What a year this has been for everything and everyone. For me, I’d never posted anything publicly before March of this year. I’d always been a consumer of information but this year saw me flip to putting my thoughts and work out there into the crazy world wide web for the first time. For better or worse - to be judged, appreciated, ignored and all the levels in between. It’s been quite the journey so far and I look forward to continuing in the New Year. It’s honestly been tough to research over the past several months while in the depths of a bear market. Activity is low, narratives and catalysts few and far between with mostly negative developments going on. However the bottom line after deep daily research that I have to proffer is: there is still so much opportunity left out there. Might take a while but I won’t be missing it and hopefully you won’t either. I’m here for the long road. Stay flexible, open minded and sharp.
I’ll be taking a short break for the holidays and be back on my grind in January.
Thank you if you read this and I fully intend to step my game up in 2023.
- 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:
Instead of doing my own data section this week, I decided to just link some of the good reports I’ve come across recently. There are lots of great end of year reports.
Blockchain Analysis: Nansen's 2022 Annual Report Compilation - source
Coinbase 2023 Crypto Market Outlook - source
The Block - 2023 Digital Asset Outlook - source
Messari Report Crypto Theses for 2023 - source
DeFi Ecosystem Landscape report - source
Annual Report 2022: Capture investment trends from evolutions of 5 major crypto verticals - source
Nasdaq - What Metaverse Venture Investment in 2022 Can Tell Us About 2023 - source
The Staking Ecosystem Report - source
The Evolution of DAOs - The 2022 DAO Report - source
Some fluffy hopium if you’re into that type of thing:
https://www.m6labs.co/p/weekly-alpha-leak-2022-ending-on
Crypto News:
Monday:
Binance.US has agreed to buy the assets of bankrupt crypto lender Voyager Digital for $1.022B
Speculation continues over Genesis and its parent company Digital Currency Group since many tokens related to DCG were hit particularly hard last week
Grayscale Investments is exploring options to return a portion of capital of its flagship GBTC product with an offer for up to 20% of outstanding GBTC shares, which are currently trading at a 49% discount to net asset value, if the SEC refuses to approve its spot bitcoin ETF
The “Big Four” accounting firms, Deloitte, Ernst & Young, KPMG and PricewaterhouseCoopers, are currently unwilling to conduct a proof-of-reserves audit for a private crypto company
The Twitter account of one of Bitcoin’s greatest historical figures, Hal Finney, came back to life after over a decade of inactivity by his wife to avoid his account being purged by Twitter
Riot Games seeks to end sponsorship with FTX due to reputational harm and damage, citing violation of the morality clause
Fireblocks received the Cryptocurrency Security Standard (CCSS), a first-of-its-kind certification that was built as a security standard for crypto wallets and custody
New filing for a S&P 500 and Bitcoin ETF, which will invest 75% of the assets in S&P 500 stocks and 25% in bitcoin futures
Tuesday:
a16z still holds 95% of everything it’s bought across its multi-billion dollar crypto funds and still have billions to deploy
Visa wrote a proposal that StarkNet may help bridge the gap between crypto and the real world by outlining a way for users to automatically send payments using the self-custodial wallet without having to sign each transaction using account abstraction
Bankrupt crypto lending platform BlockFi filed a motion requesting authority from a United States bankruptcy court to allow its users to withdraw digital assets currently locked up in BlockFi wallets
Polygon co-founder Sandeep Nailwal launched Beacon, a web3 startup accelerator that aims to create the next 100 web3 unicorns and offers a 12-week program to mentor and finance startup founders. Fifteen startups have already received funding to be announced in January
Fortnite creator Epic Games will pay $520M in FTC settlements regarding allegations over deceptive practices regarding in-game purchases and protecting young players privacy. Epic Games has increasingly positioned itself as a key builder of the metaverse
