A new token standard emerged in crypto four days ago. The new standard, ERC404, has since garnered outsized attention and could begin a new narrative trade. This new token standard marries the ERC20 and ERC721 standards to bake fractionalization dire... Read more

Gnosis Pay cards are now being mailed out to European users who have signed up. We’ve covered Gnosis Pay in Reflecting on ETHCC and The Looming Opportunity with Decentralized Stablecoins. Gnosis Pay is primed to be the first crypto debit card that is... Read more

Solana had a liveness failure today. Cause unknown but rumor is that it was a client bug. You can track progress in the link in the tweet (https://stakewiz.com/restart). I’ll update this post later when more details are out. So far market impact is... Read more

With January in the books, let’s look at how BTC and ETH performed to start off the new year. Both had notable early to mid-month gains, but we closed out the month at modest levels. The seasonal return for BTC in January is slightly above its mean... Read more

Jupiter launched their token JUP ~3.5 hours ago now, how did Solana perform? I’ve curated some high signal tweets to give a better picture. First, the one above from Solana Compass. Real/non-vote TPS was hitting 600-800 over the hour post airdrop.... Read more

Understanding tokenomics is crucial for assessing the supply side of an asset, while the design of the underlying protocol or token influences the demand side. The interplay between these two facets determines the asset’s price movements. In my Dece... Read more

H/t to ChatGPT for creating the prompt I used in Midjourney to create this AI Image. Prompt: Craft an imaginative and compelling artwork that explores the intertwined relationship between Artificial General Intelligence (AGI) and the world of Cryp... Read more

Aevo (the perp L2) announced their migration to Celestia for DA. This is another in a fast growing list of rollups switching their DA from Ethereum to Celestia to take advantage of the cost savings. Another recent one is Lyra finance, who pivoted to... Read more

In search of some more high-conviction gaming token bets for this cycle, I heard some chatter about Gas Hero, a game developed by creators of the infamous move-to-earn app STEPN, Find Satoshi Labs (FSL). I’ve spent the past week playing and looking a... Read more

This week, Magic Eden announced that it will be contributing its IP to Non-fungible DAO, a community-owned decentralized organization to drive the adoption of NFTs. It will be powered by a governance token, NFT. Most of the token supply will be alloc... Read more