Research is the power.
Honestly, this is the most interesting report from Delphi I’ve been covering because it leaves much food for further thought.
Spoiler:L2 wars are gearing up and their engame is far beyond scaling Ethereum.
Have a look!
Honestly, this is the most interesting report from Delphi I’ve been covering because it leaves much food for further thought.
Spoiler:
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
These past few weeks have brought forth a wealth of valuable research that no Web3 grinder can afford to overlook.
Today, I invite you to delve into 18 essential insights about L2 wars from @Delphi_Digital's report, "The Year Ahead for Infrastructure 2024."…
Today, I invite you to delve into 18 essential insights about L2 wars from @Delphi_Digital's report, "The Year Ahead for Infrastructure 2024."…
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Remember my yesterday's tweet about the People’s Alliance Inscription $ALLY on Linea?
Now you can mint it.
• Use my ref code FGOF6E to join
• Connect your main wallet (will be used for community membership verification, make sure it's active)
• Start inscribing on Linea and complete daily tasks for more rewards
This link will help you gain more context.
Good luck!
Now you can mint it.
• Use my ref code FGOF6E to join
• Connect your main wallet (will be used for community membership verification, make sure it's active)
• Start inscribing on Linea and complete daily tasks for more rewards
This link will help you gain more context.
Good luck!
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For airdrop hunters: Struct Finance has unveiled a leaderboard, indicating that they may be gearing up for an upcoming airdrop and the launch of their token.
PS: Struct is focused on developing interest-rate products tailored to conservative investors seeking fixed yield.
PS: Struct is focused on developing interest-rate products tailored to conservative investors seeking fixed yield.
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Hitesh has many great threads to pay attention to, a treasure trove of high-quality content 🫡
https://x.com/hmalviya9/status/1743569026461446239
https://x.com/hmalviya9/status/1743569026461446239
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Pro tip: Expecting extreme volatility in the upcoming days as the long-awaited Bitcoin spot ETF approval is brewing.
If you expect an approval, it might be wise to open a long perp and hedge it with a put option.
If a rejection, then vice versa.
If you expect an approval, it might be wise to open a long perp and hedge it with a put option.
If a rejection, then vice versa.
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Happy Saturday frens!
Dropped a more detailed thread on Telegram analytics bots.
Once again thanks KillerScope for sharing your list with me ❤️
Have a look!
Dropped a more detailed thread on Telegram analytics bots.
Once again thanks KillerScope for sharing your list with me ❤️
Have a look!
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The decision on the Bitcoin spot ETF will be announced in a few days.
What's your bet?
What's your bet?
Anonymous Poll
71%
Approval
29%
Rejection
Many of you know that I’m a big fan of Frax.
Could I have overlooked LENX Finance? No way!
Backed by the powerhouses Frax and Zeta Blockchain, they're bringing DeFi to Bitcoin with the first native Bitcoin liquidity protocol.
Here’s my review
Could I have overlooked LENX Finance? No way!
Backed by the powerhouses Frax and Zeta Blockchain, they're bringing DeFi to Bitcoin with the first native Bitcoin liquidity protocol.
Here’s my review
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Scammers are getting smarter.
Do use Twitter and open all links first in a browser that has no wallets (like Safari), and then, once you've verified it's safe, copy the link into your main browser for connecting.
Be safe.
2Lambro was hacked today, here’s a tl;dr.
Do use Twitter and open all links first in a browser that has no wallets (like Safari), and then, once you've verified it's safe, copy the link into your main browser for connecting.
Be safe.
2Lambro was hacked today, here’s a tl;dr.
