Dora Noda
Software Engineer
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The Web3 Game Over Screen: Eight Studios Shut Down in 2026 as a $15 Billion Bet on Token-Native Play Implodes
Eight Web3 games shuttered in the first four months of 2026, capping a $15 billion bet that never found mainstream players — and Caladan's data shows 93% of GameFi projects are now effectively dead.
Anchorage × M0 Wants to Be the AWS of Branded Stablecoins
The April 30 Anchorage-M0 partnership turns branded stablecoin issuance into a productized service — federal banking charter from one side, modular middleware from the other, and a real bet on the post-GENIUS Act issuance race.
The May 4 Stress Test: How Coinbase's DAI-to-USDS Migration Will Make or Break Sky Protocol
Coinbase will auto-convert every remaining DAI balance to Sky Protocol's USDS over a 48-hour window starting May 4, 2026 — the first time a Tier-1 U.S. exchange has used custodial control to route on-chain liquidity from one stablecoin issuer to another. Here is why the conversion is a structural stress test for USDS, what the EEA carve-out reveals about MiCA fragmentation, and which signals will tell the story through May 6.
Claude, Buy Me Some Bitcoin: Gemini's Agentic Trading and the MCP Standard's Crypto Beachhead
Gemini ships the first AI-agent execution tool on a regulated US crypto exchange, wiring Claude and ChatGPT to live trading accounts via Anthropic's Model Context Protocol — a bet that MCP becomes the default rail for fiduciary-grade AI.
Warsh, Bitcoin, and the End of Rate-Cut Hope: Has Crypto Finally Decoupled From the Fed?
Kevin Warsh's Fed Chair confirmation lands as Bitcoin's correlation with global central bank policy has structurally inverted — testing whether crypto has finally decoupled from rate-cut hope or still trades on it.
Project Eleven's $120M Bet: How a Special Forces Veteran Convinced Coinbase the Quantum Threat Is Already Here
Project Eleven's $20M Series A at a $120M valuation signals that institutional crypto is taking the post-quantum threat seriously — and that yellowpages, its retrofit-first migration tool, may be the only practical path for the trillions already on-chain.
The $9.27B Disconnect: Why Crypto VCs Tripled Their Bets During the Worst Quarter Since FTX
Crypto VCs deployed $9.27B across 255 deals in Q1 2026 — a 3.2x surge from Q4 2025 — even as Bitcoin posted its worst quarter since 2018. The breakdown of where institutional capital is going and why.
Issuer-Sponsored Tokens: Securitize and Computershare Bring $70T of U.S. Stocks Onchain
Securitize and Computershare just enabled U.S. issuers to tokenize their own shares directly through the Direct Registration System. Why Issuer-Sponsored Tokens end the wrapper era and unlock a path from $900M to $10B+ in tokenized equity.
Telegram Just Became a TON Validator — and Quietly Reframed What an L1 Is For
Telegram's $2.88M validator stake on TON, paired with the Catchain 2.0 upgrade, signals a new model where a 950M-user consumer platform secures the chain its own product runs on.