Dora Noda
Software Engineer
2342 posts · View all authors
Ethereum's BPO2 at 100 Days: 40% More Blob Space, 25% Used, and a Tokenomics Reckoning
Ethereum's BPO2 hard fork delivered a 40% blob capacity boost in January 2026, but L2s are using only 25% of the new ceiling — collapsing fees, ETH burn, and the ultrasound money narrative in one shot.
The Stablecoin Orchestration Layer Race: Conduit, Circle, and the $200B Cross-Chain Question
Circle's April 2026 USDC Bridge launch reframes a question Conduit's $36M Series A was already trying to answer: who owns the routing decision when stablecoins move between chains, and what is that worth?
MiCA's July 2026 Cliff: The EU Stablecoin Delisting Map for a Post-Grandfathering Market
On July 1, 2026, MiCA's transitional period ends and roughly $184 billion in Tether liquidity becomes ineligible on EU-regulated venues. Here is the issuer scorecard, the delisting map, and the structural shifts reshaping European stablecoin flows.
Fireblocks Hits $2 Trillion: How One Stack Became the Snowflake of Stablecoin Issuance
Fireblocks just crossed $2T in annual transaction volume, with stablecoins driving 55% of flow. Why Qivalis, MPC-CMP key management, and an integrated stack make Fireblocks the default backend for bank-grade stablecoin issuance — and a $15-25B IPO candidate by 2027.
Gensyn Judge: The Missing Quality-Verification Layer for Decentralized AI
Gensyn's Judge ships the first verifiable model-evaluation primitive for decentralized AI, separating proof that training happened from proof that it produced a good model — the rung enterprise procurement has been waiting for.
GSR's BESO ETF: How a Crypto Market Maker Just Outflanked BlackRock on Active Staking
GSR's April 22 launch of BESO — the first U.S.-listed multi-asset crypto ETF authorized to stake — turns a 13-year-old market maker into BlackRock's newest competitor on active management.
Hong Kong Web3 Festival 2026 Recap: $2B Tokenized Bonds, a 5.6% Stablecoin Approval Rate, and Asia's New Institutional Crypto Capital
Hong Kong Web3 Festival 2026 drew 50,000-plus attendees, BlackRock and HSBC executives, and a Financial Secretary keynote disclosing US$2 billion in tokenized bonds — the four-day event that just made HKCEC Asia's institutional crypto capital.
Hyperliquid HIP-3 Eats Wall Street: How $2.3B in Builder-Deployed Perps Made Weekend Oil Trading a DEX Monopoly
Hyperliquid's permissionless HIP-3 perpetual market framework hit $2.3B in open interest in April 2026, with oil, gold, and tokenized equities now driving more weekend volume than CME can serve.
BILS Goes Live: How Israel's Shekel Stablecoin on Solana Rewrites the Non-USD Playbook
Israel's Capital Market Authority approved BILS, a shekel-pegged stablecoin issued by Bits of Gold on Solana — the first government-approved fiat stablecoin in the Middle East and a working template for non-USD tokenized money.