Interest rate elasticity is one of DeFi's greatest threats right now. Bring stability to the market through Size Credit and the space is infinitely better positioned to go mainstream.
The growing cloud of regulatory uncertainty forces builders to constantly rethink the balance between effective decision making and decentralization. Crypto now needs to learn from the hierarchical approach that it exists to oppose.
The first in a new content series where we share unpolished-but-maybe-useful ideas from our group discussions. We start by thinking about how introducing preferential routing to decentralized networks could affect the underlying economies driving them.
Part three of our Thesis 2024 series explores why DeFi Summer 2.0 could be led by Bitcoin. Find out how and why DeFi is developing on the infra for crypto's leading asset.
The first article in our Thesis 2024 series which explores the concepts that will shape the industry. It only makes sense to begin by honing in on censorship resistance (or the lack of it) and the significant threat it poses to decentralized systems.
Blockchain and AI are both targets for tech trolls’ ever-contrarian views. The myst of unknowns is now falling from the two sectors and clear opportunities for synergy are starting to emerge.
Bull market frenzy is running wild. Yet key TradFi indicators paint a different story and long-term outcomes remain bear-ish. Of course, this is crypto, and anything can happen...
A DeFi fantasy or nightmare? Decentralized on- and off-ramps are an industry ideal but progress to date has been a slow bleed. Let’s cut right to the heart of the current issues and possibilities.
Are airdrops poisoning projects’ success? The promise of free tokens is a traction strategy forged in up-only markets and it's now clear that founders need to look elsewhere for a step up in growth.
RWAs have been painted as a next bull run driver. In reality, the infra framing them isn’t close to being effective. Are they a fix-all or are we glossing over obvious failures?
Is X a wolf in sheep's clothing? It has re-positioned itself as a home for contrarian thinkers under Elon, but ultimately retains centralized control. Distributed social communities are now turning these power structures on their heads.
Constant societal conditioning sees us relinquish our freedoms and individuality from the moment we're born. Web3 identity tools are now taking them back.
UniV4 is a sophisticated protocol update capable of simplifying order book innovation. Let's speculate around what could be achieved in the near future...
Creators are drowning feeds with AI-gen content. DeSoc, and more specifically on-chain attestation, could hone the delivery of more relevant and enriching content to users.
All roads began with Bitcoin, but they ultimately end with decentralization. The maxi mindset is a barrier to innovation that isn't just hampering growth in the space, but to the OG blockchain itself.
