TL;DR:
Overview: Bellatrix upgrade activated, Voyager Digital to hold asset auction, Chainalysis helped U.S. government recover $30M stolen from Axie Infinity, Bank of Russia to allow cross-border payments upcoming Cardano's Vasil upgrade, BNB Chain zkBNB, Binance Account Bound soul-bound token, Algorand upcoming upgrade, Influencer scam controversies, Celsius Ponzi-like scheme, flash loans recurring problem
Data: Nansen Smart Money paints two pictures. On the weekly, money is flowing out of ETH and into stables but on the monthly, it seems like most of the money is flowing into ETH and BTC. DeFi TVL is in the gutter and ETH NFT volumes are pretty flat - just like they’ve been all summer. Volume fell off hard in May. However recent uptick in Solana NFT market Volume
DeFi: Aave stopped loaning ETH ahead of Merge, GMX near ATH over Arbitrum hype, teasing Curve stablecoin, Frax Finance launches Fraxlend, Maker proposal to increase revenue by $24M, Binance introduced ETH staking
NFT/Metaverse: Sorare launching fantasy NBA platform, FIFA launches digital World Cup collectibles project on Algorand, TV maker LG Electronics launches NFT platform with Hedera blockchain, The Sandbox partners with Renault to offer digital automotive experiences in the metaverse, Meta aims to replicate the illusion of touch in virtual reality, Sony Music files trademarks for NFT-backed media, 4,200 US trademark applications filed for metaverse, virtual and web3 goods, Players in developing countries could work as NPCs in wealthier players’ worlds…exploiting poor people in the digital world?
I go into further detail on the following topics: Macro overview, Binance pushes native BUSD over UCSD, Gamestop and FTX Partnership to reel in normies, Cosmos ATOM token narrative, plus some other thoughts. This is the rest that doesn’t fit there
- 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
The weekly Bitcorn chart is meh. Candle currently looks stronk but we’re still under the 200 week EMA/MA so there’s that to keep in mind. We weren’t able to crack this level before and most of the attention is on ETH anyways
The 4 hour chart shows a wittle bit of hope. After recently making a string of lower highs and lower lows, the recent push we had made a local high. Gonna have to see how it plays as it’s facing the 200 EMA/MA area again
Ethereum:
All eyes on ETH due to the Merge. Looking considerably better than than buttcoin. Like it wants to reclaim the 200 week EMA. Will the Merge be a sell the news event? Are we pumping into it? So many ways to interpret this
Lower time frame shows a similar picture where we’ve broken the recent trend of lower highs and lower lows and have put in a higher low and local high. Looking like it wants to reclaim the 4H 200 EMA. Will we see a bunch of fuckery?
Crypto Market Cap:
Jesus fucking christ, the total market cap keeps flirting with the $1T level. All summer long it’s been a “will we - won’t we?”
Nansen Smart Money
Percentage of Smart Money currently in Stables:
Let’s start by taking a look at how stabled up sMaRt MoNeY is currently. A lower percentage means they’re feeling nice and risky and a higher percentage means they’re feeling risk averse. Are we going up or down from here?
Weekly:
Largest Smart Money Inflows this week: Money is flowing into USDC, Aave ETH, stETH, WBTC, Aave USDC and Compound USDC. Money Flowing into stables makes sense if people are derisking before the Merge but the derivatives products inflow is curious. Seems to imply people aren’t interested in playing the ETHPOW airdrop
Largest Smart Money Outflows this week: Most of the money is flowing out of Compound ETH and WETH. This implies smart money is derisking ahead of the Merge
Monthly
Largest Smart Money Inflows this month: This paints a different picture. On the monthly level, it looks like most of the money is flowing into ETH, Aave ETH, WBTC.
Largest Smart Money Outflows this month: Similarly here, the most money flowing out is of USDT.
Nansen Hot NFT Contracts:
Highest Volume NFT collections of the past week: RTFKT beat out other major bluechips like ENS, Otherdeed and BAYC.
