Top Results279 results
April Showers… May Flowers? - Macro & Markets May 2025
Just last week, the Trump Tariff policy has come under fire as a US federal trade court deemed the “Liberation...From a narrative standpoint, it reframes Ethereum as a form of digital reserve collateral, much like...Designed to create a comprehensive federal framework for payment stablecoins, the bill moved out of the...
25 Min
Macro & Markets
Jun 2025
The Public Crypto Accumulator Era - Part 1
Reframing Ethereum as a Capital Reserve Asset While SharpLink exemplifies the capital markets route to...SharpLink’s model proves that public firms can now raise capital to hold ETH as a strategic reserve and...In July 2023, a U.S. federal court ruled that secondary sales of XRP do not constitute securities transactions...
31 Min
Macro & Markets
Jun 2025
Reassessing Monetary Architecture in the Age of Crypto
...invest solely in safe, short-term government securities, such as Treasury bills or reserves at the Federal...Reserve....This makes the current fractional-reserve banking model obsolete. It threatens the incumbents....As long as the token remains in circulation, the reserve must be held.
9 Min
Stablecoins
Jun 2025
Market Musings - New Year, More Volatility
Will Trump sign an EO establishing a strategic bitcoin reserve? What about AI and tech?...In the case of crypto, markets were effectively pricing in a strategic bitcoin reserve and regulatory...working group headed by Crypto & AI Czar David Sachs, it fell short of establishing the strategic reserve...
13 Min
Macro & Markets
Jan 2025
Bigger Than Binance: How Pump.fun's $1.3B Raise Sets Up Crypto's Most Hated Rally
...substantial profits helping users create tokens that constitute unregistered securities, violating federal...
30 Min
DeFi
Jul 2025
Bitcoin vs Banks: The Correlation That Shouldn't Exist (But Does)
Bitcoin is not a bank stock, but rather, it is the reserve and the rails, and that difference may become...Bitcoin Is the Bank and the Reserve There is a deeper structural metaphor worth exploring here....But Bitcoin is not just like a bank – it is a bank, and a reserve, in a single unified architecture....It is a monetary network with a native reserve.
10 Min
Macro & Markets
Jul 2025
An Ode To Bitcoin
Bitcoin can serve as a check on government institutions by offering a viable alternative to today’s reserve...replace all fiat currencies or that it would somehow circumvent the US dollar as the world’s global reserve...Trump has also promised to create a strategic US Bitcoin reserve fund and open an official crypto role...
12 Min
Other
Dec 2024
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
Paxos also posts all reserve reports and serialized bar lists publicly for on-chain reconciliation.
20 Min
Other
May 2025
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
Community Reserve: 43% Core Contributors: 30% Walrus User Drop: 10% Subsidies: 10% Investors: 7% Tech...
13 Min
Infrastructure
Apr 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
...allocated to TFH investors  11.1% allocated to the World founders & team 0.3% allocated to TFH reserve...(a small operational reserve for Tools for Humanity) Team and investor tokens are subject to standard...
26 Min
AI
May 2025
Market Musings - Uncertainty Permeates The Market
Trump’s crypto executive order falling short of market expectations with respect to a strategic bitcoin reserve...
13 Min
Macro & Markets
Feb 2025
The Circle IPO: Caveat Emptor?
The deal , as per the S1, is for a chunky portion of everyday’s interest generated by Circle’s Reserve...As of today, Circle has about $60B in reserves against USDC issued, of which $53B is in Circle’s Reserve...
4 Min
Stablecoins
Apr 2025
The Stablecoin Manifesto
...have little incentive to embrace stablecoins given they inherently undermine both their fractional reserve...Moreover, as the BRICS countries continue to push adoption for their own reserve currency, stablecoins...Banking Incumbent Incentives: Stablecoin issuers are by definition full-reserve banks.
45 Min
Stablecoins
Nov 2024
Better Now? -Market Update 3/2/2025
...update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve...
1 Min
Macro & Markets
Mar 2025
Elixir: Democratizing Liquidity Provisioning in the Age of Orderbooks
Using the reserve price formula mentioned above, the strategy calculates an ideal market price to use...impossible to calculate future values given a set of input data for both the optimal bid/ask and the reserve...
14 Min
Orderbook
Oct 2024
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Users mint USD₮ (depositing USD or equivalent fiat) Tether holds these funds in various reserve assets...
28 Min
Infrastructure
Jun 2025
Restaking Games: Chasing for Yield
Reserve price: Rollups can bid on their own blocks to win the right to sequence them, effectively being...They can set their own reserve price, based on what they think their blockspace is worth, but if they...blocks between Base + Arbitrum + Optimism simultaneously is 10 In this scenario, Arbitrum set its reserve...
53 Min
Staking
Nov 2024
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
And $TIA becomes the token they need to reserve that bandwidth.
47 Min
Layer 1 / L1
Apr 2025
Delphi's Market Matters - April 2025
You’ve got four and I would say forced selling, whether that’s reserve managers, we’ve seen over the...Being the, the global safe haven yields up dollar down foreign reserve managers having to manage that...So I think part of it was foreign kinda central bank reserve managers having to sell down some of their...
73 Min
DeFi
Apr 2025
Trump, Tariffs, & Time - Crypto Insider Talks (Jan. 2025)
Could the federal government’s restructuring and broader focus beyond taxes be bullish?...Bitcoin Reserve, we’ve talked about this last time. It’ll happen in some way, shape or form....They also are the world’s reserve currency....So you don’t need a reserve. the US doesn’t need a reserve, doesn’t need a Bitcoin reserve, doesn’t need...
50 Min
Macro & Markets
Feb 2025