Modulo Capital, a relatively unknown firm founded by three former Jane Street traders, received a $400M loan from Alameda Research
Bitcoin mining firm Greenidge Generation came to an agreement with its lender NYDIG about restructuring $74.7M of debt, though a bankruptcy is still on the cards
Market making firm Auros filed to begin bankruptcy proceedings in the British Virgin Islands after approximately $20M of company assets became frozen on FTX
CoinShares listed on the Nasdaq Stockholm exchange
Wednesday:
SBF signed extradition papers to return to the United States from the Bahamas, a week after he was criminally indicted by a federal grand jury
A creditor committee, which includes Gemini, presented a plan to resolve the Genesis and parent company Digital Currency Group’s liquidity issues, and to provide a path for the recovery of assets
FTX has over $1B in cash. $720M in unconsolidated cash assets, $500M being held in U.S. institutions already
Core Scientific, one of the world's largest publicly traded bitcoin miners, filed for Chapter 11 bankruptcy protection. Estimated assets and liabilities are between $1B and $10B. Still generating positive cash flow but not enough to repay debt owed on the Bitcoin mining equipment it leases
3Commas denies accusations of leaking API data resulting in $14.8M in ‘unauthorized trades’
Elon Musk to resign as Twitter CEO and will only run software and server teams. Doge slumping
Neobank Cogni debuted an in-app noncustodial wallet that aims to complement its existing banking services by enabling its users to take self-custody of their crypto after a KYC process
Cryptocurrency trading firm Auros Global had $20M exposure to FTX, plans to resume regular operations after implementing a restructuring plan
Announcing the 2023 ETHGlobal Season
Thursday:
Former Alameda Research CEO Caroline Ellison and FTX co-founder Gary Wang plead guilty to criminal charges. In the complaint, the U.S. SEC labeled FTX's exchange token, FTT, as a security in SEC complaint, throwing a shadow over similar tokens issued by rival crypto exchanges such as Binance and OKX. Caroline’s plea agreement includes: $250,000 Bail, surrender of travel documents, forfeiture of assets
Twitter implements financial charts for cashtags in search
Crypto investment fund manager 3iQ supports Fir Tree Capital Management’s lawsuit centered on Grayscale Investments’ Bitcoin trust
Polygon’s zkEVM second testnet launched, the last step before mainnet goes live
South Korean experts say North Korean hackers have stolen $1.2B in crypto assets around the world since 2017 including about $626M in 2022
Immunefi, a crypto-focused bug bounty platform, paid over $52M to whitehat hackers in 2022, with crypto hacks topping more than $3B
A Tornado Cash developer identified as “Gozzy” initiated a proposal to receive $240,000 in remuneration to continue development activities on the sanctioned mixing protocol
Friday:
SBF released to parents' home on $250M bond secured in part by parent’s house while he awaits trial
Digital asset trading firm Orthogonal Trading, which became insolvent after the sudden implosion of FTX, has been placed under provisional liquidation by the British Virgin Islands courts
Justin Sun was responsible for the vast majority of a key Valkyrie division’s assets under management - had more than $580M of BTC stashed with the crypto asset manager at one point in August
Paxos, a blockchain and trust company, has successfully reclaimed $20M worth of gold tokens held in the wallets of an unknown attacker who hacked FTX in November
Mythical Games alleges former executives Rudy Koch, Chris Ko and Matthew Nutt violated their fiduciary duty on the way to raising $150M dollars and forming their own venture. Mythical Games is seeking, among other things, “restitution of the ill-gotten gains” and “punitive damages”
Alameda Research and Terra’s Do Kwon-backed crypto hedge fund Pangea Fund Management is rebranding to Syncracy Capital after seven months of silence
A Hong Kong start-up accelerator, G-Rocket, is looking to help 1,000 web3 startups set up shop in the city within the next three years. Hong Kong Web3.0 Hub coincides with the special administrative region's concerted push to put itself among the leaders in the virtual asset industry
