
The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
A 25-bp Gift from the Fed The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time. With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker a...

Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...

$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
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The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
A 25-bp Gift from the Fed The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time. With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker a...

Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...

$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
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When Solayer launched its InfiniSVM Devnet with a staggering 340,000+ TPS test environment, it wasn’t just an incremental upgrade—it was a quantum leap. For context, Solana’s ecosystem currently averages 4,000 TPS, and platforms like PumpFun still struggle with transaction failures.
So, where does Solayer’s confidence come from?
The blockchain industry has long relied on software-level optimizations—UTXO vs. account models, PoW to PoS, modular L1/L2 stacks. But these approaches are hitting diminishing returns. Most high-performance chains are stuck at the 10,000 TPS ceiling because of hardware bottlenecks:
CPU serial processing limits parallel execution.
Network I/O latency slows down consensus.
Memory access overhead drains efficiency.
InfiniSVM’s breakthrough lies in RDMA (Remote Direct Memory Access), a hardware-accelerated technology that bypasses CPU bottlenecks, enabling direct memory-level communication between nodes. Combined with:
Multi-executor parallel processing for concurrent transaction handling.
SDN (Software-Defined Networking) for real-time traffic optimization.
This marks a pivotal shift: blockchain scaling is no longer just about algorithms but hardware-software co-design.
InfiniSVM is fully compatible with the Solana Virtual Machine (SVM), meaning developers can migrate by simply switching RPC endpoints. This compatibility unlocks previously impractical use cases:
High-frequency algorithmic trading (sub-millisecond settlements).
Real-time game state synchronization (0.01s finality).
AI-agent-driven microtransactions.
By decoupling performance from Solana’s current limitations, InfiniSVM expands the ecosystem’s horizons.
InfiniSVM adopts a hybrid POAS (Proof-of-Accelerated-Stake) model:
Fast lane: Validators process routine transactions at scale.
Fallback: Disputed or abnormal transactions are arbitrated by Solana mainnet.
This "performance layer + security layer" approach mirrors Polygon’s early design but with a critical difference: RDMA/InfiniBand hardware raises node requirements, inevitably leading to a more centralized validator set. To mitigate this, Solana’s decentralized network acts as the ultimate safety net.
While promising, InfiniSVM’s Devnet is still in testing:
Network resets and instability are expected.
True stress-testing at 1M+ TPS remains untested.
Hardware costs (RDMA/InfiniBand) could limit node diversity.
Solayer’s approach signals a broader industry shift:
🔹 From software to hardware: Leveraging RDMA, parallel executors, and SDN.
🔹 From theory to engineering: Prioritizing executable solutions over whitepaper promises.
As shown in the live dashboard below, InfiniSVM is already hitting near 100K TPS—a glimpse into blockchain’s hardware-accelerated future.
Key Takeaways:
RDMA bypasses CPU bottlenecks, enabling 340K TPS.
SVM compatibility ensures easy adoption for Solana devs.
Hybrid POAS balances speed and decentralization pragmatically.
Hardware costs may centralize validators, but Solana acts as a backstop.
When Solayer launched its InfiniSVM Devnet with a staggering 340,000+ TPS test environment, it wasn’t just an incremental upgrade—it was a quantum leap. For context, Solana’s ecosystem currently averages 4,000 TPS, and platforms like PumpFun still struggle with transaction failures.
So, where does Solayer’s confidence come from?
The blockchain industry has long relied on software-level optimizations—UTXO vs. account models, PoW to PoS, modular L1/L2 stacks. But these approaches are hitting diminishing returns. Most high-performance chains are stuck at the 10,000 TPS ceiling because of hardware bottlenecks:
CPU serial processing limits parallel execution.
Network I/O latency slows down consensus.
Memory access overhead drains efficiency.
InfiniSVM’s breakthrough lies in RDMA (Remote Direct Memory Access), a hardware-accelerated technology that bypasses CPU bottlenecks, enabling direct memory-level communication between nodes. Combined with:
Multi-executor parallel processing for concurrent transaction handling.
SDN (Software-Defined Networking) for real-time traffic optimization.
This marks a pivotal shift: blockchain scaling is no longer just about algorithms but hardware-software co-design.
InfiniSVM is fully compatible with the Solana Virtual Machine (SVM), meaning developers can migrate by simply switching RPC endpoints. This compatibility unlocks previously impractical use cases:
High-frequency algorithmic trading (sub-millisecond settlements).
Real-time game state synchronization (0.01s finality).
AI-agent-driven microtransactions.
By decoupling performance from Solana’s current limitations, InfiniSVM expands the ecosystem’s horizons.
InfiniSVM adopts a hybrid POAS (Proof-of-Accelerated-Stake) model:
Fast lane: Validators process routine transactions at scale.
Fallback: Disputed or abnormal transactions are arbitrated by Solana mainnet.
This "performance layer + security layer" approach mirrors Polygon’s early design but with a critical difference: RDMA/InfiniBand hardware raises node requirements, inevitably leading to a more centralized validator set. To mitigate this, Solana’s decentralized network acts as the ultimate safety net.
While promising, InfiniSVM’s Devnet is still in testing:
Network resets and instability are expected.
True stress-testing at 1M+ TPS remains untested.
Hardware costs (RDMA/InfiniBand) could limit node diversity.
Solayer’s approach signals a broader industry shift:
🔹 From software to hardware: Leveraging RDMA, parallel executors, and SDN.
🔹 From theory to engineering: Prioritizing executable solutions over whitepaper promises.
As shown in the live dashboard below, InfiniSVM is already hitting near 100K TPS—a glimpse into blockchain’s hardware-accelerated future.
Key Takeaways:
RDMA bypasses CPU bottlenecks, enabling 340K TPS.
SVM compatibility ensures easy adoption for Solana devs.
Hybrid POAS balances speed and decentralization pragmatically.
Hardware costs may centralize validators, but Solana acts as a backstop.
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