Ongoing Narratives:
Regulations, sanctions and privacy - Government regulation with the sanctioning of Tornado Cash and the aftermath
ETH PoW forks and upcoming Merge - is there a viable play around forks? Merge sell the news?
Real Yield - Protocols generating real protocol revenue vs inflationary token emissions
SudoSwap NFT AMM - potentially reignite some form of NFT meta
You can find some longer form writing I did on this stuff here as well as my old daily research if you’re into that
- 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:
Weekly looking ok. We’ve just grinded and listed lazily upwards. Been trading in the $22-$24k region
On the lower timeframes, we’re unable to make any significant higher highs but we’re defending the lows for now. EMAs are on the bullish side. Just chilling for now.
Ethereum:
This bad boy looks considerably better. Definitely pumping into le Merge. Looking a little V like at the moment
Something about this feels a little janky with the way it’s grinding up but we’re making higher highs and higher lows so can’t complain. Bullish EMA structure.
Crypto Market Cap:
This week saw the crypto markets maintain recent gains. We’re holding $1.12T. Grinding on up like everything else
Nansen Smart Money Token Inflow and Outflows:
Largest Smart Money Inflows this week:
WETH: $123M
USDT: $39.1M
stETH: $4.6M
Largest Smart Money Outflows this week:
aWETH_v2: $94.4M
USDC: $38.1M
DAI: $18.7M
Largest Smart Money Inflows last month:
WETH: $502M
LDO: $35.2M
stETH: $21.1M
Largest Smart Money Outflows last month:
aWETH_v2: $133M
WBTC: $102M
USDC: $29.8M
Nansen Hot NFT Contracts :
Highest Volume NFT collections of the past week:
10KTF Level 2 Combat Crates: 5746 ETH
Webaverse Genesis Pass: 4912 ETH
BAYC: 3964 ETH
Highest Volume NFT collections of the past month:
CryptoPunks: 23,328 ETH
BAYC: 17,290 ETH
Otherdeed: $15,298 ETH
Highest Volume Coins:
Interesting to check out the top volume coins. We see the usual suspects here. Follow the volume
DefiLlama DeFi TVL:
Total TVL: Currently grinding slowly upwards at ~$66.6B. Switched over to using these setting since DeFiLlama defaulted to them after the Solana ecosystem inflated TVL story.
Top protocols by TVL: Lido catches the eye with a 58.53% increase on the month - most likely Merge related.. Instadapp also showing an interesting 62.29% monthly increase. Paying attention to where the money is flowing
The top blockchains by TVL: Looking at the monthly again, can’t help but notice how TRON sneakily creeped up to the number 2 spot - His Excellency been putting in work. Once again, Optimism has been a chad and is up 318% on the month. Also noticing poor Waves struggling with being down 59.04% on the month
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. This area is of particular interest to me now that “Real Yield” is finally starting to catch on. Revenue however doesn’t equal profit and this doesn’t account for other factors including costs but I think these protocols are decent places to start looking when thinking about healthy tokenomics design and revenue generated which should flow to token holders
Let’s take a look at some of the best revenue performers over the last 90 days:
Interdasting
CryptoSlam Blockchains by NFT Sales Volume (7D):
In the past week we’ve seen NFT Blockchain volumes:
Ethereum: up 19.71%
Solana: down 26.40%
IMX: up 119.91%
Flow: up 2.39%
BNB: up 4.56%
CryptoSlam Blockchains by NFT Sales Volume (30D):
However in the past month:
Ethereum: up 3.34% - This is interesting. Making itty bitty progress
Solana: down 22.45%
BNB: down 25.45%
Flow: up 69.98%
IMX: up 7.74%
DappRadar NFT Marketplaces Volume: (7D) *excludes washtrading*
In the past week we’ve seen:
OpenSea: up 14.11% in volume
X2Y2: up 75.23% in volume
Magic Eden: down 28.77% in volume
CryptoPunks: up 33.92% in volume
BloctoBay: up 79.2% in volume
DappRadar NFT Marketplaces Volume: (30D) *excludes washtrading*
However in the past month:
OpenSea: down 18.75% in volume
X2Y2: up 31.85% in volume
Magic Eden: down 19.86% in volume
CryptoPunks: down 13.75% in volume
LooksRare: down 38.65% in volume
Crypto News:
Monday:
