17 Jan 2026, 22:50 UTC90 views1 reactionsread 9 August 2026 Photo
95% of DeFi staking is economically absurd.
Most staking models are broken. They rely on a simple, self-destructive loop:
Print new tokens -> Pay stakers -> Price dumps due to inflation.
If your yield comes from the printer, you are the exit liquidity.
But we are seeing a shift to Net Positive Staking.
A prime example in 2026 is is Lighter.
On Jan 15, Lighter made staking mandatory for liquidity providers.
Inste…
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6 Jan 2026, 01:03 UTC73 views2 reactionsread 9 August 2026 Photo
The Hostile Takeover in Web3. How it happened?
The conflict between Aave Labs and the DAO has exposed a critical flaw in how we define decentralized ownership.
1. The Core Dispute
Ernesto Boado (founder of BGD Labs and previous CTO Aave Labs) proposed a hard pivot: transfer control of the Aave brand, domains, and social accounts directly to the DAO. His argument - the brand’s value is created collectively by the ho…
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29 Dec 2025, 02:11 UTC54 viewsread 9 August 2026 Photo
Gold +70%. Bitcoin -8%. What happened to Digital Gold?
For years, we were sold the story that Bitcoin is the ultimate hedge, the Digital Gold that would lead the commodities rally.
While traditional markets and Commodities have been tearing through All-Time Highs, crypto has been left behind.
The performance divergence over the last year is deafening:
Silver: +133%
Gold: +70%
Bitcoin: -8.68%
Gold and Silver wer…
23 Dec 2025, 16:55 UTC54 viewsread 9 August 2026 Photo
This table explains why the crypto market feels "dead" despite billions in funding.
In 2025, the Stablecoin and Payments sector raised massive rounds:
Tempo: $500M.
Ripple: $500M.
Meshpay: $82M.
The money is there. Huge money.
But everyone complaining about the lack of opportunities because Alpha has been privatized.
Following the passing of the GENIUS Act in July, the game changed. We've shifted from DAO governa…
22 Dec 2025, 16:36 UTC48 viewsread 9 August 2026 Photo
"Too Big to Fail" does not exist in crypto.
We recently looked at the TVL chart of MEV Capital, once a titan among Risk Curators.
Just two months ago, in October, they were ranked #3 globally with $1.5B in TVL (trailing only behind Steakhouse and Gauntlet).
Today, they manage only $288M.
That is an 80% drop in 60 days.
In November, the stablecoin protocol Stream Finance collapsed, losing $93M of user funds due to…
18 Dec 2025, 01:11 UTC51 views4 reactionsread 9 August 2026 Photo
Hyperliquid was the King of Decentralized Perps. Now it holds only 18% market share.
A year ago, they were untouchable.
Today, despite having a die-hard community, a really good product, massive profitability - the dominance chart is going down.
The founders decided that Token Price is the best Marketing.
They poured revenue into buybacks instead of aggressive expansion. It is too early to call it a mistake, but th…
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15 Dec 2025, 20:00 UTC47 views1 reactionsread 9 August 2026 Photo
New "Crime" in the BNB Ecosystem.
The market consensus was that Opinion Labs would be the chosen Prediction Market for the BNB chain (and CZ).
Then, out of nowhere, CZ mentions Predict.Fun.
The crowd immediately prepared for several months points farming (similar to the Aster), but the platform launches tomorrow, and there is an immediate Claim Page.
This is not a Reward. This is a Vampire Attack.
They took a sna…
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14 Dec 2025, 22:54 UTC50 views2 reactionsread 9 August 2026 Photo
a16z crypto just released their "Big Ideas for 2026".
We read the full report so you don't have to.
Here are the 5 trends that will actually define the next cycle:
1) Privacy is the New Moat.
Privacy is no longer just a feature for cypherpunks. It is becoming a core competitive advantage for businesses.
"Secrets-as-a-service" will emerge. If your protocol exposes user data by default, you are building legacy tech.…
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10 Dec 2025, 18:10 UTC45 views7 reactions1 Starread 9 August 2026 Photo
This crumpled piece of paper turned into $1.5B in Client TVL.
4 years ago: No team, no clients. Just a sharpie and a belief that Tokenomics needs engineering, not guessing.
They told us the niche was too small.
Today:
🔹 70+ Token Economies built
🔹 $25M+ Raised by clients
🔹 Team of 20+
We turned a napkin sketch into a full-stack economic lab.
We are gwowing and in 2026, we are releasing our internal AI tool to th…
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8 Dec 2025, 20:11 UTC43 viewsread 9 August 2026 Photo
Crypto Spot Trading is dying.
We pulled the data for ETH/USDT on Binance to compare the market structure of 2020 vs. 2025.
March 2020:
Perpetual/Spot Ratio: 1.38
For every 1 of Spot volume, there was 1.4 traded in Perps.
People were buying assets to hold.
December 2025:
Perpetual/Spot Ratio: 9.70
For every 1 of Spot volume, there is nearly 10 traded in Perps.
People are not buying the asset anymore. They are just …
7 Dec 2025, 20:34 UTC44 views3 reactionsread 9 August 2026 Photo
Most L1 Altcoins are walking zombies. We expect another 60-70% drop over the next 2 years.
(Excluding BTC/ETH).
The market structure has fundamentally shifted from the "Partnerships" and "Roadmaps" era to the era of P&L.
And the P&L of your favorite L1 looks terrible.
Here is the math:
1. The Fee Generation Trap
L1 business models rely entirely on transaction fees. Fees come from trading.
But who is trading heavil…
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3 Dec 2025, 20:13 UTC48 viewsread 9 August 2026 Photo
5 hard truths that became obvious this year.
2025 didn't go exactly as the crowd predicted. It was a year of sobering realizations.
1) The Echo Chamber is Real.
Crypto marketing currently feels like selling to the same 100,000 people on Crypto Twitter over and over again. The new blood? They are mostly buying Bitcoin ETFs, not your new L2 governance token.
2) Diamond Hands is a Losing Strategy.
In 99% of cases, ho…
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