Ongoing Narratives:
Ethereum Merge: Potential ETH forks - ETH PoW and ETH PoS - Who will support who? Miners vs Speculators
L2 narrative - Optimism has been chadding
Crypto Exploits and Security Concerns - $190M Nomad bridge, Solana Slope Wallet Exploit, it’s feeling a little too commonplace - emails leaked all over the place. Wild west.
SEC ruling certain cryptos securities still developing - targeting certain players
Large brands and companies still continue launching NFT projects and wanting to get into the metaverse space
VC fundraises still targeting web3, NFTs, gaming, infrastructure
Both big and small projects continue building and pushing updates and new developments
- 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
Data TL;DR:
- Nansen Smart Money flowed into $USDC and out of $WETH
- NFTiff - CryptoPunks and Tiffany NFT collection highest weekly volume
- $ETC showing high trading volume to support recent pump
- Total TVL improving - Optimism showing strong boost
- Protocol Revenue: Ethereum, dYdX, OpenSea, Synthetix , PancakeSwap top protocol revenues
- IMX saw 300% increase in NFT blockchain sales this week
-NFT Marketplace volume improving this week but still down on monthly level
Bitcoin:
Big picture, Bitcoin is fighting to reclaim the 200 week moving average. The lil’ “recovery” we’ve seen looks so sad from this perspective
We’ve been grinding sideways this week and haven’t made much meaningful progress in either direction. On a positive note, we’ve been putting in higher highs and higher lows and we’re building up a base on top of some common EMAs. Would’ve preferred to see the bullish momentum from last week have some follow through but that’s the way the cookie crumbles
Ethereum:
Efferium has been performing much better than buttcoin. This one had a nice bounce from its 200 week moving average area and we’re figuring things out around the 200 week ema area.
Bit messy. Initial strong performance and we’ve been defending the lows well but haven’t been able to crack new highs. Emas are bullish.
Crypto Market Cap:
This week saw the crypto markets maintain the trillion dollar level
Nansen Smart Money Token Inflow and Outflows:
Largest Smart Money Inflows this week:
USDC: $22.8M
WBTC: $17.5M
stETH: $8.5M
HXRO: $7.8M
BIT: $6.8M
Largest Smart Money Outflows this week:
WETH: $52.7M
RPL_new: $6.2M
aWBTC_v2: $4.7M
aAAVE_v2: $4.1M
APE: $3.4M
Nansen NFT Market Overview (7D):
Highest Volume NFT collections of the past week:
NFTiff: 8532 ETH volume
BAYC: 4550 ETH volume
CryptoPunks: 4527 ETH volume
Webaverse Genesis Pass: 3320 ETH volume
Moonbirds: 2430 ETH volume
CoinMarketCap Highest Volume Coins:
USDT: $343B
BTC: $201B
ETH: $108B
BUSD: $38B
USDC: $29B
ETC: $ $7.9B
XRP: $7B
BNB: $7B
SOL: 4.7B
TUSD: $4.7B
We see the usual suspects. Interesting to note how ETC is still showing such strength. The upcoming
ETH merge fork speculation has people bidding ETC
CoinMarketCap Lowest Volume Coins:
FEI: $11.9M
USDP: $21.3M
LEO: $22M
KCS: $23.1M
USDN: $27.3M
GNO: $39M
OKB: $41.3M
HNT: $46.3M
STX: $53.6M
HT: $59.2M
The lost and the forgotten - we pay attention to these because the market hasn’t been interested in them. How come?
DefiLlama DeFi TVL:
Total TVL: continues grinding upwards after a brutal past couple months. This week we saw news of the Macalinao brothers, who used a network of anon identities to create the illusion of a dev community, and artificially inflate the total value locked on the Saber protocol and Solana ecosystem. So always need to take this data metric with a grain of salt.
