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An Update on Technicals and Market Sentiment
Breaking down the state of the crypto market....
3 Min
Macro & Markets
Aug 2021
Aptos: The Stablecoin Capital’s Yield Playbook
Our previous reports explored Aptos’ technical architecture and growing ecosystem of applications....Two factors make this possible: technical performance and liquidity depth....The integration risks between protocols, while minimized by Aptos’ technical architecture, still exist...
24 Min
Infrastructure
Aug 2025
ZKsync: Building a Trustworthy Settlement Layer for Institutional and Sovereign Finance
Technical Achievement and Performance While institutional adoption dominated the conversation for ZKsync...for the past several months, technical execution laid the groundwork....The Atlas Upgrade The Atlas Upgrade represents the culmination of this technical work....Looking Ahead Over the course of this year, ZKSync and the ZK Stack went from a technical infrastructure...
18 Min
Infrastructure
Dec 2025
Bless Network: Transforming Edge Computing Through Decentralized Infrastructure
It has to be both technically sophisticated and accessible to your average consumer. ...Traditional networks create multiple layers of technical barriers that exclude most potential users and...Complex installation procedures require technical expertise....Only technically sophisticated users with dedicated hardware can meaningfully participate.
32 Min
Infrastructure
Jul 2025
The Complete Guide to Rollups
Modular stacks strip apart the following tasks into separate technical components: Data Availability...Both have interesting technical and social arguments which I’ll dig into later....“Most of the stuff in the blockchain is opinion things as it turns out and less about technical stuff...This includes incredibly detailed technical and economic breakdowns.
83 Min
Layer 2 / L2
Aug 2022
Aptos: Infrastructure Development and Ecosystem Growth
For 2026, the defining questions shift from technical capability to user growth....The technical groundwork is in place, but can the application layer leverage this performance headroom...Technical Infrastructure Aptos’s 2025 infrastructure improvements eliminated performance bottlenecks...The technical capability is proven.
37 Min
Infrastructure
Dec 2025
Shortcuts To Scale: How Enso Seeks To Reshape dApp Development
Instead of agile sprints, they navigate a technical obstacle course that transforms promising ideas into...The promise of “permissionless composability” often ends up as a technical hurdle in practice....These technical hurdles have undermined app development to a severe degree, but they’re only part of...
31 Min
Infrastructure
May 2025
The Hitchhiker's Guide to Ethereum
This is your technical crash-course on everything from danksharding to KZGs to statelessness and so much...
51 Min
Layer 1 / L1
May 2022
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
Technical Execution On the surface, Inkchain is just like any other Optimism-based L2....Technical Architecture Dinari’s dShares operate through a mint-burn mechanism....Technical Architecture Superstate fund shares are distributed and minted as standard ERC-20 tokens....While $UNI holders are technically called stakeholders, this would be a misnomer.
20 Min
Other
May 2025
Sizing The Bet: Next Gen Solana Perp DEXs
The thesis is pretty straightforward: regardless of the tech and architecture, all these technical improvements...This is not a technical explainer, it’s an EV-weighted, liquid allocation framework for positioning ahead...
21 Min
Perpetual Futures
Oct 2025
Virtuals & ACP – Open Coordination for Digital Labor
But the key question is no longer whose model is technically superior, it has shifted to how these models...agent ecosystem quickly growing, ACP’s future success will hinge on its ability to: Address emerging technical...measures for smart contracts and agent wallets becomes increasingly complex as financial stakes and technical...
16 Min
AI
Oct 2025
BTQ Technologies: Securing Crypto’s Future Against the Quantum Threat
Recognizing the threat, the Bitcoin community has proposed various technical solutions....Technical Challenges Even if the governance hurdle is cleared, technical roadblocks remain: Signature...BTQ: The Strategic Bridge to a Quantum-Safe Future Technical Architecture That Works in Practice The...
28 Min
AI
Dec 2025
Lido's Game Theory
LSDs let users bypass the frictions of staking ETH: (i) the technical know-how of running a validator...
5 Min
DeFi
May 2023
Keeta: Bridging The Institutional World On-Chain
...global financial institutions, Keeta has seemingly leapfrogged a decade’s worth of efforts on many technical...But much of this discrepancy in technical progress could be attributed to Ripple launching in 2012 (if...The fact here is that Keeta was fortunate enough to have better timing, stronger technical primitives...
34 Min
Layer 1 / L1
Oct 2025
PrismaX: Solving the Robotics Bottleneck
Traditional staffing agencies lack the technical expertise to evaluate teleoperation skills, can’t provide...Core Technical Components How is PrismaX able to coordinate these parties? ...I won’t get into the technical mechanics, but each dataset is scored according to the following: Motion...
29 Min
AI
Aug 2025
Overcoming The Limits of Scale in Virtual Worlds
This measure of scale is more a product of some of the technical advancements previously mentioned, such...One year later, in partnership with Hadean, CCP held a technical demo for EVE: Aether Wars, which saw...Throughout these conversations, three clear themes emerged in regard to what game-specific technical...
53 Min
Gaming
Aug 2024
Avalanche L1s: Powering the Future of Appchains
...validators to participate in both the Primary Network and the individual L1 also introduced another layer of technical...New Economic and Technical Sovereignty In a dynamic, fast-moving industry like crypto, flexibility is...Here are the key improvements summarized:  Enterprises building on Avalanche L1s With this technical...
22 Min
Infrastructure
Jun 2025
Story Protocol: Does IP Need a Chain?
Along the way, we’ll evaluate Story’s positioning in the market, technical design, real-world use cases...To reduce friction for both developers and non-technical users, the protocol provides two complementary...In cases like this, tracking and rewarding upstream contributors becomes both technically and economically...
24 Min
Layer 1 / L1
Apr 2025
Aptos: Infrastructure for the Financial Internet
The most important downstream implication of this is that Aptos can avoid technical debt that compounds...Lasting dominance heavily depends on the speed of integrating technical improvements....Aptos’ ability to upgrade ensures the platform responds to new technical breakthroughs, developer needs...
30 Min
Infrastructure
Apr 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
With blockchains’ ongoing improvements and technical changes, maintaining these verifiers is a challenging...Its moat emerges from effective ZKP verification at scale, thus solving many technical inefficiencies...
22 Min
Infrastructure
Apr 2025