Tl;dr:
Et hirium Merge finally over with
Potential Upcoming Narratives: Cosmos and appchains, Aptos vs Sui will be the new Solana?, Real Yield, Arbitrum/L2, Zks, New Stablecoins, Memes: APE staking event, Bone - Shibarium Launch
Do Kwon arrest warrant, MicroStrategy $500M potential bitcoin buy, New EDX Markets crypto exchange, Wintermute becomes Tron’s market maker, BNB Chain partnering with Google Cloud, Huobi delisting 7 privacy coins, Coinbase politics endeavors
India's unfreezes exchange’s bank accounts, Coinbase insider trading guilty plea, Razzlekhan needs to access wallets for taxes, Italian class-action lawsuit against Binance for outages, Chicago Crypto Capital prosecuted for illegal token sale to investors
Data Highlights: Nansen Smart Money is stabling up, Huge influx of ETH onto exchanges just before the Merge
DeFi Highlights: Celsius custodial services revival, Near to support USDT, Maker doubled debt ceiling for stETH to reduce centralized USDC reliance, Compound crypto-backed loans for institutional clients, Ribbon Lend, Thai SEC to ban crypto lending
NFT/Metaverse Highlights: Starbucks NFT loyalty program on Polygon, Fortnite’s Epic Games first NFT game on its store, Magic Eden MetaShield to protect NFT creator royalties, NFT mints on Solana popping off, Singapore's biggest bank to acquire land in The Sandbox, Rarible partners with Immutable, Grammy award-winning producers working with Bored Ape NFT band, South Korean jail sentence for sexual offender in metaverse, web3 fashion brands at NY Fall Fashion Week
I do some longer form writing on some of these topics here. This week I dive a bit into the narratives CT is gonna try and push next
- 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:
Meh! The weekly keeps grinding sideways but at least that’s better than going down
We had a recent push upwards to reclaim some levels that failed miserably and we’ve fallen since. Merp. Now let’s see what the post-Merge environment is like
Ethereum:
How disappointing - The merge didn’t really do much for us. Down
Sigh. So much crab and shitty structure
Crypto Market Cap:
We are unable to hold the $1 trillion market cap level, it’s been like this all summer
Nansen: Smart Money Percentage in Stables:
This is an interesting metric to pay attention to. The percentage of Smart Money holdings that are currently in stables. The more in stables people are - the more unsure they feel about the market and the less stabled up they are, the more risky they’re feeling. We just saw a large spike in people stabling up..
ETH on Exchanges
Huge influx of ETH onto exchanges just before the Merge was likely sold off
Nansen Smart Money Token Inflow and Outflows:
Weekly:
Largest Smart Money Inflows this week: Compound USDC, WBTC, stETH, DAI, USDT, DAI. To sum it up, lots of money flowing into stables
Largest Smart Money Outflows this week: Money is mostly flowing out of USDC and WETH. The money leaving ETH is something we can see obviously in the recent ETH selloff but the flow out of USDC is interesting to see. Money is flowing into the other stables instead.
Monthly:
Largest Smart Money Inflows this month: WBTC, cUSDC, stETH, aWETH and DAI. So now that the Merge is over, it seems like Bitcoin is getting a bit more love
Largest Smart Money Outflows this month: So it seems smart money doesn’t want to be holding USDC..
Nansen Hot NFT Contracts:
Highest Volume NFT collections of the past week: Eyes on Renga which saw the highest volume as well as a 356% increase in floor price over the last week
Highest Volume NFT collections of the past month: Led by blue chips such as BAYC, ENS and Otherdeed. DigiDaigaku stands out for having seen a 996% increase in floor over the past month
DefiLlama DeFi TVL:
Ouch! We keep on sliding. The state of DeFi isn’t looking too hot…
Top protocols by TVL: A sea of red… ouch ouch ouch
The top blockchains by TVL: Another sea of red. Ruff stuff.
