Top Results1304 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
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
Bitcoin ETFs saw a major resurgence in demand with $1.37B in net inflows, while Ethereum ETFs posted...
6 Min
Macro & Markets
Jun 2025
An Ode To Bitcoin
10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...It’s more akin to a commodity than Ethereum, Solana, and most other crypto assets, which are more technology-like...The revolution he quietly started 16 years ago has set the world on fire.
12 Min
Other
Dec 2024
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....FOCIL works by having 16 validators in each slot who include the transactions they’ve seen into an aggregated...~90% of Ethereum blocks, and three relays....activity than the Ethereum L1 can handle.
15 Min
Layer 1 / L1
Jan 2025
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Solana has, over the course of the last 2 years, matched or outperformed Ethereum L1 across a wide variety...While Ethereum remains dominant in Total Value Locked (TVL), Solana has outpaced Ethereum in activity-based...a record $27.6M in real economic value (transaction fees and MEV tips) in November 2023, surpassing Ethereum...
26 Min
Infrastructure
Feb 2025
MON Protocol - Primed for IP Expansion
...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...
16 Min
Gaming
Apr 2025
EVM Wars: Between Giga Gas and Giga Gimmicks
...with over ~80% market share during this time and kept ahead of its competitors such as AMD and IBM at ~16%...Ethereum is slowly but progressively increasing the L1 gas limit....What about Ethereum as a DA layer?...Not to say that Ethereum will be disrupted immediately....Most of the dominant EVM chains are rollups that use Ethereum as DA.
13 Min
Layer 1 / L1
Mar 2025
ZKsync & The Elastic Network Endgame
The opportunity is immense, with BCG and ADDX estimating the tokenized asset market could reach $16 Trillion...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
Exploring Base's Role in the Growing Onchain Economy
*Included major networks: Bitcoin, Ethereum, Solana, Arbitrum, Avax, Base, Binance Smart Chain (BSC),...Ethereum secures >$3B in RWAs....The rise in tokenized treasuries has mainly been on the Ethereum L1, surpassing $1.5B. ...300,000 in January, to 6.61M by the end of October, peaking at an all-time high of 7.19M on September 16...
35 Min
Layer 2 / L2
Nov 2024
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
...becoming one of crypto’s most profitable businesses while redirecting billions in trading flows from Ethereum...RAY buybacks • 25% → Program fee (infra & ops) LaunchLab is… — Raydium (@RaydiumProtocol) April 16...
16 Min
DeFi
May 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Finally, Galaxy is uplisting from the Toronto Stock Exchange to the NASDAQ tomorrow (May 16, 2025), which...CoreWeave initially focused on Ethereum mining, running Nvidia GPUs in data centers in exchange for ETH...effectiveness of the registration statement, with the stock expected to begin trading on the Nasdaq on May 16...
32 Min
Macro & Markets
Jun 2025
Delphi Daily - 7th May 2025
The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...Senate. https://www.dlnews.com/articles/regulation/house-republicans-unveil-crypto-market-structure-bill Ethereum...
4 Min
Other
May 2025
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...$YAPSTER has no real utility or value accrual, but it is the pinned tweet on the Yapster page, suggesting...
5 Min
DeFi
May 2025
Kill your customer: The death of KYC and the rise of ZK-TLS
...portion to ensure that the user isn’t lying about the content, all without seeing any portions of the page...
20 Min
Macro & Markets
Jul 2025
A Proposed SEC Interim Safe Harbor Framework
Persons to ensure no more than [20]% of the Total Token Supply is beneficially owned by such persons.16...and to apply lockups to/safeguards on holding periods but not aggregated in this test for ownership. 16...
20 Min
Policy
Mar 2025
The Year Ahead for Markets 2025
In Q2 2022, crypto VCs raised $16 billion, earmarked for early stage private investment....Will Ethereum finally wake up and fight back?...memecoins above $1 billion on @Solana. pic.twitter.com/ECZTglX58R — SolanaFloor (@SolanaFloor) November 16...than it would be for Ethereum to fork Solana’s users.
90 Min
Macro & Markets
Dec 2024
Why has Sonic been up only?
The Sonic labs app page shows which protocols offer AP rewards. ...From Sonic Labs Apps Page Key DeFi Projects on Sonic Beets– A leading DEX and liquid staking provider...Rings Protocol– Yield-bearing stablecoin system bridging Ethereum and Sonic....For a full list of DeFi protocols you can refer to the Sonic labs app page or DeFiLlama Boosted multipliers...
3 Min
DeFi
Feb 2025
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page.
25 Min
DeFi
Mar 2025