Top protocols by TVL:
On the monthly level, the top 15 protocols have all seen a positive increase. Biggest gainers include:
LDO, CVX, HEX, INST, Arrakis
The top blockchains by TVL:
All eyes on Optimism - 729% increase in TVL this month. Ballooned to 5th place with $2.51B TVL. Price has been chadding as well. Also note Waves, which is down 66% on the month. Recall, Waves community backs plan to reimburse $500M of lost DeFi funds funds following the depegging of its stablecoin. Plans to reboot non-custodial lending protocol Vires.Finance
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:
Ethereum: $73M
dYdX: $26M
OpenSea: $13.3M
Synthetix: $8.1M
PancakeSwap: $5.9M
Worth noting that this doesn’t take into account actual profit - simply revenue but these are the protocols resembling businesses that are generating cash. This is a solid place to engage in deeper research and evaluate token design
CryptoSlam Blockchains by NFT Sales Volume (7D):
In the past week we’ve seen:
Ethereum: down 17.35%
Solana: up 6.63%
ImmutableX: up 306.26%
BNB: up 10.98%
CryptoSlam Blockchains by NFT Sales Volume (30D):
However in the past month:
Ethereum: down 7.12%
Solana: down 27.44%
BNB: down 21.04%
Flow: up 50.06%
DappRadar NFT Marketplaces Volume: (7D) *excludes washtrading*
In the past week we’ve seen:
OpenSea: down 6.41%
Magic Eden: up 11.42%
X2Y2: up 6.37%
CryptoPunks: up 116.71%
LooksRare: up 10.54%
DappRadar NFT Marketplaces Volume: (30D) *excludes washtrading*
However in the past month:
OpenSea: down 23.52%
Magic Eden: down 25.92%
X2Y2: up 12.01%
CryptoPunks: up 35.08%
LooksRare: down 26.79%
Crypto News:
Tether said the hedge funds that shorted its stablecoin after Terra's collapse have “a fundamental misunderstanding of both the cryptocurrency market and Tether” - source
Blockchain security firm Halborn has warned users of the latest phishing emails for MetaMask - source
Vauld gets three-month moratorium extension to continue exploring options - source
Hardware wallet maker Ledger is seeking an additional $100M following its $380M Series C round last year - source
Ether Flips Bitcoin in Options Market for the First Time - source
Europe dominates blockchain venture deals in Q2 as growth drops in Asia and the US - source
Nomad cross-chain crypto bridge exploit. $190M worth of WBTC, WETH and USDC drained. Nomad is a token bridge that allows transfers of tokens between Avalanche, Ethereum, Evmos, Milkomeda C1, and Moonbeam. After initial attack, hundreds of separate accounts swarmed in a free-for-all to loot funds - some whitehats
Market unease attributed to Beijing's warning to the U.S. House of Representatives Speaker Nancy Pelosi against visiting Taiwan – a self-ruled island claimed by China – during her tour of four Asian countries
The U.S. SEC charged 11 people tied to the alleged $300M crypto Ponzi scheme Forsage with fraud
Messari has acquired the assets and business of Dove Metrics, which provides fundraising data and intelligence for the cryptocurrency industry
Reaper Farm, a yield aggregator, suffered an exploit. The exploiters already transferred ~$1.6M into TornadoCash
Players in the US National Women’s Soccer League (NWSL) are reportedly set to miss out on the promised payouts of a deal with crypto broker Voyager after the firm went bankrupt
Swiss Sygnum Bank expands crypto staking with Cardano, joins Ethereum 2.0 (ETH), Internet Computer (ICP) and Tezos (XTZ)
North Korean cybercriminals are targeting jobs listed on LinkedIn and Indeed to plagiarize resumes and other people’s profiles to land remote work at crypto firms
A recent report from Bank of America identified several bullish trends in the crypto market, indicating investors may be changing sentiment
Marathon closed a deal for a $100M loan from Silvergate Bank collateralized by bitcoin, a move that comes as other miners have sold bitcoin in an effort to pay down their debts
7,767 internet-connected Solana hot wallets have been compromised so far, but the source of the attack remains unknown. Includes Phantom, Slope, Solflare, and TrustWallet. Ongoing
Potential widespread malware attack on github
Michael Saylor to step down as MicroStrategy CEO, shift to executive chairman role, focusing on strategy and Bitcoin. MicroStrategy reports $918M impairment charge on Bitcoin holdings in Q2
Chainalysis estimates that $2B has been stolen from cross-chain bridges across 13 separate hacks so far this year. Attacks on cross-chain bridges account for 69% of total funds stolen so far this year
