This is a segment from The Breakdown newsletter. To read full editions, subscribe. “There was no lightbulb moment in the story of the lightbulb.”— Steven Johnson, How We Got to Now The lightbulb has come to be associated with serendipitous flashes of inspiration — the moment when a fully formed idea pops into an inventor’s…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Markets turned risk-off, with BTC dropping below $86,000, underperforming both equities and gold ahead of a busy week for economic data. Despite the market downturn, there were small pockets of outperformance, with AAVE pushing the Lending and Ethereum Eco indices higher. We…
This is a segment from The Breakdown newsletter. To read full editions, subscribe. “The house of every one is to him as his castle and fortress.” — Sir Edward Coke, the Attorney General of England, 1604 In 1604, the Court of King’s Bench decided what’s now known as Semayne’s Case in favor of the defendant,…
Disclaimer: The following blog is a proposal from the Stateless Consensus team. Content may not imply consensus views, and the EF is a broad organization that includes a healthy diversity of opinion across Protocol and beyond that together strengthen Ethereum. Special thanks to Ladislaus von Daniels and Marius van der Wijden for reviewing this article….
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. As dispersion continues, this week has pointed to concrete shifts rather than narrative noise. Aerodrome’s net income moved toward breakeven as emissions fell in line with revenue, while USDai’s TVL showed stepwise growth. At the same time, tokenized assets continued to scale…
“By 2026, Google’s main product will not be search but AI.” — Kevin Kelly, 2016 When Kevin Kelly met Larry Page at a party in 2002, he asked why anyone would invest in a company that offers its product for free: “I still don’t get it. There are so many search companies. Web search, for…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Performance across major assets diverged yesterday. Gold, BTC, and the S&P 500 posted gains of 0.95%, 0.55%, and 0.39%, respectively, while the tech-heavy Nasdaq slipped -0.12%. The divergence was driven largely by Oracle, whose shares fell -11% after disappointing quarterly revenues and…
It’s getting harder and harder to trade crypto like the good ol’ days
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Macro finally reminded crypto that it still matters. The Fed delivered the expected 25 bps cut but signaled a much tighter path ahead, projecting only one cut for all of next year. That was enough to knock BTC off its early strength…
Devconnect Buenos Aires wrapped up as the largest Ethereum Foundation event yet, bringing together a global mix of developers, founders, creators, and curious newcomers. Key numbers from the week 14,000+ attendees from 130+ countries 45% from Argentina 53% first-time EF event attendees 1,000+ visas issued in collaboration with Argentina’s Dirección Nacional de Migraciones 80+ application…