FLAVOR by moyed - Page 2

FLAVOR by moyed
Mar 7

Things I read Last Week #9

ACP, UCP, AP2, and VI

FLAVOR by moyed
Feb 28

Things I read Last week #8

CommerceBench and Allocation Vaults

FLAVOR by moyed
Feb 22

Things I read Last Week #7

MrBeast, Agentic Commerce, EVMbench

FLAVOR by moyed
Feb 15

Things I read Last Week #6

Crypto Neobank, Agentic Commerce, Stablecoin vs Toeknzied deposit

FLAVOR by moyed
Feb 8

Things I read Last Week #5

  1. Tenbin Labs: A Hybrid Approach to RWA Imagine holding gold as a token onchain. Two problems emerge. First, liquidity is shallow when you want to sell. Large sales onchain markets create significant slippage. Second, cashing out takes days. The issuer needs time to liquidate physical gold and convert it to dollars. These are the chronic limitations of traditional RWA tokenization. Tenbin Labs approaches this problem by asking: "Why rely solely on onchain liquidity?" The core idea is simple. I... Tenbin Labs link

FLAVOR by moyed
Feb 1

Ornn, How Do We Price Compute?

Time to turn GPU into commodity

FLAVOR by moyed
Jan 25

Things I read Last Week #4

What are the current phase of stablecoins' mainstream adoption?

FLAVOR by moyed
Jan 15

Things I Read Last Week #3

  1. The Economic Limits of Prediction Markets and Cognitive Finance Matt Liston (Augur co-founder, Gnosis' first CSO) pointed out fundamental economic structure problems with prediction markets through a Twitter thread. In the 2024 U.S. presidential election, Polymarket predicted Trump at 60% when media and polls were showing 50/50, and it turned out to be correct. This proved that markets aggregate information better than experts. However, paradoxically, the bettors who provided billions of dollars of liquidity often introduced significant biases that distorted real-world information flow. Prediction Markets link

FLAVOR by moyed
Jan 3

Block 2.0 Era

At its core, Block’s message at Investor Day 2025 was relatively simple. Block no longer sees itself as a company operating multiple payment apps or financial features. It is building a single underlying structure on which all of its businesses rest.

FLAVOR by moyed
Dec 27

Dopamine Finance and the Zeitgeist

The difference between an ordinary company and a great one lies not merely in execution or outcomes, but in how precisely it captures the problems of its era and, more importantly, whether it can redefine those problems into a new Zeitgeist that pulls society forward.