Analysis - Articles & Guides

Written by David Christopher • 2 days ago • 3 min read Evolving Lighter's Technical Architecture, Together Inside the crowdsourced AI challenge that’s made Lighter’s ZK prover over 5x faster in three day... Analysis 0 0

Written by William M. Peaster • 3 days ago • 5 min read Breaking Down Ethereum's New Issuance Debate EIP-8363 would cap Ethereum's staking ratio by burning issuance past 50% staked. Here's where the de... Analysis 0 0

Written by David Christopher • 4 days ago • 4 min read Kalshi's Exchange for Everything Kalshi is using prediction markets and regulated perps to build an exchange where nearly any asset, ... Analysis 0 0

Written by William M. Peaster • 5 days ago • 4 min read What Does the Ideal Hardware Wallet Look Like? Considering cold wallets post-Coldcard. What foundations would make a hardware wallet virtually impo... Analysis 2 0

Written by David Christopher • 6 days ago • 4 min read HIP-4 Must Get Ready for the Midterms HIP-4 permissionless deployments are live on testnet. Hyperliquid should make sure they get to mainn... Analysis 0 0

Written by David Christopher • 1 week ago • 4 min read Inside Uniswap's Land Grab on Robinhood Chain Uniswap has facilitated $12.8B on Robinhood Chain in a month. How v4 hooks and a new Launches tab ar... Analysis 0 0

Written by William M. Peaster • 1 week ago • 3 min read Memecoins Are Trading Against Stocks Now Stock-paired memecoins are Robinhood Chain's newest meta.... Analysis 0 0

Written by David Christopher • 1 week ago • 3 min read Sportsbooks Are Building the Prediction Markets They Once Fought Sportsbooks are using federal exchanges to offer sports contracts in states where their own books ar... Analysis 0 0

Written by William M. Peaster • 1 week ago • 3 min read Zcash Trades Trust for Proof Zcash's Ironwood upgrade is live, replacing the wounded Orchard pool with a formally verified succes... Analysis 0 0

Written by David Christopher • 1 week ago • 4 min read While Some Crypto Firms Collapse, Others Are Buying MoonPay, Circle, and Kraken all acquired infrastructure this month, but for very different reasons.... Analysis 0 0

Written by William M. Peaster • 2 weeks ago • 8 min read A Beginner's Guide to Fake World Assets Fake World Assets is Ethereum's breakout NFT gacha. Here's how it works, how to play, and what to wa... Analysis 0 0

Written by William M. Peaster • 2 weeks ago • 5 min read The SEC Puts DeFi Vaults on Notice Hester Peirce's new vaults and lending statement draws the line at human discretion.... Analysis 1 0

Written by William M. Peaster • 2 weeks ago • 3 min read DeFi's Due Diligence Super Tool Transparency doesn't equal legibility, so Herd is turning DeFi vaults into something humans can actu... Analysis 0 0

Written by William M. Peaster • 2 weeks ago • 5 min read The Buy ETH, Sell Gold Trade? A look at the stretched ETH/gold ratio and how traders can express the long ETH, short gold bet onch... Analysis 1 0

Written by William M. Peaster • 2 weeks ago • 5 min read Morpho Midnight and the Rate DeFi's Been Missing Morpho Midnight is aimed at powering the fixed-rate, fixed-term lending DeFi needs for institutions.... Analysis 0 0

Written by William M. Peaster • 3 weeks ago • 4 min read Ethereum Is Building Reunification Machinery Ethereum outsourced scaling to L2s. Now native proof verification and fast finality can bring them b... Analysis 1 0

Written by William M. Peaster • 3 weeks ago • 3 min read The Stablecoin Logic of Stripe's PayPal Bid PayPal in the front, Tempo in the back?... Analysis 2 0

Written by David Christopher • 3 weeks ago • 5 min read JTX Is Jito's Bid to Become Solana's Front Door Do trades fill better on Solana than on Coinbase? JTX's new Good Trade feature puts that to the test... Analysis 0 0

Written by David Christopher • 3 weeks ago • 5 min read CLARITY Advances as Its Political Path Narrows The CLARITY Act cleared Senate Banking, but an unresolved ethics fight, a departing White House nego... Analysis 0 0

Written by David Christopher • 3 weeks ago • 5 min read Who Sent This Bot? The Web Needs an Answer AI agents are getting blocked alongside crawlers because websites can't tell them apart, so the race... Analysis 1 0

