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21st June 2024

Liquidity Headwinds Play Catch Up

The crypto faithful are an enthusiastic but impatient crowd. The last couple months of choppy price action has been frustrating for many – especially when other risk markets (i.e. equities) keep printing fresh highs week after week. Heading into 2024, we outlined a speculative timeline for how things co...

20th June 2024

Tokenless Protocols

Airdrop Update With the recent launch of $ZRO and $ZK, I wanted to highlight some major and niche tokenless protocols. This should not serve as an exhaustive list and just protocols I am looking at. Spot trading/Perps Hyperliquid – The hyperliquid point system is still ongoing. Season 2 was announced ...

18th June 2024

Just Your Average June

Alts are having a rough go, but for the majors (BTC & ETH) the month-to-date performance is remarkably in line with prior Junes. For BTC, the June 2024 performance is in line with both the mean and median datasets (2013-2023). While for ETH, the June 2024 performance is nearly exactly the same as the me...

A Theory of Dispersion

It’s Tuesday morning June 18th Singapore time, and I am sitting in front of my computer watching alts nuke. Again. BTC is sitting comfortably within ~10% off all-time highs. “This cycle is weird”. I have heard it said 10x already. Dispersion reigns supreme. This is a post to try and understand why. https:...

Time.Money

Time is money A new SocialFI application launched tokenizing time built on Base. The app is very similar to FriendTech and is backed by Alliance DAO. Minutes are traded on a bonding curve. Minutes can be redeemed for 1:1 time with the creator (video meetings) on par with the minimum minute redemption and valu...

Prime Caching

Wayfinder is an infrastructure tool that allows AI agents to interact with the blockchain. The agents will be capable of interacting with applications and performing tasks such as transfers, trades, and even yield optimization. As the datasets that feed the AI continue to be improved, theoretically, the possi...

17th June 2024

FU studios just published a blog post with more details on their native token $FU and the planned integrations for OpenSeason. If you missed my initial post, check out the AF from last week to get the full scope on this Fortnite-style battle royale. ...

$CULT

Remilia finally announced its official ecosystem token, raising $20M in 12 hours through a public sale. This accounts for 15% of the total supply; 50% of tokens will go towards the Cult Fund, 20% to the treasury, and 15% to the team. Of the total supply destined towards the Cult Fund, 50% will be available up...

15th June 2024

LRT Farming Update

With Eigen stakedrop season 2 well underway and many LRT protocols amid farming seasons, I wanted to give an overview of the top farms! The cool idea behind LRT farming is that the risk and reward of holding onto naked ETH makes some farms very appealing! Before I go into the deep dive, I highly recommend del...

14th June 2024

Dispersion Accelerates Post ETH-ETF Approval

A few months back I posted this chart below on the much talked about dispersion we’ve seen in crypto this year. Updated numbers through today have shown a trend that continues in the same direction, with the majors BTC/ETH/SOL providing the bulk of returns with very few other sectors being worth the risk. Eve...