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. --- Heads up! If you haven’t yet, be sure to subscribe to Bits + Bips, sin...
3 Maj 50min
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. =================================================...
3 Maj 1h 6min
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! MultiChain Advisors is an emerging...
1 Maj 1h 14min
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 vesting experiment shaking up token launches, whether D...
30 Apr 1h
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 exploiters. Here is the full rundown. --- Heads up! If y...
29 Apr 57min
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 explains the three things Microsoft secured from the new...
29 Apr 3min
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 explains why. ===================================...
29 Apr 37min
Bits + Bips: How the Kelp rsETH Hack Left Aave With $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 permissive default settings, and Aave's failure to flag it ...
28 Apr 9min
