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.
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.
❤5
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
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
❤8
Airdrops: Good or Evil?
A realistic look on airdrops, post-snapshot traction, and informed investment decisions.
Make sure to give it a read <3
A realistic look on airdrops, post-snapshot traction, and informed investment decisions.
Make sure to give it a read <3
❤9👍1
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.
This is likely to boost their aggregator market share heavily.
Here’s everything you need to know.
❤8
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.
One of them is Ekubo.
Here’s my $EKUBO thesis.
❤7
If you’re a Telegram trader, consider Alfred as your next gen tool for trading and sniping.
Here’s a detailed overview of its features.
Or just test it right away 🙂
Here’s a detailed overview of its features.
Or just test it right away 🙂
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
We're in a season of memes & degenery.
Telegram bots fuel the game, but they’re a tangled mess.
New season brings new tools: Smarter, sleeker, all-in-one.
Next-gen AI tool for sniping and Telegram trading ↓
Telegram bots fuel the game, but they’re a tangled mess.
New season brings new tools: Smarter, sleeker, all-in-one.
Next-gen AI tool for sniping and Telegram trading ↓
❤8👍1
New opportunity for my fam: Alliance Games.
MVP launched this week, good chance to get in early.
Here’s everything you need to know.
MVP launched this week, good chance to get in early.
Here’s everything you need to know.
❤7
Web3 mass adoption?
Actually almost 7% of world’s population are already crypto users.
10 charts that show the actual speed of user onboarding.
Actually almost 7% of world’s population are already crypto users.
10 charts that show the actual speed of user onboarding.
❤10👍3
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.
Here come the results of my backtesting strategy based on Token Terminals weekly gainers calls.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Basing short-term investment decisions solely on fundamentals?
Bad idea.
Evidence that weekly fundamentals fall flat ↓
Bad idea.
Evidence that weekly fundamentals fall flat ↓
❤12👍1
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!
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!
❤11
Came across an interesting product that leverages Web3 tech to help game devs ship cheaper and faster.
AI NPC Generator is live as a demo.
Have a look if interested!
AI NPC Generator is live as a demo.
Have a look if interested!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
You can’t begin to grasp how AI, ML, and Web3 can revolutionize Web2 businesses.
And it’s not just about cheaper computing power—the possibilities are vast.
Here’s how decentralized economies are transforming gaming ↓
And it’s not just about cheaper computing power—the possibilities are vast.
Here’s how decentralized economies are transforming gaming ↓
❤4
TODAY IN WEB3: KEY HIGHLIGHTS
Bullish News:
• Bitcoin ETFs in the US post nine consecutive days of net inflows, extending a 9-day winning streak amid surging demand.
• Polygon will migrate $MATIC to $POL during a September upgrade, set for September 4.
• Chainlink has launched the Digital Assets Sandbox (DAS) to onboard institutional investors.
• Hong Kong’s $350m crypto ETF market pins hopes on Ethereum staking funds.
• U.S. Senator Bob Menendez, known for his strong opposition to Bitcoin and crypto, plans to resign from Congress after being convicted on federal corruption charges.
• Matt Hougan, CIO at Bitwise, predicts Ethereum could surpass $5,000 following the launch of Ethereum ETFs.
Bearish News:
• WazirX, an Indian crypto exchange, suffered a $235 million hack, likely associated with North Korean hackers.
• Mt. Gox creditors face challenges, including opting to hodl Bitcoin payouts, failed login attempts amid repayments, and brute-force login attempts on accounts.
• Debates intensify as Mike Brock reveals that Trump tried to ban Bitcoin in 2020.
PS: Let me know if you love this new format and want to receive such updates daily (or almost daily).
Bullish News:
• Bitcoin ETFs in the US post nine consecutive days of net inflows, extending a 9-day winning streak amid surging demand.
• Polygon will migrate $MATIC to $POL during a September upgrade, set for September 4.
• Chainlink has launched the Digital Assets Sandbox (DAS) to onboard institutional investors.
• Hong Kong’s $350m crypto ETF market pins hopes on Ethereum staking funds.
• U.S. Senator Bob Menendez, known for his strong opposition to Bitcoin and crypto, plans to resign from Congress after being convicted on federal corruption charges.
• Matt Hougan, CIO at Bitwise, predicts Ethereum could surpass $5,000 following the launch of Ethereum ETFs.
Bearish News:
• WazirX, an Indian crypto exchange, suffered a $235 million hack, likely associated with North Korean hackers.
• Mt. Gox creditors face challenges, including opting to hodl Bitcoin payouts, failed login attempts amid repayments, and brute-force login attempts on accounts.
• Debates intensify as Mike Brock reveals that Trump tried to ban Bitcoin in 2020.
PS: Let me know if you love this new format and want to receive such updates daily (or almost daily).
🔥14❤4👍3👌2
Quick question: Do you still enjoy your 𝕏 timeline?
Anonymous Poll
44%
Yes
40%
No
16%
I don’t really read 𝕏 now
Have some alpha that NEAR will launch Chain Signatures VERY soon (mainnet).
This will enable transacting on all chains with just one NEAR account.
Huge price catalyst here, enjoy my deep dive.
This will enable transacting on all chains with just one NEAR account.
Huge price catalyst here, enjoy my deep dive.
❤9👍2😁1
Found an interesting report from Binance research that suggests a new framework to evaluate the market growth potential.
Here’s the list of metrics to watch under this model.
Here’s the list of metrics to watch under this model.
❤9🔥2
TON has become a phenomenon in 2024.
How does Delphi Digital see the future of gaming on TON?
Find out in my new report summary!
