Foreground Research

1/ @NexusMutual is evolving and you're not paying attention. A short 🧵👇

I was contacted by some lawyers looking for expert witnesses re: this earlier in the year. Sounds like they want to argue that Ripple's architecture is centralized at the tech level. We discussed how the consensus actually works and who makes decisions. github.com/petertodd/ripp…

1/ I wrote a post on the business models behind stablecoins: medium.com/blockchain-cap… Summary below

@BitcoinBabeAU @ING_news Just go to a crypto-friendly bank @sygnumofficial

After my @ING_news account was closed, I opened a number of new bank accounts. All of them have since been closed with a ban - I didn't even use them yet! Here's a letter from one of those banks where I opened the account a week ago.. Bank ban count: 65

ETH supply on centralized exchanges 📉 vs. ETH supply in smart contracts 📈 #Ethereum Chart: studio.glassnode.com/compare?a=ETH&…

Fashion trends come and go. PoW is a timeless foundation of our new digital civilization. In this article, we explore some deep questions about the hashpower market dynamics. Sure you've heard of "hashrate follows price", but how does it REALLY work? aniccaresearch.tech/blog/the-alche…

We are extremely excited to announce a solution that superpowers off-chain voting with on-chain execution ⚡🔗 It builds on Snapshot, which provides off-chain voting, and Aragon Court, which provides optimistic on-chain execution 🗳️ aragon.org/blog/snapshot

0/ Yesterday, our team sent a follow-up note on our @NexusMutual report from July to clients. Today, we're excited to share this publicly to help people better understand the future of Nexus. Full Disclosure: Delphi Ventures holds $NXM. delphidigital.io/reports/how-nx…

With +$6b in DeFi TVL, just ~1% ($60m) is insured. $NXM is a convex play: if DeFi’s TVL keeps growing, the insured amount will grow exponentially at similar pace (usually NXM traded at 4-5x PB), while in case of a bug/cascade claim user will realize the utility of insurance

@mrjasonchoi Has anyone built a trustable timeline of $CRV distribution over time?

$CRV market cap crawls up to $46M, which looks "undervalued". Your bags down yet *another* 50% I hope you didn't listen to $CRV farmers saying diluted valuation doesn't matter. If you did, I hope you'll learn from this.

$CRV has climbed to $123B at launch, roughly half of $BTC on day 1.

@finhstamsterdam @GinoWirthensohn might be of your interest

Long those building the tools for decentralized governance structures to emerge; @AragonProject

In traditional markets, macro traders look at the government and politics behind G5 currencies before positioning. When you have different cryptocurrencies with distinct governance structures, essentially you’re betting on how stable their government structures are.

Cryptocurrencies start to resemble traditional currencies in the sense that there’s a political system implicit to each of them - how it is governed.

WE'RE BAAAAAACK! Today @Leorzhang joins us to discuss his recent research piece, THE ALCHEMY OF HASHPOWER. Full Episode: anchor.fm/hashr8 Special thanks to our show's sponsors! @hodlwithLedn & @braiins_systems

@bithydra @FTX_Official @SBF_Alameda @ProjectSerum @rsalame7926 how can we get one of this? Really really stocked! 😃

@allilulllc @cburniske @monicazng

anyone out there have experience with or as a "chief of staff" for a crypto project? let's talk. angel.co/company/uma-pr…

buy the hashrate-weighted basket not the cap-weighted basket

Excited to share Part I. of "The Alchemy of Hashpower" Information in the mining industry is opaque and highly fragmented. Despite its massive growth, investors still find entry into the space challenging. aniccaresearch.tech/blog/the-alche…

The Aragon DAO ecosystem is rising. Aragon DAOs average over 144 monthly active organizations this year, many of which are currently incredibly well-capitalized.🧵