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A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It
From AI agents as economic actors to quantum threats and prediction market regulation, Ali Yahya of a16z lays out the investment thesis behind a16z c…
1 month, 3 weeks ago
Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips
Missiles in the Strait of Hormuz. Brent jumps 5%. Bitcoin breaks through $80. The Bits + Bips crew reads the geopolitical tape — and explains why cry…
1 month, 3 weeks ago
Ben Fielding: Gensyn, Decentralized AI, and the Prediction Market That Settles Itself: Bits + Bips
A prediction market trades on outcomes. An information market trades on knowledge. Fielding makes the case for the latter.
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Heads up!
If you haven…
1 month, 4 weeks ago
After April's $606 Million in DeFi Hacks, What's the Fair Value Yield Rate?
$606 million in DeFi exploits in one month. Two of the space's sharpest risk thinkers debate whether lenders are being paid anywhere close to enough.…
1 month, 4 weeks ago
Pump.fun’s $370M Burn Was a Mistake, Says Luca Netz: Uneasy Money
Pump.fun set fire to $370 million in tokens. Luca lays out the airdrop math that says they should have done the opposite.
Thank you to our sponsors!…
1 month, 4 weeks ago
The Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos
Is the era of protocol bailouts upon us? The Chopping Block crew and MegaETH's Shuyao Kong debate Defi United’s community-funded rescue, the KPI vest…
2 months ago
How Microsoft Won the OpenAI Fight as Markets Rally on Iran
One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploite…
2 months ago
How Microsoft Won in Its Revised Deal With OpenAI
Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won.
In this segment from Bits + Bips, Ram explai…
2 months ago
How Morpho Survived a $300M DeFi Hack With Only $1M Exposure
People think of Aave and Morpho as competitors. But Morpho only lost $1 million when North Korea drained $300M from a DeFi protocol. The architecture…
2 months ago
3. Why Aave's Unified Pool Turned a Bridge Hack Into $193M in Bad Debt
Luke Leasure and Shaunda Devens of Blockworks Research explain how three compounding failures, Kelp's one-of-one bridge signer, Layer Zero's permissi…
2 months ago