𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

PoW Architecture + Kaspa Analysis | Institutional research for builders & allocators | GhostDAG • BlockDAG • Macro Analysis Systems over Speculation Decentralized Joined January 2026

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

11 hours ago

@manyfest_ @michaelsuttonil Rock/Paper/Scissors as a covenant application and that few lines encodes multi actor composability, token minting, and state transitions in a single TX. If this is what the entry level looks like, the ceiling is hard to see from here.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

12 hours ago

$15M committed to quantum preparation before large scale quantum computers even exist. That's not hedging that's the institutional definition of long term thinking. BlackRock and Strategy funding open source Bitcoin security research independently is exactly how critical infrastructure should be maintained.

Strategy @Strategy

19 hours ago

Today we're announcing the Bitcoin Security Consortium @BTCconsortium: a group of leading financial institutions and Bitcoin companies supporting the long-term security of the Bitcoin network. Members have pledged $15 million toward this work over the next three years.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

12 hours ago

BlackRock, Fidelity, Strategy, ARK all in on Bitcoin security funding. $15M over three years signals that the institutions treating BTC as reserve infrastructure are now also treating its long term security model as a shared responsibility. That's a different level of commitment than ETF allocation alone.

Bitcoin Security Consortium @BTCconsortium

19 hours ago

We're the Bitcoin Security Consortium: leading financial institutions and Bitcoin companies supporting Bitcoin's long-term security. Members have pledged $15 million to Bitcoin security research and development over the next three years.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

12 hours ago

@pumpolinsky bittensor:native

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

13 hours ago

"Own the rails" but not all rails are equal. Agentic economies need settlement that operates at machine speed with verifiable finality. Architecture selection at this layer is permanent.

Raoul Pal @RaoulGMI

13 hours ago

People are so concerned about AI taking their job that they can’t see the massive opportunity right in front of them. The economy that's coming won't run on wages. It'll run on infrastructure. Agents will do the work, generate value, and settle the transactions, and all of that

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

13 hours ago

Separating research proposals from implementation progress from mainnet activation that distinction alone eliminates 80% of the misinformation circulating about Kaspa's roadmap. Useful tool for anyone trying to cut through the noise.

Cihan0x.ETH @cihan0xeth

3 days ago

🚀 Kaspa Research GPT v11 is now live. Built for the Kaspa community, it helps users quickly understand the Kaspa network, protocol, architecture, upgrades, vProgs, covenants, and Layer 2 ecosystem through accurate, source-backed, architecture-first answers. This is not just a

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

13 hours ago

@DailyKaspa 1.49B KAS in a single wallet that's 5.4% of circulating supply moving off exchanges in coordinated tranches. Three transfers, five minutes, three different venues. Whoever this is, they're not accumulating casually.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

a day ago

@ladydag_ Vacuum tube to GPU took 50 years. Bitcoin to Kaspa took 12. The compression of engineering cycles is accelerating and so is the design space for what PoW can actually do.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

2 days ago

@MoonKing___ Speed was the proof of concept. Covenants are the proof of platform. The developer surface that opens up with KCC standardized primitives is a different category of asset entirely.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

2 days ago

Four talks, one thesis, Kaspa is entering its business era. "Finance infrastructure that cannot be overridden" that framing is going to age well.

Igra Labs @Igra_Labs

2 days ago

One month ago, on 19 June, we made it Kaspa and Igra day at Berlin Blockchain Week. Four talks covering Kaspa and Igra's past, present, and future, from technology and community to product and business. Full playlist, slides included: - youtu.be/LltPKCaIUbQ?si… "Kaspa: Real-Time

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

2 days ago

@ladydag_ Kas-smiths is where the KCC specs get stress tested before they become standards. The forge metaphor is accurate this is where the protocol's application layer gets shaped.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

2 days ago

Hard to call a specific price target that depends on macro, BTC correlation, and whether DAGKnight lands in Q3 as expected. What the data shows: MVRV at 0.784, liquid supply at record low, 13 days to next Chromatic Decay reduction. The setup is structural. Timing is always the hard part.

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

3 days ago

82% of Kaspa's circulating supply hasn't moved in 3+ months. All time high for the metric. That leaves less than 1 in 5 KAS changing hands while the network just recorded its fastest GitHub pace of 2026. Price is compressing. Conviction is not. 30 day volatility: one of the lowest readings ever recorded for Kaspa. Volatility compression doesn't last. When it breaks in either direction thin liquid supply amplifies the move. The data isn't bullish or bearish. It's structural. kaspa:native #Kaspa #NFA

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

2 days ago

@d1isikea Data source: @KaspaDaily (Jul 13, 2026) UTXO age analysis via kaspalytics.com/app/supply/ina… Methodology uses DAA score based timestamp estimation, accurate to within minutes. Attaching the original post below. x.com/DailyKaspa/sta…

Kaspa Daily @DailyKaspa

2 weeks ago

Over 82% of Kaspa's circulating supply hasn't moved in 3 months or more, an all-time high for the metric. That leaves less than a fifth of all KAS changing hands over the past quarter. The inactive share has been grinding higher for over a year, with each pullback shallower than

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

2 days ago

RECON On Chain Report #002 - 22.07.2026 316 PH/s. 522 nodes. 82% supply inactive. MVRV 0.784. Bybit: +364M KAS accumulated. Liquid supply: record low. Next Chromatic Decay reduction: 13 days. The network builds. The market waits. kaspa:native #Kaspa #NFA

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

3 days ago

Protocol fee distribution to active voters not passive holders. The governance model here is doing something most DeFi protocols get wrong, aligning participation with reward rather than just capital size. 65% of fees flowing to on chain voters is a meaningful commitment to active governance over passive extraction.

Kaskad @AppKaskad

3 days ago

📢Big Kaskad Update: unlocking protocol fees for eligible voters This new update introduces Kaskad's protocol fee mechanism and inaugurates the first round of protocol fee allocations to our active voters: those who supply or borrow assets, stake KSKD, and vote on-chain to

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

3 days ago

A full Rust SDK for covenant compilation and most people are still asking when the next price catalyst is. Argent runtime in the playground now. The gap between what's being built and what's being discussed has never been wider.

Michael Sutton @michaelsuttonil

3 days ago

@HenriqueLampert there’s a full rust sdk named argent-runtime. see demos in the playground: most simple - github.com/michaelsutton/… most complex (dex) - github.com/michaelsutton/…

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

3 days ago

Agentic economies need settlement infrastructure that operates at machine speed not human cycle blockchains. The question isn't whether AI agents will transact. It's which protocol they'll settle on. kaspa:native

Raoul Pal @RaoulGMI

3 days ago

Most workers won't be human by 2030. The economy we've been living in was built at biological speed. The same world is now being overrun by AI agents that operate a million times faster than we do. That's what I call the economic singularity… the point where what we've built

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𝑹𝑬𝑪𝑶𝑵 @ReconProtocol

4 days ago

Covenants as the coordination layer for agentic software is the most underpriced idea in this entire space right now. Classic use cases on fair infrastructure that's the reframe most people haven't made yet.

Michael Sutton @michaelsuttonil

4 days ago

@bathtoob30 @moshikrl @FoxH04 @KASperiencexyz @BSCNews @coderofstuff_ That’s a longer-horizon effort and is exactly what hashdag is “hunting” for. But everything above Kaspa will ultimately be built over covenants, including the soon coming based-apps mvp and future vprogs and any staghunt implemented on any of them, so now is the time to celebrate