Trends

M0s decomposition of the stablecoin market helps us understand stablecoins better.

Sep 9 •

The Delegation Window and Limits of Vibe Coding

What's the job now exactly?

Sep 2 •

Circle's New Arc: Is ETH Just an Asset for Institutions?

Institutions love crypto-assets, just not in their chains?

Aug 26 •

GPT-5 and the Great Slowdown

What we learned about LLMs this year and what it means going forward.

Aug 12 •

The Base Tier List: Everything Coinbase Announced at Day One

The infrastructure stage is over.

Aug 8 •

Will Jito's BAM Recapture Institutional Interest from Ethereum?

Solana's programmable transaction sequencer is here.

Jul 29 •

Robinhood Marks the End of Crypto

Was Cannes a tipping point for crypto x tradfi?

Jul 15 •

The End of Serious Business Models

Will we all end up in the "edutainment" business?

Jun 24 •

Renzo's Dynamo: Issuers Are Done With AMMs

Renzo's vertical integration is the first of many to come.

Jun 17 •

Are Blockchains the Perfect Vessels for Agentic Memory?

Continuing to believe in crypto x AI

Jun 10 •

Why Crypto Needs a Better Society

Explaining the core value proposition of crypto and what's holding it back.

Jun 3 •

Why Distribution Comes First in 2025

The one thing capital markets™ don't want you to know.

May 27 •

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