Highest Volume NFT collections of the past month: It’s interesting that despite all the buzz and hype a couple weeks ago, DigiDaigaku wasn’t able to generate higher volume. Suppose the buzz was rather niche
NFT Market Volume:
ETH NFT volumes are pretty flat - just like they’ve been all summer basically. Volume fell off hard in May
Nansen DeFi - Staking: Ranked by Smart Money Holders
Can’t help but notice all the SHIB and related coins like BONE and LEASH - this adds confluence to the narrative building up around the upcoming launch of Shibarium
DefiLlama DeFi TVL:
Falling below the $60B level. Liquidity in DeFi sure is drying up. Straight up sad
Top protocols by TVL:
Monthly is red - once again but looking at what is able to scrape by with some green on the monthly - we see Convex and Balancer. Some of the biggest losers are also interesting to note such as Uniswap, Compound and Arrakis
The top blockchains by TVL:
Ouch for Avalanche and Cronos. Large drops on the monthly level. Two that stand out for staying green on the weekly and monthly level are Arbitrum and DefiChain. Arbitrum makes sense due to the stirring upcoming narrative and “Arbitrum szn”
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. “Real Yield” I notice GMX, Magic Eden and AAVE for having some of the best % growth on the monthly level. Plus GMX token has been killing it lately. Hoping this turns into more than just a narrative
CryptoSlam Blockchains by NFT Sales Volume (7D):
In the past week we’ve seen:
Ethereum: down 23%
Solana: up 110% - nice! This is confluent with CT observations that Solana NFTs are staying alive
CryptoSlam Blockchains by NFT Sales Volume (30D):
However in the past month:
Ethereum: down 23% - ETH NFTs have for sure been dull lately
Solana: up 18% - guess the degens are playing over on Solana
Checking in with the Solana NFT market, we can see a recent spike in volume. Interdasting!
DappRadar NFT Marketplaces Volume: (7D) *excludes washtrading*
In the past week we’ve seen:
OpenSea: down 2%
Magic Eden: up 111% - hey this is confluent with the rise in protocol revenue!
X2Y2: down 27%
Immutable X Market: down 9%
LooksRare: down 8%
DappRadar NFT Marketplaces Volume: (30D) *excludes washtrading*
However in the past month:
OpenSea: down 22%
Magic Eden: up 26% - not too shabby
X2Y2: neutral
Immutable X Market: up 205% - not too shabby
BloctoBay: up 197% - who is even using this??
Crypto News:
Monday:
Meta has acquired Lofelt, a startup whose technology aims to replicate the illusion of touch in virtual reality
Previously opposed to the idea of using crypto as a payment method, the Bank of Russia has reportedly agreed to allow cross-border payments in crypto due to geopolitical changes
Nigerian authorities and Binance are in talks to establish a digital economic zone that will help entrepreneurs fast track blockchain technology in the West African nation, “similar to the Dubai virtual free zone”
Poloniex and Bittrex join Tether in asking court to terminate Roche Freedman law firm from class action lawsuit
The U.K. Treasury, the government’s finance arm, wants crypto exchanges and wallet providers operating in the country to report suspected sanctions breaches to authorities
Ethereum miners made $756M in revenue in August ahead of the Merge
The Australian Federal Police has set up a new crypto unit to focus on money laundering
Snapchat’s parent company shutters Web3 division amid layoffs
Tuesday:
The Bellatrix upgrade was activated at epoch 144896 on the Beacon Chain at 11:34 AM UTC today. The activation of the Bellatrix upgrade on Ethereum triggers the final countdown of the Merge, which will likely be completed sometime around Sept. 13-16
Binance to end support for USDC, USDP and TUSD in favor of its own BUSD. Users will still be able to deposit and withdraw USDC, USDP or TUSD at a ratio of 1:1. Signals a push by Binance to expand the market share for BUSD
Crypto wallets company, Trezor, has teamed up with privacy project Wasabi to bring CoinJoin mixing to Bitcoin transactions on its hardware wallets
Crypto investment platform Bitpanda has launched trading of commodities such as oil, natural gas, aluminum and wheat
Netflix bans crypto commercials on ad-based streaming service
Crypto miner Poolin pauses BTC and ETH withdrawals, citing 'liquidity problems'
Prices for GPUs for personal computers have been tumbling ahead of the Ethereum Merge, signaling reduced demand for chips from crypto miners