Digital asset manager CoinShares reported losses in the second quarter and $21M in losses following the de-pegging and collapse of TerraUSD
VC firm Hashed confirms losing more than $3B in Luna crash but is still looking to step up investments in GameFi projects and plans to raise a third venture capital fund
Paystand, a U.S.-based company that uses the Ethereum blockchain to enable business-to-business payments, has acquired Yaydoo, a Mexico-based accounts payable company
Binance Co-Founder Yi He to Lead Its $7.5B Venture Arm
Starbucks teases Web3 rewards program to attract new customers by “integrating digital Starbucks Rewards ecosystem with Starbucks-branded digital collectibles as both a reward and a community building element
Roman Catholic Archdiocese of Washington, DC will accept crypto donations
The bankruptcy court deciding Voyager's Chapter 11 case gave its approval for the firm to return up to $270M to customers
Binance and Mastercard launch prepaid crypto-to-fiat card in Argentina
The Macalinao brothers used a network of anon identities to create the illusion of a dev community, and artificially inflate the total value locked on the Saber protocol and Solana ecosystem. Their next play is the Aptos ecosystem
Jack Dorsey's Block - $36M impairment loss on Bitcoin holdings and total revenue fell by about 6%
NFTs/Metaverse:
Luxury jewelry brand Tiffany & Co has announced the sale of 250 diamond and gemstone encrusted pendants for CryptoPunk NFT holders. Cost 30 ETH. Holders will receive a physical pendant custom-designed based on the CryptoPunk features - source
Vitalik Buterin claims Meta’s metaverse will misfire because “it is far too early to know what people want” - source
KuCoin becomes the first centralized exchange to launch NFT ETF to support blue-chip NFT investments - source
British rock band Muse’s upcoming new album will be released as a limited-edition NFT on the Polygon-powered platform Serenade - source
a16z's Chris Dixon is joining the board of directors of NFT platform OpenSea - source
NFT market volume fell from $884.68M in June to $626.11M in July - source
Bored Ape #9797 Becomes the First NFT to Drop a Music Video - source
Students at the Hong Kong University of Science and Technology will soon be able to take classes and interact with classmates in virtual campus in the metaverse - source
FIRST LOOK: Treeverse Combat Trailer - source
July NFT data: Investor interest in gaming, NFTs continued despite market downturn
Magic Eden, the most popular NFT marketplace on Solana, will add support for Ethereum beginning this month
Gaming YouTube streamer Dr DisRespect unveiled the first sneak peek of his upcoming NFT shooter game, Deadrop. 4M subscribers on YouTube and 2.4M followers on Twitter. Partnered with Polygon Studios
Shiba Inu upcoming mobile NFT game in partnership with PlaySide Studios - Shiba Eternity will be available on both the Apple App Store and the Google Play Store
Prada’s Latest Timecapsule NFT comes with chance to attend their spring 2023 show
Funko and Paramount to launch a series of Digital Funko Pop NFTs depicting characters from Nickelodeon’s Avatar: The Last Airbender and The Legend of Korra series.The collection will be available for purchase via Dropp.io
Kikit has partnered with Liberty Gaming, a next-generation GameFi organization comprising a gaming community, guild, and NFT & Token funds, to launch its M2E fitness mobile game app
A new gifting feature on leading NFT marketplace OpenSea is causing concern over mislabeled transactions - could potentially be exploited by predatory NFT traders
Academic textbook publisher, Pearson, hopes to capture a portion of secondary market sales of textbooks by attaching NFTs to its digital titles
Tinder canceled its metaverse-dating and 'Tinder Coin' plans, and announced a number of changes to its management team as Tinder CEO departs
Major hack on play-to-earn crypto games a ‘matter of time:’ According to a cybersecurity auditing firm
A Canadian restaurant franchise is putting their customer loyalty program on the blockchain through a new Tenacious Tacos NFT collection
Bibos NFT collection mint gains hype - source
Recent Project Developments:
7 years ago, on July 30, 2015, the Ethereum Genesis block was generated - source
As the Ethereum merge approaches, a key miner is pushing a proof-of-work fork - source
