Tiger Research: Blockchain Privacy - Monero vs Zcash vs Canton Network > The piece explains how blockchain privacy is becoming essential for institutional adoption, as full transparency exposes sensitive corporate and trading activity. > It compares Monero, Zcash, and Canton, arguing that selective, compliance-friendly privacy models like Canton are best suited for regulated financial institutions.
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Chaos Labs: Aave v4 - A Design Framework for Pooled and Isolated Bluechip Collateral Markets > This piece analyzes how Aave v4 can structure blue-chip collateral (WETH, WBTC, cbBTC) across pooled and isolated markets to balance capital efficiency, risk isolation, and liquidity. > It proposes a layered mix of pooled and isolated markets to serve different user risk preferences
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Stablecoin “Interchange” & Why It Doesn’t Work > The piece argues that treating stablecoins like credit cards and restricting rewards to transactions misunderstands how they work, since stablecoins generate value from reserve yields while being held, not from spending. > “Policy should follow the physics of the underlying technology. Stablecoins generate value by existing, not just by moving.” > “Limiting rewards to customer txns is a legacy-brain solution to a problem that doesn't exist.” > “If Congress wants a competitive, U.S.-led stablecoin market, it must allow the economics to flow where the value is actually created: the holding of the asset itself.”
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