Top Results609 results
Aptos: Infrastructure for the Financial Internet
Labs, offers everything developers need to go from prototype to production without managing backend infrastructure...
30 Min
Infrastructure
Apr 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
As crypto adoption increased, stablecoins became essential infrastructure for trading, arbitrage, and...As Tether’s issuance spreads across chains, the infrastructure supporting USDT is largely outside of...But while Tether’s revenue model remains resilient, the infrastructure that supports its usage is under...
28 Min
Infrastructure
Jun 2025
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Infrastructure Requirements Solana has made significant progress in developing its application layer,...Key infrastructure needs that are currently being addressed include: More diverse client infrastructure...That’s where Squads steps in by providing smart contract wallet infrastructure and products that can...
26 Min
Infrastructure
Feb 2025
Crypto-Native AI: Infrastructure for Scaling Real-World Systems
Most of today’s AI models run efficiently on cloud infrastructure, remain within corporate-controlled...Crypto-native AI, when integrated with DePIN (Decentralized Physical Infrastructure Networks), offers...Today, decentralized infrastructure networks such as Helium (wireless connectivity), Filecoin (storage...
7 Min
Infrastructure
Feb 2025
Daryl Xu: Building B3, The Next Evolution in Crypto Gaming Infrastructure
What do you think it really takes to kind of differentiate in a pretty saturated infrastructure landscape...Like infrastructure landscape. I feel like it’s a point in time issue....solution for gaming on Base, creating the homepage for on-chain gaming, and revolutionizing gaming infrastructure...
65 Min
Gaming
Feb 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
With forced inclusion via Ethereum, shared bridge infrastructure, and verification anyone can run from...This financial inefficiency persists because conventional payment infrastructure lacks the granularity...However, their reliance on traditional banking infrastructure often through partnerships with established...
30 Min
Infrastructure
Apr 2025
Avalanche L1s: Powering the Future of Appchains
Owning the full stack not only lets them tailor the infrastructure but also capture more of the value...Developers can move faster without being restricted by shared infrastructure....These infrastructure upgrades also set the stage for more specialized deployments....Morgan’s Digital Asset and Payment Infrastructure Kinexys is a digital asset platform developed by J.P...
22 Min
Infrastructure
Jun 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
Pump.fun launched its own DEX and kept the flow in-house, Raydium had no choice but to build competing infrastructure...LaunchLab distributes it more transparently: 50% to a community pool, 25% for $RAY buybacks, and 25% for infrastructure...This approach could gain traction,especially if the next wave of $100M+ memes launch through Raydium’s infrastructure...
16 Min
DeFi
May 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...refer to USD Executive Summary Galaxy Digital (“Galaxy” or the “Company”) is a digital asset and AI infrastructure...Galaxy subsequently agreed to host Argo’s Bitcoin mining infrastructure at Helios (akin to a sale leaseback...and sell its own mining equipment, clearing the physical data center of all Bitcoin mining related infrastructure...
32 Min
Macro & Markets
Jun 2025
DeAI’s Path Forward: Trust & Efficiency
Ensuring trustworthiness now requires rethinking the foundations of AI infrastructure and verification...It calls for systems that embed verifiability and resilience into the core of the infrastructure....Toward Verifiable & Resilient AI Current cloud infrastructure can’t fully deliver trust at scale.
22 Min
AI
May 2025
The Public Crypto Accumulator Era - Part 1
It comes down to a two-layer filter: Institutional infrastructure readiness – the ability to absorb...In other words: infrastructure opens the door and function determines who walks through it....Their prominence has fostered deep market infrastructure by maintaining liquid order books, qualified...Infrastructure alone does not guarantee adoption.
31 Min
Macro & Markets
Jun 2025
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
...ecosystem, and token economics, the network has undergone a series of critical upgrades across its infrastructure...On the infrastructure side, the rollout of Mysticeti v2 introduces a “fast path” for low-contention transactions...Horizontal scaling can pave the way to true elasticity in validator infrastructure.
13 Min
Infrastructure
Apr 2025
Humanity Protocol: The Identity Solution Going after Meta
Humanity Protocol introduces a composable identity infrastructure that transcends proof-of-personhood...This L2 approach offers several advantages for identity infrastructure:  Transaction costs remain low...The native token, $H, is integrated into the protocol’s credentialing and verification infrastructure...
31 Min
AI
Jun 2025
Programmable Asset Ledgers Will Eat The World
(DeVin) Decentralized-Physical-Infrastructure-Networks (DePin) Stablecoins and Payments Lastly before...Moving assets: By providing a shared asset ledger, blockchains provide the back-end infrastructure for...Thesis #2: Decentralized-Virtual-Infrastructure-Networks (DeVin) The non-linear impact of AI is one of...Infrastructure giants are subject to low switching costs.
25 Min
DeFi
Mar 2025
Story Protocol: Does IP Need a Chain?
Although this decision comes with tradeoffs, including greater infrastructure overhead and adoption challenges...Looking ahead, this infrastructure could also support a new layer of IP-based finance (IPFi)....Purpose-Built Infrastructure for IP At its core, Story Protocol is designed from the ground up to make...
24 Min
Layer 1 / L1
Apr 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
DeFi’s ETF Moment If ETFs were the infrastructure breakthrough that allowed traditional asset managers...Shared infrastructure meant deep liquidity and predictable borrowing terms....In this sense, Morpho can be seen as abstract infrastructure for capital allocation rather than a capital...
26 Min
DeFi
Apr 2025
The Fat App Thesis: An Inflection Point in Value Accrual
In the last report we alluded to the idea that all infra (or at least functions of the infrastructure...While the infrastructure is general-purpose, the political economy of the chain is not....L1s focus on hyperscaling and subsidize infrastructure in order to attract users....Most of these L1s function less like infrastructure and more like macro assets in the market.
43 Min
Layer 1 / L1
Apr 2025
MegaETH: Performance to Compete With TradFi
In traditional finance, these sophisticated systems operate at microsecond latencies which need infrastructure...success of Hyperliquid and Raydium demonstrates the massive untapped demand for institutional-grade DEX infrastructure...Having infrastructure that allows these institutions to make trades is an important ingredient for a...
21 Min
Layer 2 / L2
Jan 2025
Shortcuts To Scale: How Enso Seeks To Reshape dApp Development
...understanding nuanced blockchain frameworks, building intricate smart contract interactions, and running custom infrastructure...Market dynamics consistently reward infrastructure over applications, with launching an L1 or L2 chain...The Enso engine abstracts all onchain data and executables to a shared infrastructure, eliminating manual...
31 Min
Infrastructure
May 2025
April Showers… May Flowers? - Macro & Markets May 2025
This environment favors large, well-capitalized miners with efficient infrastructure and flexible treasury...institutional observers, this reflects a slow but steady normalization of Bitcoin in public finance infrastructure...described the Genius Act as “groundbreaking, bipartisan legislation” that will modernize America’s payment infrastructure...
25 Min
Macro & Markets
Jun 2025