Written by William M. Peaster • 3 weeks ago • 3 min read DeFi's Big Robinhood Chain Winners Memes lit the fuse on Robinhood Chain, but DeFi's blue chips are also catching the upside as picks a... Analysis 0 0

Written by David Christopher • 1 month ago • 4 min read Inside x402's Breakout Traction Inference routing and premium data are working for x402. Content monetization could be what makes it... Analysis 1 0

Written by William M. Peaster • 1 month ago • 3 min read Robinhood Chain's Unexpected Meme Meta Robinhood built its L2 for serious onchain finance, but degens had other plans.... Analysis 0 0

Written by David Christopher • 1 month ago • 4 min read How Strategy Can Sell Billions More in Bitcoin Strategy sold $216M in Bitcoin to fund dividends but still reports full $1.25B reserve capacity. The... Analysis 0 0

Written by William M. Peaster • 1 month ago • 5 min read Ethereum's Third and Ultimate Form Is Taking Shape Nearly every major piece of Ethereum is slated for transformation. ... Analysis 1 0

Written by William M. Peaster • 1 month ago • 5 min read Robinhood Just Revealed Lighter's Master Plan Robinhood's integration marks the first Lighter Domain, and a preview of how the zk perps DEX plans ... Citizen-only Analysis 1 0

Written by David Christopher • 1 month ago • 4 min read Open USD Is Coming for Circle's Margins The newest major stablecoin consortium is offering businesses a better deal than Circle has. Will Ci... Analysis 1 0

Written by David Christopher • 1 month ago • 5 min read Solana’s Venice is Loading The case for confidential compute on Solana amid the ANSEM frenzy has an interesting setup forming f... Citizen-only AnalysisOpinion 1 0

Written by William M. Peaster • 1 month ago • 3 min read The Case for a Second Ethereum R&D Lab Making ETH inevitable and scaling Ethereum to the world. Ethlabs's co-founders sat down with Bankles... Analysis 0 0

Written by William M. Peaster • 1 month ago • 3 min read Will SOL Keep Outperforming? SOL outperformed everything in crypto today. Here's why Solana's bull case is improving.... Citizen-only Analysis 1 0

Written by David Christopher • 1 month ago • 5 min read Fomo Is Leading the Charge for Social Trading's Next Wave Fomo just raised a major funding round to take its social trading vision to the next level. Opportun... Analysis 2 0

Written by David Christopher • 2 months ago • 4 min read Is Strategy's Bitcoin Machine Breaking Down? Strategy's structure runs on Bitcoin, MSTR common stock, and STRC preferred, and right now all three... Analysis 0 0

Written by Bankless • 2 months ago • 3 min read The Ethereum Foundation Reveals New Structure The Ethereum Foundation just announced its biggest organizational overhaul in years.... Analysis 1 0

Written by William M. Peaster • 2 months ago • 3 min read Ethlabs Is the Latest Group Fighting for Ethereum's Future Former Ethereum Foundation researchers have launched Ethlabs, an independent org set on making Ether... Analysis 2 0

Written by David Christopher • 2 months ago • 4 min read Why CME Is Really Suing the CFTC Over Perps CME wants Kalshi's Bitcoin perp reclassified as a swap, not banned. That distinction reveals what's ... Analysis 0 0

Written by David Christopher • 2 months ago • 3 min read How Re Is Turning Reinsurance Into a Stablecoin Yield Source Onchain capital is entering one of finance's oldest and most opaque markets: reinsurance.... Analysis 1 0

Written by William M. Peaster • 2 months ago • 3 min read Can MegaETH's MOSS Fix Crypto's Wallet Mess? MegaETH is replacing wallet juggling with MOSS. The team explains the system on the latest Bankless ... Analysis 1 0

Written by David Christopher • 2 months ago • 4 min read The Research You Were Never Going to Read Coinbase joins an expanding list of fintechs using agents to make their platforms greater than the s... Analysis 2 0

Written by William M. Peaster • 2 months ago • 3 min read Self-Repaying Loans All Grown Up: A Look at Alchemix V3 Alchemix, one of DeFi's OG protocols, recently shipped its biggest rework yet.... Analysis 1 0

Written by William M. Peaster • 2 months ago • 5 min read A New Kind of Stablecoin Is Brewing on Ethereum What if stablecoins didn't use dollars or liquidations?... Analysis 1 0