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. Take a look at dYdX and GMX, they both are up in protocol revenue this week
CryptoSlam Blockchains by NFT Sales Volume (7D):
In the past week we’ve seen:
Ethereum: up 3ish% - ehh
Solana: up 35% - Solana been putting in numbers lately
Flow: up 119% - honestly who even uses this though? There’s apparently 22k buyers out there
CryptoSlam Blockchains by NFT Sales Volume (30D):
However in the past month:
Ethereum: down 30% - yep, that sounds about right. Been ruff
Solana: up 53% Big dick energy - degens busy doing NFT stuff
DappRadar NFT Marketplaces Volume: (7D) *excludes washtrading*
In the past week we’ve seen:
OpenSea: down 30%
Magic Eden: down 28% - So Solana NFTs are up but not on Magic Eden
X2Y2: up 16%
DappRadar NFT Marketplaces Volume: (30D) *excludes washtrading*
However in the past month:
OpenSea: down 31% - get rekt
Magic Eden: up 65% - contradictory to the weekly - up on the monthly
X2Y2: down 16%
Crypto News:
Monday:
Ethereum devs successfully deployed the 13th and final shadow fork test before merge with no apparent issues
A new filing shows MicroStrategy could sell up to $500M in class A common stock to buy more bitcoin
The Algorand Foundation has $35M exposure in USDC to Hodlnaut
CME Group, the world's leading derivatives marketplace, is launching options on Ether futures
A landmark deal that would have seen payments firm Bolt Financial acquire crypto infrastructure provider Wyre for $1.5B has been scrapped by mutual agreement
Multi-billion dollar asset manager Stone Ridge files to liquidate bitcoin strategy fund
India's ED regulator has "unfrozen" the business bank account of crypto exchange WazirX more than a month after it was frozen by the agency for "illegal loan apps" scam investigation
Dubai grants regulatory approval for Blockchain.com office - has previously given approval for Crypto.com, OKX and FTX subsidiaries to offer crypto-related services
An attacker behind one of Cream Finance’s several exploits converted roughly $1.75M in stolen funds to Bitcoin
Tuesday:
The number of crypto startups in the latest batch at Y Combinator, the accelerator that gave rise to companies like Coinbase and Opensea, has hit a record number despite the global downturn
The Ethereum proof of work fork will deploy within 24 hours of The Merge
Financial heavyweights Charles Schwab, Citadel Securities, and Fidelity Investments, and others announced the start of crypto exchange EDX Markets
Ex-Coinbase manager's brother pleads guilty in first crypto insider trading case
Crypto custody firm Bitgo files $100M lawsuit against Galaxy Digital for breaching merger agreement
Poolin, one of the largest bitcoin mining pools, will issue IOU (I Owe You) tokens to impacted customers after it froze withdrawals last week
The Linux Foundation has announced the OpenWallet Foundation to support open source digital wallets
Opera crypto browser integrates MetaMask ahead of ethereum merge
Trading platform Abra announced plans for regulatory compliant US bank supporting digital assets
Heather Morgan, a.k.a. "Razzlekhan," has asked the court to clarify pre-trial conditions to allow her to access her crypto wallets to assess her tax burdens
Wednesday:
Celsius CEO Alex Mashinsky is pushing for a revival of the firm around custodial services
A South Korean court issued an arrest warrant for Do Kwon, CEO of Terraform Labs, and two other employees
Ethermine, Ethereum's biggest mining pool will stop its Ethereum mining service once the Merge happens
US Treasury clarifies publishing Tornado Cash’s code does not violate sanctions
SWIFT and Symbiont announce corporate data blockchain pilot
Filecoin service provider announces move to Singapore in light of tightening restrictions in China
Huobi has signed a Memorandum of Understanding with the South Korean Busan Metropolitan City government to develop its local blockchain infrastructure
OFAC says us individuals may apply for a license to withdraw crypto deposited into Tornado Cash prior to aug 8
Russian millionaire’s startup plans ruble stablecoin following DAI model
