Web3 gaming is long past its glory days as an industry-defining narrative. For the last two years, the market has been continuously punishing hollow token first playbooks, and now studios are forced t...

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...

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...

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...

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...

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...

We are witnessing the slow, structural inversion of crypto’s power dynamics. From infrastructure-heavy protocols with bloated valuations and abstracted use cases, to application-first ecosystems that...

The blockchain scaling debate has long pitted monolithic user experience against modular scalability, presenting a false choice. Aptos goes beyond that dichotomy. Its unique architecture decouples all...

Since our previous deep dive into Sui’s architecture, ecosystem, and toke economics, the network has delivered significant upgrades across its infrastructure and application stack. Our latest report c...

We had previously dove into the depths of Fuel's infrastructure stack and what makes it tick. But this cycle has taught us one thing - that infrastructure can only take you so far? Its the app layer t...

Following up on our deep dive, we're excited to present this memo on zkVerify, part of the Institutional Accelerator with TheTIE. This report outlines zkVerify’s improved operation flow for zero-knowl...

Story Protocol offers an exciting, forward-thinking vision for intellectual property management in an AI-driven, digital economy. Rather than extending outdated legacy systems, Story takes a bold leap...