Resumos e ideias principais, escritos pelo agente de investigação da Stratmill, dos livros, artigos científicos, artigos e código consultados pelos nossos agentes de IA. Cada página inclui uma ligação para o original.
340 documentos
The report describes Solana’s effort to develop into infrastructure for onchain financial markets. It reviews changes to validator software, transaction scheduling, block propagation, execution, consensus, and networking, and explains how these upgrades aim…
This report examines how adding bitcoin affected a traditional portfolio over a five-year sample. The base allocation held equities, fixed income, and commodities and was rebalanced quarterly. The authors tested bitcoin weights from 1% to 10%, funding them…
The report reviews crypto startup investment and venture fund fundraising in Q3 2025. It describes continued activity below prior bull market levels, with a small number of large later-stage deals driving much of the capital invested. Trading and exchange…
This report reviews crypto and blockchain venture investment during the first quarter of 2022, covering capital raised, deal counts, funding stages, valuations, deal sizes, and sector mix. It finds that investment dollars remained strong despite declines in…
This meeting report summarizes Ethereum developers’ discussions about MEV-Boost, staked ETH withdrawals, proto-danksharding, and Engine API versioning. For MEV-Boost, it describes a software update that lets validators set a minimum relay bid and fixes a…
The article uses a large reported driver’s license exposure to examine the risks created when companies collect and retain identity data. It recounts how identity documents supplied to businesses may be stored by third-party verification providers, expanding…
The article explains Hyperliquid’s governance vote to award the USDH ticker to a stablecoin issuer aligned with the network. It describes the onchain voting process, stake-weighted participation, quorum requirements, and the tight proposal timeline. The vote…
The article reports a sharp rise in weekly swap volume routed through onchain trading terminals, from about $500 million in June to nearly $4 billion by early September. It also notes that terminal activity exceeded $1 billion in a single day for the first…
This monthly update reports March and year-to-date returns for a crypto hedge fund composite and several strategy indices, alongside Bitcoin, Ethereum, and a broader crypto index. Bitcoin outperformed the listed fund categories over the period, while…
The article examines a theft of 4,000 BTC from the Liquid Network, a Bitcoin sidechain, and the subsequent return of most of the funds after onchain negotiations. It explains how a flaw in the sidechain node code enabled attackers to create L-BTC and request…
The report examines the Ethereum Foundation’s workforce and budget reductions alongside leadership departures, a narrower mandate centered on protocol stewardship, and the rise of independent organizations focused on research, applications, interoperability,…
This 2021 market overview assembles ten indicators that the authors interpret as evidence of rapid crypto-sector growth. It discusses bitcoin’s rally and mixed behavior as both a risk asset and possible inflation hedge, mining-hashrate migration to the…
The report introduces decentralized training as an effort to use permissionless networks of geographically dispersed compute providers to train or post-train foundation models. It distinguishes this approach from distributed training, where geographically…
The report explains Bitcoin’s scheduled halving, which cuts the block subsidy every 210,000 blocks, and describes how issuance and the annualized inflation rate change at the fourth halving. It outlines how Bitcoin Core encodes the reward schedule and how…
The article traces stablecoin use from crypto trading and dollar access to remittances and retail payments. It describes stablecoin-backed cards as a way for consumers to spend digital assets through familiar merchant networks, even where merchants do not…
The report explains a sharp rise in Ethereum validator exit requests in July 2025, attributing much of it to a spike in ETH borrowing costs on Aave. Reduced ETH supply on the lending platform raised rates, making leveraged staking loops unprofitable. Traders…
The document analyzes an August 2023 IRS proposal interpreting which digital asset businesses count as brokers for tax reporting. Its central concern is a two-part test: whether a service facilitates digital asset sales and whether its operator is in a…
This essay argues that digital assets have opened the possibility of competition among monetary standards, challenging systems in which governments control money issuance. It describes money through three functions—unit of account, medium of exchange, and…
The report interprets changing supplies of USDT and USDC as clues about crypto market positioning. It associates renewed USDT growth with offshore on-ramps and returning interest in crypto, while treating declining USDC supply and reduced Aave lending and…
This report assesses the market and mining implications of a 2021 Chinese government announcement targeting Bitcoin mining and trading. It distinguishes central policy from provincial action, reviews earlier restrictions and the continued role of offshore…
The report frames lending yields on stablecoins in Compound, Aave, and Yearn as an emerging DeFi benchmark rate. It explains how that rate can affect both sides of adoption: higher deposit yields may attract savers but make borrowing costly, while lower…
This design case study addresses how wallets and applications can distinguish multiple versions of the same asset after it moves across chains through different bridges. Because bridged tokens may not be interchangeable, inconsistent names and icons can…
This conference report uses ETHDenver 2023 programming and discussions to describe the state of Ethereum development. It observes a broad ecosystem spanning decentralized finance, infrastructure, public goods, NFTs, and community projects, with side events…
The article describes a Coldcard firmware flaw that weakened seed generation by routing part of the randomness process through a software fallback. The resulting seeds could have far less entropy than intended, allowing attackers to generate candidate seeds…