Top Results702 results
The Public Crypto Accumulator Era - Part 1
It is becoming a programmable treasury layer; a capital strategy for public companies....The First Public Crypto Accumulator Public crypto accumulation did not begin as a widespread strategy...What Is a Public Crypto Accumulator?...For public companies, these events reinforced a key strategic logic....Public crypto accumulators offer something different.
31 Min
Macro & Markets
Jun 2025
A Proposed SEC Interim Safe Harbor Framework
...that a Qualifying Distribution include all manner of offering Tokens or making3 Tokens available for public...Disclosure Requirements: Commitment to continuous public availability of information, including source...The Commission will need to examine what additional procedural hurdles should be required for public...
20 Min
Policy
Mar 2025
Initia: Fulfilling The Appchain Vision
...crypto: many useful products—such as CosmosSDK, CometBFT (Tendermint), IBC, and various modules—exist as public...goods....But public goods must also serve as a proxy to attract users and devs, driving value back to the protocol...Initia took a different path, holding the first public sale on Echo and raising $2.5M at a $250M valuation...
31 Min
Layer 1 / L1
Feb 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
Alongside concerns about regulatory uncertainty, the lack of privacy on public blockchains stands out...approach (Railway Wallet) allows users to hold shielded tokens and NFTs while interacting privately with public...Authenticity certificates for luxury goods can be issued onchain to enable a secondary market.
30 Min
Infrastructure
Apr 2025
Delphi Oracle Summary: Initia
...collectively raised more funding than Initia itself Takes different approach from “Cosmos curse” where public...goods fail to drive value back to the protocol Implements staking model where insider rewards follow...
3 Min
Layer 1 / L1
Apr 2025
The Stablecoin Manifesto
Digital Service Providers: Companies offering digital services globally (SaaS, content platforms, digital goods...  Buyer and seller agree on trade terms Buyer’s bank issues LC promising to pay seller Seller ships goods...Blockchain Solution: Public blockchains offer near-instant settlement finality through atomic transactions...
45 Min
Stablecoins
Nov 2024
The Battle of the AI Agent Frameworks
...agents provide a chance to scale both significantly while remaining uncompetitive with humans for many goods...While the framework proposes sophisticated architecture for truly autonomous AI agents, the current public...Current State The framework exists primarily as an architectural vision, with only a basic public API...
50 Min
Artificial Intelligence
Feb 2025
Trump's Liberation Day: Market Update Live Stream
...rebirth The administration announced reciprocal tariffs against nations with existing tariffs on US goods...international reactions: some nations (Mexico, Israel, Canada) indicated willingness to eliminate tariffs on US goods...
2 Min
Macro & Markets
Apr 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
That distinction matters for treasury-focused miners and public operators looking to retain BTC on balance...The result is a new category of public equities functioning as crypto-linked proxies....SharpLink Gaming, a lightly capitalized Nasdaq-listed company, became the first public ETH treasury proxy...
25 Min
Macro & Markets
Jun 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
The Hyperscalers (Amazon, Microsoft, Google, Meta, Oracle, and CoreWeave) are public cloud service providers...Galaxy is the only crypto-related public company to return significant capital shareholders via buybacks...CoreWeave’s finances came into public view ahead of its March 2025 IPO, with the investment media highly...
32 Min
Macro & Markets
Jun 2025
Policy Formulation Survival Guide for Security Status
Now, in this brief intermission where enforcement has slowed and public discourse on the future of regulation...Does it serve the public interest?
9 Min
Policy
Apr 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
...clustering is predictable Flows are directional and cash-like Anonymization is weak where everything is public...indexed This is a paradoxical topic in the context of blockchains since everything is transparent on a public...model, where only certain aspects of a transaction are encrypted or concealed, while others remain public...
28 Min
Infrastructure
Jun 2025
Delphi's Market Matters - June 2025
We discuss several growing institutional trends that have taken markets by storm – public company digital...
1 Min
Macro & Markets
Jun 2025
What stops OP Chains from using Celestia for DA?
The OP Stack is a public good, so technically anyone can use it.
1 Min
Infrastructure
Apr 2025
Prompted into Obedience
More than anything, it’s a warning to myself, made public.
7 Min
Artificial Intelligence
Apr 2025
The Year Ahead for DeFi 2025
Infrastructure Markets Consumer DeFi Is Almost Here The practice of de-banking has been thrust into public...The real debit & credit cards offered by gen 3 enables spending on a wider range of goods and services...Coinbase has made 1B onchain users a public target, and is currently dealing with a lot of public backlash...
72 Min
DeFi
Dec 2024
Avalanche L1s: Powering the Future of Appchains
These businesses couldn’t find PMF with the traditional public and permissionless design of blockchains...logic, make applications permissioned or permissionless, and choose whether their chain was private or public...Avalanche’s previous architecture already let builders customize their execution layer and choose between public...
22 Min
Infrastructure
Jun 2025
Humanity Protocol: The Identity Solution Going after Meta
This will mark the beginning of public network participation and token-governed activity. zkTLS credentials...The lack of public information about tokenomics leaves open questions about near-term sell pressure and...There is no public information regarding when this control will shift to a broader community-elected...
31 Min
AI
Jun 2025
The IPO Narrative – Is the Market Rotating into Crypto Equities?
...uniswap labs ipo before uni value accrual — ceteris (@ceterispar1bus) June 19, 2025 If Labs were to go public...In effect, making the UNI token worthless, while the actual economic value migrates to the public market...A New Playbook – Build in Crypto, Exit in Public Markets Over the past few years, the prevailing wisdom...
9 Min
Macro & Markets
Jun 2025
The Inefficient Market Hypothesis
There is a strong case that Uber should be a public good....Interestingly, this coincides with a drop in reported revenue as a % of gross bookings and growing public...FLY is used to purchase goods and services from Blackbird restaurants....The set-off notices produced are encrypted to the public keys of the relevant users.
43 Min
DeFi
Sep 2024