Chess is going on-chain. The International Chess Federation (FIDE), the sport’s governing body, is partnering with the Avalanche blockchain to bring its competitions into Web3
Avalanche Banff 5 software upgrade to introduce Avalanche Warp Messaging. The upgrade will let Avalanche subnets to easily communicate and share data with each other
Klaytn to evolve into an open blockchain ecosystem where anyone can act as a block validator if they meet certain qualifications while maintaining the existing Governance Council structure and roles
Economic/Government/Regulatory:
Monday:
SBF is expected to tell a court in the Bahamas he will no longer contest extradition to the United States
The U.S. Department of Justice announced that “Cryptoqueen” Ruja Ignatova associate and OneCoin co-founder Karl Sebastian Greenwood pleaded guilty to federal charges of wire fraud and money laundering in connection to the OneCoin scam
The Group of Central Bank Governors and Head of Supervision (GHOS) of the Bank for International Settlements (BIS) has endorsed a global prudential standard for banks’ exposure to crypto assets in 2025
U.S. District Court of Central California denied a motion in favor of Bored Ape NFT creators in their lawsuit accusing artist of copying Bored Ape NFTs
Kazakhstan’s central bank recommended making a CBDC available as early as 2023 with a phased expansion of functionality and introduction into commercial operation until the end of 2025
Nigeria set to pass bill recognizing Bitcoin and cryptocurrencies as Nigeria's eNaira has only managed to obtain a 0.5% adoption rate, a little more than a year after its launch in October 2021
Tuesday:
The Central African Republic (CAR) won’t list its sango crypto coin until next year due to “current market conditions” and seasonal factors such as the holiday season
Kazakhstan legislators approved a bill last week that will introduce corporate tax for bitcoin miners as well as restrictions for the industry’s energy consumption nationwide
Wednesday:
UK’s advertising regulator banned Facebook promotions for NFTs from Crypto.com and Turtle United which ran in July due to failing to explain the risks of investing in NFTs as well as not properly laying out transaction fees
Cryptocurrency regulation in Brazil is poised to become law aiming to regulate providers of virtual assets
Bitcoiner and podcaster Peter McCormack to pay Craig Wright, the Australian scientist who claims to be Bitcoin inventor Satoshi Nakamoto, around $1.1M in costs following their legal battle
Thursday:
The Republic of the Marshall Islands passed a law providing recognition of DAOs as limited liability companies (LLCs) - previously recognized DAOs as legal entities
The U.S. SEC filed a complaint against Thor Technologies along with its co-founder and CEO David Chin, claiming that Thor’s 2018 ICO constituted an unregistered securities sale
Retiring U.S. Senator. Pat Toomey introduces Stablecoin TRUST Act - a bill to legitimize the use of stablecoins in payment systems
Investment platform MyConstant ordered to desist and refrain from violating the California Securities Law and California Consumer Financial Protection Law for its peer-to-peer lending service and interest-bearing accounts
Friday:
The U.S. SEC’s acting chief accountant warned investors to put little faith in crypto companies’ proof-of-reserves and is scrutinizing crypto companies’ supposed financial reports more closely
Law enforcement authorities in Italy and Albania busted a suspected crypto investment scam estimated to have netted 15M euros ($16M)
Exchange News:
Monday:
Dutch cryptocurrency exchange, Bitvavo can’t access $297M held at Genesis Global Capital controlled by DCG
Indonesian exchange Tokocrypto has been officially acquired by Binance, and about 58% of its employees have been laid off
Former BitMEX CEO Alexander Hoeptner sued the cryptocurrency derivatives platform for $3.4M for breach of contract and wrongful termination
Binance Futures will list USDⓈ-M BTC and ETH Quarterly 0331 Contracts
Huobi to delist BHD, CNNS, CHAT, COL, FAIR, GTC, HOT, HPT, LET, MTN, MONFTER, RIFI, TOPC, UGAS, XMX and YCC
Tuesday:
