$NEXT: $190M FDV, $20M market cap, $420M monthly bridged volume
$W: $5.7B FDV, $1B mcap, $150M volume
$AXL: $1.15B FDV, $660M mcap, $148M volume
Here’s my Connext thesis.
$W: $5.7B FDV, $1B mcap, $150M volume
$AXL: $1.15B FDV, $660M mcap, $148M volume
Here’s my Connext thesis.
🔥4
Slightly off-topic but super useful
Have compiled a list of great AI tools for Web3 grind and Web2 productivity, no obvious recommendations like ChatGPT 😄
Have a look!
Have compiled a list of great AI tools for Web3 grind and Web2 productivity, no obvious recommendations like ChatGPT 😄
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
8 groundbreaking daily grind AI tools that feel almost too powerful to be legal [Web3 + Web2] ↓
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If you had to choose only one Web3 super skill, what would it be?
Anonymous Poll
22%
Never aping rugpulls
28%
69 lvl in FA & TA
29%
Airdrop farming master
21%
WL for all token sales
😁12
You know I love infra plays.
Here’s an interesting new thing, a confidential computing network on Solana with impressive backers.
Have a look!
Here’s an interesting new thing, a confidential computing network on Solana with impressive backers.
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Web3 hinges on finding the sweet spot between privacy and compliance.
@ArciumHQ, a computing network on @solana, has already secured $9M from leading VCs to tackle this challenge and cater to AI, DeFi, Healthcare, and RWA dApps.
The rising star of Solana?…
@ArciumHQ, a computing network on @solana, has already secured $9M from leading VCs to tackle this challenge and cater to AI, DeFi, Healthcare, and RWA dApps.
The rising star of Solana?…
❤8🔥2👌1
For those hunting new node sales, here’s a quick analysis of CARV.
Enjoy reseaching!
PS: Typefully gone wild, so pls click on the last tweet in the thread to read further.
Enjoy reseaching!
PS: Typefully gone wild, so pls click on the last tweet in the thread to read further.
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Happy weekend, frens!
Dropped some thoughts on the upcoming Ionet TGE and the recent IO FUD.
Have a look 🙂
Dropped some thoughts on the upcoming Ionet TGE and the recent IO FUD.
Have a look 🙂
❤8👍3
I have a strong belief that AI >< Decentralization (not necessarily crypto) has huge potential.
And in this realm, Ankr’s Neura is one of the solutions that appeals to be most.
Here’s why.
And in this realm, Ankr’s Neura is one of the solutions that appeals to be most.
Here’s why.
❤5
Heyo, fam!
Found an interesting concept addressing the liquidity fragmentation issue, an order book DEX aggregating liquidity from major AMM DEXes.
Here’s a quick overview.
Found an interesting concept addressing the liquidity fragmentation issue, an order book DEX aggregating liquidity from major AMM DEXes.
Here’s a quick overview.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
DeFi trading volume is only ~7% of CeFi volumes due to fragmented liquidity, high trading costs, and poor user experience.
But (!) if we pool all DEX liquidity into one DeFi order book, the ratio might change dramatically.
@multipoolfi is exactly about…
But (!) if we pool all DEX liquidity into one DeFi order book, the ratio might change dramatically.
@multipoolfi is exactly about…
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Some random night thoughts
Tolerance and equality are Web2 fairy tales that are not achievable.
They can't be the main narrative of any political agenda.
It's just a new form of religion that sounds good in theory.
The only place that is truly about equality is crypto.
As long as there are nationalities, races, countries, cities, and communities, people will continue to divide others into categories.
Each category will be labeled, and this label will be influenced by personal experience, propaganda, and word of mouth.
Will a guy from Sweden and a guy from Myanmar seeking to open a business in the US be treated equally? No.
Will a startup from Sydney and a startup from Tehran have equal chances to raise international capital? No.
Will a sales manager with a background in crypto and a sales manager with a background in pharmacy have equal chances to get a position in an agriculture company? Again, no.
The regime of tolerance is just adding a ton of chaos to a world that is not tolerant.
I used to live in Sweden many years ago. Back then, the most vulnerable individual in the Swedish community was a white male.
Police officers avoided stopping black or colored people because they knew they had extra protection. They could use the racism argument. Females? Same. White men could not.
We have a long list of sanctions imposed on Iran and Russia. Both adapted, both have a highly negative public image. But here's the twist: Brains that leak from these regions and who do not support the regime find it super hard to start a different life elsewhere. They are just not welcome.
Blockchain is the ONLY thing in this world that is really nation, race, sex, or religion agnostic.
Web3 does not care if you're young or old, married or single, employed or not, black or white.
We just have random numbers, letters, and transaction history.
No labels = no segregation.
We just cannot reach the no-labels state in Web2 (yeah, that's sad).
But we can at least reach financial equality in Web3.
And that is the greatest gift of the 21st century.
The rest is hypocrisy.
Tolerance and equality are Web2 fairy tales that are not achievable.
They can't be the main narrative of any political agenda.
It's just a new form of religion that sounds good in theory.
The only place that is truly about equality is crypto.
As long as there are nationalities, races, countries, cities, and communities, people will continue to divide others into categories.
Each category will be labeled, and this label will be influenced by personal experience, propaganda, and word of mouth.
Will a guy from Sweden and a guy from Myanmar seeking to open a business in the US be treated equally? No.
Will a startup from Sydney and a startup from Tehran have equal chances to raise international capital? No.
Will a sales manager with a background in crypto and a sales manager with a background in pharmacy have equal chances to get a position in an agriculture company? Again, no.
