For the first time in a while, Bitcoin's future is exciting with possible upcoming catalysts and innovations. Only time will tell if they lead to a positive renaissance on Bitcoin or fundamentally bre...

The second half of the most recent bull market, colloquially named the "double bubble," was dominated by the "L1 Wars" narrative. The initial spark was Avalanche's announcement of "Avalanche Rush," a...

Since Ethereum's Beacon chain went live at the end of 2020, over 18M ETH or 15% of the total supply has been staked in a deposit-only staking system. In this report, we consider the implication of the...

Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy....

Do you hear that? That’s the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is w...

🔍 Bitcoin: More Than Just Digital Gold? In just the span of 1 month, over 100,000 Bitcoin Ordinals were inscribed […]...

Ordinals are extremely interesting and far more than just "NFTs on Bitcoin." Users can store digital artifacts and data on Bitcoin’s L1 forever. Not only can users store data forever, but ordinal theo...

🌅 Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas […]...

The past year was a tumultuous one for Bitcoin, with usage stagnating and miners facing increasing pressure. But there were positives as well, like the introduction of Taro....

A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the c...

🌅 Welcome! SEC Chairman Gary Gensler continues to talk about crypto regulations and Genesis tells clients that the path forward […]...

🌅 Welcome! The Alameda investment portfolio has been leaked while Ledger is launching a hardware wallet with an interactive touch-screen. […]...

🌅 Welcome! Genesis suspends withdrawals as the fallout from the collapse of FTX continues. Elsewhere, Ronaldo announces his first NFT […]...

🌅 Welcome! Nike will allow users to create and collect virtual items on their new web3 community platform. Meanwhile, CZ […]...

Pyth takes a fundamentally different and innovative approach to oracles, getting information directly from first-party sources, without the use of data aggregators in the middle....

🌅 Welcome! The past 24 hours have been a whirlwind. We are just beginning to see the aftermath of FTX’s […]...

On September 26th the long awaited ATOM 2.0 whitepaper was released, a new vision for the Cosmos Hub and its place in the Cosmos ecosystem....

🌅 Welcome! A DeFi protocol has been hacked for 9 figures, an exchange is fined by the US Treasury, and […]...

MEV is central in protocol design, and the underlying infrastructure is changing drastically. I analyze it all, censorship implications, and the road ahead....

When building blockchains, we generally try to bucket them into two distinct boxes: general purpose or app chain. General purpose chains for permissionless innovation and app chains for permissioned a...