Reports240 results
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
The State Of Bitcoin
Bitcoin rebounded strongly in 2023, not just with respect to price but on-chain activity through ordinals and renewed interest in Bitcoin scaling. This report is a retrospective on what 2023 brought t...
28 Min
Layer 1 / L1
Feb 2024
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
App Building Opportunities Zetachain’s ability to support smart contracts and connect to heterogeneous chains – including the Bitcoin blockchain – […]...
47 Min
Layer 1 / L1
Jan 2024
Zetachain Part 1: A Competitive Landscape of Blockchain Bridges
ZetaChain – Architecture & Key Features Architecture At a high level, the way we would explain ZetaChain is “THORChain with […]...
51 Min
Layer 1 / L1
Jan 2024
WTF Is Anoma? Part 3: WTF is Typhon?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
28 Min
Layer 1 / L1
Oct 2023
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
24 Min
Layer 1 / L1
Sep 2023
WTF Is Anoma? Part 1: WTF Are Intents?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
23 Min
Layer 1 / L1
Aug 2023
Pro Crypto Insider Talks - July 2023
In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull mark...
1 Min
Layer 1 / L1
Jul 2023
BRC-20s: The Past, Present, and Future
For the first time in a long time, Bitcoin seems to have the potential to develop an exciting and vibrant digital economy. BRC-20s have breathed new life into Bitcoin, and people would be remiss to ig...
25 Min
Layer 1 / L1
Jun 2023
Solana the Monolith
Solana is not just about slapping some expensive hardware on a blockchain and calling it a day, but rather, how do we optimize software to best take advantage of performant hardware?...
52 Min
Layer 1 / L1
May 2023
Pro Crypto Insider Talks - May 2023
Delphi Co-founder & Head of Research, Kevin Kelly and Head of Delphi Labs, Jose Maria Macedo join Founder & CEO of Real Vision, Raoul Pal, for May 2023's edition of Crypto Insiders where they...
53 Min
Layer 1 / L1
May 2023
Bitcoin - Back From the Future
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...
17 Min
Layer 1 / L1
May 2023
Market Note: INJ Ecosystem Fund Boost Has Precedent
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...
17 Min
Layer 1 / L1
May 2023
Preparing For Shanghai
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...
7 Min
Layer 1 / L1
Apr 2023
Everybody Needs *******
Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy....
37 Min
Infrastructure
Mar 2023
Brace Yourselves, Shanghai Is Coming
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...
21 Min
Liquid Staking
Mar 2023
Bitcoin: More Than Just Digital Gold?
🔍 Bitcoin: More Than Just Digital Gold? In just the span of 1 month, over 100,000 Bitcoin Ordinals were inscribed […]...
7 Min
Layer 1 / L1
Mar 2023
Bitcoin's New Narrative: Ordinals
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...
16 Min
Layer 1 / L1
Feb 2023
Solana Sees Resurgence in 2023 With Rise in Active Wallets
🌅 Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas […]...
4 Min
Layer 1 / L1
Jan 2023
Total Liquidity Processed by Solana Plummets
🌅 Welcome! The Alameda investment portfolio has been leaked while Ledger is launching a hardware wallet with an interactive touch-screen. […]...
4 Min
Layer 1 / L1
Dec 2022