State of the Nation

A collection of 372 posts

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Scaling Ethereum 2026: Why & How? | Ansgar Dietrichs

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Ethereum's DeFi Centric Strategy | Dankrad Feist

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How Ethereum Changed Argentina | Mariano Conti

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Defensive Investing for an AI Bubble | Ruchir Sharma's Hedge Rules

America isn’t just leading the AI race; it’s increasingly built on it.

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PREMIUM - Gwart: Ethereum security vs usage, Solana UX, Tempo rails & Bitcoin

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Ethereum Beast Mode - Scaling L1 to 10k and Beyond | Justin Drake

Justin Drake unveils “Lean Ethereum,” a bold blueprint to make the base layer dramatically faster and cheaper, without turning it into a datacenter chain.

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PREMIUM - Espresso: The Base Layer for Rollups | Ben Fisch & Jill Gunter

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The Stablecoin Chain Wars: Codex’s Bet on On-Chain FX | Cofounder Haonan Li

Payment chains are heating up. Not every “stablecoin chain” is playing the same game.

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x402: The Key to Internet Money, Micropayments & The AI Agent Economy | Sam Ragsdale

Micropayments were always meant to be part of the internet, but the technology never existed to make them work.

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Land: The $180 Trillion Asset That Runs the World | Mike Bird, The Economist

Land isn’t just dirt under buildings—it’s the world’s oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future.

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PREMIUM - Liquity V2: The Most Bankless Stablecoin? | CEO Michael Svoboda

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How Crypto Neobanks Work: Frax, Cards, and Visa’s Role | Sam Kazemian

Neobanks might be the quiet coordination hack that makes Visa optional.

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PREMIUM - MegaETH: The First Real-Time Blockchain | Namik Muduroglu & Shuyao Kong

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State Of Crypto 2025 | a16z Crypto — Eddy Lazzarin & Daren Matsuoka

a16z crypto’s CTO Eddy Lazzarin and partner Daren Matsuoka return for our annual State of Crypto to map where 2025 really is on the curve.

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Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7

Markets are see-sawing, what the ochain data shows

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Is Lighter Ethereum's L2 Perp DEX? | Founder Vlad Novakovski

Vlad Novakovski makes the trader-first case for Lighter—a ZK Ethereum L2 perps DEX—unpacking the Oct 10 liquidation stress test, ADL vs. LLP, and the bigger L2-vs-L1 stakes.

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Exposing Binance's Listing Fees | CJ Hetherington

Unpacking the recent crypto Twitter drama

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The Bull Case For Prediction Markets | Ryan & David

Why prediction markets 100x from here

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Why China Builds Faster Than America & The Rest of the World | Dan Wang

Ryan and David sit down with Dan Wang, author of Breakneck: China’s Quest to Engineer the Future, to unpack China’s “engineers-in-charge” model versus America’s “lawyerly” governance.

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The State of Authoritarian Tech | Steven Feldstein

Authoritarian regimes are upgrading their playbook — from surveillance cameras and spyware to algorithmic censorship and AI-driven policing.

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Was That the Top? Bitcoin, ETH, & Q4 Setup | Michael Nadeau's DeFi Report #6

Onchain signals point to a Q4 breakout, not a cycle peak

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Ethereum’s World’s Fair: Devconnect 2025 In Buenos Aires | Nathan Sexer, EF's Head of Events

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What's Next for Crypto ETFs, ETFs vs DATs, Crypto ETF Explosion & Institutional Inflows | James Seyffart

James Seyffart joins us to map the crypto ETF boom: what’s real, what’s next, and who’s actually buying.

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Ethereum’s Future Is DeFi! Vitalik’s Historic Blog Post

Breaking down Vitalik’s vision for Ethereum and DeFi

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State of the Nation

PREMIUM - How Synthetix Brings Perps Back to The Ethereum L1 | Kain Warwick