I’ve been tracking Blur since October 2022. During this time, my thoughts have evolved many times. Today, my BLUR thesis is simple. If you believe that: 1. Market cap for NFTs will expand hugely in the future 2. There’ll be another speculative... Read more

With web3 gaming positioned to be a strong narrative this cycle (again) I’ve been surprised to find out how many people in my conversations aren’t actually familiar with the tokenomics of games that did well last cycle and continue to do so. So I’m... Read more

In Nov. 2023, I published an AF post titled, “Resuscitating Ethereum.” This was right after the ETH spot ETF filing by BlackRock and the resulting PA. This was the chart I used in the Nov. AF post. Following BTC’s spot ETF approval, we saw ETH taki... Read more

1/ The aptly named “Bearslayer Season” has kicked off over at Blocklords, and it couldn’t be better timed to coincide with the moving markets and excitement we see flowing back into web3 & gaming. In this thread we’ll explore all things Blocklords... Read more

As someone who first discovered crypto in 2017 and started taking the space seriously in 2019, I often have repressed thoughts about where I envisioned crypto going versus where it actually is. It makes me think about how my mother wanted me to be a... Read more

Yesterday, I posted a few charts and trends I was watching now that the spot ETF approvals are finally in the rearview. Earlier today, the initial excitement after the market open sparked a pretty nice rally in BTC, and even bigger gains across a bu... Read more

After years of anticipation, the moment for spot BTC ETFs has finally arrived. As everyone gears up to celebrate their long-awaited approval, what’s far less certain is what impact this will have on BTC’s price in the near term. Some believe it’ll b... Read more

Around 24 hours ago, Bittensor ($1.3B) released a new proposal (proposal, twitter spaces) shaking up the entire network’s incentive flow and potentially innovation speed for new AI experiences. The network is moving from one core token TAO to specifi... Read more

“Exactly one year ago, we published our last Markets Year Ahead report — and so much has changed that it’s hard to know where to start. This time last year, everything was down. Risk sentiment was in the gutter. Stocks were coming off their worst ye... Read more