The U.S. Treasury Department barred all U.S. persons from using Tornado Cash, alleging its use in laundering stolen crypto funds by North Korean hackers poses a national security threat
Cryptocurrency lending platform Hodlnaut has frozen withdrawals, deposits and token swaps after facing "difficult market conditions"
The victim of an email-based cyberattack, cross-chain protocol deBridge Finance says its investigation shows the action likely came from the North Korea-associated Lazarus Group
Galaxy Digital eyeing growing via mergers and acquisitions, particularly in the area of tokenization - despite $554M loss
Aston Martin has announced the implementation of crypto payments on its official online store
Tuesday:
Circle froze the USDC funds in Tornado Cash's sanctioned wallets, and the GitHub accounts of the Tornado Cash team appeared to be suspended. Highlights fight for privacy in crypto
The issuer of USDC, Circle intends to fully and solely support the Ethereum proof-of-stake (PoS) chain post-merge
DeBank: Ethereum is now becoming the most prospective chain for Web3 applications. A hard fork would bring a big disaster for the entire Web3 ecosystem. Therefore team will NOT support any forked chains during Ethereum's PoS merge transition
Bitcoin miner Marathon reported a net loss of $191.6M in the second quarter of 2022
Wednesday:
Tether officially confirmed its support behind Ethereum’s upcoming Merge upgrade and switch to a Proof-of-Stake consensus mechanism-based blockchain
Curve Finance had its front end hacked, resolved the issue and recommended that users revoke any approved contracts on its platform. $570k in ETH stolen. Fixed Float seized $200k of ETH
Anonymous user sends ETH from Tornado Cash to prominent figures following blacklist sanctions
Solana wallet provider Phantom says its systems were uncompromised in $4M hack
The developers behind Blur Finance, a yield aggregator based on BNB Chain and Polygon, appear to have suddenly abandoned the project and deleted its social media channels. More than $600k worth of tokens have vanished in the process
RenBridge has been used to launder at least $540M in crime-related crypto cash since 2020
German crypto bank Nuri with 500K users files for insolvency
Thursday:
Investment manager BlackRock has launched a private trust offering US-based institutional clients exposure to spot bitcoin. Has $10T under management
Ripple Labs interested in bankrupt crypto lender Celsius' assets
Mark Cuban, the billionaire entrepreneur, is facing a class-action lawsuit over his promotions of the bankrupt crypto brokerage firm Voyager Digital
The Ethereum Merge is split into two upgrades: Bellatrix and Paris. The second part is when The Merge fully occurs. The Bellatrix upgrade will target September 6 while the Paris upgrade will aim for September 15
A new trading app from Structure.fi is landing in El Salvador as it hopes to expand access to crypto and traditional investing to people worldwide
Hackers have stolen $1.4B this year using crypto bridges
Friday:
A 29-year-old developer, suspected of being involved in the sanctioned Tornado Cash protocol, has been arrested in Amsterdam
Strike, the crypto payments app built on the Lightning Network, announced a new Visa card that will offer spending rewards
Crypto mining companies have seen their stock prices increase as much as 120% over the last month, amid rebounding crypto asset prices, higher mining profitability and sharp increases in Bitcoin production
NFTs/Metaverse:
Monday:
Animoca Brands releases the TOWER Token Web Store - currently available in Phase 1, allowing players to purchase in-game items for Crazy Defense Heroes using the $TOWER token on the Polygon network
Luxury jewelry retailer Tiffany & Co. debuted and sold out all 250 NFTiffs in about 20 minutes. Each NFT sold for 30 ETH, or about $50,000, generating some $12.5M in revenue
Netflix Builds Metaverse Experience from Netflix’s new action movie “The Gray Man” in Decentraland
Coca-Cola has distributed the new NFT collection launched on Polygon, among participants that joined its metaverse last year
Tuesday:
Moonbirds and its sister project, Oddities, will switch to a public domain usage mode - anyone can now commercially reproduce and use the art without notifying the owners. Holders upset
