Saturday Thread: Comparing Web3 and Web2 brands by market cap.

Happy weekend!

Yesterday, Ignas dropped a detailed overview of Polkadot’s treasury spend, very much thought provoking.

$37M spent on outreach, results are very poor.

Here’s an analysis on why this happened and who benefited from it most (not Polkadot).

Have a look!

Earlier this week, Mantle launched a new incentives campaign.

Here’s everything you need to know to start farming the new governance token for mETH and cmETH.

Enjoy reading!

While the market implies not too much positivity, Chromia is getting ready for its mainnet launch, 5 years of development.

Here’s everything you need to know.

Ngl, I was a bit confused by the recent downtrend panic.

Was this a black swan event?
No, it was anticipated. Just as many expect the market to recover after the ETH ETF starts trading.

Was it a heavy hit?
For many futures traders who got liquidated, yes. However, judging by the numbers, we have -11% weekly for $ETH and -6.5% for $BTC. $SOL and $TON have already bounced back.

I've been in this space since 2016 and have seen much worse price actions. Stop panicking as if you were in a risk-free market. Follow your strategy and take profits.

Everything is fine.
Even if you're at a loss now, the years ahead will prove you've made the right decisions.

Gm, gm, fam!

Exclusively for my Telegram squad, I have 10 free-mint slots for the Coretoshis NFT mint (it will not be free for everyone).

More info about Core here.

The utilities include awarding sparks points (Ignition Drop), airdrops of native protocols in Core, memecoins, etc.

As usual, fcfs, just drop your EVM address in the comments 😉

You can be bullish or bearish – in both cases, it’s unlikely to be your reasonable and unbiased decision.

Delphi Digital has a great report devoted to how market trends are formed by pure attention, that explains too many things these days.

Here’s my summary, highly recommended.

In the times of uncertainty, I love to see how the tech improves.

SSV – a core element in decentralizing & securing Ethereum’s scaling efforts – has flipped 1M $ETH staked on its platform.

Here’s everything you need to know.

What a day... a perfect day to read new research! 💫

General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ Crypto.com: Alpha Navigator: Quest for Alpha [June 2024]
➖ Coinbase: What Machine Learning Models Tell Us about Crypto
➖ Glassnode: Announcing: "Digital Assets: Insights and Market Trends H1 2024" Report by CME & Glassnode
➖ Galaxy: Weekly Top Stories - 7/5

Market
➖ Crypto.com: Spot Ethereum ETFs
➖ CoinGecko: Post-Halving Crypto Market Sentiment Mixed, Half Still Bullish
➖ Glassnode: Bulls Under Pressure
➖ Galaxy: Crypto & Blockchain Venture Capital – Q2 2024
➖ Galaxy: Is the Election the Next Big Catalyst for Crypto?

DeFi
➖ ConsenSys: Your Guide to Ethereum Validator Staking Rewards

Blockchains & networks
➖ 4pillars: Initia - What If We Rebuild Ethereum For The Rollups?

GameFi & NFTs
➖ Crypto.com: New Developments in GameFi: Play-to-Airdrop and Prediction Markets

Airdrops: Good or Evil?

A realistic look on airdrops, post-snapshot traction, and informed investment decisions.

Make sure to give it a read <3

ParaSwap has recently announced their new Delta upgrade.

This is likely to boost their aggregator market share heavily.

Here’s everything you need to know.

Some dApps finally adopt the approach or releasing 100% of the supply from day 1.

One of them is Ekubo.

Here’s my $EKUBO thesis.

New opportunity for my fam: Alliance Games.

MVP launched this week, good chance to get in early.

Here’s everything you need to know.

Web3 mass adoption?

Actually almost 7% of world’s population are already crypto users.

10 charts that show the actual speed of user onboarding.

More from my personal research: Weekly fundamentals don’t matter.

Here come the results of my backtesting strategy based on Token Terminals weekly gainers calls.

Dark pools are the blocker of Web3 adoption?

Actually it’s vice versa.

Here’s my summary of Delphi Digital’s new research that explains the role of dark pools in TradFi and their future in DeFi.

Enjoy learning something new!