Top Results1728 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
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
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
MON Protocol - Primed for IP Expansion
Its 2% depth on Bybit – an indicator that tries to evaluate the required liquidity to move a token by...2% – is just $3.5k-$4.5k, with even lower depth on Bitget ($2k-$3k) and KuCoin/MEXC ($1.2k-$1.8k)....be confirmed), all in-game payments would unlock discounts when using the token on an external web page...
16 Min
Gaming
Apr 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
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....There were no agreements around this, basically there are 2 sides Some who argue that increasing it...~90% of Ethereum blocks, and three relays....activity than the Ethereum L1 can handle.
15 Min
Layer 1 / L1
Jan 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...security council control: Stage 0 (full control), Stage 1 (requires 75% approval to override), and Stage 2...
4 Min
Other
May 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...
12 Min
Other
Dec 2024
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....soon: Path dependence: The combination of (1) an existing security standard (CUSIP / ISINs) with (2)...Thesis #2: Decentralized-Virtual-Infrastructure-Networks (DeVin) The non-linear impact of AI is one of...Infrastructure giants have three major inputs: (1) land (2) labor and (3) hardware.
25 Min
DeFi
Mar 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
...activity, since a rollup posting data to a DA layer with $50M TVL might have near-zero users or volume, (2)...$TIA only benefits indirectly, and only if (1) The rollup keeps using Celestia, (2) DA usage correlates...Move, SVM, WASM), and (2) Sovereign chains wanting public verifiability but not Ethereum constraints.
47 Min
Layer 1 / L1
Apr 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
Why has Sonic been up only?
Activity points are weighted 2× higher than passive holding, encouraging liquidity engagement over simple...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.
3 Min
DeFi
Feb 2025
Resurgence of GameFi: Update #3
Season 2 is “close” (my interpretation is that it’s a few weeks away)....Season 2 will feature the new weapon system, as well as the introduction of boss battles....moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 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...utilizes the blockchain as its official share register, which enables them to bypass DTC transfers and T-2...
20 Min
Other
May 2025
The Fat App Thesis: An Inflection Point in Value Accrual
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....years) I view the last option less likely, however, realistically, I believe in the near term (next 2-...Take a look at the Ethereum community.
43 Min
Layer 1 / L1
Apr 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
ZKsync & The Elastic Network Endgame
ZKsync Era ZKsync Era is a Layer 2 zkEVM leveraging Zero Knowledge Proofs designed to scale blockchains...While a sequencer running on Ethereum uses the EVM to execute code securely across all Ethereum nodes...places Tradable as the now third-largest RWA asset platform globally and solidifies ZKsync as the number 2...
39 Min
Infrastructure
Jan 2025
Plume × Royco Genesis Incentives – Day-1 Yield Markets
Plume opened its Season-2 liquidity-mining program this morning and will be distributing 150 million...The Royco USDC Vault will initially take in USDC, bridge it from Ethereum to Plume, and then allocate...It’s the first and only vault to reach full capacity so far, with the initial US $2 million filling in...
4 Min
DeFi
Jun 2025