Guide: Payment Rails 101 (On-Chain Payments)Payment rails are the hidden infrastructure that moves money around the world. Crypto is shifting them from inter-bank messaging systems onto blockchains.Our research team wrote a guide explaining how traditional rails like SWIFT work, why stablecoins are becoming the backbone of on-chain payments, and what this means for the future of global finance. Read our deep dive below: ...

Blockchain & Finance - Blockchains are distribution engines for financial products, similar to how YouTube distributes content, reshaping the products themselves [1] - Solana aims to create markets optimized for active participation, catering to crypto's active retail user base [2] - Traditional markets favored long-duration US growth assets due to passive dominance, low interest rates, and low inflation, but this regime is changing [3] Market Trends & Valuation - Narratives are abundant and losing value, shifting the focus to cash flow as the new coordination point [4] - The valuation premium is shifting away from distant promises and toward present, verifiable earnings [4] - Cash-flow-producing businesses are becoming scarce and mathematically verifiable coordination points [5] Investment Opportunities - Bringing more stocks on-chain, especially in hard-to-access and cheaply valued markets like the Dubai Financial Market (DFM), could re-rate their valuation [5] - DFM trades at a 14 PE ratio, while similar markets are ~2x more expensive, potentially due to accessibility issues [5] - Value businesses will have a higher valuation with more distribution, similar to YouTube videos gaining more views than local TV broadcasts [6]

RT voh 🔺 (@vohvohh)The era of creating blockchains just to create blockchains is dyingAll blockchains, regardless of their functional layer, are facing an existential crisis right now: there are too many chains and they’re basically all doing the same thing.Regardless of niche technical capabilities, most chains have zero moat or impactful differentiation. It won’t be long until we see chains reduce spend to baseline operating costs or simply fade into irrelevance with no way to keep the lights on.Creating ...

🔥 HUGE: Chainlink and 24 major financial institutions unveiled a unified standard for asset servicing.Powered by AI and blockchains, it targets $58B+ in annual post-trade inefficiencies. https://t.co/FQBbhYr5i2 ...

RT The Book of Ethereum 📘 (@Bookof_Eth)This is exactly why blockchains must not be treated like content platforms.Immutability is a feature for settlement, proof, and coordination - not for hosting arbitrary legible content. Once data is on-chain, deletion is not a policy choice, it’s a protocol failure.The path forward is architectural clarity:• Minimize on-chain legible content• Use commitments, hashes, proofs - not raw data• Offload expression to layers designed for mutability• Embrace privacy, encryptio ...

Parallel execution explainedHow blockchains speed up by doing work simultaneously.Read more 👇https://t.co/YmGeKsyYNV ...

Partnerships - Coinbase selected Chainlink CCIP as the exclusive bridge provider [1] - The partnership aims to bring Coinbase Wrapped Assets to new blockchains [1] - The collaboration seeks to expand to new ecosystems [1] Technology - Chainlink CCIP will provide battle-hardened infrastructure for the expansion [1]

Economic & Social Commentary - Large-scale innovations, particularly in contract law, property law, and financial markets, have historically benefited economies, but require discarding non-beneficial innovations [2] - Current advancements in blockchains, smart contracts, and AI are expected to further improve global economies through trust-minimized institutions [2] - Over-emphasis on large scales in politics and economics, especially through remote trust-based institutions like governments and corporations, has contributed to cultural issues [3] - A shift in focus towards smaller social scales is needed to reduce reliance on trust in strangers, emphasizing local communities and traditions [4][6] - Instead of prioritizing narrow economic goals like GDP, more attention should be given to aspects of life closer to individuals, ensuring economic institutions protect smaller-scale institutions [5] Community & Institutional Dynamics - The industry suggests fostering communities with shared understandings and traditions to enhance communication and protect them from disruptions caused by corporations and governments [6] - Protecting long-standing religions and non-commercial traditions from globalization's disruptions, such as immigration, is crucial for community preservation [6] - The industry advocates for prioritizing the formation, growth, and protection of families and communities with long-shared understandings [6]

Market Trends - Demand is trending towards application-specific blockchains [1] - Avalanche is well-positioned for institutions seeking customization [1] Avalanche Network - Over 75 Layer 1 blockchains are live on Avalanche across key sectors [1] - The number of L1s on Avalanche is set to grow in 2026 [1]

those who thinks blockchains don't have moats have no idea what blockchains are ...