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The new research findings of this week 🚀
General
➖ 4pillars: Monthly FP: Manta New Paradigm is on Fire (Dec. 2023)
➖ 4pillars: Scout (December 2023): Rising Bitcoin Ecosystem and Korean Game Projects
➖ Coinbase: Weekly: New Year’s Retrospective
➖ Binance: Monthly Market Insights - January 2024
➖ Binance: AI x Crypto: Latest Data and Developments
➖ Galaxy: Ethereum All Core Developers Execution Call #178 Writeup
➖ Galaxy: Top Stories of the Week - 1/5
Market
➖ Crypto.com: Alpha Navigator: Quest for Alpha [December 2023]
➖ CoinGecko: US Ties With Portugal, Australia For Bitcoin ETF Interest
➖ Coinbase: Guide to Crypto Markets
➖ SSRN: The Components of Bitcoin's Bid-Ask Spread. Does the Change in Tick Size Matter?
➖ SSRN: How Should Central Banks Explore Central Bank Digital Currency?
➖ Glassnode: The Q1 2024 Guide to Crypto Markets
Blockchains & networks
➖ CoinMarketCap: What Is OpBNB? A Guide to OpBNB’s Ecosystem
➖ SSRN: Verification of the Uniswap v3 Pro-Rata Accounting System
Tokens & currencies
➖ Binance: NFPrompt(NFP)
➖ Binance: Sleepless AI (AI)
➖ Binance: Xai (XAI)
➖ Galaxy: Happy Birthday Bitcoin
GameFi & NFTs
➖ Footprint: Understanding Token Flows to Aid GameFi Project Operations Decisions
General
➖ 4pillars: Monthly FP: Manta New Paradigm is on Fire (Dec. 2023)
➖ 4pillars: Scout (December 2023): Rising Bitcoin Ecosystem and Korean Game Projects
➖ Coinbase: Weekly: New Year’s Retrospective
➖ Binance: Monthly Market Insights - January 2024
➖ Binance: AI x Crypto: Latest Data and Developments
➖ Galaxy: Ethereum All Core Developers Execution Call #178 Writeup
➖ Galaxy: Top Stories of the Week - 1/5
Market
➖ Crypto.com: Alpha Navigator: Quest for Alpha [December 2023]
➖ CoinGecko: US Ties With Portugal, Australia For Bitcoin ETF Interest
➖ Coinbase: Guide to Crypto Markets
➖ SSRN: The Components of Bitcoin's Bid-Ask Spread. Does the Change in Tick Size Matter?
➖ SSRN: How Should Central Banks Explore Central Bank Digital Currency?
➖ Glassnode: The Q1 2024 Guide to Crypto Markets
Blockchains & networks
➖ CoinMarketCap: What Is OpBNB? A Guide to OpBNB’s Ecosystem
➖ SSRN: Verification of the Uniswap v3 Pro-Rata Accounting System
Tokens & currencies
➖ Binance: NFPrompt(NFP)
➖ Binance: Sleepless AI (AI)
➖ Binance: Xai (XAI)
➖ Galaxy: Happy Birthday Bitcoin
GameFi & NFTs
➖ Footprint: Understanding Token Flows to Aid GameFi Project Operations Decisions
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This morning, I conducted some research to explore what lies ahead for us after the approval of the spot BTC ETF.
TL;DR: First a decrease and then we go up.
Enjoy!
TL;DR: First a decrease and then we go up.
Enjoy!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
The spot Bitcoin ETF is finally here.
What can history tell us to expect?
What can history tell us to expect?
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Happy Saturday, champs!
Just dropped a thread with 15 essential tips for enhancing your Web3 experience, staying safe from scams, and boosting your efficiency.
Just dropped a thread with 15 essential tips for enhancing your Web3 experience, staying safe from scams, and boosting your efficiency.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
15 essential tips for enhancing your Web3 experience, staying safe from scams, and boosting your efficiency ↓
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Had a long flight yesterday, so I browsed through more research on the intersection of AI and Crypto.
Exciting insights are waiting for you in my new thread.
Exciting insights are waiting for you in my new thread.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
2023 has been a monumental year for AI.
ChatGPT reaches 100M users in just 2 months, outpacing giants like TikTok & YouTube.
But what do we have in the intersection of Web3 and AI?
4 powerful AI narratives that will explode in 2024 ↓
ChatGPT reaches 100M users in just 2 months, outpacing giants like TikTok & YouTube.