A group of Italian and international investors brought a class-action lawsuit against Binance seeking damages for losses sustained during multiple exchange outages in 2021
Thursday:
The Merge has officially been triggered, marking Ethereum’s transition from proof of work to proof of stake and will reduce worldwide electricity consumption by 0.2%
Computing power on Ethereum Classic (ETC) and Ravencoin (RVN), or hashrate, has nearly doubled a few hours after mining was rendered obsolete on the Ethereum network
Thai SEC intends to ban crypto lending in the country
Venture capital firm Spice VC has sold part of its stakes in crypto infrastructure company Blockdaemon and alternative investment platform Securitize to secure its investors a payout
Chicago Crypto Capital, its owner and two salesmen are being prosecuted for their illegal sale of BXY tokens to investors from August 2018 to September 2019
US Treasury blacklists several bitcoin addresses tied to iran ransomware attacks
Friday:
ETHPoW has launched its mainnet and published its RPC and block explorer details
SEC Chairman Gary Gensler said proof-of-stake cryptocurrencies could qualify as securities under the Howey Test
Celsius requests permission to sell off $23M in stablecoins to support its operations but won’t be used to pay back creditors
Animoca Brands major acquisition to its increasing portfolio of gaming subsidiaries - purchase of WePlay Media, which developed the popular blockchain-game MotoGP Championship Quest
Biden White House fact sheet: first-ever comprehensive framework for responsible development of digital assets
Amazon among five companies to develop digital euro prototype for the ECB
FTX is in the lead to buy crypto lender voyager digital’s assets out of bankruptcy
Fintech Startup TrueLayer cutting 10% of staff, citing challenging market conditions - one year ago raised $130M at a $1B-plus valuation from the likes of Tiger Global and Stripe
Ethereum Classic, Ravencoin, and Ergo hash rate soar Post-Merge due to miner influx
Valkyrie, an alternative investment firm with $1.2B in assets under management, has added $73.6M in fresh capital to two of its crypto-focused trusts - Tron and Avalanche
El Salvador’s Bitcoin-loving president Bukele to run for re-election
NFTs/Metaverse:
Monday:
Singapore's biggest bank DBS to acquire land in The Sandbox metaverse
NFT mints on Solana have surged to an all-time high despite an overall tepid NFT market
A pair of Grammy award-winning producers tied to hit acts from Beyoncé to Justin Timberlake are helping to create music for a NFT band made up of Bored Apes
Quentin Tarantino has settled his NFT copyright infringement lawsuit with production company Miramax with both parties agreeing to dismiss the lawsuit
Yuga Labs first Cryptopunks grant to support the creation and maintenance of a Punks-centric newsletter
The Pixel Vault ecosystem is now in one place. No marketplace fees to collectors for native listings
Tuesday:
Magic Eden launches MetaShield to protect NFT creator royalties. It identifies NFTs listed/traded on marketplaces that bypass creator royalties
NFT marketplace Rarible partners with Immutable to broaden its gaming NFT offerings
American teen comedy Mean Girls may be making a Web3 comeback, with recent trademark filings by Paramount Pictures revealing plans to expand the brand into “crypto-collectibles”
Luxury sports car developer Lamborghini is set to roll out its second round of NFTs this month, this time offering specific utility for avid collectors
Web3 native fashion brands hit the runway in real life at NY Fall Fashion Week
South Korean authorities have sentenced a man to four years in prison for collecting sexual content of underaged victims he met in the metaverse
Wednesday:
New York’s Museum of Modern Art is considering buying NFTs with some of the proceeds of a $70M Auction
Sci-Fi NFT comic book project lays the foundation for CCG development where DAO members vote and decide on the future of the story by minting, collecting and crafting panels and pages of comic book issues
