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Analysis

Analysis

+1

AntSeed’s Open Inference Network Faces Its First Test
LockSimple

Nov 13, 2026

•

7 min read

AntSeed’s Open Inference Network Faces Its First Test

New lab rules will test how much of AntSeed’s market holds up without discounted frontier access.

David Christopher
David Christopher

Analysis

+1

Variational's Broker Bet Goes Public

Nov 12, 2026

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5 min read

Variational's Broker Bet Goes Public

Omni’s private beta is over, and its single dealer design is about to face a much bigger test.

William Peaster
William Peaster

Analysis

+1

MEGA's $30M Bet on Inference Markets

Nov 11, 2026

•

4 min read

MEGA's $30M Bet on Inference Markets

Verification gets MEGA to the starting line. Privacy and future capacity are what would set it apart.

David Feld
David Feld

Analysis

+1

Crypto Privacy Expands to the Network Layer

Nov 10, 2026

•

6 min read

Crypto Privacy Expands to the Network Layer

Zodl just made IP shielding a default for Zcash users, and it’s part of a wider push in crypto to hide who’s behind transactions.

William Peaster
William Peaster

Analysis

+1

Hyperliquid's First L2 Arrives

Nov 9, 2026

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4 min read

Hyperliquid's First L2 Arrives

Kinetiq's Elysium gives Hyperliquid the throughput HyperEVM deliberately lacks. Day one showed real demand, but turning it into lasting activity is the harder test.

David Feld
David Feld

Analysis

+1

A Field Guide to Robinhood Chain's Hook Economy
LockSimple

Nov 6, 2026

•

11 min read

A Field Guide to Robinhood Chain's Hook Economy

Robinhood Chain has become the most crowded testing ground for Uniswap v4 hooks. Here's everything you need to know.

William Peaster
William Peaster

Analysis

+1

Zcash's Next Upgrade Arrives

Nov 5, 2026

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3 min read

Zcash's Next Upgrade Arrives

NU7 brings faster blocks, greater throughput, and new token economics, marking another step toward Zcash's ambition of private payments at scale.

David Feld
David Feld

Analysis

+1

Ethereum Is Shipping Around Itself

Nov 4, 2026

•

5 min read

Ethereum Is Shipping Around Itself

Faster deposits, cheaper contracts, and a post-quantum signature check are all reaching Ethereum without a hard fork.

William Peaster
William Peaster

Analysis

+1

Crypto After the Midterms: Investigations, Not Legislation?

Nov 3, 2026

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3 min read

Crypto After the Midterms: Investigations, Not Legislation?

Crypto is heading into Election Day after absorbing the largest hack in its history, and with another major uncertainty looming over markets.

David Feld
David Feld

Analysis

+1

5 Upgrades That Can Turn Zcash Into Private Cash at Scale

Nov 2, 2026

•

4 min read

5 Upgrades That Can Turn Zcash Into Private Cash at Scale

From faster blocks landing this week to private RPC payments still on the whiteboard, here's the roadmap Zcash's builders laid out on Bankless.

William Peaster
William Peaster

Analysis

+1

Binance Just Suffered the Biggest Hack in Crypto History. What Now?

Oct 30, 2026

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3 min read

Binance Just Suffered the Biggest Hack in Crypto History. What Now?

Binance says it will cover the $6.3 billion loss. Here's what we know about the attack, and what to watch before withdrawals reopen.

David Feld
David Feld

Analysis

+1

Why Apps Keep Coming Home to Ethereum

Oct 29, 2026

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4 min read

Why Apps Keep Coming Home to Ethereum

ENSv2 launched on mainnet instead of its planned L2, and it's not the only app heading home. Here's what's driving the shift.

William Peaster
William Peaster

Analysis

+1

Can ORE Make Hard Money Without Proof of Work?

Oct 28, 2026

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5 min read

Can ORE Make Hard Money Without Proof of Work?

ORE has dropped computational proof of work. Here is how it works, and the case for and against it as a store of value.

David Feld
David Feld

Analysis

+1

Zcash's Dev Fund Has a Market Success Problem

Oct 27, 2026

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6 min read

Zcash's Dev Fund Has a Market Success Problem

ZEC's price run has turned a fixed 8% grants stream into a big trove, and now Zcash's own builders want to turn it down.

William Peaster
William Peaster

Analysis

+1

The Rise of Onchain Inference Markets

Oct 26, 2026

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4 min read

The Rise of Onchain Inference Markets

Orbio, Surplus Intelligence, and Antseed are all making AI inference cheaper onchain, and each in a different way.

David Feld
David Feld

Analysis

+1

Crypto's Two Answers to AI Bug Hunters

Oct 23, 2026

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3 min read

Crypto's Two Answers to AI Bug Hunters

As AI makes bugs cheap to find, crypto is splitting between agility and minimalism.

William Peaster
William Peaster

Analysis

+1

Why DefiLlama’s Data Markets Are Interesting

Oct 22, 2026

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5 min read

Why DefiLlama’s Data Markets Are Interesting

DefiLlama’s new markets are already pricing onchain earnings, quoting hack risk, and turning its methodology into money.

William Peaster
William Peaster

Analysis

+1

Coinbase's Plan for a Quantum-Safe Bitcoin

Oct 21, 2026

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3 min read

Coinbase's Plan for a Quantum-Safe Bitcoin

New addresses, new signatures and a plan for coins that never move: here's what Coinbase thinks Bitcoin needs.

David Feld
David Feld

Analysis

+1

Why Papertrade Won't Let PAPER Trade

Oct 20, 2026

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6 min read

Why Papertrade Won't Let PAPER Trade

In a house pool exchange, the token is the house. That's why Papertrade won't let it trade.

William Peaster
William Peaster

Analysis

+1

The CFTC's Proposed Rules to Reshape U.S. Crypto Markets

Oct 19, 2026

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3 min read

The CFTC's Proposed Rules to Reshape U.S. Crypto Markets

Chairman Selig's CTX and CAM proposals could bring retail margin onshore, put exchanges under one federal roof, and reshape the fight over prediction markets.

David Feld
David Feld

Analysis

+1

Pearl and the Security Budget Bitcoin Can't Solve

Oct 16, 2026

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5 min read

Pearl and the Security Budget Bitcoin Can't Solve

Pearl lets the work that secures its network also serve paying AI customers. Here's why that matters for Bitcoin's mining economics, and the risks.

David Feld
David Feld

Analysis

+1

Privacy Apps Are Having Their Moment

Oct 15, 2026

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3 min read

Privacy Apps Are Having Their Moment

The app layer is where crypto privacy is heating up most right now. Here are 7 new releases you can try today.

William Peaster
William Peaster

Analysis

+1

Crypto's Quantum Defense Is Being Built in the Open

Oct 14, 2026

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3 min read

Crypto's Quantum Defense Is Being Built in the Open

While others go into "bunker mode," Eigen's Yukon is crowdsourcing attacks and fixes with AI agents.

David Feld
David Feld

Analysis

+1

The Logic Behind Starknet's L1 Question

Oct 13, 2026

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3 min read

The Logic Behind Starknet's L1 Question

Starknet is weighing evolving into an L1 network. Here’s what’s driving the idea and what would change.

William Peaster
William Peaster

Analysis

+1

What to Know About Papertrade's Launch

Oct 9, 2026

•

3 min read

What to Know About Papertrade's Launch

Hyperliquid's 1000x perps experiment opens Saturday. Here's how it works, who's lining up, and what could go wrong.

David Feld
David Feld

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