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.

This edition of the newsletter dives into the concept of DePAI (Decentralised Physical AI) which represents the convergence of AI x robotics x crypto - creating a framework where autonomous machines can operate with sovereignty through crypto infrastructure and token incentives.

This edition of the newsletter highlights Jambo - Jambo is building an on-chain mobile ecosystem that combines affordable hardware, user-friendly software, and a token-based incentive system to onboard billions of users to crypto, particularly targeting underserved emerging markets where they've already sold over 800,000 phones and created 9 million wallets across 120+ countries.

This edition of the newsletter discusses the evolution of AI agents from horizontal frameworks (general-purpose, modular systems) toward vertical frameworks (specialized, domain-specific solutions), arguing that specialized agent swarms focusing on specific tasks like DeFi optimization represent the future of crypto AI development.

This edition of the newsletter dives into Iota - which has evolved from an IoT-focused protocol into a versatile L1 with dual smart contract capabilities (EVM and MoveVM), offering high TPS, staking rewards, and real-world applications across sectors like trade logistics and government partnerships.