Director of Research @serotonin_hq • Prev: @MessariCrypto • Nomad 🌎
This series expands on our State of Onchain Credit report by exploring key players in the onchain credit ecosystem. @infiniFi emerged in February 2025, announcing a $3 million seed round led by @Elect…
When we set out to write a report on the State of Onchain Credit, we knew we’d need to map the stack. We aimed to answer: Who are the players that make up the onchain credit ecosystem, and which cat…
I've been researching onchain credit every day for the past month, mapping 115 protocols, startups, and institutions at the intersection of credit and DeFi. This is a first edition curation of all thi…
Rollups dominate Ethereum’s execution layer, yet L2 tokens have underperformed, exposing the disconnect between growth and value capture as revenues fail to justify P/E ratios.
Last week, @stayloudio by @0x_ultra took over. The timeline was split. Is it righteous to yap? Some say the experiment has failed. I say it has succeeded.
Babylon was founded in 2022 by David Tse and Dr. Fisher Yu. Their original inspiration stemmed from a research paper on Bitcoin security co-authored with the founder of EigenLayer, Sreeram Kannan. Bab…
Sei (SEI) is an integrated, general-purpose Layer-1 network that aims to be the fastest network for exchanging digital assets. It is compatible with Cosmos’ Inter-Blockchain Communication (IBC) prot…
Earlier this month at @MessariCrypto Mainnet I moderated a stacked panel with @nikil of @AlchemyPlatform, @gluk64 of @zksync, @ItsAlwaysZonny of @initia, and @hilmarxo of @gelatonetwork. Here are my t…
What's the State of @Optimism?
