The Fappening
The Fat App Thesis: why value accrues from protocols to apps. Appchains, the superapp X, the Trojan Middleware and the blockspace wars of the 2020s.
Why ATOM 2.0 Is Not Really A Gamechanger (Part II)
A breakdown of the ATOM 2.0 proposal: Interchain Security, Liquid Staking, Interchain Scheduler and Allocator, the new inflation schedule, and implications for Cosmos DeFi.
Searching For Scale And Value Capture In The Cosmic Noise (Part I)
A deep dive into Cosmos scaling: horizontal scaling, Interchain Security, L1 smart contract platforms (Evmos, Neutron, Juno, Archway) and modular blockchains (Dymension, Saga, Celestia).