Binance is joining the executive committee of the Chamber of Digital Commerce, a U.S. lobby group for the blockchain industry to contribute to research and potentially influence the shape of crypto legislation through discussions with policymakers and regulators
FTX will try to clawback millions of dollars in donations to US politicians made by SBF and his close associates to help pay back creditors following accusations that the contributions were funded with customers’ money
Several Bitcoin wallets worth 104 BTC ($1.7M), associated with the defunct Canadian crypto exchange QuadrigaCX have transferred funds after three years of dormancy
OKX will list BNB (BNB) for spot trading
Wednesday:
Waves founder Sasha Ivanov implored exchanges such as Binance, Kraken and KuCoin to disable waves token futures trading to stop traders from shorting the protocol’s native token, amid a 40% decline in its price over the last two weeks
Binance reportedly used by a Mexican-based internationally-operating drug cartel to launder millions of US dollars - and the exchange helped the authorities identify the suspects
Coinbase registered with the Central Bank of Ireland as a Virtual Asset Service Provider
Veles Finance, a no-code platform to build automated trading bots, is officially integrated with Huobi
Australian crypto exchange Swyftx and share trading and superannuation platform Superhero canceled their planned $1B merger due to the government turning up the regulatory heat on the crypto industry
Binance will remove and cease trading for: ANC/BNB, ANC/BTC, ANC/USDT, MIR/BTC, MIR/USDT, TORN/BTC, TORN/USDT, YFII/BTC
Thursday:
Around 94% of the $84M FTX paid for its majority stake in Blockfolio in 2020 was in the FTT token it itself invented
Kraken launched Kraken Pro, a suite of advanced trading tools and a new interface that unifies access to spot trading, margin trading, staking and portfolio management
Huobi partnership with Visa to issue the Huobi Visa Card worldwide
Binance Margin will delist FET, FORTH, KEY, MBOX and WIN as borrowable assets from Cross Margin, as well as AION and BTS from Isolated Margin
Friday:
FTX sought assistance from a U.S. bankruptcy court in an ongoing fight over ownership of about $450M in Robinhood Markets stock. The parties trying to gain control of the Robinhood shares are BlockFi, FTX creditor Yonathan Ben Shimon and SBF
Peter Thiel-backed crypto exchange Bullish calls off SPAC deal set at $9B amid concerns by US SEC on accounting issues. Far Peak Acquisition and Bullish agreed to a merger in July 2021
OKX published a second proof of reserves (PoR) report, adding features that allow users to verify there are sufficient assets to handle customer withdrawals
Binance Futures will delist COIN-M GALAUSD, ZILUSD and VETUSD Perpetual Contracts
DeFi:
Monday:
Ren Protocol may get shut down in the next few days or weeks, with $15M of value in the protocol that’s at risk of getting stuck when the network stops. Due to being acquired by Alameda in February
Curve adds a multiBTC/WBTC/sBTC pool, and launched a proposal vote for adding liquidity incentives to the pool. multiBTC is a Bitcoin asset cross-chained from Bitcoin to Ethereum through Multichain
Drift, a Solana-based perpetual swaps trading protocol that handled billions of dollars in volume during the 2021-2022 bull run before collapsing during the Terra crash, is going live with its revamped second version
Detailed Post-Mortem and Next Steps on recent Raydium Liquidity Pool exploit
Tuesday:
Sushi DAO vote to direct all fees generated by SushiSwap to the protocol’s treasury passed thanks to two large entities - GoldenChain, the digital investment arm of venture capital outfit Golden Tree, and a wallet closely tied to crypto trading firm Cumberland
Uniswap deal with MoonPay to bridge DeFi and conventional currencies. The partnership allows Uniswap users to buy digital assets via a bank account or supported credit or debit card
BNB Chain has partnered with Fjord and Balancer to launch Liquidity Bootstrapping Pools (LBPs) on its mainnet
BitDAO considering a $100M buyback of its bit token beginning from the start of next year as part of the DAO’s capital deployment strategy
THORChain's borrow program does not liquidate - coming Q1 23