Game studio Arrivant is taking its Project Eluüne: StarGarden title cross-chain and will launch on Polygon in addition to its current home on Solana
Theta Networks will issue Galaxy NFTs as part of new drive to offer Samsung users an innovative consumer experience, including access to virtual events via ThetaPass
STEPN has announced the launch of GMT Earning Plans
Nas Academy and Invisible College partner to offer online Web3 learning library, with access granted via NFT
This Week in Music NFTs - August 8
Wednesday:
NFT marketplace Magic Eden submitted a proposal to the ApeCoin DAO to build a marketplace where $APE holders can buy and sell NFTs for a 0.75% transaction fee
Hardware maker Nvidia releases a new set of developer tools focused on metaverse environments, including new AI capabilities, simulations, and other creative assets
Meta raises $10B in first-ever bond offering to build a more traditional balance sheet and fund some expensive initiatives, such as its metaverse virtual reality
South Korean social networking platform Zepeto is getting a Web3 overhaul with a crypto-enabled metaverse version called ZepetoX built on the Solana blockchain
Sandbox has partnered with Paris Hilton and 11:11 Media to bring Paris Hilton’s world to the metaverse
Thursday:
World Table Tennis (WTT), the events arm of the sport's governing body, is pursuing Web3 initiatives in partnership with startup NFT Tech – in an effort to expand the game
HitPiece, an music NFT platform now officially live. Updated version will aim to avoid the same copyright issues that the beta version faced and prioritize ownership rights
OpenSea introduces new stolen item policy to combat NFT theft
NFT Collections will be regulated like cryptocurrencies under EU’s MiCA law
Fractionalization is a solution that lets smaller investors have a share of popular NFTs like CryptoPunks. Punk’s ownership will be in 56,000 wallet addresses that signed up to get a share
Anata breeding is live + updates
Friday:
Minted, an NFT marketplace accelerated by Cronos Labs, launched and has entered into a tie-up with exchange giant Crypto.com
Pudgy Penguin NFTs will be licensing select NFTs to be made into physical toy collectibles
Axie Infinity - Origin Season 0 is here, marking the transition into Phase 3
Real Madrid and Barcelona, two Spanish football clubs, joined forces to register a trademark covering cryptocurrency transactions and their web3 metaverse offerings
Snapple created a Bodega in the Metaverse in Decentraland as an advertisement for Snapple’s newest “Elements” drink collection
Recent Project Developments:
Monday:
Beanstalk stablecoin relaunches four months after $182M exploit
Forked versions of the Ethereum blockchain, including PoW forks, will not be supported by the Chainlink protocol
Polygon-Based Web3 Game Dragoma Supporters Fall Victim to $3.5M Rug Pull
Arweave ecosystem is launching 6 new services and protocols
Redacted v2 launch on August 8 - transition from a bond-centric, dilutive token model to a model focused on producing real yield for rlBTRFLY holders
Ren has integrated Kava to provide native BTC and more cross-chain support
zkLend - Artemis test is live
New ACA Staking Program, Altair rewins parachain slot on Kusama, Polkadot Weekly Digest
Tuesday:
An Ethereum fork token that does not yet exist, dubbed ETHW, is trading under $100 across several crypto exchanges after debuting at $30
Crypto API and node infrastructure providers Infura and Alchemy are the latest centralized entities in the cryptocurrency space to blacklist the US Treasury-sanctioned crypto mixer Tornado Cash
Arbitrum, one of the leading Ethereum Layer 2 scaling platforms, has partnered with Reddit to bring its Community Points system onto a public blockchain and launch a token
The GameStop wallet is now fully integrated with Immutable X L2 protocol
Redacted v2 is now live
Core Browser Extension Adds Support for Ethereum, Setting a New Standard for UX across Avalanche, Bitcoin and EVM Blockchains
South Korea's most popular metaverse blockchain Klaytn is set to benefit from deeper liquidity and improved token swaps through a new partnership with DeFi protocol 1inch Network
