πŸŸͺ Bright lights, big finance

The BreakdownΒ·Β·2 min read
Crypto/Web3FinanceTechnology
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AI Summary

This crypto newsletter covers the Digital Asset Summit NYC with insights from Byron's conference coverage, analysis of DeFi yield curves and their correlation with Bitcoin returns, and Ethereum's post-quantum security roadmap targeting completion by 2029. The content focuses on onchain finance infrastructure, quantum-resistant cryptography, and market analysis tools.

Key Facts

βœ“Luke Leasure analyzed onchain yield curves showing strong correlation between term spreads and Bitcoin forward returns, with sUSDe tokens having highest collateral utilization.
βœ“Justin Drake outlined Ethereum's post-quantum security roadmap targeting completion by 2029, ahead of his 2032 estimate for cryptographically relevant quantum computers.
βœ“Blockworks launched an investor relations platform for onchain businesses combining analytics, branded sites, and advisory support in one platform.

Author Takes

BullishThe Breakdown

Post-quantum security

Ethereum can finish post-quantum work by 2029, treating it as near-term engineering problem rather than distant sci-fi risk

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