CME Group and CF Benchmarks launched new DeFi reference rates and real-time indices for Aave, Curve, and Synthetix - not tradable products
Wednesday:
Peer-to-Peer crypto marketplace Paxful removes ETH from platform claiming ETH has become a digital form of fiat thanks to its switch to proof-of-stake
Ankr aBNBc Token exploit: a former team member inserted a malicious code package. The team is working with law enforcement to prosecute this former member
Crypto market making firm Auros defaulted on a $7.5M stablecoin loan it took on the Maple Finance lending protocol. Auros filed for bankruptcy protection last month after losing $20M on FTX
SafePal, one of the leading crypto wallet developers, has integrated support for The Open Network (TON). SafePal users will now be able to store and send the native $TON token within their hardware and software wallets
Avalanche Core integrated Coinbase Pay, giving users more ways to deposit cash to convert to crypto for use on Avalanche, Ethereum, and many other blockchain networks
Thursday:
Blockchain developer Daniele Sestagalli returning to Popsicle Finance, a DeFi market-making and yield-earning protocol
MetaMask Swaps now enable swaps on Layer 2 networks, Arbitrum and Optimism in addition to the currently supported Ethereum mainnet, BSC, Polygon and Avalanche
Nomad Bridge is now relaunched
Uniswap votes passed to reform the voting process in an effort to make it easier to change the way the system is governed with nearly 100% voting in favor
Lido on Solana v2 is live - brings a series of validator economy changes
Frax Protocol turns 2 years old - per $FXS yearly halvening schedule, the total emissions have now been halved thus increasing FXS scarcity
Aave founder Stani Kulechov was given 2 million LDO tokens as an early investor in December 2020, which he held for a year and began selling at the end of 2021 over 12 months for a total of $2.4M
Raydium update on remediation of funds for recent exploit - There _should_ currently be enough cumulative protocol revenue from trading fees to make liquidity providers whole
Trust Wallet now supports Aptos dApps
Friday:
Stablecoin volume hits record high of $7.4T in 2022. Exceeds MasterCard and American Express
Ren DAO votes to mint an estimated 180M Ren tokens worth $10.8M to fund Ren’s transition to a second version
Proximity Labs developed the first non-Ethereum Virtual Machine (EVM) blockchain solution compatible with Metamask. NETH enables ETH addresses remote control of paired NEAR accounts via signing transactions
Synthetix Perps V2 is now live
Kwenta, as the definitive frontend for Synthetix Perpetual Futures, now supports the new v2 upgrade on Optimism, allowing Kwenta traders to take advantage of the most advanced decentralized perpetual Futures AMM
Aave DAO vote passed with 99% support to integrate Chainlink Proof of Reserves to tighten network security. Will specifically cover Aave versions (v)2 and v3 on the Avalanche blockchain
Waves USDN Resolution Plan. The USDN stablecoin is set to become WINDX - a multi-collateralized and index asset for WAVES ecosystem
Defrost Finance exploited for ~$173k
MetaMask Grants DAO funds Agoric and Safeheron with first round of grants
UMA 2.0 is coming in 2023 with the introduction of $UMA token staking
NFTs/Gaming/Metaverse:
Monday:
Yuga Labs bringing in a Daniel Alegre, former president and COO of Activision Blizzard as CEO, with current CEO Nicole Muniz moving into a role as partner and strategic advisor
Famed tennis tournament Australian Open teaming up with NounsDAO, OnCyber and Vayner Sports Pass ahead of its second ArtBall NFT release
Notorious B.I.G. was resurrected for a performance in the metaverse, transporting thousands of attendees to a virtual recreation of 1990s Brooklyn
Manchester United Football Club has launched its first collection of NFTs on the Tezos blockchain
WEMIX PLAY, the blockchain gaming platform by Wemade, is releasing an expanded GameFi service to promote the growth of the ecosystem - recently delisted by South Korean exchanges
Wemade unveils WeKonomy, a new comprehensive blockchain project that offers various services including DeFi, NFT, and metaverse
Futureverse merges 8 Web3 companies to create an open metaverse ecosystem
Tuesday:
Chinese Zhejiang Province aims to build a $28.7B metaverse industry by 2025
