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Markets Will Save The World
Someone just came in big to poly against Trump Yes. Was Trump+8 just a little while ago....Something needs to change drastically about how Poly settles bets....The Poly team failed bigly here, and continues to fail as long as Uma is around. — AG123 (@AG123321GA...It proved that markets are a superior information source to biased media and partisan politicians.
66 Min
DeFi
Oct 2024
Solana NFTs in 2024: A Hotbed of Opportunities
It features a dual-token economy with ATLAS for in-game transactions and POLIS for governance.
39 Min
NFTs
Feb 2024
Prediction Markets: A World Truth Engine in Beta
Political & Governmental Outcomes: Congressional votes, bill passages....High-Stakes Politics: US Presidential Election, international elections, and political appointments....Surge Multipliers: Around scheduled catalyst events (a CPI report, a political debate), the platform...
50 Min
DeFi
Oct 2025
Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
In this memo, we will explore Arbitrum’s newly proposed transaction ordering policy, Timeboost....We will examine how these transaction ordering policies influence value capture at both the application...Transaction ordering policies are a critical aspect of network design, as they directly affect value...
16 Min
Layer 2 / L2
Sep 2024
Policy Formulation Survival Guide for Security Status
Policy Formulation Survival Guide for Security Status Focus: Regulatory posture toward crypto assets,...I recently gave a speech in front of a policy-focused crowd at the Decentralization Research Center’s...The policies we advocate for today will determine whether we foster sustainable, long-term growth or...view: policy requires balance.
9 Min
Policy
Apr 2025
Policy Paper Series (Part 1): Reframing How We Look at a Crypto Legislative Solution
...resonance[2] while actually promoting decentralization: a disclosure based-model with antitrust-like policy...However, from a policy perspective, regulators are very experienced and adept at recognizing and addressing...Our proposed framework will serve to help bring crypto in a larger public policy framework by policing...
35 Min
Policy
Mar 2023
$100M+ Crypto Investor: How to Prepare for Next Bull Market
It’s like you couldn’t invest in Poly- But that’s a big, it’s a big primitive.
72 Min
Macro & Markets
Oct 2026
Lido DAO Preps for the Merge and 1inch Searches for Political Parties
These other systems have developed ways to mitigate low participation, usually through political parties...delegates to become more common in the space, and one day, we expect to see the emergence of full-blown DAO political...
6 Min
DAO
May 2022
The House Always Wins: Why Speculation is the Theme of the Decade
Either a new machine made the future look bigger than the present, or a strained fiscal and political...The second is political and monetary....Housing policy in the 2000s ran a version of it through mortgages....The housing boom that followed ran on the other engine and was kept running by policy....The bill became a political fact quickly.
56 Min
Macro & Markets
Oct 2026
The Year Ahead for Markets 2026
...cycles — if global liquidity growth had topped out, the business cycle had already peaked, monetary policy...The Treasury General Account (TGA) chart shows the effects of 2025’s political and fiscal turbulence...The Fed’s policy trajectory is clearly shifting from “restrictive and rising” to “less restrictive and...
71 Min
Macro & Markets
Dec 2025
BTQ Technologies: Securing Crypto’s Future Against the Quantum Threat
...build the quantum upgrades the crypto world needs, we must find a place to do it without Bitcoin’s political...On top of that, users can employ threshold policies....BTQ provides the necessary tools for custodians to upgrade their internal signing policies to threshold-based...
28 Min
AI
Dec 2025
ETHGas: Institutional Blockspace on Ethereum
ETHGas describes this as a pathway in which screening, ordering policies, and operator requirements are...policies and infrastructure requirements governing its blockspace, including the qualified validator...constructs the block subject to the institution’s configured policies and the blockspace commitments...
18 Min
Infrastructure
Oct 2026
Zora: Can't Stop Coining
Zora is the latest attempt at Web3 Social, delivering a polished consumer app with strong support from...Coinbase SDK aims to become a consumer app launchpad, enabling many other crypto apps of Zora’s polish...Friend.tech in particular was a great example what a polished consumer app on a non-obscure blockchain...Q4 arrives, app is polished and ready for prime time.
40 Min
DeFi
Aug 2025
April Showers… May Flowers? - Macro & Markets May 2025
The Trump tariff policies have triggered a series of trade actions and retaliations, reshaping global...Add in rising bond yields, persistent inflation expectations, the Fed’s steadfast policy stance, and...These tariff policies are likely have a more profound and lasting impact on geopolitics and financial...
25 Min
Macro & Markets
Jun 2025
Chad Rallies, Inflation, & The Policymakers Conundrum
...reverse course (again) if for no other reason than the fact that hiking rates during a recession is political...Welcome to the Policymakers Conundrum....of such an event would have major ripple effects across the real economy…years and years of dovish policy...
11 Min
Macro & Markets
Feb 2022
The Stablecoin Manifesto
Lastly, we will zoom out and entertain the competing structural incentives — from policy makers, regulators...Macro View Zooming out, we’d be remiss to not entertain the competing structural incentives – from policy...Geo-Political Incentives: Stablecoins also galvanize the competitive positioning of the US dollar in...
45 Min
Stablecoins
Nov 2024
Restaking Games: Chasing for Yield
Squads, the leading asset custody platform on Solana, plans to integrate Jito into its Squads Policy...Network (SPN) to offer customizable, on-chain transaction policies for smart accounts....will function as a conditional signer, approving transactions only if authorized with user-defined policies...But is it all about security or are politics at play too?
53 Min
Staking
Nov 2024
Top 10 L1s & dApps by TVL, Bitcoin Battles Tighter Policy Outlook
Bitcoin & Tighter Policy May Not Mix The last few months of 2021 saw a material shift in the macro...Instead, policymakers now find themselves “behind the curve” as inflationary pressures continue to pressure...
4 Min
Layer 1 / L1
Jan 2022
Market Musings - Eternal Chop
...at the annual Jackson Hole Summit and delivered a tough reality for markets: …restrictive monetary policy...Given the Fed’s dual mandate, Powell concluded:: The time has come for policy to adjust. – Jerome Powell...Following Powell’s declaration that “the time has come for policy to adjust,” BTC rallied immediately...
10 Min
Macro & Markets
Aug 2024
The Policymaker Conundrum (Oct. '21 Chartbook, Part II)
We’re finally starting to see a real shift in policy after 18 months of “money printer go brrr” memes...We’ve noted before how years and years of dovish policy and low interest rates pushed average investors...The Fed’s decision to taper its asset purchases is like policymakers easing up on the gas; we’re still...
10 Min
Infrastructure
Nov 2021