Eli5DeFi

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Age 8 Year
Peak Tier 3
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Kaito just dropped a little teaser of what’s next. But with Inf0Fi looking equal parts frothy and grim, this kind of vague breadcrumbing isn’t going to cut it. Kaito needs to show more than a trailer. So far, the core issues with Kaito, and most “social coordination” layers in
KAITO1.54%
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I’ll say it again because it matters: money isn’t the destination, it’s the gear you use to get where you’re trying to go. And crypto can be one of the roads that gets you there. Mortgage paid off, debt erased, dream home bought, a passport full of stamps, retiring years ahead
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It’s compelling to stack $HYPE next to $MU, totally different arenas, yet both tend to ride the same wave of market risk-on sentiment. That said, Hyperliquid is starting to feel like the public face of crypto beyond stablecoins: the project that actually plugs into regulation
HYPE-4.15%
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To gain some understanding deeper on v4 Hooks, check out my previous post here ⤵
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Interactive Report →
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GameFi didn’t “cool off.” It got wiped out as a narrative. → 93% of 3,200+ Web3 gaming projects are basically ghosts. → $12–15B in funding vaporized. → Most games lasted ~4 months before tokens dumped 90%+ and the player base disappeared. → Rugs, scams, and straight-up
GAFI-4.24%
GAMES-22.62%
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$SPCX just hit the public markets and the chart’s been on fire. you want that kind of exposure but on-chain then you stumble on the post below. Okay, seems cool but it seems complicated asf. If your brain’s doing cartwheels trying to map how this works you're not alone, here’s
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It’s kind of funny that Vitalik brought up options just a week ago, yet we still don’t really have a truly solid on-chain options market. P lenty of teams have taken a swing at it, but most ended up with lukewarm traction (Dopex/Stryke, Thetanuts, etc.) mostly because the whole
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Quantum computers will eventually break the signatures most crypto uses today. The good news is we have a solid backup plan based on simple hash functions. The bad news is those backup signatures have been too big and too expensive to verify on Ethereum. A new optimization
ETH-2.26%
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Check Nico's post below ⤵
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Check detailed specifications here ⤵
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— And weekly spotlight here:
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— Check out our weekly bookmark here:
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One of the weird perks of being thoroughly unemployable is drowning in free time, enough to tear through an unreasonable amount of great reading. This week’s been pure whiplash: the Fable 5 launch, the out-of-nowhere Fable shutdown, the $SPCX IPO, and a geopolitical backdrop
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Check out our complete portfolio here:
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Decentralization and OSS are going to win. Maybe this is the whole point of decentralized, open-source infrastructure, and maybe it is the alarm clock we have been ignoring. Anthropic just had to flip the switch globally on Fable 5 and Mythos 5 after a U.S. export-control
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Plus, we’re going to see AI become more commoditized, with intelligence being the second determining factor. Check out my post here ⤵
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Wtf, this is not cool at all.
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You’ve got to have balls of steel to post this (assuming it’s legit). Going from $80M to scraping by on $500k would snap most people sanity. I’ve been in a similar spot, on a smaller stack, sure, I watched my portfolio flirt with seven figures back in the OHM/TOMB-forks days.
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