Top Results2908 results
The Battle of the AI Agent Frameworks
The Marrow of Agency In many ways, agent frameworks can be analogized as the digital “body”: the cyber...tentacles which enable “the mind” (i.e. the model) to execute in the world....Web3 Frameworks: The Good, The Bad, The Ugly Both the underlying models and the frameworks themselves...
50 Min
Artificial Intelligence
Feb 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
This report is the first part in a series designed to set the foundation, and explore the age of tokenization...be optimistic on the industry in the long-term despite the near-term macroeconomic uncertainties (thanks...the tokens. ...The regulatory environment for crypto has never been more bullish.
20 Min
Other
May 2025
Kill your customer: The death of KYC and the rise of ZK-TLS
The TEE then starts the TLS connection to the target website on the user’s behalf....The proxy sees all the encrypted traffic between the user and the website, but can’t decrypt it....Since the proxy sits in the middle of the workflow, it can record the encrypted transcript of the entire...
20 Min
Macro & Markets
Jul 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
Retail loved the access. Institutions loved the structure. Capital flooded in....Vaults define the how, while the underlying Morpho markets define the where....With the base lending layer abstracted and the strategy layer programmable, Morpho removed the bottlenecks...
26 Min
DeFi
Apr 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
A Timeline on The Rise of Stablecoins The early days of crypto were riddled with the inefficiencies and...The first breakthrough in stablecoins came in 2014, with the launch of Tether (USD₮) originally on the...Tron, on the other hand, was the alternative solution to this....the chain.
28 Min
Infrastructure
Jun 2025
Engineering Real Credit Onchain: The 3Jane Bet
The takeaways are clear: the first wave of undercollateralized lending protocols lacked the demand (which...Given the need for off-chain financial data and credit scores, the target audience for the 3Jane loanbook...market without recreating the stack from the ground up: Core Market Setup: The core money market is...
18 Min
DeFi
Jul 2025
Aptos: Infrastructure for the Financial Internet
The problem with a monolithic system (like the Ethereum L1) is that it slows down the upgrade process...The only real solution is simple: widen the roads at the bottleneck....This makes the consensus layer scalable with the size of the validator set.
30 Min
Infrastructure
Apr 2025
Finding the Fun in Fundamentals #2 - Wemade
Best known for their contributions to the Legend of Mir franchise, the South Korean team was in the business...Economy In an attempt to learn from the lessons of MIR4, Wemade made changes to the design of the game...The first pillar of the ecosystem is the chain itself.
18 Min
Gaming
Jun 2025
Market Musings - Uncertainty Permeates The Market
Market Musings The central theme of last week’s Musings was the catalyst driven nature of the current...of the proposed ‘Trump Tariffs’ against Mexico and Canada at the end of last week and over the weekend...Could gold be the canary in the coalmine, signaling something on the horizon?
13 Min
Macro & Markets
Feb 2025
Humanity Protocol: The Identity Solution Going after Meta
Identity now stands as one of the next essential primitives for the internet’s continued evolution. ...infrared sensors map the unique blood vessel patterns beneath the skin. ...The proof is batched and recorded by the network sequencer, and the requesting application receives only...the token....the market.
31 Min
AI
Jun 2025
Into the Clanker-Verse
Reading between the lines of insider dialogue, (the token address shared for Clanker is the CLANKER token...The token was deployed by a Proxy Studio affiliate and 80% of the supply was sent to the contract address...Pump dominates Solana and demonstrates the scope of the market.
14 Min
DeFi
Jan 2025
The Public Crypto Accumulator Era - Part 1
We dive into the structural enablers behind the trend, the companies pioneering it, and how ETH, SOL,...The Structural Breakpoint The emergence of the accumulator model is not happening in a vacuum....In the United States, Bitcoin has been defined as a commodity, placing it under the oversight of the...
31 Min
Macro & Markets
Jun 2025
Initia: Fulfilling The Appchain Vision
Much of the fragmentation is not only the assets and visions of teams but the “backend” as well....across all of these and rely securely in the trust assumptions since all the rollups are the same and...The result?...the forever launching of new L2s all looking the same....common pitfalls we've seen in the past.
31 Min
Layer 1 / L1
Feb 2025
Programmable Asset Ledgers Will Eat The World
Most of the time, the unlock is instead ideological....While North America uses CUSIPs, the rest of the world uses ISINs, which incorporate the CUSIP as part...Does the business have leverage over the suppliers of the key inputs that ensures input costs stay modest...
25 Min
DeFi
Mar 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
Introduction The success of a blockchain hinges on two key pillars: the ability for the chain to service...the year....by TVL and one of the first dApps on the chain....At the moment, Aries is the closest thing to the homepage of Aptos....applications that give them a compelling reason to use the chain.
39 Min
Infrastructure
Jun 2025
Finding the Fun in Fundamentals #1 - Mythical Games
...it amongst the poorer performers in the genre..... 2023 also saw the launch of the Mythical Chain, the backbone of the Mythical ecosystem....This is the primary reason why the Mythical Chain regularly features in the top 5 chains for NFT trading...
13 Min
Gaming
Mar 2025
Omar Shakeeb & Oleg Ivanov: Signals from the Secondary Market
 The following conversation is a collaboration between Delphi Digital and SecondLane, in which experts...discuss and aim to shed light on the opaque world of secondary markets in the crypto industry....The goal of this collaboration is to educate the industry as part of a broader research series on secondary...
1 Min
Macro & Markets
Apr 2025
Avalanche L1s: Powering the Future of Appchains
Apps bear the cost for growth while the underlying chain captures the upside....After the Etna upgrade, the general architecture setup of the Primary Network and the burn of transaction...Cross-Chain Security with the Primary Network The distinction between the Primary Network and the Avalanche...
22 Min
Infrastructure
Jun 2025
USD.AI: Financing the Future of AI Infra
Lenders are safe in the event of default so long as the value of the assets does not drop 30% below the...a digital deed. the bailment contract stipulates the holder of the electronic copy of record is the...
14 Min
Infrastructure
May 2025
ZKsync & The Elastic Network Endgame
Once the ZK proof is submitted to the Ethereum L1 to validate the transaction bundle, the batch is scrutinized...of the elastic network: the ZK Router, the ZK Gateway, and the ZK Chains. ...the foundation of the Elastic Network....the approval of the Guardians and the ZKsync Foundation.
39 Min
Infrastructure
Jan 2025