Polygon partnered with the neo-banking app Hi to create a platform to mint Polygon NFTs as the face of a web3-focused debit card
Mercedes Benz has filed trademark applications claiming plans for: NFTs, Virtual clothing + goods, Financial services, Cryptocurrency trading
Art auction house Christie’s sold 87 NFTs for a total of $5.9M in 2022, down 96% compared to 2021
European aerospace giant Airbus chose Avalanche as its home for digital collectibles. Its first collection celebrates the 30th anniversary of its Airbus Helicopters with nearly 130,000 employees
Wednesday:
Former Chicago Bull and NBA Hall of Famer Scottie Pippen’s 1,000-piece NFT collection sold out in 77 seconds
Jimmy the Monkey - Free, playable, interactive mint experience for BAYC and MAYC holders coming January
Web3 gaming company Metaverse Game Studios announced the launching of Angelic on Immutable X. Metaverse Game Studios is established by the developers of prominent games, including Diablo, League of Legends, and Far Cry
Lamina1, the metaverse-focused layer 1 blockchain is launching the Lamina1 Ecosystem Fund (L1EF) to provide Web3 builders with a capital-raising tool for their open metaverse ventures
Thursday:
Drops on OpenSea: Creators will be able to easily drop collections on the world’s largest NFT platform with a rich canvas to express their brand, art, and roadmap
Blur Airdrop 2 recalculated to fix the wash trading filters that affected legitimate traders
Yuga Labs's NFT collection Meebits launched a music album that's also collectable as ERC-1155 NFTs in collaboration with the generative AI music platform WarpSound
The Argentine Football Association (AFA) partnering with metaverse startup Upland as one of its first entries into web3 fan engagement in a deal includes digital collectibles and a virtual gathering space for AFA's fanbase
The Pokémon Company International is suing Pokémon Pty Ltd, an Australian company, in the Federal Court of Australia over the advertisement of a new NFT-based Pokémon mobile game called PokéWorld
Axie Infinity passed Google Play store review - plan to soft launch Origins in the Malaysian Play Store first
BAYC - 2.5% royalty fee for BAKC companion collection has been turned back on
Friday:
NFT marketplace OpenSea is delisting Cuban artist and collector accounts from its platform in order to comply with U.S. sanctions law
‘Game of Thrones: Build Your Realm Hero Box’ NFT will drop on 10 January, 2023. The first Hero Box will include collectibles and avatars from the Northern regions of Westeros
10 most played games on BNB Chain
Fundraises:
Monday:
Foundation Devices, a developer of Bitcoin-centric tools that include a hardware wallet, has raised $7M in a seed round led by Polychain Capital - @FOUNDATIONdvcs
Fiat-to-crypto platform Utorg raised $5M in a seed round led by Dragonfly. TA Ventures and Hypra fund also participated - @utorgcom
Pine Protocol, a pioneer of the emerging NFT-fi space through NFT lending and financing, raised $3M from investors co-led by Amber Group and Sparkle Ventures - @PineProtocol
Tuesday:
Axelar Ecosystem Startup Funding Program, a $60M initiative led by top-tier, crypto-native investment firms designed to nurture a pipeline of developers building Web3 products that rival anything on the centralized web. Investors: Blockchange, Chorus One, Collab+Currency, Cygni Capital, dao5, DCVC, Divergence Ventures, Dragonfly Capital, Lemniscap, Morningstar Ventures, Nima Capital, Node Capital, North Island Ventures - @axelarcore
Revel, an NFT or “social collectibles” platform, raised $7.8M in seed financing to become the Instagram and Robinhood of NFT platforms led by Dragonfly Capital and includes Union Square Ventures, Sfermion, 6th Man Ventures, Gaingels, Wagmi Ventures, Alumni Ventures, Global Impact Ventures, Hansa Labs and Polygon - @RevelXyz
DeFi technology company Pods raised $5.6M in Seed Funding to create structured products for crypto assets earlier this year. Investors included: IOSG, Tomahawk, Republic, Framework Ventures, 4RC, Alexia Ventures - @PodsFinance
Arrakis Finance, a decentralized market-making protocol, raised $4M in a seed funding round SAFT involving Uniswap Labs Ventures, Accel, Polygon Ventures and Robot Ventures - @ArrakisFinance
