Scaling the EVM requires an L1, not an L2 north Despite all the hype, layer 2s have never been the solution to scaling the EVM, as they come with their own set of challenges. The answer has lied within layer 1s all along.
Fragile Calm in the Capital Markets north (traveling; no commentary tomorrow)Overview: The dramatic price action in throughout the capital markets after last week's US tariff announcements, China's retaliation, and yesterday's US threat of another 50% tariff on China has calmed today, in a nervous way. Indeed, the calm could be [...]
Shades of Smoot-Hawley: Depression Feared north Overview: At the end of last week, there was much talk about Black Monday and today it is here. Various circuit breakers kicked in as stocks plummeted. The Nikkei 225 fell 7.8%, and while China's CSI 300 fell 7.05%, the index of mainland shares that trading in Hong Kong dropped 13.75%. The [...]
Utility, volatility and longevity: Looking beyond the hype north The blockchain narrative often centers on volatility and speculation, overshadowing its potential for real-world utility. Genuine solutions enable and support stability and longevity in the digital asset landscape.
The Week Ahead: Trade War and Price Action are More Important than US and China's CPI north April 2, what President Trump called, "Liberation Day" will indeed go down in history. The markets quaked. A trade war with China escalated as Beijing took strong retaliatory measures, with not only sharp rise in its tariff on US imports but imposed (more) restrictions on rare earth exports. [...]