When the world comes on chain
We think number goes up Hyperliquid is turning into a venue for everything, and a third of its volume is no longer crypto. We sized what HYPE is worth if that continues, crypto volume returns to
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Perps Will Eat Options
On why crypto needs options and why perp exchanges could end up owning that market For the past couple of weeks, I have been playing around with Papertrade. The house takes the other side of
On Conditional Markets
What Happens When Governance Becomes a Market? Note: Was originally published on our daily newsletter. More on that soon. Every prediction market today, from a contract on @Polymarket to a listing
Your AI Agent Screwed Up!
Who pays when your AI agent screws your money up? Meta recently shipped Muse, a personal agent that is probably the closest thing to Iron Man's Jarvis we've ever had. Within ten days of
Stocks With Benefits
On who wins when stocks grow on-chain Back in 2017-18, when Ethereum proved smart contracts work, we wanted to put everything on-chain. But the reality of how underprepared the infra was for the