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Dora Noda

Dora Noda

Software Engineer

2345 posts · View all authors

The First AI-Crypto ETF Race: Grayscale and Bitwise Bet Wall Street Is Ready for Bittensor
·Dora Noda·9 min

The First AI-Crypto ETF Race: Grayscale and Bitwise Bet Wall Street Is Ready for Bittensor

Grayscale and Bitwise both filed spot ETFs for Bittensor's TAO token — the first AI-crypto ETF race, testing whether the SEC's new digital commodity framework extends past 16 named tokens.

AI
DePAI
ETF
institutional-investment
+1
The $375M Unlock That Didn't Crash: How Hyperliquid Turned HYPE Into Crypto's Most Profitable Machine
·Dora Noda·10 min

The $375M Unlock That Didn't Crash: How Hyperliquid Turned HYPE Into Crypto's Most Profitable Machine

Hyperliquid released $375M in HYPE on April 6, 2026, and the market barely moved. Inside the 97% fee-to-buyback machine, $1.2B revenue engine, and institutional floor thesis that rewrote unlock economics.

Hyperliquid
DEX
tokenomics
DeFi
+1
Intent-Based Wallets: The Endgame of Account Abstraction
·Dora Noda·10 min

Intent-Based Wallets: The Endgame of Account Abstraction

ERC-4337, EIP-7702, and the wallet-as-a-service arms race are converging on a single UX paradigm: wallets where users declare outcomes instead of signing transactions.

Ethereum
Web3
infrastructure
smart-contracts
+1
Kaito After YAPS: How X Killed Crypto's First Attention Economy — and What Rose From Its Ashes
·Dora Noda·10 min

Kaito After YAPS: How X Killed Crypto's First Attention Economy — and What Rose From Its Ashes

Kaito's YAPS attention-to-earn product was sunset in January 2026 after X banned incentivized posting apps. Here is how the pivot to Kaito Studio and Polymarket attention markets reshapes the InfoFi category.

social-media
prediction markets
AI
information markets
+1
Kraken's $550M Bitnomial Bet: Buying the Only CFTC-Regulated Crypto Derivatives Stack Money Can Build
·Dora Noda·10 min

Kraken's $550M Bitnomial Bet: Buying the Only CFTC-Regulated Crypto Derivatives Stack Money Can Build

Payward's April 17, 2026 acquisition of Bitnomial gives Kraken the only crypto-native company holding all three CFTC licenses — DCM, DCO, and FCM — months before its anticipated IPO. Here is why clearing infrastructure just became the most valuable asset in US crypto derivatives.

acquisitions
regulation
Coinbase
capital markets
+1
Mind Network's FHE Consensus: The First Blockchain Where Validators Never See the Data They Validate
·Dora Noda·11 min

Mind Network's FHE Consensus: The First Blockchain Where Validators Never See the Data They Validate

Mind Network's FHE validator layer reaches consensus on ciphertext — so validators never see the data or AI model weights they verify. Here is what that actually means for confidential AI, the trade-offs versus ZK and MPC, and whether FHE's 100×-1000× overhead can survive real production workloads.

FHE
AI
privacy
Consensus
+1
Mint Blockchain Shuts Down: The L2 Graveyard Is Now a Discipline
·Dora Noda·8 min

Mint Blockchain Shuts Down: The L2 Graveyard Is Now a Discipline

Mint Blockchain's April 2026 shutdown signals a broader L2 reckoning: why most Ethereum rollups can't survive the revenue math, and how orderly wind-downs are becoming a discipline.

Ethereum
layer-2
NFT
infrastructure
+1
Monad vs MegaETH: The High-Performance EVM Showdown Reshaping Q2 2026
·Dora Noda·11 min

Monad vs MegaETH: The High-Performance EVM Showdown Reshaping Q2 2026

Monad's parallel L1 launched in November 2025, MegaETH's real-time L2 went live in February 2026. Two mainnets, two architectures, and the choice defining EVM scaling for the rest of the decade.

Ethereum
MegaETH
layer-2
Layer-1
+3
Movement Labs M2: EVM + Move Hybrid Lets Solidity Inherit Resource-Type Safety
·Dora Noda·9 min

Movement Labs M2: EVM + Move Hybrid Lets Solidity Inherit Resource-Type Safety

Movement Labs' M2 chain runs Solidity bytecode inside a Move VM, promising reentrancy immunity and resource-type safety for Ethereum developers without rewrites.

Ethereum
Move
layer-2
smart-contracts
+1
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