Research @blockworksres / @Blockworks | Cooking @DePINPulse
Last week, Luke covered the AI side of Justin Drake’s “bunker mode” argument. One of the replies to Drake’s post came from Dr. Richard Carback of Postquant Labs, who said that he thinks quantu…
Grass sold off when it disclosed H1 2026 revenue, then re-rated upon the release of audited revenue and formal clarification of how the token relates to the company's equity. Kled sells AI training da…
DAWN's USD.infra Vault guides to ~12% and plans to hold 40-50% of assets in reserves. The venue does for small telecom and compute operators what USD.AI does for GPU buyers, lending them cash to build…
Nockscan posted a stat over the weekend that clashes with both sides of the PRL vs NOCK debate. @nockchain miners, running an AI-PoW mode that exists to merge-mine Pearl, produced 55% Pearl blocks bet…
@dawninternet opens deposits for its USD.infra Vault on Tuesday, and the design choices deserve more attention than the launch itself. The protocol, built on the Andrena fixed-wireless network that ha…
We are constructive on sUSDai and move CHIP from Underweight to Neutral. sUSDai pays 6.98% net today, loan interest now supplies roughly three-quarters of that yield, and escrow step-ups add a mechani…
@world_xyz spent Monday running crypto Twitter through a funnel. The team posted "it's time, send your solana address" and pulled 2.1M views. Six hours later it thanked followers for "participating in…
@helium HNT printed its multi-year low of $0.167 on Aug. 15, a market cap near $31M. Two weeks later, the token touched $0.96 intraday, a 5.7x move trough to peak. It trades near $0.50 as of this morn…
DePIN teams spent the last cycle arguing that token emissions are the price of bootstrapping distributed hardware supply. A side project out of @eigencloud quadrupled its machine count over a single w…
Today @Blockworks launched RapidFile, a free filing platform for the Token Transparency Framework. RapidFile lets any project build years of trust in minutes, streamlining a process that has historica…
Making proof-of-work do something useful is not a new idea. Bitcoin miners burn hashes that do nothing else. Inference providers sell GPU time to customers. Tomorrow, at block 126000, @nockchain's Log…
Grass held its second Token Holder and Network Participants Call on Tuesday, and GRASS closed down about 32% at $0.37. The reaction ran opposite to the disclosure, which is the tension worth holding.
