Opinion
The Layer 1 Fallacy: Chasing Premium Without Substance
DeFi and RWA protocols are rebranding themselves as Layer 1s to capture infrastructure-like valuations. But most remain narrowly focused applications with little sustainable economics — and the market is beginning to see through it, says Avtar Sehra.
Ethereum Could Win the War, But Lose the Prize
Ethereum’s success presents a new challenge — invisibility, writes CMT Digital’s Aryan Sheikhalian. As Ethereum powers more applications behind the scenes, it risks becoming something everyone uses but no one notices.
"A Whale of a Problem: Why Self-Custody Might Sink Bitcoin Giants"
For whales with scale, the trade-offs of holding spot BTC are increasingly hard to justify. Bitcoin ETPs are an alternative, offering an efficient structure that allows big investors to sleep easy at night, says 21shares' President Duncan Moir.
The Future of Digital Asset Infrastructure in Latin America
Although cryptocurrencies have the potential to entirely change the economy and access in Latin America, their success hinges on infrastructure that prioritizes the needs of marginalized populations, regulatory clarity and educational efforts, writes ChainMyne’s Kimberly Rosales.
The Rate Renaissance: How Benchmark Rates Unlock DeFi’s Potential
Forward rate agreements (FRAs) serve as a foundational tool in the fixed income market to allow participants to manage expected interest rate fluctuations, and ultimately provide structure and scalability to unlock the next evolution of DeFi, write Treehouse Labs’ Jun Yong Heng and Si Wei Yue.
It’s Time to Promote the Correct Crypto Allocation
DACFP’s Ric Edelman shares insights from a recent white paper explaining the substantial upside in bitcoin’s price and why the risk/reward ratio strongly favors a significant crypto allocation – certainly one that’s far higher than a measly 1 or 2 percent.
Q2 2025: From Balance Sheets to Benchmarks
Joshua de Vos of CoinDesk Data breaks down the July digital assets report and touches on corporate treasury adoption, the digital assets dominating the headlines and the role of benchmarks in capital decisions.
The Big Bet on Crypto’s AI Infrastructure
A new, decentralized movement is emerging — one that merges AI and blockchain to create open, scalable and trustless infrastructure, says ML Tech’s Leo Mindyuk.
The Evolution of Crypto Trading: From Wild West to Regulated Innovation
The cryptocurrency trading landscape has evolved from a decentralized, unregulated "wild west" to a more sophisticated and regulated environment, fostering institutional adoption and boosting investor confidence, says Patrick Murphy of Eightcap.
The Next Frontier in Finance: Tokenized Access to Private Markets
Tokenization is re-architecting private markets from the ground up, and the implications are enormous, says Fission Labs’ Jonathan Shaffer.
