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WTF Is Anoma? Part 3: WTF is Typhon?
In Comet there are 3 steps in consensus: propose, pre-commit, and commit....The more validators you have, the longer it takes to propagate data to all of them and get 2/3 to commit...Then another round “3” runs later, again committing new blocks (X3) with referenced certificates.
28 Min
Layer 1 / L1
Oct 2023
Bitcoin Outlook 11/3/2020
In this report, we dig into Bitcoin’s outlook as BTC enters back into the limelight after taking a backseat to the “summer of DeFi” craze. We unpack notable long-term indicators, exchange, and holder...
1 Min
Analytics
Nov 2020
Update on 0x's v3 Upgrade - 3 Months Later
QuickTake - March 9th, 2020 Analyst Update on 0x's v3 Upgrade - 3 Months Later On November 30th, 2019...This QuickTake will be a concise post-launch update now that 3 months have passed....on-chain sources (Kyber, Uniswap, Curve, Oasis) and off-chain sources, attempts to solve for this. 3-...
Infrastructure
Mar 2020
UST Enters Top 3, Moonbirds Take Flight, & SOL Staking
Chart of The Day: UST is Now a Top 3 Stablecoin UST’s growth has been remarkable in 2022, expanding...It now has an estimated market cap of >$600M, almost similar to Azuki which launched 3 months ago....through inflation, it has some drawbacks, namely: SOL is locked and requires a cooldown period of 2-3...
6 Min
Stablecoins
Apr 2022
Finding a Balance: Review of 3 Newly Approved Balancer Governance Proposals
To mitigate the issues at hand, over the weekend the Balancer community proposed and pushed through 3...Post-proposal early results: The proposals have been viewed favorably by the market with the price of BAL up 32%...
2 Min
AMM
Jul 2020
Resurgence of GameFi: Update #3
DeFi Dungeons ran an open presale ($3M raised) for a token and then charged another $300 to mint a collection...terms, those NFTs have dropped from around $450 to $160, and the token’s valuation has fallen from $30m...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
Bounce? - Market Update 3/17/2025
...core PCE, ISM manufacturing, PMI, and early April non-farm payrolls Gold continues to surge, breaking $3,000...complicating US debt refinancing situation Equity Markets S&P 500 and Nasdaq showing a decent bounce (3-...3.5%) over Friday and Monday sessions Monday and Friday have historically been heavy selling days in...
3 Min
Macro & Markets
Mar 2025
Is Fuel The Best Modular Execution Layer?
Smart Contracts With UTXOs As mentioned before, Fuel adopts a UTXO data model....In Bitcoin, the state is described as a UTXO set where each UTXO represents a particular state element...The difference is that some of these UTXOs are coin UTXOs and others are contract UTXOs....contract UTXO? ...
16 Min
Layer 1 / L1
Jul 2022
Diving into Nous Research's DeepHermes-3 Preview Model
In with the New, (not) Out with the Old DeepHermes-3 Preview builds upon Hermes 3’s function-calling...Hermes 3 was fine-tuned from Llama 3.1-8B and designed as an instruct model, making it effective at interacting...Retains and Expands Hermes 3’s Function Calling System DeepHermes-3 retains Hermes 3’s function-calling...
6 Min
Artificial Intelligence
Feb 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
As promised – yet another market update video given the continued carnage across risk asset markets. Summary The market continues to experience a broad selloff across both tradFi and crypto assets....
3 Min
Macro & Markets
Mar 2025
Fuel Network: Redefining Scalability for Modular Blockchains
UTXO Model UTXO stands for unspent transaction output....condition (exclusive owner for each UTXO) Contract UTXOs – Contract UTXOs additionally also have code...spending condition A transaction consuming a contract UTXO creates a new contract UTXO with the same...
38 Min
Layer 2 / L2
Jul 2024
Way Down We Go? - Market Update 3/31/2025
...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...
2 Min
Macro & Markets
Mar 2025
Ethereum Based Sequencing & Preconfirmations Call #3 - Notes
...rollup in production is planning to transition to a based rollup, my guess is Scroll but not sure. 3.
2 Min
Layer 1 / L1
Mar 2024
Terra Autumn Series Ep. 3: Anchor Protocol Is Building the “Stripe for Savings”
Things are not earning interest anywhere and so if you can deliver something like 3%, you’re blowing...It knocks you down 2.5%, 3%....If you’re going into some alternative investment, you read through these long pages and pages and pages...Matt (00:33:28): Yeah. ...Matt (00:34:37): Yeah, it’s so funny.
2 Min
Asset Management
Oct 2021
Weekly AI Edge #3: MyShell is the true AI creator economy play
You can read the full thread in the newsletter here: Teng Yan & Joshua Ho: Weekly AI Edge #3 GM!...“We want to use crypto as a… x.com/i/web/status/1… — KZ (@0xkenzi) 3:49 PM • Jun 26, 2024 In the...accelerate development of world-class open source AI models Nous Research releases Hermes 2 Pro Llama-3,...
7 Min
NFT AI
Jul 2024
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
BTC Production Cost, Bitcoin as Inflation Hedge, and Fuel Deep Dive
BTC price has only matched the electrical cost of production (excluding all other costs of mining) 3...As mentioned before, Fuel adopts a UTXO data model....Smart contracts with UTXOs are long believed to not be practical....As the first tx consumed the UTXO, all the subsequent txs targeting the same contract UTXO failed because...
6 Min
Infrastructure
Jul 2022
Deeze vs Soby - NFT Collectooor: $50,000 NFT Collection Competition Ep 3
Social links:  Piers’s Twitter DeeZe’s Twitter Soby’s Twitter More 📺 Watch The NFT Collectooor Series 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi’s Rese...
NFTs
Aug 2022
My Stacks Journey Part 3 – What They Are Up To?
Now that I understand how Stacks works and will work in the future after Nakamoto, the big question is how people use it. I know how users are experimenting with Ordinals – digital artifacts, token sp...
5 Min
Layer 2 / L2
Jul 2023
BTC Coming Home? - Market Update 3/24/2025
Daily timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3”...for allocation Technical Outlook Multiple timeframe analysis shows conflicting signals: Weekly and 3-...
3 Min
Macro & Markets
Mar 2025