tl;dr
Draft legislation around stablecoins/MiCA, SEC charges crypto influencer, Ian Balina, for promoting unregistered ICO's, Market making firm Wintermute hacked for $160M, Nasdaq to launch an institutional crypto custody service, Binance integrates BUSD on Avalanche and Polygon, China and Iran CBDC trials, Nova Labs agreement with T-Mobile to cover 5G on Helium Network which is moving to Solana, Revolut data breach of over 50,000 customers, U.S and South Korea target tax avoiders
Data Highlights: This week, most Smart Money is flowing into ETH derivatives and out of USDC and DAI. DeFi TVL: $54B - abysmally low, Top Protocols and Top Blockchains DeFi TVL also a sea of red. ENS, Synthetix, GMX, Lido and X2Y2 have been maintaining decent protocol revenue on the 180D trend despite the bear. NFT Sales: over the past month, Ethereum: down 29%, Solana: up 97%
DeFi: GMX $500,000 loophole exploit, Coin98 introduces CUSD, a fully-backed decentralized stablecoin, MakerDAO to add GnosisDAO token as collateral for DAI, Tribe DAO will finally repay victims of the $80M Rari hack, Celsius revival plan may include issuing tradable wrapped assets to customers, Uniswap Foundation $1.8M in first round of grants
NFT/Metaverse: NFT Day was September 20, OpenSea supports Arbitrum, Azuki $30M raise, Zilliqa to launch web3 games console in early 2023, OpenSea upgrades NFT drops with 'immersive minting experience'
This week I write a bit about some instances of companies trying to make NFTs and the metaverse a thing and whether or not any of this is “Crypto Adoption.” Check the condensed weekly recap 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 -
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Data:
From: TradingView, CoinGecko, DefiLlama, DappRadar, CryptoSlam, TokenTerminal, Nansen
Bitcoin:
Revisiting the summer lows. Previous picobottom put in on June 13th was $17,585
Ethereum:
Here’s a little comparison of how Nansen’s aggregated Smart Money did at calling tops and bottoms based on how they shift into being more or less stabled up. Less stabled = more risk-on, more stabled = more risk-off. Not too shabby on some of the last major pivots, specifically March 31, June 18 and August 12.
Vs.
Total Crypto Market Cap:
$880B-$900B…. Down from $3T. How the mighty have fallen.
Nansen Smart Money Token Inflow and Outflows:
Weekly:
Largest Smart Money Inflows this week: most money is flowing into ETH derivatives: Compound ETH, Aave stETH, stETH
Largest Smart Money Outflows this week: Money mostly flowing out of USDC and DAI
Monthly:
Largest Smart Money Inflows this month: All some variation of USDC, ETH, WBTC. Messy and hard to tell anything from this. Good amount going into Compound and Aave derivatives
Largest Smart Money Outflows this month: USDC and WETH are the clear largest outflows followed by Rocket Pool
Nansen Hot NFT Contracts:
Highest Volume NFT collections of the past week: Top 5 are all blue chips except this random Legendary Dancing Seahorse.. Just came out of nowhere. Ending the week with floor prices slightly up on some collections
Highest Volume NFT collections of the past month: Floors on some of these bluechips not looking too bad
DefiLlama DeFi TVL:
DeFi TVL has been absolutely ded for a while now. Liquidity just dried up following the Terra crash. Currently few signs of life
Top protocols by TVL: Mainly looking at the monthly change and as usual, it’s another sea of red. DeFi been hit hard by the bear
The top blockchains by TVL: Mostly another sea of red. Peep Algorand tho - it has some catalysts coming up. Btw, did you notice that Tron snuck all the way up to the number 2 spot? Wild.
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. Peep the 180D trend change for - ENS, Synthetix, GMX, Lido and X2Y2 - have been maintaining decent revenue despite the bear
CryptoSlam Blockchains by NFT Sales Volume (7D):
In the past week we’ve seen:
Ethereum: basically neutral
Solana: down 36% - hmmm, bit of a cool off from last week
IMX: up a not too shabby 534% with almost the same number of transactions as ETH with nowhere close to the same number of buyers. Interdasting
CryptoSlam Blockchains by NFT Sales Volume (30D):
However in the past month:
Ethereum: down 29% - ouch!
