Top Results1159 results
Death by Design – The Fate of Ethereum
...crypto long enough, you’re likely familiar with the “ETH-killer” meme – alt L1s claiming to overtake Ethereum...The irony is that indeed, no alt-L1 has come close to replicating the same network-effects as Ethereum...leave due to constrained DA capacity, what source of value will Ethereum have left? ...on Ethereum.
7 Min
Layer 1 / L1
May 2025
Beyond Latency: Solana, Ethereum and Hyperliquid  Competing on a New Front
Solana is doing it via MCP, TEE’s help with same for Ethereum blockbuilders (via Buildernet) and L2...
4 Min
DeFi
May 2025
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
...retired – the token continues grinding lower, suggesting markets have grown skeptical of “invisible” burns...Whatever the precise mix of factors, the takeaway is clear: large headline burns and a shrinking float...Their original plan earmarked 30% of NGR for SHFL buy-backs and burns; the team has since halved that...
19 Min
Betting
Jul 2025
Avalanche L1s: Powering the Future of Appchains
This customization and independence set apart Avalanche L1s from Ethereum Rollups....Rollups, on the other hand, mainly rely on the Ethereum base layer for finality and DA....Unlike Ethereum, however, Avalanche burns all its fees, including both the base fee and the priority...
22 Min
Infrastructure
Jun 2025
Zenrock: Paving the Path in dMPC
Currently, cbBTC has ~$2.45B TVL with the majority of that being on Ethereum mainnet. ..., Ethereum Layer-2s, and Solana....Currently, tBTC has ~$480m TVL, most of which is located on Ethereum mainnet. ...Currently, LBTC has a TVL of $1.92B with the majority being on Ethereum mainnet. ...
12 Min
Cross-Chain
Feb 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
As mentioned previously, Securitize is not only on the Ethereum Main Network....Kraken verify employs the Ethereum Attestation Service (EAS), an open-source infrastructure for Ethereum...Redeeming a dShare burns the token and automatically sells the underlying. ...The PSS operates as an Ethereum clone, where broker nodes can post either cash or security tokens.
20 Min
Other
May 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
Solana DEXs generally only trade Solana spot tokens while Ethereum and its rollups generally only support...This always favored Ethereum as most apps existed on Ethereum....supply, I used an adjusted $HYPE supply that reflects total supply net of foundation + grants + AF burns...
17 Min
DeFi
Feb 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
It’s an OP-based Layer 2 solution on Ethereum that delivers impressive performance metrics necessary...creating buy pressure Fee Use: Protocol fees can fund network growth, operator incentives, WLD buy-backs / burns...distribution implementations – World Foundation or future WLD-owner governance could implement token burns...
26 Min
AI
May 2025
Some thoughts on blobs, Ethereum, and altDA
If you think about it, no rollup launched recently (Eclipse, Megaeth, Abstract) has planned to use Ethereum...Ethereum will always lag behind DA demand compared to others....It’s pretty ironic that Megaeth branding is tied to Ethereum, while actually competing with it....and using all Eth DA we can do 5k TPS currently (more if Ethereum opened up).
2 Min
Layer 1 / L1
Feb 2025
Is Ethereum FUD at Its Peak?
Ethereum 2.0’s upgrade. ...that Ethereum increased the gas limit....Ethereum L1 hasn’t increased block gas limits since 4 years ago....~90% of Ethereum blocks, and three relays....activity than the Ethereum L1 can handle.
15 Min
Layer 1 / L1
Jan 2025
USD.AI: Financing the Future of AI Infra
USDai dynamically mints and burns tokens based on the value of aggregated LCTs, creating a scalable,...
14 Min
Infrastructure
May 2025
The Year Ahead for AI + DePIN 2025
Primitives which are already rolling out: World ID – human verification and sign on World Chain – Ethereum...Valuation Based on the last quarter (Sept – Nov), Hivemapper’s USD incentives were US$2.3m while its burns...Honey Incentives (USD) And burns (USD) Source: flipside crypto Annualizing the final month, we are...
122 Min
Artificial Intelligence
Dec 2024
The Fat App Thesis: An Inflection Point in Value Accrual
This is great for apps, not so much for underlying infra like Ethereum....However, that doesn’t quite seem to be the case with Ethereum....Death by Design – The Fate of Ethereum I know I’ve been picking on Ethereum constantly, but as one of...on Ethereum....Take a look at the Ethereum community.
43 Min
Layer 1 / L1
Apr 2025
Positioning Early: Kittenswap, Hyperswap and the HyperEVM DeFi Opportunity
...generated will be allocated to $SWAP stakers, with an additional 6% going towards $SWAP buyback and burns...Just 12% of these would be returned to $SWAP through buyback/burns + staking rewards on Hyperswap, whereas...
9 Min
DeFi
May 2025
Markets Will Save The World
A decent hedge could have been the “Will Ethereum dip below $2,000 by September 30, 2024” market....trend in governance I see. . . it’s a complete break from the disease of delegation-itis I see in most Ethereum...of markets and why they are two of the most powerful ideas to come out of crypto since Bitcoin and Ethereum...
66 Min
DeFi
Oct 2024
Initia: Fulfilling The Appchain Vision
Ethereum rollups built with the OP Stack are constrained by Ethereum blobs for DA, thus limiting their...MEV extraction in Ethereum rollups is another issue....Gas payments on Ethereum rollups also create friction....DA Layer Uses Celestia for 10k+ TPS Limited to Ethereum blobs  Limited to Ethereum blobs  Interoperability...
31 Min
Layer 1 / L1
Feb 2025
ZetaChain: The Path Forward for Universal Apps
This function first secures the necessary gas fees, then burns the specified tokens from the user’s account...Then, it securely burns the specified amount of tokens from the user’s account....Finally, the contract calls ZRC-20 withdraw method that burns ZRC-20 gas tokens (to cover the gas costs...While Ethereum supports this directly, BTC does not.
41 Min
Infrastructure
Jul 2024
ZKsync & The Elastic Network Endgame
Popular blockchains like Bitcoin and Ethereum operate as public, permissionless ledgers....While a sequencer running on Ethereum uses the EVM to execute code securely across all Ethereum nodes...That’s because ZKsync pays proofing costs per ZK proof submitted to Ethereum....This is much cheaper than forcing transaction inclusion on Ethereum.
39 Min
Infrastructure
Jan 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
Celestia vs Ethereum: The Cold DA War Ethereum is just refusing to play the DA game aggressively....Ethereum Doesn’t Need to Win. Celestia Has to. Ethereum just needs to keep what it has....Ethereum rollups failed at this....A Threat to EthereumEthereum has positioned itself as the settlement layer for rollups.
47 Min
Layer 1 / L1
Apr 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Take Ethereum, for instance....Ethereum and Tron essentially created the conditions for Tether to thrive....Tron recently flipping Ethereum within the last month....Plasma nodes can interpret and execute Ethereum bytecode exactly as Ethereum does....This isn’t much of a concern for Ethereum.
28 Min
Infrastructure
Jun 2025