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 explains how Ethereum protocol changes move from proposal to implementation through the Ethereum Improvement Proposal process. Anyone can submit a proposal, which is discussed in public forums and reviewed by editors and, for core changes, client…
The document explains how a sufficiently capable, fault-tolerant quantum computer could use Shor’s algorithm to derive private keys from exposed Bitcoin public keys and forge transaction signatures. It distinguishes coins with keys already visible onchain…
The report examines how game economies have evolved and considers where blockchain assets might fit. It argues that gameplay should remain the main draw, with tokens and NFTs serving specific functions such as portable achievements, player reputation,…
This short market update reports two developments: U.S. spot bitcoin exchange-traded products recorded their largest daily net inflow of 2026, turning year-to-date flows positive, while the 10-year U.S. Treasury yield reached a level not seen in nearly two…
The document describes an emerging financial layer around AI inference, connecting compute providers, users, and capital through marketplaces, tokenized access, and onchain settlement. It first reviews conventional GPU futures: indexes aggregate transaction…
The article argues that U.S. oversight of digital assets is shifting from a period led by Securities and Exchange Commission enforcement and advisory actions toward greater Commodity Futures Trading Commission prominence. It frames this as a change in the…
This market review examines the sharp May 2021 crypto selloff, describing how a crowded advance, negative headlines, and broader risk aversion preceded a correction. It combines price moves with on-chain indicators and derivatives data to distinguish selling…
The document introduces zero-knowledge proofs (ZKPs) as a way for a prover to demonstrate that a claim is true without exposing the underlying personal data. It uses identity checks as its main example: someone could establish that they meet an age,…
The report assesses whether Bitcoin’s limited blockspace can economically support rollups that post proof outputs and state changes to the base layer. It models posting roughly 400KB every six blocks, estimates monthly and annual expenses at several fee…
The update reports February 2023 crypto hedge fund index returns against Bitcoin, ether, and a broad crypto index, with category results showing substantial year-to-date differences. It characterizes February trading as low-volatility and directionless, and…
The article analyzes Nvidia’s announced acquisition of Hugging Face as a move to extend its reach beyond GPUs into AI models and applications. It describes two strategic rationales: defending demand for Nvidia compute as rivals develop custom accelerators,…
The article presents USHP as an Ethereum-based token intended to give eligible non-U.S. participants liquid, index-linked exposure to U.S. home prices. It contrasts that design with direct property ownership, homebuilder equities, and REITs, which can add…
The document outlines a five-year SEC exemption that creates a conditional route for certain venues to support secondary trading of tokenized U.S. listed stocks. Eligible venues may use permissioned automated market makers and liquidity pools on public…
The report reviews crypto and blockchain venture investment and fundraising in the second quarter of 2026. It tracks capital deployed, deal counts, investment stage, company categories, founding cohorts, geography, valuations, and new fund formation. Capital…
The document explains how detailed blockchain data can support trading, risk monitoring, and market analysis in decentralized finance. Public transactions and positions offer transparency, but raw metrics can mislead when they double-count activity or use…
The document estimates how a U.S. spot Bitcoin ETF could widen investor access and affect Bitcoin demand. It argues that ETFs may offer lower fees, better liquidity and tracking, familiar brokerage access, and regulated custody compared with existing…
This market commentary connects a sharp crypto rally with higher futures basis, on-chain borrowing rates, and perpetual futures funding. It describes a delta-neutral basis trade: buying spot BTC or ETH while selling front-month CME futures to capture the…
The article reviews SEC staff FAQs on crypto asset classification, investment contracts, and token buybacks. It explains the staff’s distinctions for staking receipt tokens and wrapped-token receipts, including whether an instrument simply evidences…
The article explains why trading around an event in conventional markets can leave basis risk: the market’s reaction may differ from the event’s direct effect on a business. Prediction markets offer prices that express estimated probabilities of binary…
The report examines Aave V3 Core’s e-mode lending book, where borrowers use correlated assets as collateral and borrow related assets at preferential loan-to-value limits. It explains how looping can amplify exposure and identifies two main stress paths:…
The article analyzes a sharp weekly Bitcoin rally and its approach to the 50-week moving average. It connects the move with ETF inflows, low realized and implied volatility, renewed interest in a debasement narrative, and positive regulatory headlines. The…
The article explains Altair, the Beacon Chain’s first hard fork, as a preparatory upgrade ahead of Ethereum’s planned transition from proof of work to proof of stake. It outlines three main changes: stronger penalties for validator inactivity or misconduct,…
This report explains how optimistic rollups process Ethereum transactions and where their security and decentralization depend on operators. Sequencers order transactions and post batches; proposers make claims about the resulting state; verifiers check…
This report analyzes a sharp crypto selloff triggered by a tariff announcement and amplified by leverage, thin order books, and forced liquidations. It traces how falling Bitcoin and Ether prices were followed by severe discounts in USDe, BNSOL, and WBETH on…