Selling Blobspace: Ethereum's DA Business Model After Fusaka
Fusaka multiplied Ethereum's blob capacity and set a fee floor. Revenue capture still lags. We examine whether cheap DA is a strategy or a subsidy.
DeFi about 14 hours ago
[BTCFi Series 7] Covenants: Bitcoin's Frozen Fork
CTV and CSFS would unlock vaults, cheaper bridges, and Ark-scale off-chain venues. We trace why activation stalled and what a 2026 out-of-Core push means.
BTCFi 3 days ago
The Great Crashes, Part 3 — 10/10, The $19B Day
A forensic post-mortem of October 10, 2025: how a tariff shock, a Binance index quirk, and looped USDe collateral produced crypto's largest liquidation.
Machines That Pay: x402 and Agentic Commerce Rails
A mechanism deep-dive into x402, its facilitator architecture, and how stablecoin rails compete with Visa Intelligent Commerce and Google's AP2 for agent payments.
DeFi 8 days ago
Prediction Markets at the Regulatory Crossroads
A structural and legal analysis of Kalshi v. Illinois, CFTC preemption, CLOB vs. AMM microstructure, and what each outcome means for onchain prediction venues.
DeFi 10 days ago
Trackers 트래커 トラッカー 追踪器 Trackers
Recents
View all Selling Blobspace: Ethereum's DA Business Model After Fusaka
Fusaka multiplied Ethereum's blob capacity and set a fee floor. Revenue capture still lags. We examine whether cheap DA is a strategy or a subsidy.
DeFi 16 min read
[BTCFi Series 7] Covenants: Bitcoin's Frozen Fork
CTV and CSFS would unlock vaults, cheaper bridges, and Ark-scale off-chain venues. We trace why activation stalled and what a 2026 out-of-Core push means.
BTCFi 17 min read
The Great Crashes, Part 3 — 10/10, The $19B Day
A forensic post-mortem of October 10, 2025: how a tariff shock, a Binance index quirk, and looped USDe collateral produced crypto's largest liquidation.
Machines That Pay: x402 and Agentic Commerce Rails
A mechanism deep-dive into x402, its facilitator architecture, and how stablecoin rails compete with Visa Intelligent Commerce and Google's AP2 for agent payments.
DeFi 17 min read
Prediction Markets at the Regulatory Crossroads
A structural and legal analysis of Kalshi v. Illinois, CFTC preemption, CLOB vs. AMM microstructure, and what each outcome means for onchain prediction venues.
DeFi 20 min read
Seven Days Unnoticed: The Secret Network Bridge Drain
A post-mortem of the ~$4.67M infinite-mint exploit on Secret Network's Axelar bridge, and what the seven-day detection gap says about cross-chain trust.