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Dora Noda

Dora Noda

Software Engineer

Dora Noda is a Software Engineer writing about Web3 infrastructure, blockchain networks, and self-hosting.

3404 posts · View all authors

FanDuel's Prediction Market Pivot: How a $30B Market Cap Wipeout Forced America's Biggest Sportsbook to Chase Kalshi and Polymarket
·Dora Noda·14 min

FanDuel's Prediction Market Pivot: How a $30B Market Cap Wipeout Forced America's Biggest Sportsbook to Chase Kalshi and Polymarket

Kalshi and Polymarket downloads sent Flutter's market cap down $30B, forcing FanDuel to chase a $240B prediction-markets boom. Here is the competitive map, the federal-state regulatory war, and what is at stake for sportsbooks, brokerages, and crypto venues.

regulation
trading
prediction markets
Coinbase
+1
BIP-361: Bitcoin's Most Controversial Proposal Since SegWit
·Dora Noda·11 min

BIP-361: Bitcoin's Most Controversial Proposal Since SegWit

Bitcoin developers proposed BIP-361 to freeze roughly 6.5M quantum-vulnerable BTC, including Satoshi's coins. Here is why the five-year migration plan splits the community.

Bitcoin
cryptography
security
governance
+1
Ethereum's 200M Transaction Milestone: How the Network Quietly Won While ETH Bled 50%
·Dora Noda·11 min

Ethereum's 200M Transaction Milestone: How the Network Quietly Won While ETH Bled 50%

Ethereum just hit 200.4 million Q1 2026 transactions, $180B in stablecoins, and 60% of the tokenization market — yet ETH is down 50%. Inside the structural disconnect between the network's biggest quarter ever and a token that won't cooperate.

Ethereum
layer-2
stablecoins
tokenization
+1
Hong Kong Web3 Festival 2026: 50,000 Attendees, HKD Stablecoins, and Asia's New Crypto Playbook
·Dora Noda·7 min

Hong Kong Web3 Festival 2026: 50,000 Attendees, HKD Stablecoins, and Asia's New Crypto Playbook

Hong Kong's 2026 Web3 Festival drew 50,000+ attendees just days after the HKMA granted its first stablecoin licenses to HSBC and Anchorpoint Financial. Here's what happened, what was announced, and what it signals for Asia's digital finance race.

stablecoins
RWA
regulation
event
+1
Know Your Agent: How KYA Replaced KYC as the Agent Economy's Defining Compliance Battleground
·Dora Noda·12 min

Know Your Agent: How KYA Replaced KYC as the Agent Economy's Defining Compliance Battleground

AI agents drive 19% of DeFi volume but no compliance framework exists to verify them. Inside the race between Skyfire, Sumsub, Coinbase, World, and ERC-8004 to build the agent economy's identity layer.

AI
compliance
regulation
stablecoins
+1
Web3 Intelligence vs. AI Decentralization: The Architecture War Shaping the Agent Economy
·Dora Noda·9 min

Web3 Intelligence vs. AI Decentralization: The Architecture War Shaping the Agent Economy

Two competing philosophies are shaping how AI agents get built on blockchains in 2026: retrofitting existing EVM chains with agent standards (ERC-8004, ERC-8183) versus building AI-native infrastructure from scratch (ASI Alliance, Ambient Proof-of-Logits). Here's what each camp gets right and where the agent economy is headed.

AI agents
Web3
DeFi
Ethereum
+1
Stablecoins Hit $311B: USDC Doubles, USDT Holds 59%, and the Reserve Playbook Gets Rewritten
·Dora Noda·12 min

Stablecoins Hit $311B: USDC Doubles, USDT Holds 59%, and the Reserve Playbook Gets Rewritten

Stablecoin market cap hits $311B in April 2026. Circle USDC doubled to $78B, Tether holds 59% with $184B, and yield-bearing tokens grow 15x faster than the market.

stablecoins
Tether
GENIUS Act
DeFi
+3
Stablecoins Hit $311 Billion: The USDC Surge, Tether's Compliance Cliff, and Who Wins the Issuer Race
·Dora Noda·9 min

Stablecoins Hit $311 Billion: The USDC Surge, Tether's Compliance Cliff, and Who Wins the Issuer Race

The stablecoin market has crossed $311 billion as USDC's on-chain volume surpasses USDT for the first time since 2019, powered by the GENIUS Act's regulatory clarity. Here's what the four-way issuer race between Tether, Circle, PayPal, and Stripe means for the future of digital money.

stablecoins
GENIUS Act
regulation
RWA
+1
AI Agents Now Run 19% of DeFi Volume — and Still Lose to Humans by 5x at Trading
·Dora Noda·8 min

AI Agents Now Run 19% of DeFi Volume — and Still Lose to Humans by 5x at Trading

AI agents now originate 19% of DeFi volume but lose to human traders by 5x in open-ended decisions. Inside the DWF Ventures data that punctures the agentic economy hype.

AI
DeFi
MEV
stablecoins
+1
Showing 1981–1989 of 3404 posts