Upcoming Major Unlocks In August: $NYM $EFI $GAL $ATA $ENS $DOME $DAO $GLMR $SAND $TRU $BIT $CLV $CMDX $ILV - source
Binance is set to release Binance Account Bound (BAB), its first soulbound token/SBT that’s built on the BNBchain. BAB will be used as KYC credentials
It is expected that after the merge of Ethereum, there will be 6 to 7 forked POW ETHs, and exchanges will choose the Token with the largest consensus to list. Both developers and protocols will choose POS Ethereum, so this may be the biggest challenge for POW ETH after the fork - source
Aave DAO's proposal to create a stablecoin called GHO passed with 99.99% approval. GHO can be minted by users against a diversified set of crypto-assets - source
Monero's largest mining pool, MINEXMR, announced that it will close on August 12, and suggested transitioning to a decentralized p2pool. Monero community is upset about a specific mining pool that currently commands 44% of the network’s hashrate - source
NEAR Opens the Door to More Wallets - source
Vitalik Buterin proposed a solution to build an ultra-secure blockchain - a rollup that would combine optimistic rollups and ZK rollups. A blockchain would publish a block, then the chain would wait for 24 hours to submit a challenge. If there is no challenge to the block, then a ZK-SNARK, which is a type of ZK proof, will be published - source
Integritee Network wins the 23rd Polkadot Parachain Auction, A new Acala staking program, Basilisk has integrated aUSD, The XCM bi-channel between Litmus and Karura was launched - source
Decentralized wireless network Helium does not have partnerships with two well-known firms, Lime and Salesforce, whose logos it prominently featured on its website - source
ApeCoin DAO to Fund Bored Ape News Site for $150,000. The Bored Ape Gazette will use the funds to create a newsletter, pay freelancers, and revamp its site - source
Polygon Update on Distribution of Staking Token Rewards - source
Thala is building a stablecoin on Aptos - source
Automated Squeeth Strategies: Crab v2 Is Now Live - source
PaintSwap V3.0 NFT Marketplace live on Fantom - source
Conic Whitepaper - source
Reserve Protocol entering the Curve Wars - source
SithSwap Alpha Testnet - source
Aleo to test Virtual Machine ahead of mainnet launch
Binance.US will delist the AMP token “out of an abundance of caution” after the U.S. SEC alleged AMP was a security last month in its insider-trading case against a Coinbase former employee
dYdX dropping all trading fees for up to $100k/month volume
On August 1, Polygon contract address released 13.87% of the total supply to the foundation contract address. 640M are allocated to the team and staked directly; 546M are allocated to the foundation; 200M are used for staking rewards
Waves community backs plan to reimburse $500M of lost DeFi funds funds following the depegging of its stablecoin. Plans to reboot non-custodial lending protocol Vires.Finance
Ankr has released a line of SDKs allowing developers to offer token staking and yield farming to users of Ethereum, Polygon, BNB Chain, Avalanche and Fantom networks at first
Colombia’s government has launched a partnership with Ripple Labs, the company behind XRP, to put land titles on the blockchain
Gucci now accepting ApeCoin payments via BitPay
Aptos Incentivized Testnet 2 | Highlights and Updates
An overview of Scroll's architecture - Scroll is an EVM-equivalent zkRollup to scale Ethereum
Aspect MainNet, the first NFT marketplace on StarkNet MainNet
Kava11 is launching with the expected date of Sept. 8th, and with it, the first-ever fully convertible liquid staking protocol called Liquid (bKAVA)
Pythnet, a solution that will propel the Pyth network into a new sphere
Introducing Soroban: a smart contracts platform built by the Stellar Development Foundation - Looking for testers
Reserve Protocol new service: Reserve Institutional - aims to solve a major issue that institutions in Latin America face today: crypto transfers to and from fiat currencies
Ethereum Devs address potential glitch ahead of the Merge: The chance of an MEV-boost failure
Nomad Bridge Funds Recovery Process - address for white hat hackers
Web3 developer Alchemy will now support Astar Network, a parachain of the Polkadot network
Optimism Bedrock is coming soon - model for rollup architecture
BUSD reserves consist of 60.5% US Treasury bills, 4.21% cash
Registration to participate in Sui Incentivized Testnet is now open