But what do we have in the intersection of Web3 and AI?
4 powerful AI narratives that will explode in 2024 ↓
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Pro tip for trend hunters: UNCX has launched XTrending that provides hourly and daily rankings based on X interactions and post shows.
In other words, it's a sentiment tracker and early buzz discovery tool with updates on the most engaged DeFi projects.
Recommended.
In other words, it's a sentiment tracker and early buzz discovery tool with updates on the most engaged DeFi projects.
Recommended.
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Here's another fantastic recommendation for my frens:
SKL Ventures, one of the leading Web3 MM with $15M assets under management, has recently launched their free Discord community with trading signals and allocations to exclusive private/seed rounds.
Link: discord.gg/skl-syndicate
SKL Ventures, one of the leading Web3 MM with $15M assets under management, has recently launched their free Discord community with trading signals and allocations to exclusive private/seed rounds.
Link: discord.gg/skl-syndicate
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For those of you who’re fans of my research summaries: 8 theses highlighted as key narratives for 2024 by Binance.
Have a look!
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Just a few days ago, @BinanceResearch released a massive 150-page report that summarizes the Web3 developments in 2023 and outlines the main theses for 2024.
What narratives are on their radar?
Let's explore↓
What narratives are on their radar?
Let's explore↓
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When both Mochi and Emperor Osmo share $MEF and it becomes the #1 trending on Dexscreener, I can't resist, sorry.
Degen Friday begins.
Degen Friday begins.
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The previous week passed unnoticed and brought new research 💫
General
➖ CoinGecko: 2023 Annual Crypto Industry Report
➖ SSRN: The Economics of Financial Scams: Evidence from Initial Coin Offerings
➖ Binance: Full-Year 2023 & Themes for 2024
➖ Galaxy: Ethereum All Core Developers Consensus Call #125 Writeup
➖ Galaxy: 2023: Crypto VC Seeks a Bottom
➖ Galaxy: Top Stories of the Week - 1/12
Market
➖ CoinGecko: Dead Coins: Over 50% of Cryptocurrencies Have Failed
➖ Coinbase: Weekly: Spot Bitcoin ETFs Approved
➖ ConsenSys: Defining Market Participants for General-Use Digital Consumer Payments
➖ Glassnode: The End of the Beginning: The SEC Approves Spot Bitcoin ETFs
➖ Galaxy: Trading Takes | January 12, 2024
Blockchains & networks
➖ Coinshares: The Halving and its impact on hash rate and miners cost structures — 2024 Mining Report
GameFi & NFTs
➖ CoinGecko: Top Global Fashion Brands With NFTs
➖ SSRN: Non-Fungible Token Litigation: The Early Years
➖ Footprint: Web3 Gaming Analytics for Developers
General
➖ CoinGecko: 2023 Annual Crypto Industry Report
➖ SSRN: The Economics of Financial Scams: Evidence from Initial Coin Offerings
➖ Binance: Full-Year 2023 & Themes for 2024
➖ Galaxy: Ethereum All Core Developers Consensus Call #125 Writeup
➖ Galaxy: 2023: Crypto VC Seeks a Bottom
➖ Galaxy: Top Stories of the Week - 1/12
Market
➖ CoinGecko: Dead Coins: Over 50% of Cryptocurrencies Have Failed
➖ Coinbase: Weekly: Spot Bitcoin ETFs Approved
➖ ConsenSys: Defining Market Participants for General-Use Digital Consumer Payments
➖ Glassnode: The End of the Beginning: The SEC Approves Spot Bitcoin ETFs
➖ Galaxy: Trading Takes | January 12, 2024
Blockchains & networks
➖ Coinshares: The Halving and its impact on hash rate and miners cost structures — 2024 Mining Report
GameFi & NFTs
➖ CoinGecko: Top Global Fashion Brands With NFTs
➖ SSRN: Non-Fungible Token Litigation: The Early Years
➖ Footprint: Web3 Gaming Analytics for Developers
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