Reports551 results
Aptos Yield Insights
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...
24 Min
Infrastructure
3 days ago
Sui’s Q2: On-Chain UX Primitives, BTCFi Expansion, Scaling Production
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...
12 Min
Infrastructure
9 days ago
zkVerify: The Missing Layer in The Modular Era
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...
15 Min
Infrastructure
Aug 2025
The Evolution of Digital Asset Secondary Markets - 2025
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...
14 Min
Financial Market Themes
Aug 2025
Bless Network: Transforming Edge Computing Through Decentralized Infrastructure
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...
32 Min
Infrastructure
Jul 2025
Inside Avalanche L1s – The Avax Ecosystem
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...
18 Min
Infrastructure
Jul 2025
ZKsync Prividium – Compliant, Private, Turnkey Blockchain Infra
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...
17 Min
Infrastructure
Jul 2025
Bigger Than Binance: How Pump.fun's $1.3B Raise Sets Up Crypto's Most Hated Rally
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....
30 Min
DeFi
Jul 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
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...
39 Min
Infrastructure
Jun 2025
Humanity Protocol: The Identity Solution Going after Meta
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...
31 Min
AI
Jun 2025
Covalent: On-chain Data Meets Agency
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...
13 Min
Infrastructure
Jun 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
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...
32 Min
Macro & Markets
Jun 2025
April Showers… May Flowers? - Macro & Markets May 2025
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...
25 Min
Macro & Markets
Jun 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
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...
28 Min
Infrastructure
Jun 2025
Avalanche L1s: Powering the Future of Appchains
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...
22 Min
Infrastructure
Jun 2025
Shortcuts To Scale: How Enso Seeks To Reshape dApp Development
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...
31 Min
Infrastructure
May 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
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...
19 Min
Infrastructure
May 2025
USD.AI: Financing the Future of AI Infra
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...
14 Min
Infrastructure
May 2025
The Future of Order-Book Liquidity (Part II - deUSD)
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...
12 Min
Orderbook
May 2025
Omar Shakeeb & Oleg Ivanov: Signals from the Secondary Market
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...
1 Min
Macro & Markets
Apr 2025