@greenfield_cap

1/ Mainstream media is paying attention to @HyperliquidX. In @faznet, together with @alex_bechtel_de (DWS), we shared our take on the exchange that never closes and what it means for the financial industry. | @JaschaSamadi @claudedonze https://t.co/O9YKw3smF6

1/ Blockspace is one of the most structurally important markets in crypto and one of the least understood. Time to change that. With our series on Ethereum block building and orderflow. @JaschaSamadi https://t.co/aB0DY1ExIp

Big week for @Arcium TGE earlier this week, and now the next milestone: Arcium Blackthorn – Encrypted Superintelligence. Confidential computing meets AI.

1/ Yesterday, $ARX went live. Listings on Upbit, Bitget, Coinbase, Kraken and more. We backed @Arcium in 2023 and have run an Arx node since day one of testnet – throughout Mainnet Alpha's genesis cluster and 1M+ confidential computations. @JaschaSamadi https://t.co/oj3Irh3R7v

1/ Do fundamentals drive DeFi valuations? Last year, we showed they increasingly did. Now, more data sharpens the answer: protocol fundamentals add a steady +3 to +5 pp of explanatory power on top of BTC/ETH beta, across cohorts & regimes. New research by @felix_macht & Mateusz Dominiak: