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Aaron D.
Mar 16, 2024 • 2:00 PM
NFTs & Gaming
Thesis 404
With market attention now primarily on Solana, memes, and BTC flows, I felt it was an excellent time to refine my thesis on the opportunity around 404s. 404s are a catch-all term I am using for semi-fungible proto-token standards that combine tokens
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Ceteris
Mar 15, 2024 • 11:02 AM
Layer 2 / L2
Early 4844 Results
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As more L2s start to adopt blobs we are seeing more real data come in. The dashboard from my tweet is by far the best one I have seen so far
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Ceteris
Mar 14, 2024 • 10:01 AM
Layer 1 / L1
Solana TVL Passes Arbitrum While Volume Dominates
Solana TVL has officially passed Arbitrum for the first time in the post-FTX era. This is impressive not just because of the comeback, b
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Michael Rinko
Mar 14, 2024 • 1:42 AM
Macro & Markets
Fink Around and Find Out
In case it wasn’t abundantly clear, there’s a new whale on the loose: Larry Fink. Following the approval of the Bitcoin ETFs, M
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Jason Pagoulatos
Mar 13, 2024 • 9:03 PM
Macro & Markets
Is this time finally different?
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Over the last few weeks, I’ve seen the timeline littered with various people sounding the alarm on ‘top signals’ and signs of ‘market froth’
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Ceteris
Mar 13, 2024 • 10:59 AM
Layer 2 / L2
Solana Getting L2s
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There have been some recent announcements recently with projects signalling the intention to launch as a Solana L2. The first is Zeta
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Teng Yan
Mar 13, 2024 • 7:23 AM
NFTs & Gaming
GuildFi Drops its Zentry Trailer.
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GuildFi just dropped its trailer for Zentry today, which is going to be its rebranded ecosystem. This probably signifies the start of its re
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Facundo
Mar 12, 2024 • 9:04 PM
Layer 1 / L1
Ethereum Based Sequencing & Preconfirmations Call #3 - Notes
Notes from the last preconfirmation & sequencing call, it was pretty interesting so here’s a quick summary – link to call Based sequenci
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Christian Cioce, Ph.D.
Mar 12, 2024 • 6:23 PM
Macro & Markets
A Spike in Outsized Volume
A scan across several technical indicators detected a spike in outsized volume yesterday (March 11, 2024) across a relatively large proporti
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Ceteris
Mar 12, 2024 • 11:54 AM
DAO
MetaDAO Initiates Dutch Auction
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MetaDAO has officially enabled proposal 10, a Dutch auction that attempts to raise funds for the DAO. The first auction price is set 50% abo
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