Narratives:
Jackson Hole Fed Speech was Hawkish
Ethereum Merge biggest play ahead of us
Market looks super blehh
Honestly, you should consider devoting some time and improving yourself. Crypto markets are gonna take a while before we shift back risk-on. Take up hobbies, develop skills, work on your health, do things you enjoy
We’re in it for the long run, isn’t we
I do some longer form writing on this week’s stuff here:
- Time moves differently in crypto. Crypto is an intricate game filled with various players operating across multiple time frames and with varying agendas. Day in, day out, the pieces are moving all across the board. Sometimes for the better and sometimes for the worse. The following is a look at the crypto landscape during the past week covering various sectors. Use these events like clues - let it tell you the larger overarching story of crypto -
Data:
From: TradingView, CoinGecko, DefiLlama, DappRadar, CryptoSlam, TokenTerminal, Nansen
Bitcoin:
Looking at the weekly chart, we are still just chilling below the 200 week MA. We’d built up a little steam in the past few weeks but that has dissipated for now on the heels of the macro looking uncertain again. Still in bear market territory.
Looking at the 4 hour chart, we had in past weeks been putting in higher lows and higher highs until we broke that, lost ema levels and have not made a lower high and lower lows. Not great
Ethereum:
ETH is looking better than bitcoin. We are at the very least on top of the 200 week EMA. We lost the nice momentum we had built up in the past few weeks though. For now just grinding sideways.
Looking at the 4 hour chart, we similarly lost the bullish trend we were in and have made lower highs and lower lows as well as lost the EMAs. We got the Merge to look forward to.
Crypto Market Cap:
We have unfortunately lost the $1 trillion dollar market cap level. Oh well.
Nansen Smart Money Token Inflow and Outflows:
Largest Smart Money Inflows this week: Looking at the top 2, we have the majority of smart money flowing into WETH and cETH. Also worth noting is the number 4 slot where the recently announced cbETH got some smart money inflow already
Largest Smart Money Outflows this week: Most of the smart money flowed out of USDT. Nothing particularly definitive
Largest Smart Money Inflows this Month: Over the past, it’s clear that the majority of smart money flowed into ETH. Compare that with how much flowed into WBTC which is only $8.7M
Largest Smart Money Outflows this Month: This is interesting, the most money flowed out of aave interest bearing WETH. Why?
Nansen Hot NFT Contracts (7D):
Highest Volume NFT collections of the past week: Pudgy Penguins had an interesting week. The attention on the project was able to raise it to the top 3 spot
Highest Volume NFT collections of the past Month: We see all the usual blue chips in the top spot but the top 5 spot stands out a bit. We are ALL the SA with 9454 ETH and deployed 12 days ago
DefiLlama DeFi TVL:
$60.84B. This doesn’t look great, just grinding annoyingly
Top protocols by TVL:
A sea of red! We’d been seeing some improvement over the past few weeks and lost most of it. JustLend, Instadapp and Balancer were able to scratch out small gains
The top blockchains by TVL:
Did you notice that Tron sneakily made its way to the 2nd highest blockchain by TVL? Darn that Justin Tron is good.
Token Terminal Revenue:
Looking at the projects that generate the most protocol revenue which flows to token holders. In other words, these protocols accrue value to the token. 1inch and gmx stood out considering they both managed to stay green on the weekly and monthly trend.
CryptoSlam Blockchains by NFT Sales Volume (7D):
In the past week we’ve seen:
Ethereum: down 10.15%
Solana: down 3.02%
ImmutableX: up 46.64% - This is standing out
Flow: up 49.87% - This is standing out as well
CryptoSlam Blockchains by NFT Sales Volume (30D):
However in the past month:
Ethereum: down 10.45%
Solana: down 12.16%
ImmutableX: up 125.98% - Also saw good increase on the monthly
Flow: up 68.32% based on some bullish news recently
DappRadar NFT Marketplaces Volume: (7D) *excludes washtrading*
In the past week we’ve seen: Magic Eden and LooksRare have the best performance
DappRadar NFT Marketplaces Volume: (30D) *excludes washtrading*
However in the past month: it’s a bit more mixed. BloctoBay stands out with its 535% increase
Crypto News:
Monday:
Hodlnaut reports $193M financial shortfall as it seeks court protection
South Korea plans to tax crypto airdrop recipients
BendDAO contract drained with 15 ETH left to pay lenders. Many NFTs that were used as collateral in the platform have defaulted without any bids
Former OpenSea employee accused of insider trading files motion to dismiss indictment. Lawyers argue in the motion that NFTs are neither securities nor commodities, and wire fraud cases require trading in securities or commodities
Ronin hackers transferred stolen funds from ETH to BTC and used sanctioned mixers
Stephan Tual, one of the main designers behind the structure of The DAO, has left the Ethereum community after nine years — citing a disconnect between what he wanted to build and what he feels the project has become
Samsung files to launch Bitcoin and crypto exchange in South Korea in 2023
Crypto exchange Huobi’s stablecoin HUSD, it’s back up to its $1 peg after destabilizing last week
Tuesday:
Near Protocol’s Rainbow Bridge experienced another hack attempt over the weekend. Like the first attempt back in May, the project successfully blocked this attack automatically within 31 seconds and attackers lost 5 ETH
Digital-asset investment products saw outflows totaling $9M as trading volume fell to the second lowest this year
Paypal has stepped up its regulatory compliance by joining TRUST to streamline its reporting requirements relating to the digital assets “travel rule”
A KuCoin survey estimates that one-third of estimated 115M Indian crypto users concerned about regulations
Wednesday:
China begins next phase of CBDC testing with e-CNY payment for public transport. Scan and pay with e-CNY is now available in multiple Chinese cities for citizens looking to ride their local buses and subways
China’s Ant Group to help Malaysian investment bank Kenanga launch crypto-friendly super app expected to launch in early 2023
YouTubers lawsuit: BitBoy Crypto sues Atozy for defamation. Cobie has donated $100,000
Johns Hopkins University professor re-uploads Tornado Cash code on GitHub for teaching purposes
Tether holds firm on decision not to freeze Tornado Cash addresses, awaits law enforcement instruction
Bitcoin kiosk company Coinme now sells ETH, MATIC, CHAIN, DOGE, LTC and XLM from its 10,000 grocery store kiosks
Celsius filed a complaint against the former head of its staking subsidiary, Jason Stone, and the firm it acquired, KeyFi for losing tens of millions of dollars through ineptitude
Thursday:
Sam Trabucco has resigned as co-CEO of Alameda Research. He will continue on as an advisor and Caroline Ellison will continue as sole CEO
Bug bounty quadruples for white hats testing the Ethereum network - up to $1M payouts ahead of Merge
The Block is moving parts of its consumer paywall exclusively to a crypto token model
A Netherlands court has ruled that developer, Alexey Pertsev, accused of facilitating money laundering via the now-sanctioned Tornado Cash, must stay in jail for at least a further 90 days
Court approves Voyager Digital to pay $1.9M in retention bonuses to key staff members to ensure they can continue operating through bankruptcy proceedings
Genesis Trading CEO steps down
Crypto ATM company Bitcoin Depot has struck a deal with an SPAC that should see it go public at an $885M valuation
Friday:
Jerome Powell delivers a hawkish speech at Jackson Hole. He stated that a single month’s improvement is not enough to return inflation to 2%, and “restoring price stability will take some time and means using [FED] tools forcibly.” Restrictive monetary policy will likely be required for some time and households and businesses will feel the pain as the bank acts to rein in inflation
St. Louis Federal Reserve President James Bullard said markets aren’t properly pricing in the idea that inflation, and thus interest rates, will remain elevated well into the future
3AC co-founder Su Zhu said Teneo, the crypto hedge fund's liquidator, made 'inaccurate and misleading' representations to the High Court of Singapore. Reportedly fears jail term over liquidator's misrepresentation
NFTs/Metaverse:
Monday:
CryptoPunks takes top floor price spot from Bored Apes. Potentially related to BendDAO
NFT lender BendDAO begins vote to change protocol amid liquidity crisis
Introducing the Pudgy Penguins Advisory Board
The first 100% on-chain university course "Introduction to NFTs and the Metaverse"
Rally is ‘democratizing’ ownership of a rare Noun NFT
Tuesday:
Telegram may launch a new marketplace to allow users to transfer usernames via “NFT-like smart-contracts”
NFT exchange SudoRare suffers $800,000 rug pull six hours after launch
Nike saw $185M in revenue from NFT sales and nearly $1.3B in transaction volume from secondary trading
BendDAO’s new liquidation mechanism could see popular NFTs like Bored Apes available for sale at discount prices
MetaSolare is a new Web3 startup for “Music Fi”, “Anime Fi”, and “Game Fi” whose co-founders include DJ Steve Aoki and Masato Matsuura, founder of Japanese Entertainment Company Avex
Nascent metaverse new project: DRKVRS - with Aleph Zero aims to bring elements of Cyberpunk 2077 into an R-rated cosmic horror experience
Wednesday:
Uniswap is exploring NFT financialization and in talks with lending protocols
The Beijing municipal government announced a two-year (2022-2024) metaverse innovation and development plan that would require all districts to adhere to the newly released Web3 innovation plan
Bored Apes and Moonbirds to get playable avatars in new Sandbox Season 3
OpenBlox, an EVM-based NFT gaming platform, will be migrating its entire Bloxverse ecosystem of games to Avalanche, while launching three brand new titles
NFTs worth $100.6M were reported stolen over the 12 months ending in July, according to a new report by blockchain analytics firm Elliptic
Thursday:
Miley Cryus is gearing up for Web3 after filing two metaverse and NFT trademarks relating to the words “Miley” and “Miley Cryus” with the United States Patent and Trademark Office
Neopets Meta, the web3 spin-off of the classic early noughties virtual pets online game, will launch the alpha version of its metaverse on Friday
Global confectionery giant Mars has teamed up with virtual metaverse band KINGSHIP to create limited edition NFT boxes of M&M’s featuring content from the Bored Ape Yacht Club
Baby Shark creators announce second NFT drop. The do-do-do-do-drop will take place at the end of August
The 4K Protocol, a Web3 project that bridges real-world assets to NFTs, has partnered with DeFi lending platform Arcade to launch loans against physically backed luxury watch NFTs
Lithium Finance has partnered with Cyan, the buy-now-pay-later platform for bluechip NFTs
Friday:
X2Y2 has launched a custom royalty function, and buyers can now choose the amount of royalties they would like to contribute to projects
Rappers Eminem and Snoop Dogg will perform their metaverse-styled song "From The D 2 The LBC" at MTV's VMAs this month
Azuki NFT Review: The Anime Avatar Project Killed by Its Founder
Ethernal labs building AAA metaverse on top of Ethernity ecosystem
Recent Project Developments:
Monday:
Tribe DAO proposes a $157M redemption for token holders, Rari hack victims
Uniswap has blocked 253 crypto addresses related to stolen funds or sanctions
FTX is warning users not to interact with privacy protocol Aztec, calling it a ‘high risk’ mixer
Sushi Searching for a Sushi Head Chef (CEO)
Cardano founder Charles Hoskinson has continued to refute claims that the Cardano’s testnet is “catastrophically broken,” implying the need to finally move forward with the long-delayed Vasil hard fork
Liquidity crunch on BSC C.R.E.A.M. markets caused by the BNB Boosted Savings program
Olympus V3, aka codename Bophades, is finally going into Code Arena audit this week
Dogechain is Live on Synapse
Kujira - public TestNet is live for minting USK & bidding on liquidated collateral on ORCA
Umami To Pause USDC Vault, Reimburse Depositors & Prioritize “v2” Vaults
Polkadot Ecosystem Weekly Digest
Tuesday:
Huntingdon Valley Bank and Maker pioneer the first commercial loan participation between a U.S. Regulated Financial Institution and a decentralized digital currency
Trader Joe Introducing: Liquidity Book - A next gen AMM protocol that is highly efficient, flexible and built for DeFi
Thorswap, a multichain DEX aggregator, has launched cross-chain swaps for over 8,300 ERC-20 tokens
