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  • The old story of investing in new technology
    crypto

    The old story of investing in new technology

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    This is a segment from The Breakdown newsletter. To read full editions, subscribe. “It gives women a feeling of freedom and self-reliance. I stand and rejoice every time I see a woman ride by on a wheel.” — Susan B. Anthony on bicycles The 1880s saw bicycle riders shift from sitting directly — and precariously…

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  • 2025 Reflections – Blockworks
    crypto

    2025 Reflections – Blockworks

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    2025 was a line in the sand moment for crypto. Decades from now, we will look back at these years as 2009 – 2024. Then 2025. Then everything after. It’s worth taking a moment to reflect on exactly why that is and what it means for the next decade. Until this point, crypto could fairly…

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  • The perps wars are heating up
    crypto

    The perps wars are heating up

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    This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Happy Monday, and hope you all had a merry Christmas! We’re back with updates on recent crypto performance as we move into the New Year. Gold led traditional benchmarks higher this week while BTC slipped nearly 1%, diverging from the broader risk-on…

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  • Gold and silver won 2025
    crypto

    Gold and silver won 2025

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    This is a segment from the 0xResearch newsletter. To read full editions, subscribe. It’s been a slow week with Christmas, and traditional markets were closed yesterday. BTC slipped slightly (-0.4%) on muted volumes across the board, reflecting the broader holiday lull. With price action quiet, it’s a good moment to step back, reflect on 2025,…

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  • Maple’s fundamentals are driving outperformance
    crypto

    Maple’s fundamentals are driving outperformance

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    This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Maple (SYRUP) is up 26% over the past week, outperforming all other money markets in our lending index. Alongside Sky, it is the only asset in the index with a positive year-to-date performance, and by a broad margin, up 112% vs. Sky’s…

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  • Devcon 8 is coming to Mumbai, India in November 2026
    crypto

    Devcon 8 is coming to Mumbai, India in November 2026

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    Devcon, the Ethereum community’s annual global gathering for builders, will take place from 3-6 November 2026 at the JIO World Center in Mumbai, India. This Devcon 8 update is not a full vision, but will help organizers and the wider ecosystem plan. More details on programming, tracks, and participation will follow in the coming months….

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  • The incredible, incomprehensible, possibly impossible world of trillion-dollar tech valuations
    crypto

    The incredible, incomprehensible, possibly impossible world of trillion-dollar tech valuations

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    This is a segment from The Breakdown newsletter. To read full editions, subscribe. “There’s a belief that the world’s GDP is somehow limited at $100 trillion. AI is going to cause that $100 trillion to become $500 trillion.” — Jensen Huang In 1901, US Steel became the first $1 billion company — “an almost unthinkable…

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  • The year new tokens died
    crypto

    The year new tokens died

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    This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Today’s coverage takes stock of where capital actually went as we move through the end of the year. First, we start with index readings that show a continued rotation into large, proven crypto infrastructure while speculative sectors continue to unwind. Then we…

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  • Hegota Upgrade EIP Proposal Timelines
    crypto

    Hegota Upgrade EIP Proposal Timelines

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    Fusaka shipped PeerDAS in addition to a myriad of minor features and Glamsterdam’s major features will include Block-level Access Lists and enshrined Proposer-Builder Separation. Now we begin outlining the subsequent upgrade: Hegotá. Timeline Jan 8th – Feb 4th: Headliner proposals (EthMag) Feb 5th – Feb 26th*: Headliner discussion & finalization (ACD calls) 30-day window to…

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  • Grinch rally: Crypto indices track lower through the week
    crypto

    Grinch rally: Crypto indices track lower through the week

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    This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Crypto and risk assets continue to show weakness heading into year-end, not adding to the holiday spirit. Risk assets are in search of a floor, driven by fundamental flows supported by ETFs or protocol buybacks. Indices This week closes out with continued…

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