But they failed at that time.  The goal isn’t to replace ETH, or maybe it is, who knows....unlocking* Inflation Model: Staking rewards combined with scheduled unlocks, inflation decreases over time...

Since then, the SPX is up about 40%, with BTC up about 160% over the same time period, further cementing...the notion that global liquidity is a fundamental driver of risk assets (something that long time readers...“Up only” and “up often” on any meaningful time horizon, there is no stopping this train....And it will certainly take time.

Join Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they’re building a decentralized network of sensors to cap...

Key Takeaways S&P 500 is down 8% from all-time highs with potential for 10-15% total drawdown if...volume gaps in 70-80K region with market structure clearly broken ETH trading with a 1-handle for first time...altcoins (SOL, XRP, ADA, AI tokens) have retraced the entire “Trump pump” with charts needing significant time...

Could it be in two weeks time things change? Maybe. Or could it be in four weeks time?...Awesome, that was a much shorter answer this time around....It’s interesting this time rise....What is different this time? Bucking time horizon, bamboo. Stop doing this....The market freaks out about stuff, but give it time.

Equity Markets S&P 500 has broken through the analyst’s projected 15% decline level from all-time...highs Next potential support levels include the 2022 all-time high (~4,800), which would mark a 20-21%...trades, look for mean reversion into “single prints” and inefficiencies created by violent breakdowns Time...

State Management: Growing network data requires increasing storage and sync time for nodes, making long...Fuel has unified memory space that is allocated each time the VM runs, making things faster and cheaper...This setup does more than save time....No one can peek at real-time data, so users vote honestly without worrying about being tracked.

BTC had broken down out of its multi month range once again before plummeting below $50K for a short time...Most of the time. Everything changes when you disturb the water – the liquidation event....This makes potential recoveries more attainable in shorter time horizons.

...horizontal (multi-data center training / distributed training) RL, Synthetic Data & Inference Test Time...In time, however, web3 developers and sovereign agents will play a larger role in utility-focused use...This will take time....Pippin has a heavy relative emphasis on evolving agent identities or “personas” over time.

Year Ahead for Crypto 2025 – Full Series: AI+DePIN DeFi Gaming Infrastructure Markets Blockchain/acc – Time...Lastly, validator income from MEV and fees surpassed income from issuance for the first time ever in...Over time, I see this turning into a self-reinforcing cycle....They were able to bring the proof generation time under a second.

For the time being, there’s an easy answer to this – close to none. ...

At the same time, some would tell you that “REV”, “velocity of money”, or some TVL multiple are the ultimate...At one point in time this could in fact be fundamentals....The hard part is identifying the correct inputs at a specific point in time. ...Third, the impact of this dynamic is ultimately a function of your own time horizons.

The HyperEVM is still in its early days — with no major tokens TGE’d yet — now’s the time to look for...This time though, I’m diving into Kittenswap — a ve(3,3) DEX with HL- style tokenomics and multiple points-farming...While still smaller than Hyperswap, its design could attract more protocols and liquidity over time,...

In an unprecedented breakthrough, Apple has announced that for the first time, NFTs and crypto payments...

When was the last time a new asset class was created? I’ll wait....BTC is on the verge of printing a monthly close above $72K for the time ever....Gold has hit yet another all time high....And we are seeing this exact type of price dynamic play out in real time....This is only the 10th time that we have seen BTC exhibit this signal since inception.

This was a particularly special one for us because it was the first time, afaik, that not one, but three...Unlike last SNF, this time I wanted to get a data snapshot across the three main rankings on day 1 (D1...This was so that I could see how the rankings changed over time and hopefully gain some insights on patterns...

BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months...

This comes at a time when sentiment around Ethereum has hit an all-time-low....At the same time, applications have grown more sophisticated in recapturing their own MEV and orderflow...A Race Against Time For context, EIP-9698 proposes changing the default client behavior so that validators...This comes at a time w...

Real-Time Streaming: The Next Frontier Blockchains are trending toward real-time operations....Covalent has added a real-time data streaming feature to its MCP....This allows Agents to operate on hot, streaming data without indexing delays and unlocks real-time possibilities...The future of onchain agents is real-time.

Introducing the Hope Metric (HM) – a real-time sentiment framework I’ve been building to track the emotional...deeper dive soon explaining how it works under the hood, the signals it scores, and how I use it in real-time...