LumiShare, a Dubai, UAE-based a blockchain-based digital asset management ecosystem, raised $3.2M in funding led by His Highness Sheikh Mohamed Bin Ahmed Bin Hamdan Al Nahyan from the Abu Dhabi royal family - @IllumishareSRG
Bitcoin development company, Layer 2 Labs raised a $3M seed round from angel investors to bring drivechains and other innovative technologies to Bitcoin - @LayerTwoLabs
Concordex, the first dedicated DEX built on Concordium, raised $1.7M in seed funding to bring institutional-grade derivatives to the Concordium blockchain ecosystem from Tacans Labs, Skynet Trading, Seier Capital and Concordium - @concordexlabs
Wednesday:
Utopia Group raised €10M, in a deal led and advised by Asterius VC, for the launch of its first collection of NFTs, Utopia Avatars - @UtopiaAvatars
ML Tech, a non-custodial digital asset investment management platform providing institutional investors access to automated crypto trading strategies, raised over $1.9M in a strategic round that included Belvedere Strategic Capital, Hyperithm, and Nascent - @MLTech
NFT display and interaction hardware provider Viide raised $1M in the seed round with a valuation of $15M from a group of investors that included JDI venture, LYVC, and the founder of Canaan - @OddOwlClub
Tonsnipe $100,000 private seed round to build a Token presale tracking and NFT aggregating platform on the Ton Blockchain led by Slowave - @tonsnipe
Thursday:
Startup Cypherock, who’s new hardware wallet uses NFC-based cards to reduce risks related to seed phrases raises $1M from ConsenSys Mesh, Infinite Capital, Gnosis and its co-founder Stefan George, Polygon co-founder Sandeep Nailwal, Mahin Gupta, OrangeDAO - @CypherockWallet
Friday:
Finxeed $10M strategic investment from DBank (Chain Bank Group) to launch the world's first digital asset prop firm - @finxeed
Read2N, a Web3 reading application and content copyright NFT trading platform, raised a $2M seed round from Chain Capital, LinkVC, Initiate Capital - @Read2N
Early Stage Projects:
Monday:
Zeta Markets relaunch - exclusively with Perps trading on $BTC, $ETH & $SOL. Options back Soon
Launch of Intmax testnet V1
Supernova second testnet
The First Smart Contract Wallet on Scroll - UniPass Wallet
Tuesday:
SUI Token Community Access Program - FAQ
Y2K Finance token coming soon
Mojito Markets, an Aptos DEX, lost funds due to FTX and Alameda and will suspend project development until the financing situation improves
Waves founder Sasha Ivanov announced the launch of a new stablecoin with a solution for the currently unpegged USDN before launch
Symbiosis v2 launch
Morphous is now live - a router for DSProxy (smart contract wallet) users
Nostra money market is live on mainnet
Fluidity launches on mainnet, introducing a new DeFi primitive that rewards users for spending
Element NFT Marketplace Launchpad is coming
Presenting the Linera Whitepaper - Fast and scalable multi-chain programming for the next generation of web3 applications
Wednesday:
Y2K Finance - Official TGE launch of $Y2K (and $vlY2K)
Social Coop Limited, an entity affiliated with Mask Network, a protocol that allows users to send encrypted messages and cryptocurrency transfers across social media, acquired Pawoo.net, one of the largest instances/servers on social media site Mastodon. Japan-based Pawoo is the second largest instance, which is another term for an internet server, on Mastodon with around 800,000 users
Texture Flash Loans on Solana live
Thursday:
Kavarii - designed to be a Social Economic Platform that promotes freedom of speech while being censorship resistant
Friday:
Hack-a-TONx DoraHacks is TON Foundation’s 1st global hackathon with a total prize pool of $180K
Robodex joins Chainlink BUILD Program to propel Web3 adoption with automated DEX liquidity management
Introducing Decentrex: a perpetual futures DEX powered by Synthetix
Research/Reads:
The outcome of SBF's prosecution could determine how the IRS treats your FTX losses - source
23 Blockchain Predictions for 2023 - source
Andre Cronje: The rise and fall of a DeFi god - source
Federal Reserve - Financial Stability Report - November 2022 - source
Reckless – The Story Of Cryptocurrency Interest Rates - Chapter 5: Everything Bubble - source
2023 Will Be the Year of Dapps - source