How does Delphi Digital see the future of gaming on TON?
Find out in my new report summary!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Telegram's 900M monthly users make it the go-to platform for Web3.
Curious about @Delphi_Digital's take on @ton_blockchain's future?
Check out my summary of their "A TON of Gaming" report ↓
Curious about @Delphi_Digital's take on @ton_blockchain's future?
Check out my summary of their "A TON of Gaming" report ↓
🔥6
TODAY IN WEB3: KEY HIGHLIGHTS
Today marks the 10-year anniversary of Ethereum's ICO.
Bullish News:
• Bitcoin's price hits $68,000 after China unexpectedly cuts interest rates. Traders anticipate an all-time high in two months and potential benefits from 'the Trump trade' ahead of the November US elections.
• Bernstein asserts the market hasn't factored in a possible Trump victory and a positive shift in crypto regulations. Bitcoin traders are also overlooking this potential outcome.
• Japanese firm Metaplanet gains 19% as it adds more Bitcoin to its treasury, completing its Bitcoin buying goal with an additional $1.2M purchase.
• HNT token surges 40%, outperforming Bitcoin, as Helium Mobile's subscriber count exceeds 100K.
• Coinbase alumni raise $21 million for web3 gaming infrastructure startup NPC Labs, which previously raised $18M to scale gaming on Base Network.
• Solana ETF hopes and rising fundamentals drive SOL prices higher, according to traders.
Bearish News:
• Mt. Gox prepares for repayments on Bitstamp, executing test transactions and transferring a small amount of bitcoin to Bitstamp, according to Arkham.
• Ethereum ETFs are set to start trading in the US, with analysts predicting potential sell pressure following the ETF debut amid a surge in implied volatility.
Today marks the 10-year anniversary of Ethereum's ICO.
Bullish News:
• Bitcoin's price hits $68,000 after China unexpectedly cuts interest rates. Traders anticipate an all-time high in two months and potential benefits from 'the Trump trade' ahead of the November US elections.
• Bernstein asserts the market hasn't factored in a possible Trump victory and a positive shift in crypto regulations. Bitcoin traders are also overlooking this potential outcome.
• Japanese firm Metaplanet gains 19% as it adds more Bitcoin to its treasury, completing its Bitcoin buying goal with an additional $1.2M purchase.
• HNT token surges 40%, outperforming Bitcoin, as Helium Mobile's subscriber count exceeds 100K.
• Coinbase alumni raise $21 million for web3 gaming infrastructure startup NPC Labs, which previously raised $18M to scale gaming on Base Network.
• Solana ETF hopes and rising fundamentals drive SOL prices higher, according to traders.
Bearish News:
• Mt. Gox prepares for repayments on Bitstamp, executing test transactions and transferring a small amount of bitcoin to Bitstamp, according to Arkham.
• Ethereum ETFs are set to start trading in the US, with analysts predicting potential sell pressure following the ETF debut amid a surge in implied volatility.
❤9👌1
Just in: Avail mainnet is live!
Unification drop should be distributed shortly, looking forward to staking 😉
Unification drop should be distributed shortly, looking forward to staking 😉
❤9
TODAY IN WEB3: KEY HIGHLIGHTS
Today marks the 10-year anniversary of Ethereum's ICO.
Bullish News:
• Bitcoin investors remain steadfast as BlackRock's IBIT accrues $526 million. Bitcoin Layer 2 Bitlayer reaches a $300 million valuation with new funding from Franklin Templeton, which also leads an $11 million raise.
• Spot Ethereum ETFs begin trading today. Grayscale transferred $1 billion ETH to Coinbase ahead of the Ether ETF launch, while Bitwise pledges 10% of spot Ether ETF profits to Ethereum developers.
• Bears can now short Bitcoin in Hong Kong with new ‘inverse’ ETFs. BTC options implied volatility surges ahead of Trump’s upcoming appearance at Bitcoin 2024.
• Avail launched its mainnet today; $AVAIL is now trading at $0.15.
Bearish News:
• Mt. Gox moves $2.8 billion worth of Bitcoin to a new address, with $3.2 billion BTC in outflows within just two hours.
• The U.S. Government moves $4 million Bitcoin to Coinbase, according to Arkham data. Meanwhile, an English football club owned by a Bitcoiner adds $4.5 million Bitcoin to its treasury.
Today marks the 10-year anniversary of Ethereum's ICO.
Bullish News:
• Bitcoin investors remain steadfast as BlackRock's IBIT accrues $526 million. Bitcoin Layer 2 Bitlayer reaches a $300 million valuation with new funding from Franklin Templeton, which also leads an $11 million raise.
• Spot Ethereum ETFs begin trading today. Grayscale transferred $1 billion ETH to Coinbase ahead of the Ether ETF launch, while Bitwise pledges 10% of spot Ether ETF profits to Ethereum developers.
• Bears can now short Bitcoin in Hong Kong with new ‘inverse’ ETFs. BTC options implied volatility surges ahead of Trump’s upcoming appearance at Bitcoin 2024.
• Avail launched its mainnet today; $AVAIL is now trading at $0.15.
Bearish News:
• Mt. Gox moves $2.8 billion worth of Bitcoin to a new address, with $3.2 billion BTC in outflows within just two hours.
• The U.S. Government moves $4 million Bitcoin to Coinbase, according to Arkham data. Meanwhile, an English football club owned by a Bitcoiner adds $4.5 million Bitcoin to its treasury.
🔥10👍2
In case you’re investing in LBPs, here’s my overview of the upcoming sale of Magnify Cash.
Good % of supply distributed to users, have a look!
Good % of supply distributed to users, have a look!
❤4👍1