DeSci: the first time a academic institution in the US is transacting & financing R&D via an IP-NFT in web3 to a DAO
Introducing Earthquake PT 2 - covers payout calculations and our method for determining strike prices
Phezzan Testnet is live on zkSync 2.0 testnet - perpetual DEX
Introducing MUX: The First Multi-Chain Native Leveraged Trading Protocol
Glitter Finance Mainnet is now live
Avalon release of the Lyra protocol - Incentives are now live
COTI MultiDAG 2.0 Hard Fork Testnet is Live
Solana Update: affected addresses were at one point created, imported, or used in Slope mobile wallet applications. Slope has confirmed that a number of its wallets were compromised in the incident. Linked to Slope allegedly storing private keys as plain text on a centralized server
The Sepolia testnet will undergo a post-merge execution layer upgrade at block 1735371, expected on August 17, 2022
The Ethereum Merge is expected to be in September 2022. Poloniex will support potential forking of ETH with listing of two potential forked ETH tokens: #ETHS & #ETHW. Justin Tron will donate some ETHW to build the ecosystem
Frax has joined Tether as the first stablecoin issuers to support Ethereum 2.0 publicly. The proposal will see the project convert any Frax DAO-owned ether on Ethereum proof-of-work forks to ether on Ethereum 2.0
Summary of the Horizon Bridge Incident
The Lido DAO vote on a plan to sell 10M LDO tokens to Dragonfly Capital has passed with almost unanimous approval. The terms of the sale were tweaked after the deal was rejected at a prior vote last month
pStake Finance - stkBNB Mainnet launch on Monday, August 8, 2022. 100% of earned rewards will be distributed to BNB holders who stake through pSTAKE
Web3 vacation and short-term rental platform Dtravel has completed its first successful smart contract booking through the BNB chain-based company’s V2 of its Pilot Program
Klaytn's first gaming hackathon
Chainlink Price Feeds are now live on MetisDAO
Celestia: Introducing Sovereign Rollups to Developers
Retrograde and Vortex Protocol have signed a definitive merger agreement, bringing decentralized perpetual trading to Cosmos
Developer DAO $CODE AirDrop
Element 2.0 will be officially released on August 15th
Launch of Shell’s Partner program, Alpha Fleet - a coalition of teams and projects creating innovative and high-quality DeFi tools and Dapps on Shell v2
Two Uniswap community members submitted a governance proposal to create the Uniswap Foundation, asking for a $74M budget to cover the first three years of its operations and 2.5M UNI tokens for the Foundation to participate in governance votes
Arbitrum One is migrating to Nitro on August 31st
Nomad offering up to a 10% bounty to return funds stolen from the recent hack on the Nomad bridge on Aug. 2. So far ~ $22M has been returned by whitehats
NEAR Protocol notified users that SMS and email data used as recovery options in its core wallet offering were leaked to a third party in June and the issue was resolved before any harm was done
Optimism - Liquidity Mining program is live on Aave V3
The program will run for 90 days with a distribution of 5M OP to the Aave Protocol’s Optimism Market users
The Cosmos-Cardano Bridge, powered by Peggy 2.0 and Sifchain, an omni-chain DEX on Cosmos that allows swapping, staking and bridging between Ethereum and Cosmos, is currently in development
Velodrome - team owned wallet compromised, leading to the loss of $350k of operational funds
Vortex is live on the Sei Network incentivized test-net
Plutus Tokenomics 2.0 - two phases
CurveZero public testnet
Hubble will soon introduce Stability Fees to the protocol - certain assets on the protocol can at times be subject to interest rates. Stability Fees on all current loans will remain at 0%
Fundraises:
Brevan Howard raises more than $1B for crypto fund. Says recent losses have been less than 5% despite bear market
Aglaé Ventures - backer of tech giants like Airbnb, Netflix and Slack — is set to launch a €100 million fund dedicated to investing in crypto startups
Binance Labs led the seed funding round of Lifeform, a decentralized visual digital identity (DID) solution provider
Singapore's Insignia raises $516M for ASEAN startups, eyeing Web3
Hardware wallet maker Ledger is seeking an additional $100M following its $380M Series C round last year
FC Barcelona To Accelerate Web3 Strategy As Socios.com Invests $100M In Barca Studios
