1. Messari: AI x Crypto, SocialFi, BTC programmable crypto narrative and major projects

Messari's latest crypto research report brings us the main narratives: AI, SocialFi, and Bitcoin's programmable layer. Below, we look at the key insights into these areas, the players worth noting, and the relevant investment considerations. Click to read

2.Arthur Hayes: Why has BTC stolen the limelight from gold since 2009?

Some of the views on the current phase of the Bitcoin bull run and their views on the geopolitical and global monetary situation confirm my view that we are at a turning point. We are moving from one geopolitical and monetary global arrangement to another. While I don’t know the exact endpoint of the steady state, i.e. which countries will rule and what the trade and financial architecture will look like specifically, I do know what it will look like. Click to read

3. Why am I not optimistic about Based Rollup? Is the roadmap for cryptocurrency expansion wrong?

In the current climate, I am quite bearish on on-chain rollups, and I think L2 preconfirmations are just castles in the air (let’s just say that). But I think the on-chain rollup vision is valid and just a distant dream. This short discussion will explain why. Click to read

4. Research report analysis: Should investors buy ETH or L2 tokens?

Ethereum is executing on its roadmap. The network is scaling with Layer 2. Sometime this summer we should have ETFs trading. Larry Fink won’t stop talking about tokenization. We are on the brink of a Fed rate cut. Click to read

5. Comparison of data redundancy on Arweave and IPFS

Storing data on a single server or device is risky, and data redundancy is essential to avoid single points of failure and ensure file security.