Research
Ethereum Just Fired 54 People to Live Forever
The market read 54 layoffs as a foundation tightening its belt. We read the same announcement as a regime change in how Ethereum funds itself, and what value ETH is now built to capture.
Research
The market read 54 layoffs as a foundation tightening its belt. We read the same announcement as a regime change in how Ethereum funds itself, and what value ETH is now built to capture.
Research
Binance walked away from the EU six days before the MiCA deadline. The market is pattern-matching to the wrong precedent, and the side door that saved it before is sealed.