95% of DeFi staking is economically absurd. Most staking models are broken. They rely on a simple, self-destructive loop: Print new tokens -> Pay stakers -> Price dumps due to inflation. If your...

71 views
01-18 06:50

The Hostile Takeover in Web3. How it happened? The conflict between Aave Labs and the DAO has exposed a critical flaw in how we define decentralized ownership. 1. The Core Dispute Ernesto Boado (found...

65 views
01-06 09:03

Gold +70%. Bitcoin -8%. What happened to Digital Gold? For years, we were sold the story that Bitcoin is the ultimate hedge, the Digital Gold that would lead the commodities rally. While traditional m...

53 views
12-29 10:11

This table explains why the crypto market feels "dead" despite billions in funding. In 2025, the Stablecoin and Payments sector raised massive rounds: Tempo: $500M. Ripple: $500M. ...

53 views
12-24 00:55

"Too Big to Fail" does not exist in crypto. We recently looked at the TVL chart of MEV Capital, once a titan among Risk Curators. Just two months ago, in October, they were ranked #3 globall...

46 views
12-23 00:36

Hyperliquid was the King of Decentralized Perps. Now it holds only 18% market share. A year ago, they were untouchable. Today, despite having a die-hard community, a really good product, massive profi...

49 views
12-18 09:11

New "Crime" in the BNB Ecosystem. The market consensus was that Opinion Labs would be the chosen Prediction Market for the BNB chain (and CZ). Then, out of nowhere, CZ mentions Predict.Fun. ...

45 views
12-16 04:00

a16z crypto just released their "Big Ideas for 2026". We read the full report so you don't have to. Here are the 5 trends that will actually define the next cycle: 1) Privacy is the New ...

48 views
12-15 06:54

This crumpled piece of paper turned into $1.5B in Client TVL. 4 years ago: No team, no clients. Just a sharpie and a belief that Tokenomics needs engineering, not guessing. They told us the niche...

43 views
12-11 02:10

Crypto Spot Trading is dying. We pulled the data for ETH/USDT on Binance to compare the market structure of 2020 vs. 2025. March 2020: Perpetual/Spot Ratio: 1.38 For every 1 of Spot volume, there was ...

42 views
12-09 04:11

Most L1 Altcoins are walking zombies. We expect another 60-70% drop over the next 2 years. (Excluding BTC/ETH). The market structure has fundamentally shifted from the "Partnerships" and &qu...

43 views
12-08 04:34

5 hard truths that became obvious this year . 2025 didn't go exactly as the crowd predicted. It was a year of sobering realizations. 1) The Echo Chamber is Real. Crypto marketing currently feels l...

47 views
12-04 04:13

This is a masterclass in how NOT to launch a Tier-1 token. Monad raised a record $400M. Now it is trading below its presale price. 1. The Artificial Pump The sale valuation was $2.5B (0.025 ...

44 views
12-02 06:32

1 USDT is effectively backed by only 87 cents. S&P Global Ratings lowered USDT’s rating to 5 - the lowest possible score on their scale. We checked Tether’s reports to calculate the risks. Spoiler...

63 views
12-01 03:22

How teams burn treasury on buybacks for nothing We talk a lot about buybacks, but some teams use them absolutely straightforward. Case in point: $WLFI. The team periodically buybacks from a reser...

53 views
11-27 07:15

$TNSR is a perfect example of why, without legal protections, a token can end up as exit liquidity. The Tensor team had two products: Tensor NFT Marketplace and Vector.fun . Both routed 50% of al...

54 views
11-25 02:45

Will Monad fail to hit $400M? Right now the $MON presale pool on Coinbase sits at $155M out of the needed $188M, with 2 days left. On Polymarket, trading implies 67% odds of $...

63 views
11-21 05:01

Aqua by 1inch: TUV (Total Unlocked Value) If liquidity is water, DeFi still pours it into a hundred cups. 1inch is proposing a faucet that can fill several at once. Aqua is a new shared-liquidity laye...

54 views
11-19 03:35

How the ICO Meta Changed in 2025 OGs remember 2017: anyone could ape into any ICO with any amount, no KYC - a playground for manipulation. In 2021–2022 CoinList arrived: KYC became the norm, but users...

51 views
11-17 02:22

Buybacks are already an industry standard. In a recent proposal , Uniswap’s CEO shared that the DEX had long wanted to return value to token holders, but they were tied up in legal battles with Gary G...

52 views
11-13 05:06

View all on Telegram →

← All Channels · More in Other