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In our new article, we break down six mistakes crypto projects make before the token ever launches.
The kind that no amount of marketing, and no strong product, can fix later.
๐ Give it a read
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Nearly a million people lost money on a memecoin
The guy who made it walked away with a billionโฆ๐
Losses on $TRUMP hit $3.81B, with almost a million people underwater by the end of June. The coin cratered 97%, from a January peak of $75.35 to $1.76 in July 2026, according to The New York Times, citing Nansen.
Meanwhile Donald Trump himself declared 927 pages of income from crypto projects, more than๐ฒ 1.4B in total.
The guy who made it walked away with a billionโฆ
Losses on $TRUMP hit $3.81B, with almost a million people underwater by the end of June. The coin cratered 97%, from a January peak of $75.35 to $1.76 in July 2026, according to The New York Times, citing Nansen.
Meanwhile Donald Trump himself declared 927 pages of income from crypto projects, more than
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Strategy sold 3,588 BTC for $216 million
The proceeds went to preferred dividend payouts and to refilling the company's dollar reserve. Strategy is still sitting on 843,775 BTC and $2.55 billion in cash after the sale.
๐ What's changing isn't how much they sold, it's how they think about the reserve. Bitcoin used to be something Strategy simply piled up. Now they're openly putting it to work as part of corporate finance, servicing capital, covering dividends, keeping liquidity on hand.
For any company running a Bitcoin treasury, that's a precedent worth noting๐
The proceeds went to preferred dividend payouts and to refilling the company's dollar reserve. Strategy is still sitting on 843,775 BTC and $2.55 billion in cash after the sale.
That's less than 0.5% of its total stack, but it's the biggest BTC sale the company has ever made.
For any company running a Bitcoin treasury, that's a precedent worth noting
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A great product doesnโt always mean a great asset ๐ผ๏ธ
๐ค VIRTUALS is the case that proves it. The ecosystem grew, pulled in revenue, brought in users, and most token holders still walked away empty-handed.
See what we found
In our latest piece, we dig into why token utility isn't the same as investment value.
How incentive structures can quietly reshape a project's whole economy, and what the whole thing says about the wider AI-crypto space.
See what we found
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Listing doesn't complete tokenomics, it puts it on trial
The market doesn't care about your spreadsheets. It tests emission vs. demand, liquidity vs. unlocks, hype vs. real utility. And most of what breaks after TGE was already baked in before it.
๐ Tomorrow at 2 PM UTC we get into this in an AMA with EarnPark.
๐ Save your seat
The market doesn't care about your spreadsheets. It tests emission vs. demand, liquidity vs. unlocks, hype vs. real utility. And most of what breaks after TGE was already baked in before it.
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The MiCA transitional period closed on 1 July 2026. The unlicensed players are already gone. Now ESMA is turning to the ones who made it through.
This is the first large-scale supervisory project since MiCA came into full force, and it runs almost a year, until mid-2027. Every CASP holding client assets is in scope.
What it means for the market and for investors, with Anton Efimenko, cofounder of 8Blocks.
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Every crypto team tells itself the same lieโฆ
Once we list, everything clicks into place.
It doesn't๐ ๐ผ๏ธ
A listing was never going to manufacture demand. All it does is show the market whether demand was ever there.
๐คฏ We took our partners at DASH and rebuilt exactly that: the piece that turns a token from something people trade into something the ecosystem runs on.
๐ See how we did it
Once we list, everything clicks into place.
It doesn't
A listing was never going to manufacture demand. All it does is show the market whether demand was ever there.
You can wire up integrations and burn millions on marketing, and none of it moves the needle if holding the coin isn't something anyone needs to do.
๐ See how we did it
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The cheapest number in your deck is usually the oldest one
Here's a real case from this week's scan - Aerodrome.
A decentralised exchange collected $153,6m in fees over twelve months and passed $114,8m of it to token holders โ 100% of protocol revenue, nothing held back. Against a $392,6m market cap that's a 3,42x multiple. On paper, a bargain.
Then you look at when the money arrived.
Monthly payouts peaked at $30,6m in September 2025. By July 2026 they were $4,5m. The fresh quarter annualises to $54,6m โ 48% of the trailing-year total. Run the same market cap against that and the multiple is roughly 7,2x, not 3,42x.
๐ The price, by the way, didn't decouple from anything. It fell alongside the payouts, almost step for step. The "gap" existed only in the arithmetic: today's price divided by last year's cash.
Here's a real case from this week's scan - Aerodrome.
