- DeSci
The Future Of Medicine Is Tokens
The DeSci thesis: permissionless capital formation for science, IP-NFTs, and why value accrues to scientists, DAOs and vertical marketplaces like...
- Social
Commerce In The Fluid Web
Revising Mitra's Web 3.0 into 5C: context, content, commerce, community and crypto, and how a fluid, vertically personalized web blurs...
- Infra
The Fappening
The Fat App Thesis: why value accrues from protocols to apps. Appchains, the superapp X, the Trojan Middleware and the...
- Social
Crypto Products, But Increasingly Useful
Applying Bill Gurley's Increasing Marginal Utility (IMU) to web3: how social, curation and search products like Lens, Tribz, Shil.me and...
- ZK
Part 1: Can We Kill Moloch? ZK Basics and Virtual Machines
A primer on zero-knowledge proofs in blockchains: why ZKPs matter, STARKs vs SNARKs, the proving pipeline, hardware acceleration, and the...
- Infra
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...
- Infra
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...
- Social
Social Web 3
The next generation of the social internet: indexing addresses not pages, horizontal vs vertical relevance, identifiers-as-a-service and ZK attestations that...
- Social
Improving Community Distribution
Why airdrops are bad customer acquisition, and how warrants, continuous distribution and gamified KPI-based emissions create better protocol incentive alignment....
- Infra
The Bridges Are Dead, Long Live The Bridges!
The case for Generalized Messaging Protocols over token bridges: architectures of Axelar, Abacus, Nomad, LayerZero, Wormhole, XCMP, IBC and Chainflip,...
- Infra
Web 3 Middleware
A bottoms-up map of the Web 3 middleware stack: storage, data models, indexers, access controls and integration platforms, and how...
- DeFi
A Lot Of On-Chain Options, But Few To Exercise
A deep dive into the on-chain options landscape: the trends, the pain points, and what could be built to make...