Crypto researcher’s fake Ponzi raises $100K in hours. Crypto Twitter user FatManTerra explained the fake investment scheme was used to teach people a lesson about investing blindly in crypto schemes shilled by influencers
Reserve Bank of India preparing to trial a CBDC with public sector banks and fintechs
Wednesday:
Ethereum devs dismiss early hiccups, where the network’s “missed block rate” spiked by around 1,700%, as Bellatrix kicks off the Merge
Bankrupt crypto fund 3AC withdraws $45M from Curve Finance, Convex - reason still unknown
Bankrupt Voyager Digital to hold asset auction on September 13
Crypto lender Nexo introduces spot and margin trading platform, Nexo Pro
One crypto arbitrageur was able to gain $370k from a $51M flash loan exploit on the Avalanche-based DeFi platform Nereus Finance
A Celsius Network co-founder has moved in court to declare the entirety of his equity stake in the embattled crypto company as “worthless”
KPMG predicts crypto investment slowdown will continue rest of 2022
Nansen Connect - a Web3 messaging tool for communities
Bitcoin miner CleanSpark bought 10,000 Bitmain Antminer S19j Pro mining machines at a "significantly discounted" price of $28M adding to over 6,200 rigs it previously acquired
Guidelines for security tokens in South Korea will be announced by the end of 2022
Instagram influencershave to explain the risks when promoting crypto investments, the UK’s advertising regulator said
Thursday:
GameStop will carry FTX gift cards in its stores as part of a new partnership to introduce more customers to FTX’s community and its marketplaces for digital assets
The European Central Bank (ECB) raised interest rates by 0.75 percentage points, the biggest single hike since it began setting monetary policy in 1999
Celsius was using a Ponzi-like scheme to pay yields, the Vermont Department of Financial regulation alleged
When The Merge takes place, disgruntled miners are intending to fork the blockchain to keep it as it is but it’s unlikely to work
Crypto analytics firm Chainalysis announced that it helped the U.S. government recover about $30M stolen from Axie Infinity earlier this year
Named Enclave Cross, the new platform from Enclave aims to allow crypto trading without any information leakage, slippage, or front-running via an OTC dark pool that services institutional clients, and will include KYC protocol
Woo Network has obtained anti-money laundering regulatory approval in Taiwan
ETC Group launches crypto ETP based on PoW Ethereum hard fork
Friday:
Enthusiast Gaming taps Coinbase to help build its web3 game offerings via crypto wallets, blockchain nodes, fiat-to-crypto payment ramps and other tools via Coinbase Cloud
The Securities and Exchange Commission's division of corporate finance will create a new office focused around filings of crypto firms
FTX Ventures has reportedly acquired a 30% stake in Anthony Scaramucci's SkyBridge Capital
Crypto lender Nexo will take one month more to decide on its potential acquisition of Vauld
Florida man pleads guilty to securities fraud charge in $100M crypto Ponzi scheme
TradingView now has access to fundamental data from IntoTheBlock and DefiLlama
Former U.S. presidential candidate and cryptocurrency proponent Andrew Yang has a new project in the works that will use crypto to incentivize charitable work
NFTs/Metaverse:
Monday:
FIFA launches digital asset project on Algorand ahead of World Cup
TV maker LG Electronics launches NFT platform with Hedera blockchain
The Sandbox partners with Renault Korea to offer digital automotive experiences in the metaverse
With $7.86M raised, Niftify releases groundbreaking no-code NFT store and marketplace platform builder
Elrond has introduced The Web3 Culture Hub for its NFT ecosystem called Inspire
Bill Murray’s Ethereum wallet hacked for $174K after NFT charity auction
NFT watchdog Rug Pull Finder gets its own NFT giveaway exploited
Tuesday:
Sony Music, whose Columbia Records label represents several world famous artists files trademarks for NFT-backed media
X Marketplace launched a platform for linking NFT holders with projects requiring NFT IP, making it easier for holders to make money off of their holdings
Golden State Warriors’ co-owner to start fantasy sports-style NFT game
A spike in volume catapults ENS domains to the top of the charts as the merge draws near
Investment firm Franklin Templeton, which oversees $1.4T in assets, has launched a metaverse ETF in Europe
Reddit NFT avatars selling for a premium on OpenSea
Wednesday:
The NBA continues its push into Web3 push with a fantasy sports game from Sorare, maker of NFT-based soccer and MLB games
Almost 4,200 US trademark applications were filed for metaverse, virtual and web3 goods and services from January to August. The same period saw over 5,800 NFT-related patents filed
NFT Marketplace OnePlanet leaves Terra for Polygon
Korean metaverse singing show “Avatar Singer” is criticized for its poor quality
The David Bowie estate is launching NFTs with OpenSea next week, but many Bowie fans aren't impressed
The Argentine Masonic Grand Lodge is the first freemason affiliation to utilize Web3 technology in a philanthropic NFT collection
Thursday:
Players in developing countries could work as NPCs in wealthier players’ worlds…, according to one game consultant
The Chicago Bulls are releasing a new NFT collection featuring 1-of-1 artworks designed by several well-known artists tasked with reimagining the NBA team's iconic logo
Friday:
Puma launches metaverse Black Station to showcase sneaker NFTs, joining adidas originals as one of the newest sportswear brand to launch digital collectibles
An Ethereum NFT project that produced dozens of pieces of Queen Elizabeth II tribute artwork over the last two months is currently hosting its final auction for the collection today, following the passing of England’s long-serving monarch
The National Copyright Administration of the Chinese government launched a crackdown on the unauthorized use of other people's works of art, music, animation, games, film and television to create NFTs
Dictionary publisher Merriam-Webster added a fresh batch of crypto terms to its lexicon, like "Altcoin," "Metaverse," and "Unbanked"
American car manufacturer Ford Motor Company is the latest car brand prepping its entry into the world of NFTs and the Metaverse - filing 19 trademark applications
The Sandbox saw its Instagram profile hacked and used to try and rent out Bored Ape Yacht Club NFTs from a number of users on the social media platform
The Japanese government has become one of the first to issue NFTs as a form of supplementary rewards to recognize the work of local authorities who have excelled at using digital technology to solve local challenges
Recent Project Developments:
Monday:
Cardano's Vasil upgrade, now has a firm date of Sept. 22, 3 months after target date
STEPN revealed a plan to move to Hong Kong, against the trend of companies exiting the city due to strict Covid rules and a difficult regulatory environment
Binance’s security team identified 2 suspects who might be responsible for the KyberSwap hack - has provided the intel to the Kyber team, and are coordinating with law enforcement
The TON Foundation is launching an awards program for TON devs and enthusiasts who contribute to The Open Network’s knowledge library
Copper Platforms rebranding to Fjord Foundry, a platform that connects inspired project teams with passionate supporters
Solana added the Move language code to the Github repository. Several start-ups from Meta are using Move to build new blockchains
Acala aUSD incident report. Currently 52M aUSD wrongly minted coins, involves a total of 281 addresses. aUSD has regained its peg and is currently trading at $0.99
BNB Chain Web3 Stars Accelerator Vietnam Top 10 Winners
Goatswap is launching sudoswap for Solana
Cosmos Interchain Developer Academy is now open for applications
Polkadot Ecosystem Weekly Digest. August 29th — September 4th
Proposal: Gear liquidity raise and enabling of token transferability
Timeless Finance is now available on Arbitrum
Shell v2 Launch Plan and Quotas
Tuesday:
Aave stops loaning ETH ahead of Merge - concerns that users may increasingly borrow ETH, exposing the protocol to liquidity issues and injecting volatility into Lido's staked ether market
GMX surged to a record high this week amid rising interest from traders betting on the growth of Arbitrum
New upcoming Curve stablecoin github repo released
DeFi platform Kyber says it removed attack vector and compensated $265,000 stolen
BNB Beacon Chain Testnet Gibbs upgrade announcement
Framework proposal for deploying Lido as a custom implementation designed to serve the liquid staking needs of the entire IBC ecosystem
BarnBridge V2 successfully deployed on Ethereum mainnet
Stride mainnet is now live. For the first time in history, ATOM can be liquid staked in the Cosmos ecosystem
Mycelium - $MYC Lending is officially live
StarkNet Alpha 0.10.0 released to Goerli testnet
Introducing Cloud-ZK: a toolkit for developing Zero Knowledge Proof acceleration in the cloud