The Wallet Segment: a Shining Star in the Crypto Winter-The Status Quo, Challenges and Opportunities - source
Three questions brands should ask before choosing a blockchain - source
NFT Wash Trading on Ethereum - source
Diary of an over obsessed ultrasound.money user - source
Reversing The EVM: Raw Calldata - source
Why Aptos? - source
2022 Harmony Technical Review - source
Nansen - The forest for the trees: Are crypto valuations and fundamentals signaling the end of this crypto winter? - source
The Biggest Story in Crypto in 2022: Contagion—From Terra to FTX - source
Visa - Auto Payments for Self-Custodial Wallets - source
Nasdaq - What Metaverse Venture Investment in 2022 Can Tell Us About 2023 - source
Coinbase - Regulating Crypto: How we move forward as an industry from here - source
Annual Report 2022: Capture investment trends from evolutions of 5 major crypto verticals - source
Holistic overview of the existing Web3 Infrastructure and what we need to focus on going forward - source
Decrypt’s 2022 Crypto Project of the Year: Polygon - source
Crypto Startup Ideas 2023 Edition - source
HashKey Capital: What are the opportunities for WEB3? What is the difference between WEB3 and WEB2 - source
4 legislative predictions for crypto in 2023 - source
The Block - 2023 Digital Asset Outlook - source
DeFi Ecosystem Landscape report - source
The Staking Ecosystem Report - source
Optimism 2022: Year in Review - source
NEAR Foundation Transparency Report : Q3 2022 - source
The Evolution of DAOs - The 2022 DAO Report - source
Rollup Decentralization - source
Coinbase 2023 Crypto Market Outlook - source
Blockchain Analysis: Nansen's 2022 Annual Report Compilation - source
European Central Bank - Progress on the investigation phase of a digital euro - source
Uniswap Fee Switch Proposal - source
Jump Crypto - Statistical Attacks on Proof of Solvency - source
An Open Letter From Bitfinex - source
Messari Report Crypto Theses for 2023 - source
A Roller Coaster for Decentralization: 2022 in Review - source
The Final Word on Decentraland’s Numbers - source
Can Decentralized Finance Provide More Protection for Crypto Investors? - source
Zero Knowledge Proofs and the Metaverse - source
Twitter:
Advice if you want to build the next crypto data unicorn - source
~$11B of BTC supply sell pressure expected in 2023 at current levels - source
Trump's team mints 1,000 NFTs to their own wallet. Keeps lots of rare 1/1s, autographed ones for themselves - source
Analysis of how a scammer stole 14 BAYCs worth over 852 ETH ($1.07 million) today through a month-long social engineering scam - source
Mgnr deletes tweets and unusual wallet movement - source
Decentralized Social (DeSoc) theme of 2023? - source
a16z on the future of generative AI - source
Does token supply affect price? Result from 1k largest tokens over past 3 yrs - source
Trump NFT deployer - source
Alex Mashinsky's Celsius transaction history dating back to 2018 - source
Japanese Yen - Yield Curve Control - source
Japan will now allow 10-year yields to trade as high as 0.50% - likely to cause some serious market volatility - source
Difference between the top two ZK Rollups - zksync Vs. StarkNet - source
Twitter growth - source
2022 is almost over, here is your CT recap - source
ZachXBT on 3commas - source
GMX things to be aware of, GLP and AUM - source
GMX reply - source
Charts from BlackRock's 2023 Global outlook - source
End-of-year review of algorithmic stablecoins - source
Daniele Seste twitter return - source
CFTC reiterating that BTC ETH and USDT are commodities in FTX filing - source
Caroline Ellison and Gary Wang turned on SBF, rattling him out to the Feds - source
No mention of Tabasco in the CFTC filing - source
YoY reviews or insights into what VCs are looking at in the space for 2023 - source
Web3 data unicorns will look different from web2 ones - source
Craig Wright gives up trying to convince people he is Satoshi - source
Daniele Sesta on what’s coming for Popsicle Finance - source
5 Digital Economy Predictions for 2023 - source
NFT wash trading on Ethereum 2022 - a year in review - source
End-of-year review of decentralized exchanges - source
Plays you could’ve made money on in 2022 - source
How a central bank issued digital euro could look like - source
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