Recent Posts
Social•Dec 3, 2025
Token Performance Shows L1 Playbook Is Being Rewritten
When you look at token performance empirically, the entire playbook for building an L1 is up in the air/ being rewritten right now
By Zaki Manian
Social•Dec 2, 2025
Quantum Computing Emerges as Immediate Threat to Crypto
Quantum computing is real concern for the crypto industry now
By Zaki Manian
Social•Dec 1, 2025
Celestia Enables Seamless, High‑Throughput Exchange via Unified Glass
Celestia exists to allow anyone to build an exchange with novel market microstructure and HFT throughput. The missing piece is a single plane of glass to move into and out of markets.
By Zaki Manian
Social•Dec 1, 2025
Build Your Own Ethereum Mainnet Proprietary AMM
Sooo you should be able to build an ETH main net prop AMM from this....
By Zaki Manian
Social•Dec 1, 2025
ZEC’s Recent Gains Stem From Binance‑free Holders
The reason ZEC outperformed since 10/10 is that it wasn’t held by the market participants who suffered in the the Binance incident. For the last month, the holder base has become more like a “normal” token with outsized Binance spot volume...
By Zaki Manian
Social•Nov 30, 2025
Demand Peaks, Yet Maturity Cuts On‑Chain Arbitrage
Demand isn’t low. It’s actually higher than it’s ever been but the application maturity means that users can achieve their goals with much less onchain arbitrage activity.
By Zaki Manian
Social•Nov 30, 2025
Immature REV Leaks Value, Undermining Valuation Methodology
As far as I can tell, REV is immature applications that leak value to block producers + Reflexivity around price from adoption. ——— This is the best we can do for a valuation methodology?
By Zaki Manian
Social•Nov 30, 2025
Cosmos Token Value Fuels Enterprise Adoption, Mirroring Hyperliquid
The Cosmos ATOM valuation thesis is essentially is that having an effective firm accruing value the token kickstarts other users of the technology coordinating and accruing value to the token . This ultimately a similar thesis to Hyperliquid. The focus of Hyperliquid...
By Zaki Manian
Social•Nov 30, 2025
ATOM's Bull Case Lies in Business Model Innovation
Probably the strongest bull case for $ATOM is that what tokens need right now are more business model innovations, less tech innovations. Cosmos represents the furtherest of NF in trying to capture the network effects in blockchains without simply relying on...
By Zaki Manian
Social•Nov 28, 2025
ICOs Bypass Listings, Delivering Tokens Directly to Exchange Users
ICOs are about putting tokens into the hands of the exchange customers base without going through the exchange listing and airdrop dynamics’s
By Zaki Manian
Social•Nov 26, 2025
Binance's Dominance Peaks, Then Faces Imminent Decline
Binance market dominance has been teetering on the edge. 10/10 is the end for a while.
By Zaki Manian
Social•Nov 26, 2025
Hold ATOM Now as Tokenomics Narrative Shifts
For ATOM’s future tokenomics are the narrative. Now is the time to HOLD Atom before the winds shift
By Zaki Manian
Social•Nov 26, 2025
Top‑10 ATOM Holder Fully Backs the Latest Move
Still a top 10 ATOM holder and couldn't support this more.
By Zaki Manian
Social•Nov 20, 2025
Anoma's VM Rivals Aztec, Miden with Flexible Deployment
People don’t know that Anoma made a VM that like Aztec or Miden but deployable in much more flexible setting
By Zaki Manian
Social•Nov 20, 2025
Zcash Sparks Deep Privacy Debate Among Enthusiasts
Bunch of nerds talking about Zcash and privacy.
By Zaki Manian