The regime of tolerance is just adding a ton of chaos to a world that is not tolerant.
I used to live in Sweden many years ago. Back then, the most vulnerable individual in the Swedish community was a white male.
Police officers avoided stopping black or colored people because they knew they had extra protection. They could use the racism argument. Females? Same. White men could not.
We have a long list of sanctions imposed on Iran and Russia. Both adapted, both have a highly negative public image. But here's the twist: Brains that leak from these regions and who do not support the regime find it super hard to start a different life elsewhere. They are just not welcome.
Blockchain is the ONLY thing in this world that is really nation, race, sex, or religion agnostic.
Web3 does not care if you're young or old, married or single, employed or not, black or white.
We just have random numbers, letters, and transaction history.
No labels = no segregation.
We just cannot reach the no-labels state in Web2 (yeah, that's sad).
But we can at least reach financial equality in Web3.
And that is the greatest gift of the 21st century.
The rest is hypocrisy.
❤15👏8🔥4🥴1
Just realized that all airdrops these days are somewhat like a pay to win.
😁8👏2👍1🥴1
Chain abstraction will mark the end of chain maximalism in Web3.
Here’s my breakdown with protocols to watch + real examples of what the future of Web3 will look like.
Here’s my breakdown with protocols to watch + real examples of what the future of Web3 will look like.
❤7
Dive into reading the new research of the week! 📚
General
➖ 4pillars: [Recap of Deference 2024] #1: Contribute to the Blockchain Ecosystem
➖ Coinbase: Weekly: Regulatory Impetus
➖ Galaxy: The Future of Payments
➖ Galaxy: Weekly Stories - 5/17
Market
➖ SSRN: Decentralized and Centralized Options Trading: A Risk Premia Perspective
➖ Binance: Low Float & High FDV: How Did We Get Here?
➖ Cointelegraph: Stronghold and Bitfarms Under Pressure after Crypto Stocks Fell Last Month
➖ Glassnode: A Macro Reset
➖ Glassnode: Breakdown Metrics Applied: Identifying Local Bottoms in a Bull Market
DeFi
➖ SSRN: Decentralizing Monopolistic Power in DeFi
Blockchains & networks
➖ CoinGecko: The Fastest Blockchain Processed 91M Transactions in a Day
➖ Coinbase: Monthly Outlook: Expectations on Ethereum
Tokens & currencies
➖ CoinGecko: How the FIFA World Cup Impacted Football Fan Tokens: A Market Impact Analysis
➖ CoinMarketCap: What Is Notcoin? Exploring 2024's Biggest Gaming Token Debut
GameFi & NFTs
➖ SSRN: The Rise of the Metaverse: Tethering Effect and Intellectual Property of Crypto Tokens
General
➖ 4pillars: [Recap of Deference 2024] #1: Contribute to the Blockchain Ecosystem
➖ Coinbase: Weekly: Regulatory Impetus
➖ Galaxy: The Future of Payments
➖ Galaxy: Weekly Stories - 5/17
Market
➖ SSRN: Decentralized and Centralized Options Trading: A Risk Premia Perspective
➖ Binance: Low Float & High FDV: How Did We Get Here?
➖ Cointelegraph: Stronghold and Bitfarms Under Pressure after Crypto Stocks Fell Last Month
➖ Glassnode: A Macro Reset
➖ Glassnode: Breakdown Metrics Applied: Identifying Local Bottoms in a Bull Market
DeFi
➖ SSRN: Decentralizing Monopolistic Power in DeFi
Blockchains & networks
➖ CoinGecko: The Fastest Blockchain Processed 91M Transactions in a Day
➖ Coinbase: Monthly Outlook: Expectations on Ethereum
Tokens & currencies
➖ CoinGecko: How the FIFA World Cup Impacted Football Fan Tokens: A Market Impact Analysis
➖ CoinMarketCap: What Is Notcoin? Exploring 2024's Biggest Gaming Token Debut
GameFi & NFTs
➖ SSRN: The Rise of the Metaverse: Tethering Effect and Intellectual Property of Crypto Tokens
4pillars.io
[Recap of Deference 2024] #1: Contribute to the Blockchain Ecosystem
This article is the first part of a three-part series covering the DeFerence 2024 event, sponsored by Four Pillars.
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Each time I compare gen-2 rollups (Linea, Base, Mantle), Mantle is actually the chain that imposes most hopium.
Here’s a quick thread exclaining why.
Here’s a quick thread exclaining why.
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Ok, so we have this (guess we’re reading the same sources).
Hoping for the best but tbh I think they will postpone this thing actually.
Will keep you posted.
https://x.com/EricBalchunas/status/1793738611956875344
Hoping for the best but tbh I think they will postpone this thing actually.
Will keep you posted.
https://x.com/EricBalchunas/status/1793738611956875344
❤4
Seems they have postponed and need more time to come with an official announcement (many sources saying ~6 hours) so I will now go to sleep.
So it’s your turn to keep me updated.
Source #1: HashKey ETF analyst (seems legit)
Source #2: Bloomberg ETF analyst (well, the last post from him does not add any clarity lol)
So it’s your turn to keep me updated.
Source #1: HashKey ETF analyst (seems legit)
Source #2: Bloomberg ETF analyst (well, the last post from him does not add any clarity lol)
X (formerly Twitter)
Eric Balchunas (@EricBalchunas) on X
While not confirmed, a little delay isn't that crazy considering Trading & Markets was told 11th hour themselves. (we think it's poss they even had rejection letters prepared). So poss they need to finish writing it. That said, everything we've heard says…
❤6