Rentable, an NFT protocol that lets users rent out their jpegs, announced that the protocol will be shutting down after they could not secure funding and “got close to zero traction”
Axie: Origins Season 1 starts
Thursday:
Moments after the historic Merge, the first ever NFT on the PoS consensus cost $60,000 in transaction fees. The user paid over 36.8 ETH in transaction fees ($60,626) to mint the NFT named “The Transition”
Mobile-based fantasy RPG Guild of Guardians is set to introduce new playable NFT characters based on the IP of eight popular professional esports teams
Fortnite creator Epic Games releases first NFT game on its store
OpenSea has announced OpenRarity, an open standard for NFT rarity, jointly developed with Curio, icy tools, and PROOF. OpenRarity aims to provide a transparent, mathematically sound rarity calculation and is expected to launch on OpenSea next week
Porsche24 and Team GP Elite have partnered with Syscoin to launch an NFT collection
Unlike most NFTs, China’s “digital collectibles” are built on closed networks and designed to appease regulators who frown on trading and speculation
ConsenSys - 72 hours following the Merge, mint the open edition of "Regenesis," a commemorative collection marking Ethereum's second genesis
Friday:
ApeCoin’s upcoming token unlock over the weekend to release over 25 million tokens could be potential selling pressure - 8% of ApeCoin’s current circulating supply
The Sandbox to launch metaverse in Dubai and other global cities
False rumors shot down by co-founder circulating that Yuga Labs intends to launch a new collection of NFTs by the end of this year called Mecha Apes with the intention of raising another $50M and 100,000 metaverse land pieces.
Recent Project Developments:
Monday:
Near has become the 13th blockchain to support Tether's USDT stablecoin. Near moves ahead with phase one of four-step plan sharding upgrade. Near is forming a working group to set standards for self-governance
Starbucks Odyssey to offer NFT-based loyalty program built on Polygon
Wintermute is now the Tron ecosystem’s official market maker, helping the crypto project’s native TRX token improve liquidity across various exchanges
FTX Japan is now offering trading for AVAX, increasing the presence of Avalanche in a key international market
Final Fantasy publisher Square Enix has joined gaming blockchain Oasys as its final initial validator ahead of its public launch later this year
Aventus obtained Polkadot's parachain slot and SNOW Network is the latest Kusama's parachain auction winner
Ethereum Kiln, Ropsten and Rinkeby testnets are shutting down
Google Cloud will be running a Ronin Network validator
The Rainbow Bridge will be stopped on 11th of September, because of the upcoming Ethereum Merge and will resume bridge operations after the Merge
Multichain Bridge fees adjustment
Amphora Protocol - A high efficiency lending market for the $SNX community to lend $sUSD
Aptos:Zero collection commemorates the Aptos Testnet
Dogechain - reacting to a protocol security alert, devs detected a bug in the bridge contracts and resorted to pausing the chain to perform maintenance
The Cetus Finance Protocol will run on two distinct tokens: cETH and CETUS
Announcing Evmos domains governance token & airdrop
Aada Finance bug bounty program
Tuesday:
Sweat Economy $SWEAT - TGE, airdrop and listings
Lending platform Maker doubled the debt ceiling of its stETH vault this week as it looks to reduce its reliance on centralized stablecoins such as USDC
Securitize, a leading digital asset securities firm, launching a fund tokenizing an interest in KKR’s Health Care Strategic Growth Fund II (“HCSG II”) on the Avalanche public blockchain
Decentralized Wi-Fi network Helium Network has proposed moving to the Solana blockchain however there’s interest in bringing it to Algorand instead
Introducing the new Synapse with an even more refined look and user experience
Swype - Arbitrum users can on & off-ramp directly from their bank accounts to any token on Arbitrum and vice versa without using a bridge
