§ 03 — THE STRATA

THE RESEARCH FILE

55 REPORTS ON RECORD — MIGRATED IN FULL FROM THE REPORTS ARCHIVE

2026-07-14The Auction Goes Dark: ePBS, Binding Bids, and the Price of CertaintyETHEREUM2026-06-22Who Builds the Block: Builder Economics, Order-Flow Segmentation, and the Prop-AMM TurnDEXES2026-06-07Indicative vs. Firm: Where Swap Aggregators Hide SlippageDEXES2026-05-22Stablecoins: From Pegged IOUs to Ungovernable MoneyDEFI2026-05-20Propeller Heads: Tycho, Fynd, Turbine, and the Commoditization of the DeFi Trade Supply ChainDEFI2026-05-19BuilderNet: TEEs, Shared Flow, and the Endgame of Imperative MEV CoordinationETHEREUM2026-05-12Prop AMMs, Block Oracles, and Bebop's bopAMM BetDEXES2026-05-09State of Solana MEV: What Breaks FirstDEXES2026-04-30The Safe Harbor That Matters: Developer Protections, Stablecoin Yield, and the Roman Storm RetrialDEFI2026-04-27Security Councils and the rsETH Freeze: How Much Power Does an L2 Council Actually Have?ETHEREUM2026-04-20Immutable Applications on Ethereum MainnetETHEREUM2026-04-20Token-Warrant Economics and the Immutability DriftETHEREUM2026-04-20The rsETH Bridge Drain: LayerZero DVN Compromise, Aave Contagion, and a CROPS Audit — April 2026DEFI2026-04-15Dalio vs Vitalik — An AI DebateESSAYS2026-04-14Competing with the Bots: Stack Analysis and Entrant Playbook for Telegram Trading, April 2026DEFI2026-04-13The Phenomenology of Token GamesESSAYS2026-04-09The Compute Pipeline: Auditing SemiAnalysis on Logic, Memory, and PowerMUSINGS2026-04-07Agentic Payments: Stitching Together x402, MPP, and AnomaPayDEFI2026-03-31The Privacy Gap: Stablecoins, Payments, and the Missing Infrastructure LayerDEFI2026-03-31The Bridge Across: Token-to-Equity Conversion and the End of the Governance Token ExperimentDEFI2026-03-31The Crypto Payments Stack: A First-Principles Survey of What Works, What Doesn't, and What No One Has SolvedPRIVACY2026-03-31Eyes Wide Shut: Mapping the Crypto Media EcosystemESSAYS2026-03-30The Mechanism Spec: Designing L1-L2 Economic Coordination That Might Actually WorkDEXES2026-03-30Supervisory Report: Mechanism Design for L1-L2 Economic CoordinationMUSINGS2026-03-29The Composability Question: Is Synchronous Atomic Composability a Solution Looking for a Problem?DEXES2026-03-29Products at the L1-L2 Boundary: A First-Principles Analysis of What Justifies Synchronous ComposabilityDEXES2026-03-29The Missing Treaty: What L1-L2 Economic Coordination Would Actually RequireDEXES2026-03-29Supervisory Assessment: L1-L2 Trade Agreements ThesisMUSINGS2026-03-25Complex Adaptive Systems: The Meta-Framework That Explains Everything and Predicts NothingMUSINGS2026-03-25Gestalt Psychology: The Invisible Operating System That Builds Your Reality Before You ThinkMUSINGS2026-03-25Network Theory: The Map That Became the TerritoryMUSINGS2026-03-25Second-Order Effects: The Model That Watches Every Other Model FailMUSINGS2026-03-24Bayesian Reasoning: The Most Powerful Way to Be Confidently WrongMUSINGS2026-03-24Cybernetics and Systems Thinking: The Science of Control That Proved Control Is ImpossibleMUSINGS2026-03-24Evolutionary Dynamics: The Algorithm That Runs Everything and Explains Less Than You ThinkMUSINGS2026-03-24Game Theory: The Most Powerful Workshop Tool You Should Never Mistake for a Crystal BallMUSINGS2026-03-24Information Theory: The Most Powerful Mental Model You're Probably MisusingMUSINGS2026-03-24Prospect Theory: A Partially Validated Diagnostic Framework Whose Policy Arm You Should Not TrustMUSINGS2026-03-24The Ten Models: A Practitioner's Guide to the Frameworks That Actually WorkMUSINGS2026-03-23The Consensus MachineMEDIA ECOSYSTEM2026-03-20The State of Zcash: Encrypted Money at an Inflection PointPRIVACY2026-03-18The State of Intents: 2026DEFI2026-03-17Application Design: Solana (SVM) vs. Ethereum (EVM) — A Builder's PerspectiveETHEREUM2026-03-17State of Monad: Architecture, Ecosystem & Open Questions — March 2026DEFI2026-03-16Risk Labs Comprehensive Report: UMA Protocol, Across Protocol & ACX-to-Equity ConversionDEFI2026-03-16The State of Private Credit Markets: A Comprehensive AnalysisTRADFI2026-03-15DIEM vs Direct API Pricing: The Economics of Tokenized InferenceDEFI2026-03-06State of the Ethereum L2 Ecosystem: March 2026ETHEREUM2026-03-04State of Ethereum: March 2026ETHEREUM2026-03-04The Future of DeFi Lending: Strategic Transformation AnalysisLENDING2026-03-04Comprehensive Lending & Borrowing Market Report: 2022–2026LENDING2026-03-04DeFi Lending & Borrowing Market Projections: 2026–2029LENDING2026-03-03Comprehensive DEX Market Report: 2022–2026DEXES2026-03-03DEX Market Projections: 2026–2029DEXES2026-03-03State of MEV: March 2026DEXES