This edition of the newsletter explains Real Economic Value (REV) as a blockchain metric that measures the total fees and tips users pay for transactions, providing a more direct indicator of economic demand and activity than metrics like TVL or user counts.

This edition of the newsletter analyses Internet Capital Markets (ICM) --> a new meta on Solana that allows builders to instantly tokenize and fund their ideas directly through social media (via the Believe app) without traditional VCs or pitch decks, turning viral web2 ideas into immediately tradable on-chain assets.

This edition of the newsletter analyses launchpads on Solana and how it has evolved from Pump.fun's revolutionary accessibility model that enabled massive token proliferation to a now increasingly saturated space with competitors like Makenow.meme, LaunchLab, and Boop emerging.

This edition of the newsletter analyses IOTA and how it has evolved from a feeless, DAG into a programmable, multi-VM settlement layer through IOTA Rebased, which integrates Move-based smart contracts directly on L1 and replaces the old UTXO ledger with an object model.

This edition of the newsletter analyses consumer dApps that focus on everyday users and how it has evolved from early experiments like CryptoKitties to "X-to-earn" models like STEPN, which initially attract users with token incentives but often struggle with long-term sustainability when token values decline.

This edition of the newsletter compares 3 perpetual DEXes (Hyperliquid, Ostium, and Lighter) by examining their unique selling propositions and execution risks, highlighting how each takes a different approach to capture market share.

This edition of the newsletter analyses Kaito which has evolved from a crypto analytics platform to a comprehensive InfoFi ecosystem that tokenises attention through Kaito Yaps, enabling users to earn rewards for quality content while connecting creators with protocols through tools like Kaito Connect.

This edition of the newsletter analyses Netmind where they operates 2 complementary business lines: NetMind AI, a decentralized GPU rental platform with high utilization and academic partnerships, and NetMind XYZ, a low-code AI Agent launchpad built on BNB Chain that enables users to deploy customizable AI agents.

This edition of the newsletter analyses Particle Network as the leader in chain abstraction technology, offering a complete product stack that simplifies web3 user experience by allowing users to navigate multiple blockchains without worrying about gas tokens, manual bridging, or managing different wallets.

This edition of the newsletter presents a plausible thesis about how crypto markets have evolved beyond four-year Bitcoin halving cycles into shorter, narrative-driven periods with Bitcoin stabilising through institutional adoption while alts remain volatile.