CurateDAO launched an Avalanche-based “curate-to-earn” platform where participants can earn by contributing to databases
Kujira $USK stablecoin launch
Tron DAO Reserve adds Wintermute as USDD’s 9th whitelisted organization - allows to mint and redeem USDD
Econia v2 is live - Custodian Capabilities and Standalone Swaps
Hubble Exchange is now live on Mainnet. Launches a native perpetual futures exchange on Avalanche
Hashstack's going zk-native - working with StarkWare to become one of the first zk-native lending protocols on StarkNet
Blast API’s Incentivized Testnet Code-Named Houston Is Ready to Launch
Wednesday:
Arbitrum Nova is now live and open to the public
Introducing Gnosis Bridge—Polygon PoS Bridge for Gnosis Safe users
The Fantom Foundation has introduced a proposal to reduce staking rewards for validators on the network, could lengthen the timeline of FTM token emissions beyond 2024
Ankr has introduced Ankr 2.0 - Including $ANKR Token staking
RockX joins Elrond as a staking provider and broadens access to Elrond data via its API infrastructure
Silo Finance - Decentralized lending protocol deployed on Ethereum
Ren 2.0: an open protocol enabling novel multichain application development with EVM support
Thursday:
The Ethereum Goerli testnet has been merged. This is the last testnet before the Ethereum mainnet merge (expected in September). Previously, both Ropsten and Sepolia successfully switched from PoW to PoS
MakerDAO is considering a $3.5B ETH market buy, converting all USDC from the peg stability module into ETH. MakerDAO may execute ‘Emergency Shutdown’ if sanctions hit DAI - Tornado Cash repercussions
dYdX: accounts flagged by compliance provider and blocked because a certain portion of wallet’s funds were associated at some time with Tornado Cash. Made adjustments to unban certain accounts and will continue to make efforts to limit flagging
Polygon announced a partnership with gaming publisher Neowiz to launch a new Web3 gaming platform called Intella X, supported by its native IX token
Aave Companies has requested $16.6M in retroactive funding from the Aave DAO for its work in developing Aave v3
Celestia: Modular Fellows, a new program that supports and mentors modular builders
Maple Finance, a DeFi corporate credit platform, added a new $30M lending pool backed by crypto-native investment firm Maven 11
Interlay launched a Bitcoin-based cross-chain bridge on Polkadot named interBTC (iBTC)
Axelar, Aurigami, and Trisolaris Join Forces to Bring Secure Cross-Chain Lending and Liquidity to NEAR Protocol’s Aurora
Synthetix DAO and Jump Crypto announce a renewed partnership. Jump will provide liquidity across the board and provide essential product feedback to SNX CC's
DeFi derivatives trading app Cypher to offer a specialty hedging service to Solana’s validators, the server-runners who lend their compute power to keep the network chugging
Retrograde has rebranded to Vortex and is live on Sei Network incentivized test-net
SpiritSwap V2 is live — UI & protocol upgrades
Launch of Vybe DEX, a data-driven trading interface powered by Serum’s Central Limit Order Book and matching engine, built and hosted by Vybe Network
Introducing Mycelium: Perpetual Swaps launching August 2022
Announcing the Encode x Wintermute MEV Hackathon with Flashbots
Multi-Chain Crypto Wallet Guarda Adds Native Support for EGLD
Slush SDK and app specific rollups
Friday:
Rune Christensen, co-founder of MakerDAO, stated that the DAI stablecoin could exit its USD peg by eliminating all of its USDC exposure due to the freezing of USDC funds in Tornado Cash wallets following the sanctions. DAI is currently backed 60% by USDC
DeFi platform Oasis.app says that sanctioned addresses will no longer be able to access the application in order to comply with the relevant laws and regulations
The Tornado Cash DAO community has voted in favor of adding the DAO’s governance as a signatory to the treasury’s multi-signatory (multisig) wallet. The treasury looks after about $21.6 million across three different wallets
Clearpool has integrated with LayerZero, an omnichain interoperability protocol, to enable seamless and secure bridging of CPOOL, Clearpool’s native utility and governance token, between Ethereum and Polygon