SPACEID .bnb domain public registration will be live on September 13
Wednesday:
Frax Finance launches Fraxlend, its own borrowing and lending market
Coinbase proposal on MakerDAO’s governance forum that would transfer 33% of Maker’s $1.6B Peg Stability Module (PSM) into a Coinbase Prime custody account, increasing Maker’s revenue by roughly $24M
LayerZero Update: Summer 2022
Arbitrum announces the first ever Arbitrum Hackathon
Picasso - first Kusama Network and Polkadot bridge powered by Cosmos IBC
Project registration is now open for zkSync 2.0 mainnet alpha
SWEAT supply update - burning 4.5B sweatcoins to return SWEAT supply to 21B at launch
Bifrost, Coinbase Cloud collaborate to offer cross-chain liquid staking on Kusama
Ripple may soon unveil developments in its central bank digital currency (CBDC) projects, following hints from a Ripple CBDC adviser
Launch of dAMM Finance - the first ever lending application for any listed token
Project Galaxy rebrands and has a new name and logo — Introducing Galxe
Thursday:
Binance’s layer 1 BNB Chain has announced the launch of its zero-knowledge proof scaling technology, zkBNB
Binance is launching the Binance Account Bound token, a soul-bound token used as proof of identity for Binance users who have completed KYC
Uniswap Labs supports The Merge, does not have plans to support any forks in our web app and will continue to work without issue through this transition
Polygon, which saw a $450M sale of private tokens in February, plans to expand its headcount by more than 40%
Ethereum Foundation - latest allocation update covering projects that received funding in Q1 and Q2
A proposal to reward members of Aave with $16.28M in retroactive funding for the development of V3 of the Aave Protocol looks set to pass
Algorand announced a new upgrade that could boost its transactions per second (TPS) and cross-chain communication security via state proofs
Sweatcoin airdrop on 13th September.
Umami Labs has been approved by to open a Circle Account
Introducing LayerZero Scan: an omnichain blockchain explorer for all LayerZero messages
Gitcoin Grants round 15 kicks off Sept. 7
DeFi protocol, New Free DAO, faced a series of flash loan attacks, resulting in a reported loss of $1.25M. The price of the native token dropped by 99%
Rage Trades 80-20 tri-crypto vault is now available for deposits
Fibrous Finance is ready for testing and live in StarkNet Goerli Testnet
Introducing Parallel ID, an on-chain KYC/AML solution for Web3
Econia v3 has just shipped to the Aptos devnet
Y2k Finance testnet is now live on Arbitrum
SyndicateDAO: launch of Collectives, a social networking & community building primitive for web3
Amulet Protocol officially launches on TestNet
Friday:
Terra Luna Classic pumped over speculation on new supply burn rule - an attempt to revive the failed Terra blockchain’s token, the approved proposal will destroy 1.2% of every transaction to reduce supply but Binance will not apply the tax to spot or margin trades
A vulnerability report was released highlighting an attack that could have taken down the entire Avalanche Network
Synapse is looking for the first cohort of developers to deploy contracts on Synapse Chain
Sky Mavis launches new features and products for Axie Infinity fans
Nightshade Sharding Phase 1 launches— the Next Alpha is NEAR
Announcing the first Canto online hackathon
Aptin, first lending protocol on Aptos, launched Devnet platform
Introducing Omni - the Web3 super app that allows you to control and manage crypto assets across over 25 chains in one wallet
Carbon stablecoin & money market coming soon
Introducing "beta-1", the first modular execution layer developer-facing Fuel testnet
Gateway live - building a decentralized protocol for creating, consuming, and displaying verified credentials and building a robust identity
Curve is live on Kava Network
Fundraises:
Monday:
Internet Game, a project that has described itself as 'HQ Trivia meets NFTs,' has raised $7M in a seed funding round
Fairsquare Lab Raises $7M
Tuesday:
21.co, the parent company of 21Shares, has raised $25M at $2B valuation
DeFi investing platform Credix raises $11M in Series A round to expand in Latin America
NFT software company Dust Labs announced $7M strategic raise during y00ts mint
Metaverse Magna raises $3.2M for building Africa's largest gaming DAO
DoxyChain raises €2.2M to expedite security in document management
Reveel raises $1.3M for web3 protocol that reports on-chain income for creators
