Solana's Second Engine: Firedancer, BAM, and Emissions
How Jito's BAM, Firedancer's arrival, and the SIMD-0550 emission fight are reshaping who captures value on Solana, and who bears the risk.
DeFi about 20 hours ago
Private Credit Onchain: Three Models, One Gap
Figure, Maple, and Tradable now anchor the largest RWA category. The gap between distributed and represented value shows what "onchain credit" actually means.
DeFi 6 days ago
Who Builds the Blocks: The MEV Supply Chain in 2026
Titan holds half of Ethereum's block production. BuilderNet's TEEs and ePBS promise reform. Neither dismantles the moats that create concentration.
DeFi 10 days ago
Exit Hashrate: Miners, AI, and Bitcoin's Security Budget
Public Bitcoin miners are converting into AI datacenters. We examine what over $70B in HPC contracts means for hashrate, fees, and BTCFi security.
Where Stablecoins Actually Settle: Tempo, CPN, Plasma
The gap between $28T of stablecoin volume and the sliver that is actual payments, and what Tempo, CPN, and Plasma each try to solve.
DeFi 27 days ago
Trackers 트래커 トラッカー 追踪器 Trackers
Recents
View all Solana's Second Engine: Firedancer, BAM, and Emissions
How Jito's BAM, Firedancer's arrival, and the SIMD-0550 emission fight are reshaping who captures value on Solana, and who bears the risk.
DeFi 15 min read
Private Credit Onchain: Three Models, One Gap
Figure, Maple, and Tradable now anchor the largest RWA category. The gap between distributed and represented value shows what "onchain credit" actually means.
DeFi 13 min read
Who Builds the Blocks: The MEV Supply Chain in 2026
Titan holds half of Ethereum's block production. BuilderNet's TEEs and ePBS promise reform. Neither dismantles the moats that create concentration.
DeFi 14 min read
Exit Hashrate: Miners, AI, and Bitcoin's Security Budget
Public Bitcoin miners are converting into AI datacenters. We examine what over $70B in HPC contracts means for hashrate, fees, and BTCFi security.
Where Stablecoins Actually Settle: Tempo, CPN, Plasma
The gap between $28T of stablecoin volume and the sliver that is actual payments, and what Tempo, CPN, and Plasma each try to solve.
DeFi 17 min read
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