IMX Trading Rewards program
IoTeX introduces a new governance framework to ensure the network grows sustainably, transparently, and fairly
Ribbon Finance x MIM to generate a new passive income stream for the protocol
Starksheet stealth deployed
Gitcoin is building the Gitcoin Passport, a Web3 digital identity
GnosisScan - a block explorer and analytics platform for Gnosis Chain
Fundraises:
Messari plans to raise fresh financing at a $300M valuation, roughly a year after Messari raised a $21M round
LongHash Ventures, one of the top venture funds for Asian web3 startups, announced a new $100M fund
AAA games developer Gunzilla Games raises $46M to build new platform
Injective, a DeFi-focused layer 1 blockchain, raised a $40M round in a private token sale led by Jump Crypto
Portal Ventures closes on $35M debut fund for early-stage crypto startups
Multi-blockchain platform Geeq has received a $25M 'capital commitment' from alternative investment group Global Emerging Markets
$22.5M Seed Funding Announced by Web3 Infrastructure Firm Fortress Blockchain Technologies
NFT media management platform Pinata raises $21.5M in combined seed and Series A funding
CreatorDAO, which provides capital and operational support to "creators," raised $20M in a seed funding round led by a16z
Korean blockchain project Klaytn commits $20M to blockchain research led by two of Asia’s most highly ranked technology schools
BitDAO to fund AfricaDAO with $20M for web3 adoption in Africa
Blockchain analytics platform Merkle Science Raises $19M to take on Bridge exploits
Social gaming platform INK Games Raises $18.75M
Unstoppable Finance, a Berlin-based startup, secured a $12.8M round led by Lightspeed Venture Partners to launch a non-custodial crypto wallet
RISC Zero raises $12M to build a blockchain using zero-knowledge proofs
Lysto, a blockchain startup that is building verification tools for gamers, has raised $12M in a pre-Series A funding round
Invisible Universe animation studio closes $12M Series A Funding Round
Decentralized communications platform Satellite IM announced it has closed a $10.5M seed round
Crypto Investing App CoinSwitch Launches $10M Fund To Invest In 100 Web3 Startups
Solana MEV infrastructure developer Jito Labs raises $10M
SaaS startup Heirloom raised $8M to onboard enterprise firms into the web3 ecosystem using the XRP Ledger
Ansible Labs, a startup building a payments platform for blockchain accounts, has raised $7M in a seed funding round
Line Games' web3 gaming arm Nerdystar announced a $5.8M seed round to produce blockchain games based on some of the brand's most successful web2 titles
FiNANCiE, a crowdfunding platform that utilizes blockchain, Raises $5.8M
AMP Global Technologies Raises $5.6M To Expand Its Blockchain-Based Video Platform
NFT marketplace OpenSea has backed minting service Fair.xyz in a $4.5M round
Vespene Energy, which converts methane gas released from landfills into power for bitcoin mining, closed a $4.3M funding round
Mobile gaming platform MetaverseGo announced a $4.2M seed funding round to allow users to sign up and start playing games like Axie Infinity and Cyball using just a cell phone number
Data Gumbo Raises $4M to Advance Transactional Certainty Among Enterprises
Datawisp, a no-code data exploration platform focused on web3 and gaming, Raises $3.6M
Cashmere, a company that offers enterprise wallet management for users of the Solana blockchain, closed a $3M seed funding round
EtherMail Raises $3M to reimagine Email For Web3
Cross-chain gas infra GASUtopia Raises $3M to build a universal gas in Web3
VisionsDAO Raises $2.2M for GameFi infrastructure empowering future-proof on-chain games
Native Payment Infrastructure, Airswift, Raises $2M in Pre-Seed Funding
ReadON Raises $2M to Build a Decentralized Content Distribution Platform
Yin Yang Games Raises $1M for its NFT card game called Reincarnation
Buzzmint, a Software as a Service (SaaS) platform for utility-led NFT/token projects, raised an undisclosed amount in Seed funding
Ankr Receives a Strategic Investment from Binance Labs
DAM Finance Receives Strategic Investment From Arrington Capital Moonbeam Growth Fund