Solana: up 97% - there you go, still eeking it out green on the monthly
Ronin: Coming in at 3rd in monthly buyers with about 41k buyers
DappRadar NFT Marketplaces Volume: (7D) *excludes washtrading*
In the past week we’ve seen:
OpenSea: basically neutral
Magic Eden: down 12%
X2Y2: up 48%
BloctoBay: Had more users this week than X2Y2 but less than Axie. Hmmm
DappRadar NFT Marketplaces Volume: (30D) *excludes washtrading*
However in the past month:
OpenSea: down 32% with a decrease of ~27% users
Magic Eden: up 100% with a 35% increase in users
Axie Marketplace has the 3rd most amount of traders (63.5k) with only $6.76M in volume
DappRadar dApp Rankings by Volume: (7D)
Anything look odd here? H-Tokens comes in 7th in weekly volume with only 3 users? Number 9 Rubicon saw a 1422% boost in users this week. Makes sense to see Uniswap coming in with the largest volume by a landslide
DappRadar dApp Rankings by Users:
Kinda surreal to see that OpenSea comes in barely at number 10. Who’s playing some of these games?? Number 3 stands out - Had higher expectations for the performance of SWEAT based on this number of users but it only had $43 in volume - WTF
Crypto News:
Monday:
Terra co-founder Do Kwon says he’s not on the run after claims he fled Singapore, cooperating with authorities but won’t reveal his whereabouts
SEC charges Ian Balina for promoting unregistered ICO's
Infura announces plans for a new decentralized infrastructure network
Bandai Namco, SEGA among gaming giants eyeing blockchain gaming
Hacker stole $3.3M from Ethereum 'vanity addresses' created with Profanity tool despite 1Inch warning
DefiLlama - token price API aims to price all tokens, including exotic ones that don't get directly traded such as curve LPs
Tuesday:
Crypto market making firm Wintermute has been hacked for $160M but the firm remains solvent. 90 different assets affected. 'Vanity address' bug blamed despite recent 1inch warning
Alameda to repay $200M to bankrupt lender Voyager, 6,553 in Bitcoin ~ $128M and 51,204 in ETH ~ $70M. If all goes smoothly, Voyager will then send Alameda back ~ $112M of FTT and $49M in SRM
Nasdaq is preparing to launch an institutional crypto custody service pending regulatory approval
In the civil complaint against crypto influencer, Ian Balina, the SEC suggested that it believes the U.S. government has jurisdiction over all Ethereum transactions
MicroStrategy now holds almost 130K Bitcoin after buying 301 Bitcoin for an average price of $19,851 per coin
Digital bank Revolut, which includes crypto trading among its services, suffered a breach which may have exposed the data of over 50,000 customers
CoinShares launches algorithmic trading tool for retail investors named HAL in a nod to the late Hal Finney as well as Stanley Kubrick's film, 2001: A Space Odyssey
Residents of Colorado can now pay state taxes with cryptocurrencies using PayPal. Payment takes place through the PayPal Cryptocurrencies Hub and incurs additional fees
The People's Bank of China plans to extend the trial of its e-CNY CBDC to Jiangsu, Hebei and Sichuan as well as Guangdong
Eurocoinpay, a Spanish cryptocurrency exchange, has partnered with Mastercard to launch one of the first cryptocurrency based cards in Spain
Wednesday:
Draft legislation to create a U.S. federal framework around stablecoins would temporarily ban the types of payment coins that are not backed by outside assets for 2 years - similar to TerraUSD
President Vladimir Putin has ordered the partial mobilization of the Russian population, including calling military reservists into active service and a boost to weapons production - tightening global geopolitical tensions
Wintermute offers hacker 10% bounty on funds taken
Tether, Bitfinex ordered to show financial documents showing the backing of the USDT stablecoin
The European Union has finalized the full text of its landmark Markets in Crypto Assets legislation
Neobank Revolut has expanded its crypto investment offering, adding 29 new tokens for its American customers
21Shares launches Ethereum exchange-traded product tailored to the bear market
Digital bank FV Bank integrates USDC stablecoin for direct deposits
Central Bank of Iran will begin the pilot launch of crypto-rial as the bank’s digital currency
Thursday:
The US Federal Reserve raised rates by 75 basis points in an attempt to fight high inflation. Expectation for the rest of the year over 2 more FOMC to have 100-125 bps in combined hikes. Next important date will be the September CPI data released on October 13
Celsius revival plan proposal may include issuing tradable wrapped assets to customers
Trading firm Alameda Research is launching a permissioned pool in Clearpool's ecosystem
Binance announced the creation of a new Global Advisory Board made up of former government and finance officials to navigate regulation
Korean tax authorities seize $185M worth of crypto from tax evaders since 2021
Buy now, pay later firm Klara cuts more staff, following a 10% reduction in May and a major down round in July
Royal Family of Dubai partners with CoinCorner to enable Bitcoin transactions in the country
Friday:
The U.S. IRS has been granted the power to issue a "John Doe" summons to M.Y. Safra Bank, allowing them to obtain data on customers of the bank's partner SFOX, a crypto prime broke to seek crypto tax evaders
The U.K. has introduced a bill to help regulators get hold of crypto used for criminal activities such as money laundering by seizing, freezing and recovering crypto
NFTs/Metaverse:
Monday:
Metaverse firm implements NFTs into its Minecraft and GTA 5 servers
Autograph, the NFT company co-founded by Tom Brady, will create official PGA Tour collectibles
Bitcoin gaming company, THNDR Games has released a P2E mobile version of Solitaire called “Club Bitcoin: Solitaire” which allow players to earn Bitcoin
Tuesday:
Today is the celebration of the NFT Day. September 20, 2017, is the day Dapper Labs Chief Technical Officer, Dete Shirley, published ERC-721, which is the standard from which NFTs are built
OpenSea will soon support Arbitrum
OpenSea upgrades NFT drops with 'immersive minting experience' - new UX means creators will be able to launch their collections with dedicated drop pages and greater discoverability
NFT lender BendDAO proposes $80M treasury investment fund to help the platform cope better with the NFT bear market
IMG has been appointed as the exclusive global licensing representative to launch consumer products and experiences for the Solana-based PFP project, Okay Bears
The Sandbox has held its first hybrid digital and real-life wedding in its metaverse
Downtown West Palm Beach in Florida has become home to a new NFT restaurant, the Vinyl Fish Club (VFC) - using NFTs as membership tokens for diners to gain access to special events both on and off the premises, as well as a concierge service
Wednesday:
MoonPay, Universal Studios and Hypermint partnered to create an NFT-based scavenger hunt at Universal Theme Parks
Funko teams up with Warner Brothers for DC Comics' NFT release
Playstation is now making NFT but with a twist. They call them Digital Collectibles
insrt finance is building a simplification and abstraction layer for NFT finance - unlocking yield & returns generated by Ethereum NFTs
Introducing Bagholder, an NFT loyalty protocol that lets you reward people for holding NFTs from a collection in their wallets
Digital fashion platform BNV will launch its own Metaverse
FastAF partners with Solana-based NFT project Degen Apes to provides a token-gated use case
Open sourcing the Art Gobblers smart contracts
Thursday:
Chiru Labs, the Los Angeles-based creator of the Azuki NFT collection, plans to raise at least $30M in a Series A funding round
Layer-1 blockchain Zilliqa to launch web3 games console in early 2023
Magic Eden announced a new journey of interoperability through cross-chain support of Ethereum NFTs - with the beta version of its aggregator - Magic Ethen
OpenSea adds scarcity tool OpenRarity to tell you just how rare an NFT is
Hasbro is rebooting the Starting Lineup sports toy line with new figures that include NFT trading cards with NBA stars like LeBron James and Stephen Curry
UNICEF's Giga initiative shows the value of blockchain-based NFTs for fundraising, with a recent public sale raising proceeds to connect schools to the internet in developing countries
Friday:
NFT marketplace OpenSea will automatically index NFT collections created on the Solana blockchain
Web3 software firm Chain has entered into a four-year marketing deal with Kraft Sports + Entertainment to serve as the “official blockchain and Web3 sponsor” for the New England Patriots, New England Revolution, Gillette Stadium, and Patriot Place
