04The archive
Newsletters
Read newsletters and get updates straight from The DeFi Edge Team.
Read MoreSocialFi at the crossroads
EigenLayer is THE foundation restaking category. EtherFi on top of it as an ETH LRT. But since then, they’ve expanded beyond restaking. And now, both the MC & FDV of…
Read Morebest risk:return stablecoin strategy
Degens launched $GAS, a memecoin. It was inspired by Gas Town, an open-source AI orchestration framework. Its creator was Steve Yegge, Ex-Google, ex-Amazon. $GAS had a revenue-sharing mechanism for such…
Read MoreTwitter just killed InfoFi
X/Twitter just killed InfoFi. Kaito and Cookie depended on the X API to calculate mindshare. X revoked access to all such InfoFi projects. Game over. Both Kaito and Cookie shut…
Read MorePolygon’s big new announcement
U.S. Justice dept has opened a criminal investigation into Fed Chair Jerome Powell. Apparently, it’s over a renovation project at the Fed’s HQ. Powell says it’s a personal attack meant…
Read MoreGovernance just nuked another chart
Another day, another governance drama. This time, Zcash is the culprit. I’ll cover the details in the first article here. Still funny how crypto, the tech built for “better coordination”,…
Read MoreA solution to DAO problems
This is Johnny Kim. Navy SEAL, Harvard Medical, and an Astronaut who went into space. All by the age of 40. Reminder: you’re not locked in enough. Let’s stay focused.…
Read MoreThe tiny feature with massive consequences
Welcome to the first newsletter of 2026. I used to think crypto was the scammiest sector out there. After all, our industry is full of gamblers chasing 100x on dog…
Read MoreA token too lit for hype chasers
This is the final newsletter of 2025. You’re going to be bombarded with recaps and humble bragging this time of the year. Just remember, we’re all running our own race…
Read MoreWhat do you mean BTC is unsafe?
We covered the Aave civil war last Tuesday. Now, that has escalated to a new level. There was a proposal on the Aave forum that proposed to transfer the Aave…
Read MoreWhy institutions are choosing Canton
There’s a class-action lawsuit against PumpFun. A judge just allowed a second amended complaint. Now 5,000+ leaked internal chats are heading to court. On one hand, memecoins are awful. And…
Read MoreInside the Aave civil war
Just saw that NASDAQ filed for 23-hour weekday trading. You’re welcome. Crypto walked so TradFi could forget what sleep is. While TradFi is stretching its trading hours, crypto is dealing…
Read MoreWhat Happens When Ethena Meets HyperLiquid?
Do Kwon was sentenced to 15 years. If you’re new here, he founded Terra Luna. Its implosion erased more than 40B dollars in value. People lost savings, homes, and in…
Read MoreWhat Just Happened to SocialFi?
`View Online Sponsored By A lot of crypto natives have checked out. They aren’t tracking prices or following ecosystem updates. Many have simply unplugged from crypto for now. Meanwhile, the…
Read MoreThe best way to go private in crypto
Ethereum shipped the Fusaka upgrade. If you’re deep in the weeds, dive into details on Forkcast.org. For everyone else, here’s the quick version: Many improvements for scaling L1. Fixed the…
Read MoreWhy leaving crypto now is a mistake
The macro hit us again.Japan might hike rates, and crypto threw a tantrum. BTC dropped to 84k. None of this is surprising. I’ve said the short term will stay shaky.…