PANONY, a Hong Kong-based investor and consulting agency valued at $100M, is prioritizing Web3 startups for its incubator program
Wednesday:
Fuel Labs, a startup that aims to quicken crypto transactions, has announced an $80M raise
Former Revolut employees have raised a $78M round for Tesseract, a web3 startup that aims to tokenize the energy business
Web3 data platform Spice AI closes $13.5M seed round. The company's core tool streamlines blockchain data access for AI and machine learning developers
Gaming firm Gameplay Galaxy raises $12.8M in seed funding to build decentralized competitive games
Web3 wallet Omni has raised $11M in seed funding at a $50 million valuation following its rebranding
Winechain raises €6M for enabling a more efficient supply chain and liquid trading market in fine wines
Smobler Studios raises $1.2M in seed round to create a metaverse for good
Thursday:
Mysten Labs, creator of the Sui blockchain, closes $300M raise led by FTX Ventures at a valuation that tops $2B
Animoca Brands confirms $110M funding deal with Temasek, Boyu and CGV in the form of a convertable note issuance
Y Combinator is increasing its investments in crypto founders despite the volatile market
Crypto regtech firm VerifyVASP raises $5M Series A at $100M valuation
Slide raises $12.3M to connect new crypto users to Web3 apps
HotStreak raises $9M to streamline sports betting through blockchain
ITSBLOC raises $7.5M to build a brand-new Web 3.0 game platform
Hubble Protocol raises $5M in a strategic round led by Multicoin Capital for support for USDH across the Solana network
Exchange Art, leading fine art marketplace on Solana, raises $3.2M
Magpie Protocol, a chain-agnostic & non-custodial liquidity aggregation protocol, has closed its $3M seed round
ULTRADE, a multichain DeFi-as-a-Service infrastructure company, raises $2.4M
Autify raises $1.5M to build products for ecommerce sector
Friday:
Bessemer Venture Partners has unveiled a new investment fund worth $3.85 billion for early stage investments
Crypto-focused venture firm Bloccelerate is raising $100m for second fund
Venture Capital firm MetaWeb raises $30M for early stage crypto startups
Community Labs raises $30M to build solutions on Arweave that help onboard the next 1000 builders and founders
Revolving Games has raised $25M to develop ‘AAA quality’ Web3 games - has backing from Pantera Capital, Polygon, Dapper Labs, and other prominent names
Crypto influencer Cooper Turley creates $10M ‘Coop Records’ music startup fund - will act as an incubator, venture capital firm, and record label all in one
B+J Studios raises $10M to bring nft super-apps to life
Trystack.io raises $2.7M announces release of the first crypto education and trading application for teens and their parents
Rated Labs raises $2.5M to accelerate greater transparency and rich context in Web3 infrastructure data
Binance Labs co-leads the seed round for Hooked Protocol to drive community-owned economies
Singapore's Whampoa Group is diving deeper into the digital asset space with plans for significant new investments
Exchange News:
Monday:
FTX to halt Ethereum trades on Arbitrum, Solana, BSC for the ETH Merge
In order to enhance liquidity and capital-efficiency for users, Binance will auto-convert USDC, USDP, TUSD to BUSD on September 29
Tuesday:
Binance plans to halt all deposits and withdrawals of ETH and wETH on selected networks starting Sept. 6 in anticipation of Ethereum’s Merge event
Wednesday:
KuCoin has highlighted flaws in DeFi network Acala’s community proposal to recover billions of dollars worth of aUSD erroneously issued during a mid-August exploit
Binance is introducing ETH staking in the U.S. ahead of the Ethereum Merge with a 6% APY for as low as 0.001 ETH ($1.51) staked
Thailand's SEC has filed a complaint against Zipmex and its co-founder Akalarp Yimwilai, saying the exchange failed to provide complete data
Thursday:
Coinbase backs the first legal challenge to the U.S. Treasury’s sanctions on Tornado Cash
Friday:
nuffin
New Listings:
Binance Futures will launch USDⓈ-M SPELL perpetual contracts with up to 25x leverage
Mechaverse (MC) Gets Listed on KuCoin
Coinbase added Convex Finance token CVX, Ocean Protocol token OCEAN, Pundi X token PUNDIX, Injective token INJ, Audius token AUDIO and XMON token XMON to the list of roadmap assets - source
Meta Apes (PEEL) Gets Listed on KuCoin - source
Binance Futures will launch USDⓈ-M 1000LUNC perpetual contracts with up to 25X leverage plus passed Proposals 3568 and 4159 will introduce a 1.2% tax burn for on-chain transactions of LUNC and USTC on Terra Classic network
