Ivan

Ivan

I filter signal from noise in crypto, geopolitics, and AI.
Aug
16
Executive Summary: Optimistic Rollups vs ZK-Rollups: The Ultimate Comparison

Executive Summary: Optimistic Rollups vs ZK-Rollups: The Ultimate Comparison

In this article, I compare two of Ethereum's leading layer 2 scaling solutions - optimistic rollups and ZK-rollups. I explain how both rollup types work and analyze their differences in scalability, costs, security, latency, privacy, validity proofs, DeFi readiness, and programming complexity.
2 min read
Aug
16

Executive Summary: What Are xNFTs (Executable NFTs)?

In this article, I explain what xNFTs are - a new type of executable NFT on Solana that can function as web3 applications.
1 min read
Aug
16

Executive Summary: What Are Utility NFTs?

In this article, I explain what utility NFTs are and how they offer intrinsic value by granting access to exclusive privileges and examine the potential of utility NFTs to move beyond just digital ownership.
1 min read
Aug
16
Executive Summary: Market Update: Bitcoin Crosses $30K — Now What?

Executive Summary: Market Update: Bitcoin Crosses $30K — Now What?

In this article, I analyze Bitcoin crossing $30k for the first time in 10 months. I examine what's next based on trader sentiment and macroeconomic factors and assess if this bullish move can be sustained.
1 min read
Aug
16
Executive Summary: Arbitrum vs Optimism: The Ultimate Comparison (04/2023)

Executive Summary: Arbitrum vs Optimism: The Ultimate Comparison (04/2023)

In this article, I compare the Ethereum scaling solutions Arbitrum and Optimism in terms of architecture, ecosystem growth, future plans, and current standing, analyzing which L2 has the edge in the race to become the dominant rollup.
1 min read
Aug
16

Executive Summary: Ethereum's Shapella Upgrade Is Live — Now What?

In this article, I cover the Ethereum Shapella upgrade that is now live and enables withdrawals of staked ETH, analyzing the uncertainty around whether this is bullish or bearish for ETH price.
1 min read
Aug
16
Executive Summary: Ethereum's Shanghai Upgrade — Everything You Need To Know

Executive Summary: Ethereum's Shanghai Upgrade — Everything You Need To Know

In this article, I explain the upcoming Ethereum Shanghai upgrade that will enable unstaking and withdrawal of staked ETH, analyzing the impact on Ethereum as a network, ETH price, validators, liquid staking providers, and what comes next in Ethereum's roadmap.
1 min read
Aug
12
Executive Summary: The New York Times Vs Bitcoin Mining: An Article Review

Executive Summary: The New York Times Vs Bitcoin Mining: An Article Review

In this article, I summarize and analyze the arguments made in a critical New York Times piece about Bitcoin mining's energy use, the rebuttals from the Bitcoin community, and who made the more convincing case in this latest battle over Bitcoin's environmental impact.
1 min read
Aug
12

Executive Summary: Gary Gensler Gets Grilled — And Now?

In this article, I cover the recent congressional hearing where SEC Chairman Gary Gensler was grilled for failing to clarify whether crypto is a security or commodity.
1 min read
Aug
12

Executive Summary: What Is an Application-Specific Blockchain (AppChain)?

In this article, I explain what application-specific blockchains (appchains) are, how they connect to a broader network for security while remaining specialized for their particular application.
1 min read