Following our previous reports on Aptos' technical architecture and growing ecosystem, this analysis examines the yield opportunities that robust infrastructure and substantial dApp ecosystem have ena...

Sui’s Q2 focused on turning past infrastructure upgrades into tools developers can actually use. Frameworks like SEAL, Passkeys, and Remora began to surface in SDKs and product flows, aimed at fixing...

ZK is eating infra, but proof verification on Ethereum is still broken: it’s slow, expensive, and dev-unfriendly. We’ve tracked zkVerify since day one. Our first report covered its architecture: a...

This report explores the transformative shifts in crypto secondary markets, driven by regulatory advancements like legislative progress, spot ETF approvals and the resurgence of crypto IPOs. This driv...

The cloud computing infra is showing its age. We have billions of powerful devices sitting idle – yet we still depend on server farms owned by a handful of centralized tech giants. Meanwhile, AI workl...

The past few months have made one thing clear: Avalanche’s appchain model is working. - Daily transactions have grown 6x since January - Contract deployments are hitting 250k+ per day - Interchai...

The institutions are here. The debut of spot Bitcoin ETFs truly flipped the script. It’s no longer far-fetched to say that crypto is crossing the chasm into mainstream adoption. J.P. Morgan is leadi...

Deep dive analysis: How Pump.fun's $1.3B raise at maximum pessimism creates crypto's most compelling contrarian TGE. $780M revenue, steep valuation discount, and hated rally setup analyzed....

The success of a blockchain hinges on two pillars: servicing a large number of concurrent users and hosting applications that give them a compelling reason to use the chain. Aptos is making notable st...

Humanity Protocol stands out in the identity landscape not by competing directly with World, but by redefining the market. Where World focuses on vertically integrated hardware + consumer identity, Hu...

In crypto, most AI agents today are little more than GPT-wrapped gimmicks—single-step automations parading as intelligence. The market caught on. Agent tokens are down 80% to 90% from peak, and for go...

Despite Galaxy’s original emphasis on providing financial services for digital asset related businesses and investors, the crown-jewel of its operating company portfolio is Helios, its flagship data c...

Key Highlights Include: Trump’s Tariff Impact: The report details how Trump’s tariff policies disrupted global trade and financial markets, driving volatility in risk assets—including crypto—and sp...

Plasma isn’t just a response to technical limits. It’s the thesis that stablecoins have grown large enough to justify infrastructure designed for them alone – the same way AWS built dedicated services...

As applications scale, their needs often exceed what general-purpose blockchains can offer. Avalanche L1s – custom, sovereign chains – address this by letting teams control their infrastructure while...

Despite favourable market conditions, crypto’s end vision faces a critical challenge that’s rarely discussed: the alarmingly small number of live applications and their sluggish development pace. This...

Q1 was quite an eventful quarter for both ZKsync and the Elastic Network. Many things have unfolded in the broader ecosystem, from development milestones and major ZK Chain launches to growing dominan...

Crypto x AI has a lot of hype, but has yet to deliver anything of substance. USD.AI combines DePIN, AI, and stablecoins into a powerful new concept of InfraFi. It offers an alternative to a suboptimal...

Elixir introduces deUSD, a synthetic dollar backed by stETH and short ETH-PERP positions, enabling delta-neutral yield generation. Users can participate in Elixir’s ecosystem by supplying liquidity or...

This conversation features Yan Liberman (Delphi Ventures), Oleg Ivanov, and Omar-Shakeeb (SecondLane), and addresses common misconceptions, deal logistics, valuation dynamics, best practices, and regu...