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.

This edition of the newsletter dives into Berachain - a unique Proof-of-Liquidity (PoL) consensus mechanism chain with a dual-token model ($BERA and $BGT), built on BeaconKit for high performance and EVM compatibility.

This edition of the newsletter dives into Big Time and Open Loot. Big Time is a free-to-play multiplayer RPG that launched in November 2023, combining AAA gaming expertise with crypto functionality through its native token and integration with Open Loot, a distribution platform connecting game studios with over 1.5 million registered players.

This edition of the newsletter dives into DeepSeek, which has disrupted the AI industry by creating high-performing open-source models at just a fraction of the cost of its competitors, offering API costs 95% cheaper as well.

This edition of the newsletter dives into Agentic Ecosystem - AI Agent ecosystems like Virtuals and ai16z are evolving similarly to Layer 1 blockchains, with comparable elements in execution engines, tokenomics, and community building.