Shell v2 is live on Arbitrum One
Optimism Bedrock Alpha testnet release
Kujira launches collateralized stablecoin USK
Aada Finance, the first protocol to offer NFT lending and borrowing services on the Cardano blockchain, is offering a $25,000 bug bounty competition as part of its mainnet launch
Cairo 1.0 - Cairo's biggest advancement to date
Public launch of Muffin - a concentrated liquidity AMM
Release of Increment Beta v2 on zkSync 2.0 testnet
Hippo Labs announces devnet aggregator launch on Aptos
Arrakis Finance - V2 and Arrakis PALM are coming
Wednesday:
BNB Chain is partnering with Google Cloud, aiming to support the growth of early-stage Web3 and blockchain startups
Compound Treasury debuts crypto-backed loans for institutional clients - borrowers will be able to put up crypto collateral to secure loans from Compound Treasury at a 6% interest rate
Uniswap Proposal - Deploy Uniswap V3 to zkSync
Trust Wallet has now added support for Solana dApps
Canto Online Hackathon | Season 1, Chapter 1 | October 1 - 21 Virtual
Polynomial $OP airdrop confirmed to everyone that deposited before May 13
Nomad Bridge hack - The Road to Recovery
Announcing MEV Satellite: the first Cosmos ecosystem MEV dashboard
Apollo DAO will be closing vaults on Terra Classic
Thursday:
Experience the Apeiron Battle Demo - Register your E-mail before Sep 21st in for a free solar fragment battle pass NFT airdrop
Most of the ETH staked on the Ethereum beacon chain cannot get the ETHW airdrop. Lido said that ETHW will not be distributed to stETH holders. Binance also stated that BETH holders will not receive forked tokens
Announcing Ribbon Lend - Ribbon's expansion into the credit market
Tron has launched the third season of its 2022 Grand Hackathon, with $1.2M in prizes up for grabs
Gitcoin - GR15 is in full effect - Trust Bonus - with your TB you can increase your GR15 donations by a factor of 150%
You can now deposit directly from Aztec’s ZK rollup into Yearn’s Dai and Eth vaults
Kali - Introducing Wrappr: the legal wrapping suite
Friday:
Following the Ethereum Merge, Dogecoin now only trails Bitcoin as the biggest proof-of-work cryptocurrency
Blockchain development tool Infura plans to launch a decentralized infrastructure protocol early next year to address concerns that its product is too centralized to underpin the Ethereum ecosystem
Cardano Foundation collaborating with Georgia’s National Wine Agency to create a solution on the Cardano blockchain to ensure the quality and authenticity of Georgian wine
Sei Network to airdrop token to SOL holders
DeFi privacy protocol Railgun has launched the Railway Wallet mobile app, enabling users to privately carry out DeFi activities on the Ethereum blockchain
Introducing Nitro - the first Solana L2 scaling solution
Introducing p0xeidon labs (the team behind Manta and Calamari)
Perpetual Protocol - Introducing Lazy River - earn a passive stream of income by locking your $PERP
Demex launches perpetuals market - Order Book DEX for the Cosmos Ecosystem and beyond.
Fundraises:
Monday:
NEAR Foundation launches $100M VC fund and lab for web3
$100M Web3 fund launched by Thundercore, 886 studios and outliers fund
Community Labs, an Arweave-native software development company and venture studio focused on data storage in the Arweave ecosystem, announced a $30M strategic investment round
Thai banking giants back DeFi startup Forward in $5M seed round
Pantera Capital leads $4.5M round for NEAR-based wallet Sender
Mailchain, a provider of a multi-wallet Web3 email platform, has announced the closure of the $4.5M seed round
Exchange art, the House of Art on Solana that aims to grow the creator economy, has closed its $3.2M seed funding round
Sentiment raises $2.4M to build permissionless liquidity markets
KNN3 Network raises $2.4M to provide a Multi-chain relationship Aggregating Protocol for d/App and Smart Contract
Bitmama raises $2M will be used to expand the company's operational presence, strengthen team
MT Tower, an emerging lifestyle and gaming metaverse project, raises $400K
