The Post-FTX Plumbing Is Growing a Balance Sheet
Off-exchange settlement removed an FTX failure mode while leaving others intact. Mapping counterparty risk in ClearLoop, Interchange, and BitGo.
DeFi about 21 hours ago
Ark Arrives: Bitcoin Payments After Lightning Plateau
Lightning public capacity fell then recovered while volume grew ~266% YoY. Ark hit mainnet in 2026. A mechanism-level comparison.
BTCFi 6 days ago
World ID, zkPassport, EUDI: Proving the Human
Orb biometrics, NFC chips, and state wallets anchor personhood differently. Each breaks differently, and agent delegation inherits the break.
DeFi 8 days ago
Based Sequencing and Preconfirmations After Base
Base's June 2026 halts reopened the single-sequencer debate. How based sequencing and slashable preconfirmations work, and what they cost.
DeFi 13 days ago
How Tokens Launch Now: Echo, Legion, MetaDAO
A -54% average launch year discredited the points meta. Exchange-owned rails and futarchy launchpads change who gets allocated, not float and FDV.
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View all The Post-FTX Plumbing Is Growing a Balance Sheet
Off-exchange settlement removed an FTX failure mode while leaving others intact. Mapping counterparty risk in ClearLoop, Interchange, and BitGo.
DeFi 16 min read
Ark Arrives: Bitcoin Payments After Lightning Plateau
Lightning public capacity fell then recovered while volume grew ~266% YoY. Ark hit mainnet in 2026. A mechanism-level comparison.
BTCFi 17 min read
World ID, zkPassport, EUDI: Proving the Human
Orb biometrics, NFC chips, and state wallets anchor personhood differently. Each breaks differently, and agent delegation inherits the break.
DeFi 18 min read
Based Sequencing and Preconfirmations After Base
Base's June 2026 halts reopened the single-sequencer debate. How based sequencing and slashable preconfirmations work, and what they cost.
DeFi 16 min read
How Tokens Launch Now: Echo, Legion, MetaDAO
A -54% average launch year discredited the points meta. Exchange-owned rails and futarchy launchpads change who gets allocated, not float and FDV.
[BTCFi 8] Clementine: BitVM in Production
Citrea's 2026 mainnet launched the first BitVM2 bridge. What the 1-of-N assumption requires, and where the model breaks under stress.