Polygon Miden VM v0.2 is out
Interest Protocol partners with Chainlink Labs to bring more security to DeFi lending
The Depository Trust & Clearing Corp. (DTCC), which processes all trades in the U.S. stock market, has launched a private blockchain project aimed at settling trades more quickly for clients
Aleo Testnet 3 is live - the first deployed example of decentralized private computation (DPC), which lets developers build zero knowledge powered apps
Silo lending app is now live
Swell Network Guarded Launch - Ethereum Mainnet
Wednesday:
Ethereum Mainnet Merge will be split into two upgrades. The Bellatrix upgrade for The Merge is set for September 6, and Paris will follow several days later
NFT as a thank you to whitehats who returned funds from the Nomad Bridge Hack
Zilliqa enters the gaming space with the shooter game, WEB3WAR
The $DC token is here - Native token Launch on Dogechain
zksync: The Dynamic Fees Milestone will be introduced with a regenesis on August 30, 2022
Shinobi $SNB distribution and tokenomics
Presenting Sea-NN, a fully on-chain convolutional neural network on Solana, written in Seahorse lang
Polynomial Protocol - Introducing the first ever stablecoin collateralized ETH Call Selling Vault
Introducing ARCx Credit and the DeFi Credit Score
Introducing — Open Chat Alliance & xMS
The Snack Shack Experiment - An experimental evolution of SudoSwap with SNACK tokenomics
Thursday:
D/Bond created a new ERC-3475 standard to introduce bonds and add value to improve Ethereum’s existing infrastructure and ecosystem. It is now accepted by the Ethereum Foundation. Makes it possible to issue bonds with multiple redemption data
The $74M plan by two former Uniswap Lab executives for a new Uniswap Foundation has passed after their proposal received over 99% of the votes from Uniswap holders
Reddit has begun airdropping its Polygon-based “Collectible Avatars”
Mercedes-Benz's strategic project Acentrik has now become operational on Polygon Mainnet as part of its official enterprise release
The Graph adds Gnosis Chain to its decentralized blockchain indexing protocol
The proposal to launch Compound III has succeeded; 200 addresses voted - 1,203,196 COMP in support
Ribbon Earn is Live
Alchemy, a web3 infrastructure platform backed by a16z, Coatue and Lightspeed Ventures, has announced its first acquisition, Ethereum developer education platform ChainShot
Sui Full Node & Validator Selection Announcement
Radiant is going cross-chain with BNB Chain launch
Trident live on Metis
Final winners of Starknet House Hackathon
Key facts on the Safe Token (SAFE) distribution and initial voting power / circulating supply
O3 Swap V2 bug bounty program is live on Immunefi
MagicSwap is now live. Built for the TreasureDAO gaming ecosystem and led by the community
Early Rubicon traders and liquidity providers can now claim an OP airdrop on the Rubicon App
Paribus is now live on Arbitrum, Polygon & Milkomeda through the partnership with Multichain
Friday:
Synthetix founder Kain Warwick has proposed a new proposal SIP-276: This SIP inflation ends with the total supply of SNX tokens capped at 300M. Turn off the money printer. Synthetix would much more closely resemble a traditional business by simply generating fee revenue and distributing the proceeds to SNX holders
Dogechain developer wallet caught dumping 1 million tokens a minute. No word yet from team
Former NetVRk CEO claims founders used investor funds to buy real-world luxury home
Arbitrum Nitro Whitepaper. Going live on mainnet next week
Web3 workplace platform Coordinape launches decentralized compensation tool for DAOs. CoVaults, uses smart contracts to automate compensation for contributors to the decentralized workspace
The Graph Network is growing to support new chains. Launch of MIPs, a new incentivized program to welcome the multi-chain future
British fintech and banking firm Revolut is partnering with Elrond to bring the blockchain’s native cryptocurrency, EGLD, onto its platform
Y2kfinance will be launching on Arbitrum network
Yeti Finance - The Path to Becoming The Best DeFi Borrowing Protocol
Algorithmic stablecoin USDN, backed by the Waves token, has depegged for the fourth time in 2022
Introducing the Sui Explorer
Mycelium partnering with Alameda Research to deliver deep liquidity for traders on Mycelium Perpetual Swaps
First $SCRT mobile wallet is launched on Apple App Store and Google Play Store
Aligned - a next-generation, full-stack web3 infrastructure company
Litepaper for Curia, a LexDAO subDAO focused on on-chain arbitration with curated panels + escrow services