A decentralised exchange collected $153,6m in fees over twelve months and passed $114,8m of it to token holders โ 100% of protocol revenue, nothing held back. Against a $392,6m market cap that's a 3,42x multiple. On paper, a bargain.
Then you look at when the money arrived.
Monthly payouts peaked at $30,6m in September 2025. By July 2026 they were $4,5m. The fresh quarter annualises to $54,6m โ 48% of the trailing-year total. Run the same market cap against that and the multiple is roughly 7,2x, not 3,42x.
๐ The price, by the way, didn't decouple from anything. It fell alongside the payouts, almost step for step. The "gap" existed only in the arithmetic: today's price divided by last year's cash.
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$300B in stablecoins is looking for yield. Real-world assets are looking for capital. The interesting question is how we connect the two.
Tomorrow our CPO Sergei joins the Wenaltseason Labs Space to work through it with the panel.
๐ August 20 | 3:00 PM UTC | 11:00 AM ET
๐ Space link https://twitter.com/i/spaces/1nGnRBVBbyMGO
See you there! ๐
Tomorrow our CPO Sergei joins the Wenaltseason Labs Space to work through it with the panel.
๐ August 20 | 3:00 PM UTC | 11:00 AM ET
๐ Space link https://twitter.com/i/spaces/1nGnRBVBbyMGO
See you there! ๐
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We go live in one hour ๐๏ธ
$300B in stablecoins. A real economy that needs capital. Connecting the two looks obvious โ until you start building the model.
At 3 PM UTC, our CPO Sergei joins Wenaltseason Labs to unpack how this can actually work.
See you there in Space https://twitter.com/i/spaces/1nGnRBVBbyMGO
$300B in stablecoins. A real economy that needs capital. Connecting the two looks obvious โ until you start building the model.
At 3 PM UTC, our CPO Sergei joins Wenaltseason Labs to unpack how this can actually work.
See you there in Space https://twitter.com/i/spaces/1nGnRBVBbyMGO
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Last week we joined the Wenaltseason Labs to discuss the $300B stablecoin market, DeFi liquidity and what could bring capital back onchain.
Our main takeaway: ๐๐ต๐ฒ ๐ป๐ฒ๐ ๐ ๐ฐ๐ต๐ฎ๐ฝ๐๐ฒ๐ฟ ๐บ๐ฎ๐ ๐ฏ๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐ฟ ๐๐ต๐ฎ๐ป ๐ฎ๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐ฟ๐ผ๐๐ฎ๐๐ถ๐ผ๐ป ๐ถ๐ป๐๐ผ ๐ฎ๐น๐๐ฐ๐ผ๐ถ๐ป๐.
Stablecoins are becoming financial infrastructure. The real opportunity is what gets built on top of them - tokenized Treasuries, credit, funds and other real-world assets.
At 8Blocks, this is exactly how we approach Digital Assets: ๐๐ผ๐ธ๐ฒ๐ป๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐ถ๐ ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ. ๐ง๐ต๐ฒ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐ ๐ถ๐๐๐ฒ๐น๐ณ ๐ต๐ฎ๐ ๐๐ผ ๐๐ผ๐ฟ๐ธ ๐ณ๐ถ๐ฟ๐๐.
Thanks to Wenaltseason Labs and all participants for the great discussion ๐๏ธ
Our main takeaway: ๐๐ต๐ฒ ๐ป๐ฒ๐ ๐ ๐ฐ๐ต๐ฎ๐ฝ๐๐ฒ๐ฟ ๐บ๐ฎ๐ ๐ฏ๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐ฟ ๐๐ต๐ฎ๐ป ๐ฎ๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐ฟ๐ผ๐๐ฎ๐๐ถ๐ผ๐ป ๐ถ๐ป๐๐ผ ๐ฎ๐น๐๐ฐ๐ผ๐ถ๐ป๐.
Stablecoins are becoming financial infrastructure. The real opportunity is what gets built on top of them - tokenized Treasuries, credit, funds and other real-world assets.
At 8Blocks, this is exactly how we approach Digital Assets: ๐๐ผ๐ธ๐ฒ๐ป๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐ถ๐ ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ. ๐ง๐ต๐ฒ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐ ๐ถ๐๐๐ฒ๐น๐ณ ๐ต๐ฎ๐ ๐๐ผ ๐๐ผ๐ฟ๐ธ ๐ณ๐ถ๐ฟ๐๐.
Thanks to Wenaltseason Labs and all participants for the great discussion ๐๏ธ
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