Over 4.7 million Stepn users have registered on the move-to-earn app, logging a collective 67 million miles
Christina Aguilera files for NFT and Metaverse trademarks
Mike Tyson partners with Animoca’s Ex Populus to launch NFTs
Italian soccer club AC Milan is diving deeper into crypto with a new collection of NFTs from Solana-based esports franchise MonkeyLeague
NFT marketplace TravelX launches with tickets from low-cost Argentinian airline Flybondi
Recent Project Developments:
Monday:
Trader deployed millions of dollars to manipulate the prices of AVAX on GMX DEX, profiting $500,000 by utilizing a strategy that exploited a basic loophole
Binance accounting bug leads to $20M misallocation of HNT tokens
Binance has completed the integration of BUSD on the Avalanche and Polygon networks with deposits and withdrawals now open on both networks
Coin98 (C98) introduces CUSD, the decentralized stablecoin of Coin98
Aptos Bug Bounty
Watr Protocol wins the latest Polkadot Parachain auction -
Introducing: Drift Protocol v2 Liquidity Trifecta
Introducing Hyperlane, Abacus Network rebranded, the messaging protocol accelerating applications towards the interchain singularity
Metaplex - MPLX Airdrops are coming soon
Dexpools has officially rebranded and relaunched, as Vela Exchange
Capstone Project Spotlight - zkBOX
Ditto incentivised devnet
Starksheet White Paper V1.0
Tuesday:
Cosmos is likely to announce interchain security feature next week
BNB Chain has launched AvengerDAO, a new community-driven security initiative to help users against scams, malicious actors and possible exploits
Following several rounds of voting and governance proposals, Tribe DAO confirmed that it would repay victims of the Rari hack
MakerDAO governance votes yes to adding GnosisDAO token as collateral for DAI
Nova Labs inks agreement with T-Mobile to cover 5G dead spots in Helium network
Introducing self-service SaaS platform KillSwitch - aims to detect exploitation TXs before their block inclusion and take contingency measures to block the attack or prevent assets from being stolen
Solana-based Hxro launches bitcoin derivatives marketplace
Aptos - The Journey from AIT3 to Longevity Testnet
Icebreaker Finance launch a pool on Maple to provide secured debt financing to public and private blue-chip bitcoin mining companies
What is Numia Data? - aims to provide Cosmos chain data as a public good
Thales officially expands and deploys on Arbitrum with Chainlink Data Feeds
Wednesday:
Layer-2 scaling solution Boba Network has expanded its support to the Avalanche blockchain
Arbitrum paid a code bounty hunter 400 ETH for finding a bridge vulnerability which could have compromised more than $250M
Ankr partners with Polygon to enhance the building experience for Supernet Developers
Mina Protocol Q3's ecosystem roadmap
Optimism Quests: a guided exploration of the ecosystem that allows users to earn NFTs while exploring Optimism apps
Announcing Urbit's EVM blockchain
StarkNet is now live on Infura
Benqi Finance - Phase 1 of veQI - a tool to supercharge Avalanche validators
Succinct Labs - towards the endgame of blockchain interoperability with proof of consensus
Savvy comes out of stealth - allows you to unlock your liquidity & get an advance on future yield, with non-liquidating self-repaying lines of credit
Introducing Liquid Collective: the enterprise-grade liquid staking protocol. Designed to meet the needs of institutions. Built and run by a collective of leading web3 teams
UXD Protocol is launching its capitally efficient, algorithmic stablecoin, $UXD, on Sei
Subspace Network - Gemini II Incentivized Testnet is live
Thursday:
Wormhole has deployed generic messaging support for the Aptos devnet, enabling asset cross-chain asset transfers
Uniswap Foundation has announced $1.8M in its first round of grants to 14 recipients working on various projects
Helium community approves crypto wireless network's migration to Solana
Blockchain infrastructure firm Coinbase Cloud has officially launched its Web3 developer platform called ‘Node’
Cronos is moving out of beta - roadmap update on Sept 30
Cardano Vasil upgrade ready with all ‘critical mass indicators’ achieved