MetaStreet protocol whitepaper - creates capital vaults that offer yield to depositors through NFT-backed loans
Fundraises:
Monday:
Global investment management firm Invesco is set to launch a $30 M Invesco Metaverse Fund, in a move that will see it invest in a range of companies globally from across the ecosystem
Microtraction hits $15M first close on its second fund for pre-seed investment in African startups
Safeheron Raises $7M
DAM Finance Raises $1.8M
INDEX GAME Raises $1.7M
ReDesyn Raises $500K
Dopex invested in Rage Trade
Tuesday:
Metaverse avatar platform Ready Player Me raises $56M from a16z and others
Gallium Studios Raises $6M to build Proxi, a game that will help us make sense of our memories
Blockchain Company Mural, Founded by Palantir Alums, Raises $5.6M
Mystic.com Raises $4.5M to become "Google of Web3
Polygon Studios invests in MintStars
Wednesday:
Y Combinator alumni raise $80M for Orange DAO to back crypto startups
Inworld AI raises $50M and has become a trusted resource for developers to create AI-powered virtual characters
Spectral, a credit risk assessment infrastructure web3 startup, has raised $23M
Gallium Studios, an independent gaming studio founded by ‘The Sims’ creator Will Wright raises $6M for blockchain games
Yesports raises $3.8M help continue to offer B2B services driving next-level fan first engagement powered by Web3
Decentralized social identification & verification platform Quivr raises $3.55M in seed funding
Distributed Finance acquires Algorand NFT marketplace Rand Gallery, and closes a $2.5M seed round led by Borderless Capital
Incentivised wellness platform Growfitter raises $500K
Thursday:
Cyberstarts raises $60M for seed investments
Polygon and Cere Network founders launch $50M web3 fund, Symbolic Capital
Haun Ventures has led a $24M round into web3 developer platform Thirdweb, at a valuation of $160M
Crypto-native chat Comm raised $5M in a seed funding round led by CoinFund
Mellow Protocol closed a $2.75M seed round led by Robot Ventures, Arrington Capital, and ParaFi
Cricinshots closed a seed round to be one of the frontrunners for enjoyable and sustainable Web3 games
Friday:
Animoca Brands Japan, a subsidiary of web3 investment firm Animoca Brands, has raised $45M from Mitsubishi UFJ Financial Group, Inc. and Animoca Brands
NFT Genius raises $10.5M led by Dapper Labs, Spartan Labs and others
Blockchain explorer SolanaFM raises $4.5M, plans to expand to Aptos
Emurgo Ventures invests in AID:Tech to support the launch of Volunteer & Earn
Zodiac World closed pre-seed round for development of Web 3.0 entertainment systems and art solutions
Exchange News:
Monday:
FDIC issues cease-and-desist letters to FTX US, other crypto firms over deposit insurance
FTX revenue reportedly grew 1000% in one year, from $14M to $272M in FY 2020-21
Tuesday:
Bitfinex launched Ethereum Chain Split Tokens (CSTs) to enable users to trade on the potential fork event that may result in ETH PoW and ETH PoS tokens
A new class-action lawsuit is asking for $5M in damages from Coinbase over the exchange’s propensity to crash during market volatility and listing securities
Coinbase decentralized identity features starting to go live
Binance will introduce zero-fee trading for the ETH/BUSD spot trading pair
Wednesday:
Nuffin
Thursday:
Coinbase is launching its own liquid staking token, called cbETH, ahead of Ethereum's Merge and aims to cut into Lido's dominance
Coinbase eyes long-term growth of subscription revenue and NFTs are still a focus
Binance Notice Regarding the Upcoming Ethereum Merge
Binance assisted law enforcement in China to suspend some accounts because users received unlawful crypto, causing a huge panic in the Chinese community
South Korean exchanges such as Upbit announced that deposits and withdrawals related to 16 overseas exchanges, including KuCoin, MEXC, Phemex, Bitrue, CoinW, CoinEX, AAX, ZoomEX, Poloniex are prohibited according to government requirements
Thailand’s oldest bank SCB has abandoned its planned $500M deal to buy crypto exchange Bitkub, citing regulatory issues
Afghan authorities shut down 16 crypto exchanges in one week
Friday:
Sam Bankman Fried disputes reports that Alameda Research and FTX merged VC operations
Coinbase, America’s biggest cryptocurrency exchange, today launched a voter registration tool and crypto policy education initiative
The offices of a16z backed CoinSwitch Kuber, a venture-backed crypto exchange in India, were reportedly searched by officials from an anti-money laundering governmental authority