Lattice Capital, a venture capital firm that makes early-stage bets on crypto projects and protocols, has raised $60M for its second fund, tripling the capital commitment from last August
MarqVision, a startup that detects and removes counterfeit products using AI, has raised $20M in Series A funding
Kurtosis Raises $20M Kurtosis Raises $20M to simplify the tools for developers building on web3
The NFTs.com domain name was acquired for $15M
Players' Lounge Raises $10.5M for its competitive tournament platform - source
OneOf, a sustainability-focused NFT platform, has raised $8.4M in a strategic funding round that included American Express. The credit card company will host an exclusive pop-event that includes OneOf NFTs
Stride, a liquid staking protocol for the Cosmos blockchain ecosystem, raised by $6.7M in a seed funding round led by North Island VC, Distributed Global and Pantera Capital
Volare Finance Raises Over $6M in Private Round, Backed by DCG, Ava Labs
Halliday Raises $6M for 'Buy Now, Pay Later' Ethereum NFTs to make in-game purchases and proof of ownership for NFTs more affordable and convenient
UneMeta, the NFT Incubator, Trading and SocialFi Platform, Raises $5M - source
Qui Identity Raises $5M to launch a company focused on decentralized identities
OrBit Markets Raises $4.6M to Develop Exotic Options and Structured Products in Digital Assets - source
AO Labs has raised $4.5M for its Spacebar community-driven Web3 gaming platform through a token sale
Coherent, a blockchain data startup founded by former Coinbase employee, has raised $4.5M in a seed funding round for APIs that will allow developers to build
Bitcoin-native banking software company and creator of El Salvador’s Bitcoin beach wallet Galoy raises $4M
Based, a communication platform built around NFTs, Raises $3.5M
Dragonfly Capital led a $3.5M seed round for crypto credit protocol Debt DAO - source
Capsid Raises $3M for 1st marketplace for a new asset class, Non-Fungible Rights - source
Web3 startup TRIKON ECOSYSTEM raised USD $1.5M seed - source
Bits Crypto Raises $1.2M to Facilitate Gradual Investments in Crypto
Web3Port Raises $1M - an accelerator of Web 3 projects, helping startups build from zero to one and to the next level
TokenPocket has participated in DeBox Social seed round investment - source
Wemade made a strategic investment in the next-generation Move-to-Earn project SNKRZ
KuCoin Ventures Makes Strategic Investment in sKCS.io - a Liquidity-Staking Protocol on KCC
Exchange News:
CoinFLEX announces staff cuts as part of measures to reduce costs by up to 60% - source
FTX has received the green light to operate an exchange and clearing house services in Dubai, United Arab Emirates - source
FTX US plans to launch options to complement stock trading offering - source
Derivatives exchange Bitget announced the establishment of a $200M trade protection fund - source
Charles Schwab to Launch Crypto-Themed ETF on New York Stock Exchange - source
Huobi gets green light as exchange provider in Australia - source
Institutional clients of Coinbase Prime based in the US will now be able to stake ETH on the platform, with funds secured in the firm’s cold storage vault
Robinhood has been fined $30M by the NYDFS, for allegedly violating anti-money laundering and cybersecurity regulations
Robinhood to lay off 'approximately 23%' of employees
Zipmex is re-enabling withdrawals for 100% of user funds stored in its Z Wallet—but only for SOL, XRP, ADA. No news on Bitcoin or Ethereum, or to stablecoins
Meta has started to roll out NFTs across 100 countries after integrating with Coinbase Wallet and Dapper, adding support for Flow Blockchain
ZB.com, a crypto exchange that halted withdrawals yesterday, has seen about $4.8M removed from its hot wallet in a possible hack
Coinbase selected by BlackRock; provide Aladdin clients access to crypto trading and custody via Coinbase Prime. Coinbase stock popped after BlackRock announcement, trading temporarily halted due to volatility
Coinbase exec at heart of SEC insider trading scandal pleads not guilty in federal court
India’s financial crime-fighting agency froze the assets of WazirX, owned by Binance, as part of its investigation into suspected violation of foreign exchange regulations
New Listings:
Binance Futures Will Launch Coin-Margined ENS Perpetual Contracts with Up to 20X Leverage - source
SuperRare (RARE) & TE-Food (TONE) will be listed on Coinbase & Coinbase Pro on August 2nd - source
Binance Futures will launch BUSD-margined AUCTION and UNI perpetual contracts with up
