Ethereum Reports

Research on DEXes, DeFi, lending markets, Ethereum infrastructure, privacy, TradFi, the media ecosystem, essays, and musings

Security Councils and the rsETH Freeze: How Much Power Does an L2 Council Actually Have?
April 27, 2026 Ethereum
Token-Warrant Economics and the Immutability Drift
April 20, 2026 Ethereum
The rsETH Bridge Drain: LayerZero DVN Compromise, Aave Contagion, and a CROPS Audit — April 2026
April 20, 2026 DeFi
Immutable Applications on Ethereum Mainnet
April 20, 2026 Ethereum
Dalio vs Vitalik — An AI Debate
April 15, 2026 Essays
Competing with the Bots: Stack Analysis and Entrant Playbook for Telegram Trading, April 2026
April 14, 2026 DeFi
The Phenomenology of Token Games
April 13, 2026 Essays
The Compute Pipeline: Auditing SemiAnalysis on Logic, Memory, and Power
April 9, 2026 Musings
The Bridge Across: Token-to-Equity Conversion and the End of the Governance Token Experiment
March 31, 2026 DeFi
Eyes Wide Shut: Mapping the Crypto Media Ecosystem
March 31, 2026 Essays
The Privacy Gap: Stablecoins, Payments, and the Missing Infrastructure Layer
March 31, 2026 DeFi
The Crypto Payments Stack: A First-Principles Survey of What Works, What Doesn't, and What No One Has Solved
March 31, 2026 Privacy
The Mechanism Spec: Designing L1-L2 Economic Coordination That Might Actually Work
March 30, 2026 DEXes
The Missing Treaty: What L1-L2 Economic Coordination Would Actually Require
March 29, 2026 DEXes
Products at the L1-L2 Boundary: A First-Principles Analysis of What Justifies Synchronous Composability
March 29, 2026 DEXes
The Composability Question: Is Synchronous Atomic Composability a Solution Looking for a Problem?
March 29, 2026 DEXes
Second-Order Effects: The Model That Watches Every Other Model Fail
March 25, 2026 Musings
Network Theory: The Map That Became the Territory
March 25, 2026 Musings
Gestalt Psychology: The Invisible Operating System That Builds Your Reality Before You Think
March 25, 2026 Musings
Complex Adaptive Systems: The Meta-Framework That Explains Everything and Predicts Nothing
March 25, 2026 Musings
The Ten Models: A Practitioner's Guide to the Frameworks That Actually Work
March 24, 2026 Musings
Prospect Theory: A Partially Validated Diagnostic Framework Whose Policy Arm You Should Not Trust
March 24, 2026 Musings
Information Theory: The Most Powerful Mental Model You're Probably Misusing
March 24, 2026 Musings
Game Theory: The Most Powerful Workshop Tool You Should Never Mistake for a Crystal Ball
March 24, 2026 Musings
Evolutionary Dynamics: The Algorithm That Runs Everything and Explains Less Than You Think
March 24, 2026 Musings
Cybernetics and Systems Thinking: The Science of Control That Proved Control Is Impossible
March 24, 2026 Musings
Bayesian Reasoning: The Most Powerful Way to Be Confidently Wrong
March 24, 2026 Musings
The Consensus Machine
March 23, 2026 Media Ecosystem
The State of Zcash: Encrypted Money at an Inflection Point
March 20, 2026 Privacy
The State of Intents: 2026
March 18, 2026 DeFi
Application Design: Solana (SVM) vs. Ethereum (EVM) — A Builder's Perspective
March 17, 2026 Ethereum
State of Monad: Architecture, Ecosystem & Open Questions — March 2026
March 17, 2026 DeFi
The State of Private Credit Markets: A Comprehensive Analysis
March 16, 2026 TradFi
Risk Labs Comprehensive Report: UMA Protocol, Across Protocol & ACX-to-Equity Conversion
March 16, 2026 DeFi
DIEM vs Direct API Pricing: The Economics of Tokenized Inference
March 15, 2026 DeFi
State of the Ethereum L2 Ecosystem: March 2026
March 6, 2026 Ethereum
State of Ethereum: March 2026
March 4, 2026 Ethereum
DeFi Lending & Borrowing Market Projections: 2026–2029
March 4, 2026 Lending
Comprehensive Lending & Borrowing Market Report: 2022–2026
March 4, 2026 Lending
The Future of DeFi Lending: Strategic Transformation Analysis
March 4, 2026 Lending
State of MEV: March 2026
March 3, 2026 DEXes
DEX Market Projections: 2026–2029
March 3, 2026 DEXes
Comprehensive DEX Market Report: 2022–2026
March 3, 2026 DEXes