Web3 crypto browser Opera plans to integrate Elrond blockchain services for over 300 million users
EOS Network has successfully completed its consensus upgrade to AntelopeIO Leap 3.1
New LlamaLend/tubbysea release will have built-in rate-limits
Lark - Expanding access to exclusive investment deals. Goldfinch community launched lark.market to enable open trading of Borrower Pool positions
Former Bolt CEO Ryan Breslow published the litepaper for Love, his "truth seeking" pharma DAO
Announcing Shinami - building foundational developer infrastructure to power the next wave of dApps, built on Sui
Introducing the Cruize Protocol - enables capital-efficient protection from downside volatility by tokenizing hedged positions into useable assets across all of DeFi
Friday:
GitHub has rescinded its ban on Tornado Cash after it pulled the tool’s code from its website within hours of the Treasury's ban last month
Tether (USDT) live on Polkadot
Ape Staking currently scheduled for October 31st
Cardano’s Vasil upgrade has triggered, most significant update since adding smart contract functionality in September, bringing increased network capacity, higher throughput and lower transaction costs
Horizon Bridge Recovery Plan - 0% Mint — Commitment from Foundation Treasury
Acala’s path to resuming operations since the Acala aUSD error mint incident on August 14th
DefiLlama built a page for halal defi yields
Hop Protocol 1M $OP rebate program is live
Argo, a lending protocol on Aptos, is now available on devnet
First major part of the Gyroscope Protocol is now live with a new UI on Polygon: Concentrated Liquidity Pools (CLPs)
ERN, a token from investment firm Eurion Capital, is trying to shake up the real estate market by letting its holders vote on property plays
Fundraises:
Monday:
Binance Labs has made a strategic investment in Salus to bolster the Web3 security quality
Sports Metaverse startup LootMogul secured a $200M investment commitment from Gem Global Yield
Pan-African crypto exchange Yellow Card Financial has closed a $40M Series B led by Polychain Capital
Deep tech VC First Star plots a $40M third fund
Parler, a social network popular with conservatives, raises $16M
ChainPort has raised $14M in funding to expand its cross-chain bridge
Treasure DAO raises $3.5M in token sale and a strategic partnership with BattleFly
Aelin Token Pool - $1.2M raised to continue to develop the protocol
Adaverse Invests in Diagon Studios, a Nigerian gaming technology company
DWF Labs invests in Conflux, the only regulatory-compliant permissionless Layer 1 blockchain in China
Tuesday:
European venture firm Digital Transformation Capital Partners (DTCP) announced the first close of its third fund, having raised $300M
Fraud detection platform Sardine has raised $51.5M seven months after announcing its Series A raise. Investors include Visa, ConsenSys and a16z
GRNGrid, a renewable energy-focused blockchain that encourages green transactions, received a $50M investment from GEM Digital
One of the creators of the Grand Theft Auto series, David Jones, has backed blockchain gaming studio Random Games in a $7.6M round
Web3 financial tooling software Tres has raised $7.6M led by Boldstart Ventures. Other backers include Blockdaemon and Alchemy
Smoothie raises $1.2M to build the product hunt for web3
Bixin Ventures invests in Aptos Labs as part of a broader fundraising round led by FTX Ventures and Jump Crypto
Near Protocol Spinoff, Open Web Collective, a blockchain and web3 accelerator, has launched a new division called OWC Ventures to invest in early-stage crypto startups
Wednesday:
Spice VC’s $250M second venture fund is expected to close mid-fourth quarter
Hong Kong billionaire Adrian Cheng's VC firm C Ventures reportedly plans to raise a new $200M crypto fund
Crypto analytics firm Messari raises $35M in Series B led by Brevan Howard Digital
Chess game Immortal Game raised $15.5M in a funding round backed by Kima Ventures, TCG Crypto, Alven, Moonfire Ventures, Spice Capital, Kraken Ventures
Higlobe raises $14M to eliminate international fund transfer fees for the global workforce
Web3 finance platform Integral closes $8.5M round led by Electric Capital
SkyBridge Capital and FTX led an $8M round for the NFT-based gaming firm Vulcan Forged, with the option to invest $33M more
Antic raises $7M to set the stage for the age of experiences and make co-ownership seamless
