Eli5DeFi

Which one do you think will prevail?

— Zeller's PoV here:

— JIC you want to know about Aave V4

More on this in my article here:

A friend asked me how they should invest their money, about $200 this month. I rarely give financial advice, but this time I did. In the past, I would've said to split it between crypto and some tradfi assets. But now I advised them to: - $100 on Claude Max - $20 on Codex -

Stablecoins are going mainstream. Big Tech is building their own. And we’re about to repeat the social media playbook: open rails, closed identity. As the documentary below showed, payments need identity. The question is whether we get custodial KYC silos, or self-custodial,

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Prediction markets have a fatal flaw: They leak alpha. Traditional markets → Truth machines → But transparency = competitors win free intelligence Imagine this: → Good PMs trader bets on sport rising star → Everyone sees it → Competitive edge = lost The Solution →

— Check out more details about Bench here:

Check more details on Semi-Fungible Assets here:

You can check our interactive dashboard powerd by Claude Artifact for Semi-Fungible Compute: ➠

Compute is the New Crude Oil. But Its Market is Still Stuck like in the 1800s. TL; DR: → GPU compute is a ~$99B market (2025) growing at 14%+ CAGR, but it trades like a commodity from the pre-exchange era: opaque pricing, no hedging instruments, wild price swings ($1-$8/hr for

This is a great initiative from my friend defizard. When I started this account, many people said that research-based content is not viable because of the nature of the CT audience. But it turns out that betting on the most complex and hardest stuff in crypto has helped me

— Want to understand more? Start here →

— Check the weekly reading list here: Interactive version →

Seedance 2.0 is insane. I just put in an unstructured prompt, and it did everything I imagined. Better than Veo or Grok.

— Check out more details here: