“Crypto prices are still tracking our expected cycle trend, and the next big test is whether we see another period of consolidation — or if the breakout we’ve been waiting for is finally near.” Key Takeaways We’ve written plenty on the bull case fo... Read more

The promise of truly free, permisionless markets is a hallmark of crypto. Protocols and products are free to be spun up at will and deployed. The market then decides whether this product will gain traction or not. There are no real crypto-native regu... Read more

Recently Succinct Labs has announced their work in collaboration with Celestia team, Blobstream X. https://blog.succinct.xyz/blog/blobstreamx BlobstreamX is a ZK-Tendermint light client solution that allows Ethereum smart contracts to cheaply run a... Read more

Parallel TCG is launching its first-ever expansion pack drop, dubbed Planetfall. Parallel TCG was officially announced in 2021, and the team behind it has raised more than $50M in funding, led by Paradigm. They have been building non-stop in the be... Read more

SOL has caught a nice bid this week, and now looks to be breaking out against its megacap peers. For context, this was the setup we were looking at for SOL earlier this summer. It’s now starting to break out against ETH… Same thing on its weekly t... Read more

I was recently looking at Bitcoin DeFi: Stacks and RSK/Sovryn in particular. Despite these chains being around for a while, they have not had the same level of adoption or uptake as other chains. Base, for example, which has only been around a few m... Read more

A week ago, Arca (a digital asset investment firm) submitted a proposal to turn on the fee switch for Blur via Blur governance. Let me summarise what’s happening and share my thoughts. Essentially, they propose that Blur: Implement a 1% base fee on... Read more

In our report back in May, we explored the underdeveloped IRD sector, focusing on Voltz and IPOR. Voltz has struggled since the report, suffering from insolvencies, poor LP performance, and a horizontal shift with their upcoming v2. IPOR has lost so... Read more

In the Anoma report we touched on Narwhal a bit because we needed to understand Narwhal to understand Anoma’s Heterogeneous Narwhal. We did not give a full explainer on Narwhal, however, as it was not created by Anoma and somewhat out of scope for th... Read more

As Polkadot’s initial parachain crowd loan matures, the DOT tokens pledged will begin to unlock. Given that recent parachain auctions have seen merely $1-$2M in DOT commitments, this unlocking will substantially surge the circulating supply of DOT.... Read more