Linqto Completes Acquisition of Trustline – Moving the Company Closer to an Investment Exchange Built on Blockchain
Exchange News:
Monday:
Where will Ethereum’s miners go when they can’t mine on Ethereum any more? That’s the $19B question. Huobi plans to list post-merge Ethereum forks that meet its security requirements. Justin Sun Backs Ethereum Hard Fork as Merge Approaches. ETH holders on MEXC exchange can swap their ETH into two "potential forked" tokens, ETHS and ETHW at a 1:1 ratio. ETHS will be automatically converted into the upgraded ETH and the PoW chain with the most hashrate will serve as ETHW
Three crypto exchanges so far will allow traders to speculate on tokens for anticipated Ethereum fork. Poloniex and MEXC have listed tokens tied to a possible miner-led fork of Ethereum. BitMEX - futures derivative product. Huobi, Gate, Digifinex, and OKX evaluating official support
BitMEX, one of the longest running derivatives exchanges in the crypto market, is moving into traditional financial markets with the launch of perpetual swap contracts tied to foreign currencies
Crypto.com receives South Korean regulatory licenses after buying local firms
Tuesday:
Deribit settlement for all instruments will take place on the ETH foundation supported chain => ETH Proof of Stake (PoS) = ETH2. Will credit users with this/these forked token(s) if the value of the forked token is larger than 0.25% of ETH PoS and the new chain has stabilized and is operating as normal
Two more lawsuits for Coinbase - both plaintiffs claim that Coinbase made fraudulent and deceptive representations regarding the company’s business
FTX said it will not settle or halt ether-based derivatives like futures and perpetuals prior to the merge
Wednesday:
Coinbase misses estimates, sees Q3 underperforming Q2. $1B Net Loss in Q2
Binance will support “The Merge” and will evaluate the support for distribution and withdrawal of the forked tokens. All forked tokens will go through the same strict listing review process
CoinFLEX filed for restructuring in a Seychelles court, seeking court approval to issue depositors with rvUSD tokens, equity and FLEX Coin
Coinbase focusing on staking ahead of Ethereum Merge
Hotbit exchange will have to suspend trading, deposit, withdrawal and funding functions. Some senior managers have been subpoenaed by law enforcement since the end of July and law enforcement has frozen some funds
Thursday:
Crypto exchange Bitfinex may be facing criminal investigation in US
Coinbase under SEC scrutiny over its crypto-staking programs
KuCoin will introduce native token swap functionality to its in-house wallet after integrating DeFi market maker 1inch’s application programming interface
Friday:
Leon Li, founder of crypto exchange Huobi, is reportedly in talks with investors about selling a controlling stake in the company. The deal could value Huobi at as much as $3B. Sam Bankman-Fried’s FTX and Tron founder Justin Sun having discussions
Indian law enforcement accuses WazirX exchange of aiding in laundering of $130M
India's Enforcement Directorate, responsible for probing economic crimes, has frozen assets worth $46.4M at crypto exchange Vauld
Zipmex, the lender that had halted customer withdrawals on July 20, is allowing customers to access and withdraw up to 0.08 ETH, currently worth around $153
Brazilian payment app PicPay launches crypto exchange with Paxos
FTX has officially partnered with institutional liquidity provider Paradigm
New Listings:
AVAX and XLM are officially listed on Robinhood
Announcement of Fracton Protocol (FT) Token Sale on KuCoin Spotlight
Fracton Protocol (FT) Gets Listed on KuCoin
NEAR listed on Coinbase - source
Research:
Wu Blockchain - Weekly Project Update: Aptos Update, Optimism Bedrock, Polygon unlock and Top 10 Projects - source
Delphi - The Complete Guide to Rollups - source
Variant Fund - Sufficient Decentralization: A Playbook for web3 Builders and Lawyers - source
Nansen How Is Smart Money Playing The Bounce? - source
What the Ethereum Merge Means for Crypto Projects and Investors - source
A Framework for Web3 Infrastructure - source
Derivatives markets & products - source
Manifold Finance - source
Messari - State of Metaplex Q2 2022 - source