Spot, a next-generation communications platform, raises $5.5M
Nilos raises $5.2M to build a crypto treasury platform for businesses
Web3 back-office platform Headquarters has closed a $5M round co-led by Crypto.com Capital, Forge Ventures and MassMutual Ventures
Banking giant Nomura launches crypto VC unit named Laser Venture Capital - will invest in startup categories including DeFi and blockchain infrastructure
Thursday:
Digital asset investment firm GEM Digital Limited has committed $50M to finance ParallelChain Lab following its mainnet launch and native token listing, XPLL, in Q4 2022
Web3 game platform, Iskra, raises $40M and partners with Gate․io for Token Generation Event
Immunefi, a popular bug bounty system, has raised a $24M Series A funding round led by Framework Ventures
Blockchain startup Hyperlane raises $18.5M round led by Variant
Codacy raises $15M to improve code reviews with automation
Cryptography network Lit Protocol has raised $13M in a Series A round to hire developers creating a decentralized ownership and interoperability across protocols
Singaporean Fintech dltledgers raises $8.5M to fuel its North American expansion plans
Bain Crypto Capital led a $6.5M round for Skip Protocol to democratize access to MEV opportunities and profits on the Cosmos ecosystem
Binocs raises $4M to help crypto investors stay on top of their taxe co-led by Beenext and Arkam
Peter Thiel's Founders Fund leads $3.7M round into Block Green
0xScope Protocol raises $3M seed round to create a new data layer of Web3
Sintra raises $2M seed round to spearhead social app & marketplace for NFT investors
Outscal raises $1.5M for building a community-first, ed-tech platform to upscale talent in the gaming industry
Friday:
Game developer Theorycraft (building game Loki) raised $50M in a Series B funding round led by Makers Fund with participation from NEA and a16z
True Global Ventures invests a total of $38M in web3 leader Animoca Brands
3Commas, an automated crypto trading bot platform, has raised $37M in a Series B funding round led by Target Global, Alameda Research and Jump Crypto
Epic Games backs metaverse tech startup Hadean’s $30M Series A to build the infrastructure to help give metaverse capabilities to Epic's Unreal Engine
Hume raises $11.7M to create, promote virtual music ‘metastars’
Kwil, a decentralized database infrastructure provider, raised $9.6M in a funding round backed by FTX and Digital Currency Group
DeFi protocol Infinity Exchange raised $4.2M in a seed funding round to accelerate institutional DeFi. GSR, SIG, CMS, C² Ventures, and Flow Traders are among investors
Morningstar Ventures leads private funding round for ancient fantasy game Age of Zalmoxis
Exchange News:
Monday:
Just like Binance, India-based exchange WazirX will implement BUSD auto-conversion for balances of USDC, USDP and TUSD at a 1:1 ratio in October
FTX obtains European investment firm license
FTX CEO Sam Bankman-Fried said that the exchange has a billion to spend on companies and projects
Tuesday:
Coinbase will update the exchange's fee schedule, changing tiers and pricing for trade tiers above $1M in volume
Robinhood announced the listing of USDC, the first cryptocurrency stablecoin to be listed on Robinhood
Coinbase Wallet has announced the partnership with ENS Domains to create Coinbase wab3 usernames
Binance - Updates on APR for ETH 2.0 staking & distribution of BETH rewards
Wednesday:
Liquid staking startup Alluvial has added the cryptocurrency exchange platform Kraken to its independent industry consortium
FTX and Binance are leading the auction for crypto-lender Voyager
Huobi enables cryptocurrency purchases with fiat in Latin America by partnering with AstroPay
Thursday:
Kraken's Jesse Powell is stepping down as CEO
FTX is reportedly in talks to raise up to $1B and preserve its $32B valuation
Binance receives approval for crypto services in Dubai
CoinFLEX has announced a restructuring proposal that would see creditors own 65% of the company
Coinbase is approved by De Nederlandsche Bank, the central bank of the Netherlands
Friday:
Coinsquare acquires publicly-traded crypto exchange CoinSmart
New Listings:
Metaplex (MPLX) Gets Listed on KuCoin - source
Coinbase will add support for Injective (INJ), Pundi X (PUNDIX), and XMON (XMON) - source
