The hottest Staking Substack posts right now

And their main takeaways
Category
Top Crypto Topics
The Lunacian • 506 implied HN points • 26 Feb 26
  1. bAXS is live and functions like AXS inside the Axie ecosystem, letting you stake, breed, ascend, evolve, mint Runes/Charms, and pay for in‑game actions while remaining non‑transferable outside Axie.
  2. A first airdrop from a 100,000 bAXS pool is coming soon; eligible wallets (those with at least 10 AXS staked at the snapshot) receive allocations based on Axie Score and staked amount, and you can claim/check your allocation on App.Axie.
  3. Staking is consolidated on App.Axie (legacy staking page deprecated); bAXS can be staked for AXS rewards and full voting power, and converting bAXS to AXS uses an Axie Score–based rate that can reduce returned AXS with the difference going to the treasury to encourage in‑ecosystem use.
The Lunacian • 1012 implied HN points • 09 Feb 26
  1. A major new dungeon boss tied to core lore is being added, and original weapons have been revamped with new basic attacks and stronger ultimates while several new weapons remain work-in-progress and need bug fixes.
  2. Combat is shifting to solo axie play to increase skill and depth, adding mechanics like Dash, enabling internal PvP testing, and experimenting with a high-risk mode where losing items or your Axie on death is possible.
  3. The bonded AXS (bAXS) token and staking system are under security audit and heavy testing, with minting, bAXS→AXS swap logic, staking flows, and tier progression being finalized before user-facing visuals are prioritized.
The Lunacian • 506 implied HN points • 21 Jan 26
  1. Origins Season 16 is live with the same Elite 4 format, and players can compete for a share of an 80,000 bAXS season prize pool.
  2. Axie is introducing bAXS, a non-transferable token backed 1:1 by AXS that can be used for breeding, ascending, evolving, and staking, and converting bAXS to AXS will incur a Treasury fee that scales by Axie Score.
  3. Collectible axie holders who keep their collectible axie for the entire Rare Era and finish at Tiger rank or higher will earn Collectible Chests with Tickets redeemable for part of a 10,000 bAXS pool.
The Lunacian • 230 implied HN points • 03 Feb 26
  1. bAXS is a new bonded AXS token that works like AXS for actions such as evolving, staking, and in-game purchases, but is structured to encourage spending inside the Axie economy.
  2. There will be two bAXS airdrops; Airdrop 1 requires wallets to have at least 10 AXS staked by Feb 5 @ 00:01 UTC and distributes a 100,000 bAXS pool allocated by Axie Score and staked amount.
  3. Homeland will be replaced by Terrariums, a redesigned land system where axies can live, play mini-games, join guilds, and earn bAXS, with an MVP targeted for Q2 2026.
DeFi Education • 479 implied HN points • 04 Nov 23
  1. People in crypto are focused on finding ways to earn more money, especially through yield. They're looking for profitable options.
  2. Users on Ethereum pay fees that turn into rewards for staking, which is a key part of the earning process.
  3. Investing stablecoin money in things like US treasuries can provide stable returns, showing the importance of traditional finance in decentralized finance.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
DeFi Education • 659 implied HN points • 28 Jun 23
  1. Using hardware wallets like Trezor is recommended for better security. Metamask is also a good software wallet, but be cautious with privacy.
  2. Solo staking is the best option if you have the technical skills and resources. It offers full control and rewards, but requires a lot of maintenance.
  3. If you prefer not to manage everything yourself, consider pooled staking services like Rocket Pool. They can simplify the process but come with some extra risks.
DeFi Education • 919 implied HN points • 17 Jan 23
  1. Liquid Staking Derivatives (LSDs) allow users to trade tokens that represent staked ETH, giving them easier access to their funds without waiting for upgrades.
  2. Staking directly as a validator helps keep Ethereum decentralized and users can earn yield, but it requires technical skills and a minimum of 32 ETH.
  3. Using a staking service adds risks, so it's safer to stake directly if possible, but many users may choose LSDs for convenience.
David’s Substack • 58 implied HN points • 25 Jan 24
  1. Free markets can lead to global optimizations but leave local economies vulnerable to shifts in market winds
  2. Maker's sDAI offered attractive yields by backing DAI with off-chain assets and partnering with treasury bills
  3. New projects like Blast and Mantle quickly gained TVL through innovative strategies and partnerships in the crypto market
Coin Metrics' State of the Network • 0 implied HN points • 27 May 25
  1. The Pectra upgrade for Ethereum increased the maximum balance a validator can hold, allowing for better rewards and encouraging the consolidation of multiple validators into one.
  2. The upgrade also doubled the available blob space, which improves how Layer-2 solutions can operate, making transactions cheaper and faster for users.
  3. Early results show that more blobs are being used, and transaction counts have significantly increased, but there's still potential for even more growth in usage.
Ronin’s Newsletter • 0 implied HN points • 27 Nov 25
  1. The game now has xFISH (a spend-only, non-tradeable reward token) and on-chain $FISH, and players can stake tokens or convert xFISH to $FISH with fees that vary based on Karma.
