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Latest posts
Last updated 3 days ago
Royco - DeFi's Risk Waterfall
3 days ago
When the rsETH exploit hit in April 2026, WETH reserves reached 100%...
Nado - Private Alpha to $58.5B Lifetime Volume
4 days ago
Most perp DEX volume is incentive-driven. A points program runs, traders farm...
Risk Costs More Now
5 days ago
Key Takeaways$100+ oil and $4.18 gasoline kill the easy-cut narrative.Hot PCE keeps...
Fluent - One State for Every VM
8 days ago
Every L2 picks a VM and optimizes for it. EVM chains attract...
Polymarket & Kalshi - Prediction Markets Move Into Perpetual Futures
10 days ago
Kalshi’s volume is over 90% sports, which compresses between seasons and surges...
Axis - Arbitrage Yield Without the Funding Rate Trap
12 days ago
Most yield stablecoins fail in one of two ways. T-bill wrappers compress...
Morpho Agents - DeFi Lending Built for Machines
16 days ago
AI agents have been transacting onchain for months, mostly through payments and...
LayerZero V2 - Splitting Protocol from Configuration
17 days ago
Crosschain messaging has a design problem: bundling verification, execution, and liveness into...
LayerZero V2 - Splitting Protocol from Configuration
17 days ago
Crosschain messaging has a design problem: bundling verification, execution, and liveness into...
Saturn - Building Bitcoin's Credit Layer
18 days ago
Yield-bearing stablecoins have settled into a predictable structure: tokenize Treasuries, pass through...
Liminal - xLEND Extends the Yield Layer
19 days ago
Stablecoin yield from lending compresses when borrowing demand drops. It does not...
Kulipa - The Card Layer Fintechs Need But Cannot Build Themselves
22 days ago
Moving dollars onchain is easy now. Using those balances at a merchant...