Tuesday:
UK venture firm Northzone eyes web3 startups with new €1 billion fund
Doodles has raised $54M at a $704M valuation led by the VC firm of Reddit’s Alexis Ohanian, FTX Ventures
Crypto data infrastructure platform Goldsky has announced a $20M seed round led by Felicis and Dragonfly Capital
WormholesChain raises $10M to drive the development of Web3 multidimensional infrastructure
ARPG game Stella Fantasy raises $6M - will be on Klatyn
Crypto options trading startup Synquote closed a $2.8M seed funding round to build out a platform for trading derivatives contracts in tokens that don’t usually have such markets
Wednesday:
Two Sigma Ventures raises $400M across two funds
Crypto-focused investment firm, North Island Ventures, launches $125M investment fund looking to make 30 to 40 early-stage investments
Inery, a decentralized data management system, has secured an investment from web3-focused blockchain VC firm Metavest at the valuation of $128M
Blockchain startup, Diamond Standard, which is tokenizing diamonds to create a new investable asset class, raised $30M in a Series A funding round
Ownera, a startup building infrastructure to connect the tokenized asset networks of the traditional finance world, has raised $20M in a Series A funding round from backers that included banking giant J.P. Morgan
Blockchain development platform and web3 unicorn Alchemy is raising a $12M venture fund following its first acquisition
Smart contract auditing platform Sherlock has raised $4M in a seed round led by Archetype
Thursday:
Binance Labs boosts strategic investment in Aptos Labs to expand commitment to infrastructure building
Former Citadel Securities execs have raised $50M as their crypto market maker Portofino Technologies emerges from stealth
Token management platform Magna raises $15M seed round at $70M valuation
Indonesian crypto platform Reku raises $11M
Thirdwave, the first blockchain discovery engine, raises $7M
Arpeggi Labs raises $5.1M led by a16z crypto to build open-source music creation
DolarApp raises $5M to allow instant-sweep to USDC in Latam
Infinity Exchange, a new platform providing institutional grade capital efficiency in DeFi raises $4.2M
Hypersonic Laboratories, the startup behind HELIX, a high-fidelity open-world metaverse platform, has raised $3.5M
BRAVO READY, creator of BR1: Infinite Royale, the first risk-based shooter, announced that Sino Global Capital took part in its $3.5M seed round
MetaFi raises $3M to bring social trading to the metaverse
Map3.ar investment From KuCoin Labs to facilitate the exploration of the AR metaverse to scan, build and get incentives
Friday:
Capsule Corp Labs raises €7.3M towards Augmented NFT solutions
Web3 compliance company Satschel raises $5.2M and partners with fintech company Assure
Cognitive3D raises $2.5M to enable more organizations to understand consumer behavior within immersive 3D environments
SerMorpheus raises $2.5M to bring Web3 to Indonesian mass market
LearnWeb3 raises $1.25M seed round to help onboard developers into web3
Exchange News:
Monday:
Huobi to delist 7 other privacy coins, citing regulatory pressures - Dash (DSH), Decred (DCR), Firo (FIRO), Monero (XMR), Verge (XVG), Zcash (ZEC) and Horizen (ZEN)
Binance is launching new Binance Options trading platform and will list ETH options
Gate will offer zero-fee trading for all USD spot trading pairs. Stablecoins of USDC, TUSD, PAX, BUSD, HUSD deposited will be group valued in USD
Tuesday:
Binance's U.S. subsidiary launched a "Market Maker Program" with rebates and rewards to boost liquidity on its platform
Binance’s BTC-USDT pair is the most liquid trading pair in crypto. Since eliminating BTC trading fees, the pair now accounts for 93% of Tether market activity
Wednesday:
The smart contract for the Coinbase Wrapped Staked ETH (cbETH) has a blacklist function, triggering criticism from some in the crypto community
Bybit will support ETHW and would complete the airdrop distribution of the ETHW fork token within eight hours of Ethereum Merge
Thursday:
