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...

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...

Squads has grown from a simple multisig solution into the foundation of Solana's treasury management infrastructure. With over $10B in secured assets across 300+ teams, Squads has become an essential...

This report explores Zenrock’s innovative approach to cross-chain communication through its distributed Multi-Party Computation (dMPC) technology and the transformative applications it enables, with a...

Our latest report explores ZKsync's transformation from a Layer 2 scaling solution into the Elastic Network, a groundbreaking ecosystem of interoperable ZK Chains positioned to revolutionize instituti...

zkVerify is a modular L1 blockchain designed to become the universal verification layer for zero-knowledge proofs (ZKPs). Developed by Horizen Labs, zkVerify addresses critical challenges in ZKP imple...

A few years ago the main excuse for why we didn’t have great applications was that the infra wasn’t ready. Fees were high, UX was bad and transactions were slow. Today, that’s no longer the case. With...

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...

Parallel execution has been touted as the holy grail of blockchain scalability and adoption, worth “billions of users." But the data says otherwise. We've explored the data around what percentage of t...

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...

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...

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...

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,...

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...

We explored how based rollups, preconfirmations, and shared sequencing can help to fix Ethereum's liquidity fragmentation...

We present our thesis for Farcaster which recently took crypto twitter by storm....