NFT ETF - hiPUNKS Gets Listed on KuCoin
Binance Will Delist EZ, QSP, BRD, NXS, NAV, MDA and SPARTA
Coinbase will add support for Stargate Finance (STG) and League of Kingdoms Area (LOKA)to 20x leverage
Research:
Volume 91: Digital Asset Fund Flows Weekly Report - Coinshares - source
Arthur Hayes - Max Bidding - source
Paradigm LP Letter Excerpt — July 20th, 2022 - source
Which DeFi Protocols Are Profitable? Bankless reviews Uniswap, Aave, Compound, Maker, Lido and Maple - source
3AC Court Documents Reveal A Famous Whale - Nansen's Weekly Alpha Leak - source
The future of maximal extractable value (MEV) - source
Analysis on NFT Liquidity: Problems & Solutions - source
A16z web3 weekly: securing the DAO vote; verifiable delay functions; regulatory recap - source
Why Epic Games Isn’t The Metaverse Hero We Deserve - source
Night Clubs & Web3 Games - What Can Web3 Games Learn From Night Club Economics? - source
Web3 alternatives to Spotify, Youtube, Google, and Instagram - source
All known smart contract-side and user-side attacks and vulnerabilities in Web3.0, DeFi, NFT and Metaverse + Bonus - source
Messari - Ethereum Classic - source
Messari - State of BNB Chain Q2 2022 - source
Huobi Research - Aptos - source
Bitmex Research - ETHPoW vs ETH2 - source
Frustration points in crypto - source
Sino Global thesis on Clearpool’s decentralized institutional lending platform - source
Angel investment in Tenderize – a liquid staking protocol for web3 assets - source
Tokenomics Musings: ve tokens and alternatives - source
Delphi - ETH Active Addresses Surge, Deep Dive on Soulbound Tokens - source
Sufficient Decentralization: A Playbook for web3 Builders and Lawyers - source
Blockchain Open-Source Developers Signal Strength of Web3 Community - source
Vulnerabilities in Cross-chain Bridge Protocols Emerge as Top Security Risk - source
Messari - State of Solana Q2 2022 - source
Why blockchain bridge protocol Synapse is launching its own smart contract platform - source
New security model for Synapse V2 cross-chain messaging - source
Crypto As Junk Equity: A Mental Model - source
Best web3 design resources - source
Web3 Reference Architecture - source
NFT API as a Service - source
Reassessing Solana - source
On Crypto Bridges: The dilemma of on-chain middlemen - source
The Rising Trend - Market Update: Pay Attention to New York - source
Bankless - Everything You Need to Know About the Merge - source
NFT Market | Monthly Report — July 2022 - source
A16z - Why NFT Creators Are Going cc0 - source
H1 2022 Crypto Fundraising Report - Dove Metrics x Messari - source
WuBlockchain: VC Monthly Report - source
Huobi Research - Web3 middleware: The bet on infrastructures to accelerate Web3 - source
Token Terminal - The Definitive Guide to Crypto Domain Names - source
How Yuga Labs hopes to get to the metaverse first with Otherside - source
Monolithic wallets — The Achilles heel of web3 security - source
NFTs and Digital Identities - source
Blockworks Q2 Report Part 1: Macro Review: Crypto Faces Macro Headwinds - source
A Metaverse Manifesto: A Web3 Ode to the Disney MagicBand+ - source
NFTs as ‘Memberships’: the key to unlocking growth - source
Synthetix L2H2 - half-yearly Synthetix perspective
Vitalik Buterin - The different types of ZK-EVMs - source
The Alchemy of NFT: Pricing 101 - source
Ethereum token standard ERC-4907 hit the final stages of development in late-June, opening up the potential for rentable NFTs - source
What’s veTokenomics? Analysis of 20 veToken Ecosystem Protocols - source
Decentralized Identity and Web3 - source
Twitter:
Crypto research frameworks - source
Crypto Use Cases… a summary - source
Generative art is going to be one of the defining art movements of the 21st century - source
Timeless Lessons from Great Investors - source
Radiant Capital - source
Daniele Sesta on $MIM - source
Value proposition of SudoSwap - source
EthPoW and what is quite likely to happen - source
Airdrop Strategy: Aptos Edition - source
Solution to crypto bridges - source
Solana private key compromise - source
Official Solana update thread - source
Avalanche founder on Solana hack - source
Solana Wallet Exploit - source
The Merge, Surge, Verge, Purge, And Splurge - source
CIA Officer - Solana Wallet hack - source
Metis updates - source
Treeverse - A reimagined Runescape or WoW - source
How Web3 VCs stumbled into funding a Ponzi - source
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