Messari - State of Decentral Games Q2 2022 - source
Bankless - The AMM Edition (Part I) | DeFi Download - source
USDT, US Banks & More Coincidences - source
Web3 — Tokenised Communities vs. Tokenised Economies - source
Ground Up Guide: zkEVM, EVM Compatibility & Rollups - source
ZachXBT - tracking down French phishing scammers that’ve stolen millions - source
The Current Scene in DAO Compensation - source
Vitalik Idea: stealth addresses for ERC721s - source
Binance NFT Marketplace: All You Need to Know About It - source
DappRadar - How blockchain users reacted to the crypto contagion and the latest macro events - source
Jump Crypto - Security Stack-Up: How Bridges Compare - source
Aztec: The Scalable Privacy Layer for Ethereum - source
Exploring Arbitrum and its potential to emerge as a major smart contract platform - source
Rekt News on Tornado - THE EYE OF THE STORM - source
How to Build a Censorship Resistant Cross Chain Swap - source
MetaFi: Unlocking NFT Liquidity - source
The Token Economy – Introducing a Framework for Token Policy - source
5 Strategic Moves That Made RTFKT The Leading NFT Brand - source
Timeline and reactions of Tornado Cash being sanctioned by the United States - source
Coinbase: Nomad Bridge incident analysis - source
What’s changed in GameFi in the last month? – July Report - source
July 2022 Metaverse Monthly Report - source
Guild evolves: platformless memberships - source
Gas guzzler insights - source
Solana Validator Health Report: August 2022 - source
Kraken Report - Proof of Work and Proof of Stake - source
Unknown Unknowns: Market Update: Ethereum's Merge trade playing out onchain and offchain - source
The Case for Modular Maxis - source
Delphi - The Decentralized NFT Marketplace That You Should Know - source
How consensus and data availability impact decentralized scalability of blockchains - source
Intern Breakdown #4: Zero-Knowledge Proof - source
Social Web 3 - Beyond Buzzwords: Next Generation Of The Social Internet - source
Twitter:
Hasu take on eth pow fork - source
Jack - eth pow fork - source
Effect of ETH-PoW (ETH1) on L2 and alt-chains lending markets? - source
Sudoswap meta narrative - source
Sudoswap - source
DCG doesn’t support ETH PoW forks - source
Hodlnaut - another cefi lender halting user withdrawals - source
MEV, Flashbots and the Future of Ethereum - source
Daniele Sesta - Popsicle finance - lessons learned - source
Notion pages and Databases full of crypto and web3 resources - source
If Crypto has ever affected your Mental Health - source
Potential risks Maker faces in the event of an Ethereum PoW fork - source
10 Reasons Stablecoins Will Eventually Hit A $10T Market Cap - source
Messari - On-Chain Privacy - source
What is OFAC, what are sanctions, and what does this mean for DeFi - source
Bitcoin maxis - source
Bear market rallies - source
ETH triple halvening - source
Scams - what not to do - source
RPC Providers - source
Zero Knowledge Proving Mechanisms - source
Euler Finance is a lending protocol on Ethereum - source
SBF - Some thoughts on Coinbase's 2022Q2 earnings - source
Coinbase Q2 2022 Breakdown - source
DeFi narrative - Real Yield - source
Tsunami presents solutions that deliver a liquid & sustainable LP experience - source
Ultimate DeFi derivatives resources - source
Centralized USD-collateralized stablecoins (incl USDC wrappers) have censorship risks - source
ETHPOW - Manifesto of Proof-of-Work: An Open Letter to the Ethereum Community - source
Sudo Potential airdrop - source
Bitcoin Lightning network - source
“why” of auraBAL - source
Exploring the Unbundling Opensea Thesis - source
List of DeFi & NFT focused Nansen strats - source
ETH rally explored - source
Risk Management - source
15 constantly updating Notion pages and Databases full of crypto and web3 resources - source
ETHPoW: An Ethereum hard fork could be on the horizon - source
Maker - source
History of forks - source
VitalikButerin‘s take on zkEVM - source
Metis ecosystem overview - source
Arthur Hayes on ETH futures term structure - source
Pudgy Penguins - source
Some thoughts on trading, investing, and being long term oriented - source
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