Binance Adds AMB/BUSD, LUNC/USDT & PHB/BUSD Trading Pairs
Saddle DAO (SDL) Gets Listed on KuCoin
Research:
DappRadar Blockchain Industry Report – August 2022 - source
CoinMarketCap and Spartan Labs: State of the DeFi Industry Report - source
Protecting Retail Capital in DeFi - The Promise of Single-Sided Liquidity - source
The TIE Research - Relative Value Crypto Investing - source
a16z - Licensing for NFTs; science of blockchains, DeFi security - source
The "Free to Own" (F2O) Business Model for Games - source
Dune Digest #45 - Stables, Proof-of-Stake, Mirror & More - source
A dive into the Synthetix Ecosystem on Optimism - source
Huobi surveyed 20 of the best crypto investment institutions in Asia: the opportunities and confusion in their minds - source
Forbes - More Than Half Of All Bitcoin Trades Are Fake - source
Sui vs Aptos - source
The State of Axelar: The “Stripe of Web3” - source
A Mathematical Introduction to ZK Proofs - source
Paradigm - GOO (Gradual Ownership Optimization) - source
Sports NFT Market Size, Statistics, Growth Trend Analysis and Forecast Report, 2022 - 2032 - source
Arthur Hayes - For the War - source
Katie Haun - Tornado Cash: What web3 Needs to Know - source
Pulse of Fintech - H1 2022 - source
Huobi Research - Canto - an EVM compatible Layer 1 blockchain built in Cosmos SDK with free DeFi - source
Smart Contract Development — Move vs. Rust - source
Web3 Social: A booming space with an identity crisis - source
Who’s Gonna Protect You from MEV after the Merge? - source
The case for parallel processing chains - source
Metaverse, NFT & Web3 Gaming Report - source
State of Aurory Address - August 2022 - source
DAO-as-a-service in Polkadot ecosystem - source
Coincub annual crypto tax ranking 2022 - source
Trader Joe’s New AMM: Liquidity Book - source
The history of stables, death spirals, stablecoin governance and much more - source
GSR - Crypto Commentary August - source
Messari on STEPN - source
Delphi - Finding a Home for Labs (Cosmos) - source
Vitalik - Should there be demand-based recurring fees on ENS domains? - source
DeFi Narrative: Real Yield and Cash Flow Tokens - source
Bankless - Best “Real Yields” in DeFi - source
Spartan Labs - The Construction of the Soul Part 1: The ABCs of SBT - source
Page One - Designing Better Game Economies - source
Ethereum Scalability: Why Everyone Should Be Thinking About Fuel - source
Huobi Research: Gold Mines in the Future:Insights from Interviews with 20 Institutional Investors - source
Sudoswap, Fractionalization, and The Problem of NFT Liquidity - source
Ethereum Data Structures - source
Twitter:
7 steps you may consider to fully take advantage of the Merge - source
ARBI Ecosystem - a summary of projects on Arbitrum - source
Looking to work in web3 tips - source
14 ways to learn crypto more efficiently - source
"AI" Applications in Fundamental Investing - source
Value accrual in an L1/L2 - source
Binance USDC news misleading - source
Circle CEO Converged dollar books on Binance now same as on FTX and Coinbase - source
The crypto industry, supply-constrained for the longest time, is ill-prepared for a demand-limited, over-supplied environment - source
ETH/BTC near ATH - source
Merge, CPI, FOMC all roughly within a week of each other (13-21 September) - source
Nansen Connect - source
DigiDaigaku update - source
Potential ETH merge plays - source
Borrowing ETH ahead of the Merge - source
Most NFT distribution models today are broken - How to fix - source
7 actual ways to build an economy and what that means for revenue - source
Web2 brands taking the leap into Web3 - source
10 Biggest Crypto Funding rounds during Summer 2022 - source
2 Protocols That May Shine Light On The Future Of Defi - source
Why sudo? - source
Projects are being built on Aptos - source
70+ DAO operators, researchers, and representatives for a day of workshops at Stanford - source
Merge as it relates to Optimism - source
The narrative that "regulatory clarity gives institutions reasons to buy crypto" - source
Reminiscences of a Stock Operator - source
Resources for understanding modular - source
Bera docs - source
Web3 project with a great Game and traction in the In-Game-Economy as well - source
Messari - infrastructure trends that could catapult crypto out of the bear - source
‘For the War,’ Arthur Hayes’s essay dissected - source
crvUSD - source
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