When Building DeFi Code Gets Cheap, Three Scarce Inputs Still Set the Price
In an essay circulated through TechFlow on November 11, 2026, Multicoin’s Spencer Applebaum argued that frontier AI tools…
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AI Can Write the Protocol. Multicoin Argues It Still Cannot Build a DeFi Moat
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Plume Affiliate Reports Broker-Dealer Approval for a Still-Unlaunched On-Chain Securities Claim
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Kimber Labs Says Affiliate Won U.S. Broker-Dealer Status to Offer On-Chain Rights to Stocks and Funds
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Near AI’s Privacy Pitch Meets an SGLang Breach: What the Disclosure Confirms
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NYSE’s Avalanche Settlement Plan, and the Open Question of AVAX Capture
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Injective’s Institutional Story, and the 4-Hour-24-Minute Halt That Followed the Bell
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Bitget’s Third IPO Prime Round Offered rANT as a Claimed 1:1 Mirror of Anthropic After Listing
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Regulated Perpetuals and Political Gridlock: Two Paths for Crypto’s Institutional Narrative
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NYSE’s Avalanche Selection Puts Tokenized-Stock Settlement in Focus
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Elliptic traces stolen Binance funds through six short-lived NEAR memecoins
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Crypto’s Washington Narrative Shifts From Legislative Wins to Compliance Tests
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What Prices a Layer 1? Bitcoin Exposure, Capital Depth and the Limits of Activity Metrics
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HIVE and MARA’s AI expansion meets a tougher Bitcoin mining business
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HIVE’s AI expansion runs alongside a squeeze on Bitcoin mining revenue
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From Bitcoin Proxies to AI Infrastructure: Two Crypto-Equity Narratives Under Pressure
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HYPE and ZEC Stand Apart in HTX’s Yearlong Crypto Narrative Review
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Stock Perpetuals and the Shift From Tokenized Shares to Always-On Markets
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DUNA and the DAO Legal Gap: What Recognition Can—and Cannot—Solve
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Kelp DAO Fallout Exposes the Trust Dependencies Behind DeFi’s Yield Strategies
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Aave’s V4 Transition Tests the Balance Between Execution and DAO Independence
Further reading
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Aave’s $51 Million Funding Dispute Tests Its Distributed Contributor Model
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Curve’s Rejected 17 Million CRV Grant Exposes Competing Governance Interests
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Aave’s Brand Dispute Exposes the Gap Between DAO Governance and Commercial Control
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Aave’s Ownership Dispute Exposes the Gap Between DAO Governance and Product Revenue
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Crypto’s 2026 Narrative Test: Trading Demand, Token Ownership and Real Business Value
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Who Owns Aave? A Fee Dispute Tests the Boundary Between Protocol and Product
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Aave’s Fee Dispute Exposes the Divide Between Protocol Governance and Product Ownership
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Progmat and Digital Asset Plan Tokenized Japanese Government Bonds on Canton
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Kalshi’s $1 Billion Round Dominated October 2026 Crypto Venture Funding
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Kalshi Dominated October 2026 Crypto Funding as Broader Totals Held Steady
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Progmat’s Canton Partnership Targets Tokenized Japanese Government Bonds
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Galxe’s Gravity Pivot: Community Tools Wind Down as Crypto Projects Reassess Their Models