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Yesterday

Pre-Election Jitters & Positioning

It’s gonna be a big week. Everyone is waiting with bated breath as the 2024 election looms large. Pre election jitters and tensions are running high, and this has manifested itself in the charts. While the theme of the few months of Market Musings memos have been quite bullish (since the August 5th lows), we cautioned readers that t...

31st October 2024

Bitcoin's Uptober

With only a few hours remaining until we close out another monthly candle, we want to draw attention to some notable events for BTC this Up(Oct)tober. But for starters, I’d like to say Happy Halloween y Feliz Día de los Muertos! Seasonality This month’s return for BTC was ~11.5%. I suppose they call it Uptober for a reason, se...

30th October 2024

Tap-to-Earn Arrives on Starknet, Delivers L2 TPS Record

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Starknet is in the midst of several major upgrades, recently pushing its Bolt upgrade and pressing towards its Cairo-native upgrade for the end of 2024. Starknet’s native account abstraction has always offered a strong UX that was masked by slow transactions. Starknet is flaunting its impressive UX and stress-testing the improvements by ...

25th October 2024

Report Preview - DeAI IV: The Agentic Economy

The fourth and final installment of our DeAI Series is now out: The Agentic Economy. Where the prior two dove into the infrastructure and middleware layers, respectively, DeAI IV focuses on the application layer as well as the core enablers vying to drive agentic activity onto crypto rails. On the enablers side: the piece dives into payme...

20th October 2024

Frenpet - Sustained P2E

Frenpet, an idle game on Base, is quietly seeing a lot of success over the past year. The app is built on a browser, and the creation process is fully abstracted through Privy + paymasters. $FP FP is the native token of Frenpet. On each trade, there is a 4% tax: 2% for player rewards, 1% to the developers, and 1% as liquidity. When FP is ...

17th October 2024

I have galloped into the infinite abyss upon a $GOAT with narrow hips

I have galloped into the infinite abyss upon a $GOAT with narrow hips. My lids are cut from mine eyes, and i can see now… (clearly)… this memecoin is not like the rest. It’s not like any other coin at all. It’s a creation from the far side of the singularity. For the uninitiated, climb (now) aboard the goat with n...

16th October 2024

The Vertical Integrators: Ethena, Uniswap, Hyperliquid

Over the past month, three of the largest DeFi applications — Uniswap, Hyperliquid, and Ethena — have all officially announced the release of their own general purpose blockchains. Collectively, these decisions seem to hinge on the belief that it is apps and not blockchains that ultimately control the end-user. In other words, if users go...

Web3 Gaming - One Step Closer to Adoption

Why are people talking about Web3 gaming again? Well, something happened last week. AI, RWA, and DeFi are all high-potential sectors in crypto that will very probably change our world – if they are not doing so already. They fundamentally change the rules we play by and will eventually unlock massive capital efficiency all around t...

15th October 2024

DeFi on Eigenlayer >> $EIGEN DeFi

The Great EIGEN Point Harvest of 2024 is over, folks! DeFi teams like Pendle, Gearbox, and Liquid Restaking protocols are packing their point-farming equipment and will soon be moving onto other product offerings. The $11.5 Bn question With Eigenlayer’s TVL creeping up to an astounding $11.5 billion, someone (I) need to ask: Where&...

14th October 2024

Post Fiat - Early Farming Opportunity

Post Fiat is a token developed on the Ripple L1 by Good Alexander, a X user who has gained a reputation of being incredibly intelligent and forward-thinking. Through different tweets, he has sparsely mentioned Post Fiat, a token designed to decentralize XRP through LLM Models. The idea is to do this through replacing Ripple Labs with AI...