RWA
BlackRock BUIDL: How Tokenized Treasuries Are Reshaping Fixed Income
BlackRock's BUIDL fund has surpassed $1.7B in AUM, making it the largest tokenized money market fund. We analyze the implications for traditional fixed income markets.
AI Agents
Virtuals Protocol and the Rise of Autonomous AI Agent DAOs
AI agents are forming their own DAOs, managing treasuries, and executing on-chain strategies. A deep dive into the Virtuals Protocol ecosystem.
Ethereum
Ethereum Pectra Upgrade: What EIP-7702 Means for Account Abstraction
The Pectra upgrade brings EIP-7702, fundamentally changing how EOAs interact with smart contracts. Technical breakdown and ecosystem impact analysis.
TradFi
Fed Rate Decisions and Their Cascading Effect on DeFi Yields
With the Fed holding rates at 3.5-3.75%, we trace the transmission mechanism from traditional monetary policy to on-chain lending rates.
Bitcoin
Bitcoin Post-Halving: On-Chain Metrics vs Historical Cycle Patterns
Comparing the current cycle to 2016 and 2020 halvings using MVRV, SOPR, and realized cap data. Where are we in the cycle?