Binance to suspend ETH and ERC-20 deposits and withdrawals during Merge to provide stability during Ethereum's Merge with the Beacon Chain by instituting a number of temporary measures
Coinbase to list nano ETH futures
Indian Exchange CoinDCX Launches DeFi Mobile App, Signaling Shift Towards Web3
New Listings:
Binance Futures will launch USDT-margined STG perpetual contracts with up to 25x leverage
Dogechain (DC) Gets Listed on KuCoin
Research:
Bybit Crypto Insights - Quarterly report on Solana - source
Crypto Gaming: A Most Practical Thesis - source
OFAC Sanctions & Ethereum PoS – Some Technical Nuances - source
State of Aave Q2 22 - source
Bankless - The AMM Edition (Part II) | DeFi Download - source
EOS Foundation quarterly report - source
The State of DeFi Lending newsletter - source
Smart Contract Automation: State of the Art (hack view) - source
MEV capturing AMM (McAMM) - source
Humble Farmer's CANTO Guide - source
Can Aave's GHO stablecoin help the protocol further grow and overtake MakerDAO and DAI? - source
Hype Cycles - source
Cumberland - The Ethereum Merge Derivative Market Opportunities & Changes to Supply/Demand Dynamics - source
Arcane Research - How much energy will Bitcoin consume in the future? - source
Jump Crypto - Paradigms for On-Chain Credit - source
The Case for Social Slashing - source
Curve Flywheel & Risk-Rewards Matrix - source
Observing GMX & GLP Patterns on Avalanche - source
Bitcoin crumbling as dollar strength pushes towards 20 year high - source
NFT Brands Case Study Overview - Performance analysis of large brand' NFT projects on Ethereum Blockchain - source
Arthur Hayes - "Teach Me Daddy" - source
KuCoin Into The Cryptoverse India Report Reveals Optimistic Prospects For Market Growth - source
Token Terminal - DeFi Exploits: Trends, Patterns, and Lessons Learnt - source
NFT Lending Models - source
Evolution of NFT markets with automated market making (Sudoswap) and collateralized lending (BendDAO) - source
How to get liquidity on your NFTs - An essential guide to getting liquidity on your NFTs with Sudoswap - source
How to Make On-Chain Gaming Competitive - source
Dune Dashboards for the Merge - source
The Rise of Protocol Native Stablecoins - source
ByBit Research - Sei: Fastest Blockchain on Cosmos? - source
The TIE - Silo Finance: An Isolated Advantage - source
Empiric Network & The Next Generation of Oracles: Data Directly from the Source - source
Y Combinator Top Companies list - source
Nansen - How to Use On-Chain Data to Get an Edge - source
Bankless - Is the Merge Overhyped? A rational case for why the Ethereum Merge might be overhyped - source
Pantera Capital - Ethereum Tightening More Than Fed - source
The Trust Model of Blockchains: How Full Nodes Keep Block Producers Accountable - source
State of StarkWare - source
Decentralized Social Media: The Future of Connections or an Unnecessary Niche? - source
The Endgame of Web3 Gaming - source
Galaxy Digital - A Survey of NFT Licenses: Facts & Fictions - source
Paradigm - Variable Rate GDAs - source
The Evolutionary History of Virtual Real Estate - source
Why Fractionalize Virtual Land? Implications for virtual real estate - source
Facts about web3 projects and their developers - source
The most successful NFT projects of all time - source
Jarvis Labs - Where to Plunge - Market Update and a Jackson Hole Handbook - source
Delphi - Nike NFTs Dominate Other Fashion Brands In Royalty Collections - source
Hook NFT options - source
a16z - Treasury Management: A Guide to Navigating Downturns - source
Bridge hacks - Once tokens on a destination chain received, are funds still at risk - source
Twitter:
New Low for DeFi - source
Fei protocol shit - source
FEI Protocol is shutting down - source
On Solving Problems On-Chain - source
BendDAO - source
Everything about modular blockchain stack of Polygon - source
Sassal on Nansen AMA - source
25 Stablecoins - source
"Fat Protocol Thesis" is dead "Fat App Thesis" is here to stay - source
A framework for currencies and what the Euro is doing - source
Aptos Ecosytems Testnets Available - source
Berachain Incentivized Testnet + Alpha - source
Most popular currently running crypto/NFT scams on Twitter - source
Gaming Thesis response - source
Narratives to keep an eye on - source
Joke - source
Soulbound Tokens - source
Sustainable on-chain Gaming activity - source
Vitalik on payments - source
Evidence that the economy is fucked - source
Trading sessions leading the market - source
Bear Market Thoughts - source
Magic Eden's first cross-chain drop - source
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