Reports471 results
The Inefficient Market Hypothesis
In this report, we will take a practical look at some of the most inefficient markets that exist today and draw parallels to crypto apps exploring solutions. We will unpack zkTLS and discuss why it is...
43 Min
DeFi
Sep 2024
Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
The report examines Arbitrum's proposed transaction ordering policy, Timeboost, which aims to enhance value capture while protecting users from negative aspects of miner extractable value (MEV) behavi...
16 Min
Layer 2 / L2
Sep 2024
Paladin of the Solana Round Table
The report discusses Paladin, a solution designed to combat predatory MEV while allowing validators, stakers to capture maximum proceeds from other MEV opportunities. We dive deeper into the Paladin b...
21 Min
DeFi
Sep 2024
DeAI III: Composable Compute
Software is eating the world. AI is eating software. AI is largely the combination of data, compute and talent. The entity or network which most effectively organizes these resources is set to own the...
39 Min
Artificial Intelligence
Aug 2024
Solana the Modular
As a follow up to last year's "Solana the Monolith", this report explores Solana's evolving role in the modular landscape, highlighting its transition from a highly integrated system to one where its...
50 Min
Layer 2 / L2
Aug 2024
Beyond The Meme of Parallelization & Solving For State Growth
Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth โ€œbillions of users." But the data says otherwise. We've explored the data around what percentage of t...
20 Min
Infrastructure
Aug 2024
ETHCC: One Year Later, Have we Made Progress?
Was ETHCC as depressing as CT made it out to be, or were there things to be excited about? We'd argue the latter, with things like DEX design, TEEs, Preconfs, Based Rollups and Chain Abstraction all b...
31 Min
DeFi
Jul 2024
Fuel Network: Redefining Scalability for Modular Blockchains
Discover how Fuel, a first-of-its-kind rollup OS, addresses the challenges of scalability, state growth & inefficient virtual machine architectures. This report explores Fuel virtual machineโ€™s sol...
38 Min
Layer 2 / L2
Jul 2024
ZetaChain: The Path Forward for Universal Apps
Understand the core value proposition of ZetaChain as the Chain Abstraction narrative takes flight. In this report, we cover Zetachain's technological revamp, new application opportunities enabled by...
41 Min
Infrastructure
Jul 2024
DeAI II: Seizing the Means of Production
Dive into the Infrastructure Layer of the Decentralized AI (DeAI) crypto stack in part 2 of our DeAI series. Learn about Compute projects like Render, Gensyn, io.net and more, plus whether the "Airbnb...
42 Min
Artificial Intelligence
Jul 2024
API3: The State of OEV
Over $3.1 billion have been liquidated on lending protocols on Ethereum, but these liquidation mechanisms are not the most efficient. Liquidators or searchers face very tight profit margins because he...
29 Min
Infrastructure
Jul 2024
The Delegated Authorization Network: Trust Minimization in the Age of AI
The report discusses the longstanding user experience (UX) problems in on-chain applications within the cryptocurrency space, emphasizing the need for improved interfaces to make interactions more acc...
21 Min
Artificial Intelligence
Jul 2024
Mantle Network
Mantle Network is redefining the L2 landscape with its innovative modular design. Central to Mantle's strategy is its goal to establish itself as the premier native yield chain, simplifying and democr...
16 Min
Asset Management
Jun 2024
DeAI I: The Tower & the Square
Can decentralized AI (The Square) compete with the behemoth that is centralized AI (The Tower)? The following report is an exploration into the AI value-chain: a peek into the awesome resources being...
45 Min
Artificial Intelligence
Jun 2024
A Look At Dispute Resolution Protocols in Optimistic Rollups
The report discusses dispute resolution mechanisms in optimistic rollups, focusing on Arbitrum's new protocol called Bounded Liquidity Delay (BoLD). It contrasts centralized and decentralized systems,...
24 Min
Layer 2 / L2
Jun 2024
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
Bitcoin's scripting system is inherently limited in its programmability. Consequently, bridges to Bitcoin rely on multisigs and federation control, introducing trust. This has constrained Bitcoin's ut...
60 Min
Layer 2 / L2
May 2024
Superchain and the Monolithic Experience
The report focuses on the concept of interoperability within the Superchain ecosystem, emphasizing the need for seamless interaction between users, dApp builders, and chain builders. It begins by defi...
67 Min
Layer 2 / L2
May 2024
Prove It: Shared Provers, Proof Aggregation & Prover Marketplaces
zk proofs boost application scalability but their generation can be costly and slow, and while zk rollups present a solution, they can lead to centralization and liveness issues. We explored the alter...
31 Min
ZK-Rollups
May 2024
Supra - Vertical Integration with The Intralayer
Supra is building the IntraLayer, a vertically integrated blockchain stack that includes a Layer 1, Oracles, Bridges, VRF, and a Virtual Machine. With emerging rollapps and appchains, liquidity is...
39 Min
Infrastructure
Apr 2024
Based Rollups: The New ETH Alignment
We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...
42 Min
Infrastructure
Mar 2024