BTC, Diesel, and all...Alkanes enables traders to enjoy all the benefits of smart contracts without ever leaving the King: Bitcoin...
4 Min
DeFi
Apr 2025
Global Markets Are One Giant Carry Trade
And although the effects didn’t cascade as all the doomers were expecting, it’s certainly left some residual...market where crypto natives are accustomed to hitting 10-20x on alts, $BTC has outperformed nearly all...
6 Min
Global Macro Themes
Apr 2025
BERA Weak Into May 6 Unlock
...extremely weak over the past few weeks, dropping 22% over the past 7 days while BTC, SOL and even ETH are all...
2 Min
DeFi
Apr 2025
Key Takeaways From Steam Next Fest 2025
The gaming team is all at GDC this week, so I thought I’d post some of my notes on the trends from the...Intro to SNF 2025 First of all, for those unfamiliar, Next Fest is an event hosted by Valve on the Steam...However, I would like to give a call out to “Horror Varients,” which is a blanket term given to all scary...
4 Min
Gaming
Mar 2025
Beyond The Meme of Parallelization & Solving For State Growth
Parallelization Parallelization has been all the rage lately....Optimistic bucket: Here, all transactions are executed in parallel, assuming that no transaction conflicts...This way, MPTs effectively store a large amount of data and create a proof that verifies it all, called...We've explored how all major and emerging L1s manage these issues.
20 Min
Infrastructure
Aug 2024
On DA Wars & ETH Alignment
One thing to note is that all the L2s reaching for giga gas throughput have opted for an external data...Ethereum’s current capacity is at 31.25 KB/s, and this is shared by all rollups using Ethereum as a DA...MegaETH also plans on removing block gas limits, so if at all they manage to generate enough demand to...
5 Min
Infrastructure
Mar 2025
Aptos: Infrastructure for the Financial Internet
But it keeps all of these functions within a single chain....For throughput, all stages need equally wide capacity....This keeps execution threads active at all times....Block-STM absorbs all of this complexity....Like BlockSTM, Move handles all of this automatically.
30 Min
Infrastructure
Apr 2025
Delphi's Market Matters - June 2025
So all of these things are worth considering....Like I think when you get like an all time, like a real all time high break on mm-hmm....And you got this massive breakout to new all time highs....Like [00:34:15] injective put in a massive all time high....Obviously around token hos and all that stuff.
64 Min
Macro & Markets
Jun 2025
Exploring Base's Role in the Growing Onchain Economy
New onchain use cases beyond financial speculation are evolving: 66% of all active onchain applications...While Base is growing faster than other networks across all following metrics, it should be noted that...It’s a space where all types of onchain apps can flourish and a true economy can take shape.
35 Min
Layer 2 / L2
Nov 2024
ETHCC: One Year Later, Have we Made Progress?
After all, this is how things are run in TradFi which is optimized for best execution above all else....My view is that in the near-term, all three paths will co-exist in harmony....Let’s try to uncover what TEEs are and what the fuss is all about....All of this is possible from the commitments and relying on a solver network.
31 Min
DeFi
Jul 2024
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
...consider the timing of Bitcoin’s whitepaper anniversary and how close BTC has come to printing new all...When we put all of these things together, we can be reasonably comfortable that spot bids are beginning...Gold has hit yet another all time high....We mentioned that as price closes in on new all time highs, risk appetite is likely to heat up.
14 Min
Macro & Markets
Oct 2024