Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
5,922 documents
The document examines BNB Smart Chain’s late-2025 rise in activity, linking it to memecoin trading, launchpad revenue, perpetual-futures competition, and renewed attention from Binance founder Changpeng Zhao. It explains BSC’s role in the BNB Chain…
This report frames memes as cultural ideas whose means of expression and distribution have changed with communication technology. It argues that blockchains extend this history by offering globally accessible, persistent ledgers and peer-to-peer token…
This report explains Ethereum proof-of-stake participation, the main types of stakers, reward sources, protocol penalties, and factors that may change the proportion of ETH staked. Stakers earn issuance, transaction priority fees, and value associated with…
This report explains peer-to-peer NFT lending, where borrowers lock NFTs as collateral for ETH loans and accept terms that can include an interest rate, duration, and liquidation threshold. It frames this borrowing as a way for holders to obtain liquidity or…
This quarterly review tracks crypto-collateralized borrowing across centralized lenders, decentralized lending applications, and the collateral-backed portion of stablecoin supply. It compares the recent contraction with the sharper 2022 lending unwind, and…
This report surveys dollar-pegged stablecoins, outlining three broad designs: fiat-backed tokens redeemable through centralized issuers, crypto-backed tokens issued against on-chain collateral, and algorithmic systems that use supply mechanisms and related…
This report reviews the first 150 days of Ethereum blob use after the Dencun upgrade and explains how EIP-4844 gives rollups a separate, temporary data-storage market. It describes blob capacity and fees, how blob-carrying transactions differ from calldata…
The report reviews a shift from crypto market correction to recovery and consolidation, alongside continued deleveraging in crypto-backed lending. It tracks Bitcoin prices, exchange-traded product flows, and CME basis, noting that rising Treasury yields…
This report presents Galaxy Research’s forecasts for cryptocurrency markets and industry developments in 2025, drawing on conditions observed in 2024. Its predictions span Bitcoin prices and exchange-traded product assets, institutional and sovereign…
The commentary explains how bullish sentiment after news about spot Ethereum exchange-traded funds widened front-month BTC and ETH futures basis. It describes a delta-neutral trade: buy spot and short futures to capture the spread as contract prices…
The report surveys cryptocurrency fundraising for registered charities, activist groups, and blockchain public goods. It describes two main channels: centralized donation processors that accept crypto and convert it to fiat, and direct on-chain funding…
The article describes how software, smart contracts, and stablecoin settlement could automate servicing for asset-backed finance facilities. Traditional facilities divide work among servicers, calculation and paying agents, collateral and verification…
This analysis examines how anticipation of an Ethereum proof-of-work fork affected ETH borrowing and deposits ahead of the Merge. Borrowers could seek to increase their potential allocation of forked tokens by holding native ETH, while lenders withdrew ETH…
This quarterly review assesses Solana’s network, trading markets, and financial applications during a weaker period for crypto activity. DEX volume, application fees, and perpetual futures volume fell, while Solana retained DEX leadership and improved or…
This investment perspective describes RISE Labs’ proposed Ethereum Layer 2 architecture, combining parallel transaction execution, a continuous block pipeline, and based sequencing. Parallel execution is presented as a way to use multiple CPU cores to reduce…
This research overview introduces Cosmos as an ecosystem of interoperable, application-specific blockchains built with the Cosmos SDK and connected through Inter-Blockchain Communication (IBC). It explains the design’s emphasis on sovereign chains,…
This report describes futarchy as a governance model that separates choosing goals from forecasting which actions will best achieve them. Rather than relying only on cost-free ballots, participants trade in prediction markets, putting economic stakes behind…
This report explains maximal extractable value (MEV) as profit available to block producers through transaction ordering, and describes why decentralized finance creates opportunities for it. The main strategy categories identified are arbitrage across…
This conference report reviews Ethereum developers’ priorities after the Merge, focusing on censorship resistance and scalability. It describes how proposer-builder separation and relays affect transaction inclusion, then surveys proposed responses:…
This conference report argues that Ethereum’s central challenge is not only technical progress but also governance: how decentralized protocols evolve while managing competing stakeholder interests. It reviews themes discussed at EthCC[6], including account…
The report describes subdued crypto trading and persistent negative funding into year-end, then surveys developments with potential consequences for lending markets. It covers Uniswap’s shift toward protocol fees and UNI token burns, new token launches that…
The report explains account abstraction as a way to let smart contract accounts apply programmable rules to Ethereum transactions, easing reliance on a single private-key signature. It outlines ERC-4337’s transaction flow: users submit UserOperations to a…
The report reviews a sharp crypto deleveraging episode and its effects on market liquidity, derivatives positioning, and onchain lending. It describes a liquidation cascade followed by persistent selling, negative funding in many tokens, put-heavy options…
The report describes crypto’s June 2026 decline as driven mainly by macroeconomic pressure and investment flows, while lending markets remained orderly. It cites large Bitcoin ETF outflows alongside continued accumulation by large holders, stable DeFi…