Euler Finance (EUL) will get listed on FTX
Binance Futures will launch USDⓈ-M LDO and CVX perpetual contracts with up to 25x leverage
Coinbase Prime now supports custody of SWEAT (ERC-20)
Sandclock (QUARTZ) Gets Listed on KuCoin - source
Research:
Vitalik - What kind of layer 3s make sense? - source
NFT Royalty Controversy: Should I Pay? To whom? - source
a16z - Zero Knowledge Canon, part 1 & 2 - source
Everscale: An Evolving, Community-Led L1 - Telegram Open Network (TON) - source
August 2022 GameFi Report - source
The New Creator Playbook: Jumpstarting Communities Through Tokens - source
Undercollateralized Loans - The current state of DeFi, issues, developments and solutions - source
Avalanche Real Talk Summary - source
Comprehensive report on all things OP Governance - source
What's Next for PFPs? - source
Dune Digest 47 - source
Parsec Weekly - source
Fractal scaling - source
Navigating Arbitrary Messaging Bridges: A Comparison Framework - source
An introduction to Replicating Market Makers - source
State of the Yearn - source
Vitalik - DAOs are not corporations: where decentralization in autonomous organizations matters - source
State of Ethereum - source
Nansen - Solana Q2 ecosystem report - source
Nansen - Fantom - Q2 ecosystem report - source
Master Web3 Fundamentals: From Node To Network - source
Messari - State of Bitcoin Q3 2022 - source
The Next Big Crypto Narrative. A Search For The Supernatural - source
eGirl Capital - Liquidity, Capital and Bank Runs - source
Realistic yield: Separating the wheat from the chaff - source
On building mobile first. Build where people spend their time - source
Gigachad Due Diligence Questionnaire - source
Why equity plus token warrants is the new go-to formula for crypto VCs - source
How to Make On-Chain Gaming Competitive: 'Procedural Generation' [Part 2] - source
Crypto Adoption Steadies in South Asia, Soars in the Southeast - source
Atom 2.0 — The Next Big Narrative After Eth Merge - source
How high do we want gas fees to be on Ethereum? - source
The power of valves for better flow control, improved reliability & lower expected payment failure rates on the Lightning Network - source
The Appchain Universe: The Risks and Opportunities - source
Arthur Hayes - Snippets - source
The Construction of the Soul Part 2: Implementations of SBT - source
Microsoft Research - Forerunner: Constraint-based Speculative Transaction Execution for Ethereum - source
The Tie - Quarterly State of the Market 3Q'22 - source
Twitter:
GMX "exploit" - source
Reflexivity Research, an institutional-grade research firm - source
Building a web 3 gaming community via a unifying vision - source
Market & Economic Structure of Games - source
Approaches are being used to scale this DA issue - source
How soulbound token works and a few projects building on it - source
Solana Ecosystem Mega Thread - source
Is the Creator Economy cratering? - source
Brute force Wintermute - source
Wintermute - profanity bug - source
Arrakis Finance, Atlendis Labs, Syndicate DAO, RociFi, 0vix Protocol Airdrop - source
The New York Times just published a report on Congress trading stocks - source
Crypto legislation - source
Why Urbit is probably “something” - source
10 things every crypto founder needs to know about - source
Don't trade FOMC - source
CC0 (Creative Commons) - source
Zero knowledge proofs (ZKPs) will revolutionize how we think about privacy and scaling computation - source
The crypto vc market is currently thawing after a 4 month freeze - source
TIL Uniswap Analytics TVL data is wrong - source
With artificial intelligence, blockchain, and many other technical advancements, we are rebuilding the way we interact with each other daily - source
Fed meeting nuances and market implications - source
Crypto Bill - Crypto's 0 to 1 moment - source
Next generation of crypto games will be instant - source
Lido compounding their rewards back into staking violates the expectation that all stakers earn the same % of rewards - source
U.S. comprehensive regulation framework summarized - source
If you can't make GOOD $$ outside a crypto bull, you are not a person capable of long term wealth - source
What if whales created new wallets? - source
CFTC bZX/OoKi enforcement action - source
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