Berachain: Memetic Playground or DeFi Utopia? Will Berachain get rekt by impermanent loss? Is the community worth anything? Is the tech actually anything novel?… As a former Bera naysayer, I wanted to share some thoughts on what changed my mind: arnav.xyz/berachain

Great convo about the direction of crypto infrastructure with Arnav and Anirudh Pai at Anamaria Marian

Killer thesis about Publisher-Exchanges and the opportunity for crypto, written by Arnav arnav.xyz/crypto-killer-…

Reminder that Tron has over $57B worth of stablecoins, predominately held by people in emerging markets The chain sucks: high txn fees, centralized af (27 validators), terrible UX, limited DeFi etc. How is there not a single L1 or L2 mission-driven to compete for this market??

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Meeting Argentine startups really makes the CT & VC crypto games seem so silly - The 15th restaked supercharged AltVM L2? - The 5,000th political memecoin? - DePIN this, Crypto AI that Nah, just real cash-flowing businesses serving millions of local Argentines

In a new report by Proof of Stake Alliance (POSA), khushi, Nikhil Raghuveera, and Jane Khodarkovsky explore the policy and legal implications of inclusion lists—an important mechanism designed to enhance Ethereum's censorship resistance. Read on for an overview ⬇️

Today we're releasing the mev-commit whitepaper; a culmination of two years of research and ecosystem collaboration on real-time commitments. Read it here: drive.google.com/file/d/1c--a2f…

Fastlane Labs is excited to share we've raised $6M led by @figmentcapital and @dba_xyz to build the first-ever Holistic Liquid Staking Token, exclusively on Monad. We're building towards long-term, positive-sum MEV on Monad; where users, dApps, and stakers all stand to benefit.

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I'm thrilled to announce that I'm joining BanklessVC as a Partner

"The stablecoin market has lots of gold, yet relatively little that is hidden" Perfectly encapsulates today's stablecoin market: Driven by incumbents yet rich with opportunity in the global south + purpose-built onchain protocols

Founder of Airwallex ($6.2B) is wrong about stablecoins. Let's break it down: "Stablecoin is the money of the internet, but the biggest challenge is to prove its “clean money”. Only platforms with distribution can do that." > Yes, proving that stablecoins are "clean money" is

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Most new trading platforms overindex on financializing interactions (e.g., Zora) but neglect curating truly engaging content Imo the next wave of trading unicorns will optimize for "unregretted user minutes" above all else- building sticky social and/or emotional experiences

alts will never look the same again. Most new runners will use: > Doppler healthy onchain TGEs > Futarchy-based governance > End foundations -> onchain rev > Blockworks transparency framework > MM disclosures must watch from Felipe Montealegre (IFS) youtube.com/watch?v=99XsVS…

DePIN in emerging markets is one of the most underrated sectors in crypto. For us, crypto is a way to build wealth, but for EMs it can fundamentally improve quality of life. Whether it's access to internet, energy, payments or simply the ability to earn a new kind of living

After peaking at over $2.5B in trading volume around the 2024 election, Polymarket’s daily volume has since stabilized to ~$1B a month, mostly driven by sports betting, politics and crypto/finance But the next wave of growth will require a new set of catalysts. I see 5 that