🟪 Ethereum and Bitcoin Are Holding Us Back
As someone who’s been knee-deep in the trenches of blockchain development, I can’t help but wonder if these behemoths are really cutting it anymore.
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Ethereum and Bitcoin Are Holding Us Back
As someone who’s been knee-deep in the trenches of blockchain development, I can’t help but wonder if these behemoths are really cutting it anymore. Read More
Brought to you by:
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Top Insights
The Inflation Paradox: Inflation Is Still A Problem
This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are not in a recession, we are very much so in a "vibecession".
This bull run is boring.
Instead of crypto-native innovations, it’s driven by external factors:
• BTC/ETH ETFs
• Government policy flip flopping
• Potential interest rate decreases, etc.To turn this bull market into a super-cycle, we need strong internal innovations to… x.com/i/web/status/1…
— Ignas | DeFi Research (@DefiIgnas)
10:30 AM • Jun 1, 2024
Another week of fresh insights, ideas, trends, and essays from @VoltCapital
Week #2
Let’s dive in… x.com/i/web/status/1…
— Rob (@rsarrow)
9:15 PM • May 31, 2024
Curious how Coinbase’s new smart wallet works? I was too.
Here’s an overview of how it’s possible to create and use a crypto wallet through Touch ID without ever needing a chrome extension.
1. The secret sauce
Here's a demo video of a smart wallet in action:… x.com/i/web/status/1…
— cygaar (@0xCygaar)
10:20 PM • May 31, 2024
recent research
Research
Solana Mobile is a highly ambitious foray into the mobile consumer hardware market, seeking to open up a crypto-native distribution channel for mobile-first applications. The market for Solana Mobile devices has demonstrated a phenomenon whereby external market actors (e.g. Solana-native projects) continuously underwrite subsidies to Mobile consumers. The value of these subsidies, coming in the form of airdrops, trial programs, and exclusive NFT mints, have consistently covered the cost of the phone and generated positive returns for consumers. Given this trend in subsidies, the unit economics in the market for Mobile devices, and the initial growth rate and trajectory of sales, it should be expected that Solana mobile can clear 1M to 10M units over the coming years. As more devices circulate amongst users, Solana Mobile presents a promising venue for the emergence of killer-applications uniquely enabled by this mobile-first, crypto-native distribution channel.
by Luke Leasure
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