Written by David Christopher • 2 months ago • 5 min read Crypto's Formal Verification Moment Formal verification looks like crypto's best shot at becoming real financial infrastructure.... Analysis 2 0

Written by David Christopher • 2 months ago • 5 min read The Hyperliquid Altcoin That's Getting Interesting Again Kinetiq dominates liquid HYPE staking but its core business is shrinking. Its new Launch platform co... Citizen-only Analysis 0 0

Written by William M. Peaster • 2 months ago • 4 min read The Future of Perps in America CFTC Chairman Mike Selig maps the new U.S. perpetuals frontier on Bankless.... Analysis 0 0

Written by William M. Peaster • 2 months ago • 4 min read Why Crypto Bled and Bounced A 32 BTC sale, a Zcash scare, a hot jobs report, and a flush that wiped billions. Then Saylor bought... Analysis 0 0

Written by David Christopher • 2 months ago • 3 min read Rotten Apples in the Orchard Zcash patched a critical privacy pool bug that could have enabled fake ZEC, though it can't prove, a... Analysis 3 0

Written by David Christopher • 2 months ago • 4 min read Venice's Plan to Take on OpenAI Venice's two-front bet to rival OpenAI and Claude: win consumers with private, uncensored, aggregate... Analysis 2 0

Written by William M. Peaster • 2 months ago • 4 min read Getting Started with Monster on MegaETH A look at Monster on MegaETH, a slick, simple platform for ripping tokenized Pokémon cards.... Analysis 1 0

Written by David Christopher • 2 months ago • 3 min read Is LIT the Most Underpriced Perps Bet in Crypto? Will Price and Delphi's Flip make the case that LIT is underpriced for what Lighter has built.... Analysis 0 0

Written by William M. Peaster • 2 months ago • 3 min read Tacit: A New Take on Confidential Bitcoin DeFi Confidential tokens, an anonymous mixer, a private AMM, and trustless wrapped BTC, all on the Bitcoi... Analysis 2 0

Written by William M. Peaster • 2 months ago • 3 min read Can Zcash Make Privacy Normal? A coin built for the shadows is scaling into the light.... Analysis 0 0

Written by David Christopher • 2 months ago • 5 min read Eigen's Darkbloom Turns Idle Macs Into a Private AI Network Eigen Labs just launched Darkbloom, which stitches idle Apple Macs into a private inference network.... Analysis 2 0

Written by David Christopher • 2 months ago • 5 min read Is DeFi's Security Model Broken? Is all of DeFi unsafe for now amid the specter of AI tools, or is that too pessimistic?... Analysis 2 0

Written by David Christopher • 3 months ago • 3 min read Can Crypto Save the Internet? Bots are strip mining the open web. Cloudflare's CEO thinks x402 and stablecoins are the solution.... Analysis 3 0

Written by William M. Peaster • 3 months ago • 4 min read Why HYPE Is Running Hyperliquid is up big YTD and just hit a new ATH. Here's what's behind the run.... Analysis 2 0

Written by William M. Peaster • 3 months ago • 3 min read The Art of Making Onchain Objects Last InfiNFT had the right answer to decentralized storage in 2020. Now, Forever Library is taking up the... Analysis 1 0

Written by William M. Peaster • 3 months ago • 2 min read Ethereum Is Going to Bat for Privacy Protocols Devs are removing the structural obstacles facing Ethereum's privacy protocols.... Analysis 0 0

Written by William M. Peaster • 3 months ago • 3 min read V1 CryptoPunks Just Got Their Marketplace Back V1s can now trade through the original 2017 contract without wrappers.... Analysis 2 0

Written by David Christopher • 3 months ago • 7 min read How USDC Wins the Hyperliquid Deal Tether dominates Binance, but Coinbase just installed USDC on Hyperliquid. The battle for stablecoin... Analysis 1 0

Written by William M. Peaster • 3 months ago • 3 min read Ethereum's Wikipedia for Smart Contracts A look at 'Ethereum History,' a grassroots archive working to contextualize the earliest deployments... Analysis 1 0

Written by David Christopher • 3 months ago • 3 min read Venice Amidst the Inference Shift Cerebras' IPO marked AI's shift from training to inference. Venice's ecosystem, with tokens like DIE... Analysis 1 0

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