Top Results1611 results
Resurgence of GameFi: Update #3
...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
Death by Design – The Fate of 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? ...And now, there are much more performant DA layers (Celestia) compared to Ethereum....on Ethereum.
7 Min
Layer 1 / L1
May 2025
Bounce? - Market Update 3/17/2025
...complicating US debt refinancing situation Equity Markets S&P 500 and Nasdaq showing a decent bounce (3-...
3 Min
Macro & Markets
Mar 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
Way Down We Go? - Market Update 3/31/2025
...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...
2 Min
Macro & Markets
Mar 2025
BTC Coming Home? - Market Update 3/24/2025
Daily timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3”...strength Meme coins: Bonk leading the “blue chip” meme segment DeFi showing selective strength in both Ethereum...for allocation Technical Outlook Multiple timeframe analysis shows conflicting signals: Weekly and 3-...
3 Min
Macro & Markets
Mar 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
Is It Time To Say Goodbye? - Market Update 3/10/2025
As promised – yet another market update video given the continued carnage across risk asset markets. Summary The market continues to experience a broad selloff across both tradFi and crypto assets....
3 Min
Macro & Markets
Mar 2025
Diving into Nous Research's DeepHermes-3 Preview Model
In with the New, (not) Out with the Old DeepHermes-3 Preview builds upon Hermes 3’s function-calling...This feature is not present in Hermes 3, which primarily functioned as an instruct-tuned model without...Retains and Expands Hermes 3’s Function Calling System DeepHermes-3 retains Hermes 3’s function-calling...
6 Min
Artificial Intelligence
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....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
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...BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...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
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
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....global interoperability across these clearing houses is nonetheless suboptimal (settlement is often t+3)...nature as open asset ledgers, blockchains could reduce the settlement of international trades from T+3...
25 Min
DeFi
Mar 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
Blobs are capped at 3/block currently, with plans to increase them to 6/9 in the next hardfork....inflated TVL (e.g. valueless bridged assets), TVS goes up, but it’s not real economic weight, and (3)...indirectly, and only if (1) The rollup keeps using Celestia, (2) DA usage correlates with success, and (3)...
47 Min
Layer 1 / L1
Apr 2025
ZKsync & The Elastic Network Endgame
This final step includes an intentional delay of 3 hours. This delay acts as a safety measure....prevent a rogue or adversarial government body abusing its power, the ZK governance system consists of 3...committing the batch to the L1,  2) submitting the batch to the L1 after generating the ZK proof, and 3)...Currently in phase 3, live proving is being tested.
39 Min
Infrastructure
Jan 2025
The Fat App Thesis: An Inflection Point in Value Accrual
Death by Design – The Fate of Ethereum I know I’ve been picking on Ethereum constantly, but as one of...on Ethereum....The Hyperscale Effect – A Loss-Leader for Chains The protocol layer has 3 main sources of revenue: base...years) I view the last option less likely, however, realistically, I believe in the near term (next 2-3...
43 Min
Layer 1 / L1
Apr 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
STARK-proofs are often too large and too computationally intensive to be verified on the L1, like Ethereum...With $68M in TVL, the protocol has been live on major EVM networks, including Ethereum, BSC, Polygon,...Arbitrum is a leading optimistic rollup on Ethereum, with over $2.5B in TVL and more than 500,000 daily...
22 Min
Infrastructure
Apr 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
Bitcoin ETFs absorbed more than $3 billion in net inflows during May, driving BTC back above $109,000...Ethereum has also staged an impressive recovery, outperforming many large cap crypto assets during the...Between May 3 and May 23, miners consistently added to holdings, with inflows peaking mid-month.
25 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