Coinbase users can evaluate lawmakers’ crypto bona fides, register to vote and discover political events on the exchange’s app
Justin Sun's Poloniex exchange has decided to choose EthereumFair, a forked chain launched by the ClassZZ, as the main chain of ETHW tokens instead of the ETHPOW that ChandlerGuo and others had promoted before
FTX, Bybit among the first exchanges to launch spot ETHW trading
Friday:
New Listings:
Sweat Economy (SWEAT) Gets Listed on KuCoin - source
Hedera (HBAR) will be listed on Coinbase & Coinbase Pro - source
Coinbase has added Pangolin (PNG) to its roadmap
Binance Futures will launch USDⓈ-M AMB perpetual contracts with up to 20x leverage
NFT ETF - hiODBS Gets Listed on KuCoin - source
Caduceus (CMP) Gets Listed on KuCoin - source
Pixie (PIX) Gets Listed on KuCoin
Research:
Paradigm - Base Layer Neutrality - Sanctions and Censorship Implications for Blockchain Infrastructure - source
Polynya - 4488 and Done - source
Decentralizing the Builder Role - source
Polygon Avail- Ethereum’s Modular Data Availability Solution - source
Understanding Fee Accounting in Uniswap V3 - source
Provable Broadcast - source
TWAMM Research: August 2022 - source
Quadratic Voting for “hyperparameter optimization” of Quadratic Funding - source
Glassnode - A Rally Off the Bear Market Lows - source
What’s Up With DeFi Before Merge? A Compilation of all the Important Findings from Different DeFi Forums - source
Bringing IBC to Ethereum using ZK-Snarks - source
How To Build A Successful Convex - source
Money: The bubble that never pops - source
The Merge - A Deep Dive With Nansen - source
Paradigm - Hardware Acceleration for Zero Knowledge Proofs - source
Ethereum is the Better Bet - The Winning Cryptocurrency is Likely to be the One That is Most Used; It’s Not Enough to be “The Hardest Money” - source
Chainalysis - The 2022 Global Crypto Adoption Index: Emerging Markets Lead in Grassroots Adoption, China Remains Active Despite Ban, and Crypto Fundamentals Appear Healthy - source
OpenSea Blog - Why We Don’t Mind the Dip(s) - source
Bankless - How to create editioned NFTs - source
a16z - SNARK security and performance - source
VRGDA - Why is it a better NFT issuance model - source
Jarvis Labs - Market Update: Setting the Stage for Ethereum's Merge - source
Ray Dalio - It Starts With Inflation - source
Zee Prime Capital - Searching For Scale And Value Capture In The Cosmic Noise (Part I) - source
Making Blockchains Suck Less - source
Tribes & Endgames: DAOs Stretching Themselves - source
Balthazar Research Report: Explore the Illuvium Universe - source
Goldfinch Deep Dive - source
Writing NFTs - source
Twitter:
Cosmos thesis - source
Berachain Ecosystem Overview And How To Get Exposure Early - source
Sui and 16 early-stage projects on it - source
Frameworks for tokenomics - source
TFL sent a total of $3.9B USD (in UST) to exchanges including Binance and KuCoin - source
Dynamic NFTs - source
100 people to follow - source
Thoughts on V's article as well general ENS thoughts - source
Avoid getting hacked: minimize risk by taking precautions and by having discipline - source
Cryptography Basics: Zero-Knowledge Proofs - source
Light on LUNC - source
Airdrop Snooping - source
Emerging trends from The Merge - source
Shorting game theory - source
GOO token mechanics by Paradigm - source
ETH PoW - how to do it - and why you shouldn't - source
The good bad and ugly of today’s crypto markets - source
August CPI data triggered the most significant sell-off in U.S. stocks in nearly two years - source
Jump Crypto - source
Key things to look for to know the merge has gone smoothly? - source
OFAC published FAQs related to Tornado Cash sanctions - source
Do Kwon Joke - source
Vitalik Roadmap - source
ETH PoW is trading at $27 - source
Catalysts now that merge has happened - source
Binance Integrates the pStakeFinance Ecosystem to Offer Liquid Staking on the #BNB Chain Network - source
Finding the next gem (joke) - source
Different forms of money, and how they impact the real economy and financial markets - source
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