  2. Chapter 2 adds new areas like the Cavern Permanent Zone (unlock at Fishing Level 80) plus Event and Permanent Zones, and introduces Fossils you collect to unlock new fish with set rarity chances and a Mythic pity at the 300th fossil.
  3. Karma is a central reputation score that boosts rewards, unlocks daily quests, leaderboards, and better conversion fees, and you earn it by playing, referrals, quests, staking tokens, or buying a Founder’s Pass—so claim and stake any $FISH airdrop to increase it.
The Lunacian • 0 implied HN points • 09 Dec 25
  1. AIP-004 would stake the Axie Treasury’s ~23M AXS and 96K RON to earn yield, creating a new revenue stream while slightly lowering staking APR for existing stakers because AXS staking emissions are capped.
  2. Voting for AIP-004 runs Dec 15–22, requires a 66% supermajority to pass, and vote delegation does not carry over so you must delegate again if you want to delegate for this proposal.
  3. Seven new badges were added for specific Axie bodies and land item rarities, and some Axie Score values were adjusted to give more points to Mystic holders with multiple Mystic parts.
Coin Metrics' State of the Network • 0 implied HN points • 23 Dec 25
  1. The crypto universe is growing, but capital is getting more selective. Money is concentrating in more liquid, established tokens with clearer fundamentals and stronger tokenomics.
  2. Crypto is converging with traditional capital markets as spot ETFs, corporate treasuries, bank charters, and staking products bring steadier institutional demand and make crypto an income‑generating allocation.
  3. Stablecoins and tokenization are becoming the backbone of onchain adoption; cheap, high‑volume stablecoin transfers and production‑scale tokenized equities, treasuries, and funds are unlocking new payments and investment use cases.
Coin Metrics' State of the Network • 0 implied HN points • 03 Dec 24
  1. Ethereum has about 34.4 million ETH staked, making up 28% of its total supply, while Solana has a higher staking ratio at 51% with 297 million SOL staked. This shows that more people are willing to stake their SOL due to easier entry requirements.
  2. Ethereum has more validators, about 1.07 million, compared to Solana's 5,048 validators. However, Solana engages over 1.21 million delegators, showing a lot of participation despite fewer validators.
  3. The staking yields differ significantly: Ethereum offers around 3.08% yield, while Solana offers a much higher yield of 11.5%. The differences come from their inflation models and reward structures for validators versus delegators.
The Lunacian • 0 implied HN points • 19 Jan 26
  1. bAXS is an account-bound, 1:1-backed app token you earn and stake but can’t trade, with reputation-based exit fees designed to reward real players and deter bots.
  2. 2026 is being treated as the “big swings” year where the team will make bold economic changes like emissions restructuring and aggressive Axie burn mechanics to fix the Treasury and address the 12M Axie oversupply.
  3. Atia’s Legacy is getting new 3D weapons and accessory rendering focused on Air and Ground items, bringing high-fidelity cosmetics and some light utility across Atia’s Legacy and Axie Core.
Joshua Gans' Newsletter • 0 implied HN points • 05 Oct 18
  1. Quality of predictions can be a challenge to assess before the fact, leading to market issues.
  2. Flooding the market with predictions can be avoided by having predictors earn reputations and stake their predictions.
  3. The mechanism of using staking and griefing in prediction markets may not effectively deter bad predictions and flooding, suggesting the need for alternative strategies.
Coin Metrics' State of the Network • 0 implied HN points • 27 Jan 26
  1. Gold crossed $5,000/oz as geopolitical tensions drove a strong safe‑haven rotation, while Bitcoin ended the month roughly flat despite a mid‑month rally to about $97K.
  2. MicroStrategy accumulated roughly 37,215 BTC (~$3.5B) in January, but large late‑month ETF outflows and thinning liquidity kept Bitcoin from holding its highs.
  3. Market infrastructure continued to mature: Ethereum staking reached all‑time highs (over 30% of supply), the NYSE unveiled a tokenized securities platform, and BitGo completed a public IPO.
Ronin’s Newsletter • 0 implied HN points • 11 Mar 24
  1. Prepare early for the $APRS token sale by staking wRON and meeting KYC requirements well in advance to avoid last-minute issues.
  2. The $APRS token sale involves three main phases: Staking Period, Purchase Period, and Claim Period, each with specific steps to follow.
  3. Following the steps outlined for the token sale, such as wrapping RON, purchasing $APRS tokens, and claiming them, ensures a smooth participation process.
Coin Metrics' State of the Network • 0 implied HN points • 10 Feb 26
  1. Q4 2025 total revenue is estimated at about $1.77B, down roughly 5% from Q3 as lower trading volumes and asset price declines weighed on results.
  2. Transaction revenue is forecast around $978M — consumer trading fell while institutional revenue rose significantly thanks to Deribit’s first full quarter contribution.
  3. Subscriptions & services remained resilient at about $723M, with growing USDC interest income offsetting lower staking rewards and the impact of Fed rate cuts.