For those unaware, Renaissance Technologies (Ren Tech) is a quantitative hedge fund founded in the 1980s by Jim Simons, a former code breaker for the NSA. Ren Tech is arguably the most successful hedge fund in history, generating an average annual re... Read more

In this attached thread, I build on my idea from the quoted tweet thread and present a potential short opportunity. And although it seems like a great trade in isolation, can we perhaps pair this up and identify another asset that holds a considerabl... Read more

Last week, I saw a tweet go around the Ordinal sub-set of crypto Twitter that showed Ordinal transactions coming to account for most transactions on Bitcoin – all while marketplace volume and users trend downwards and people begin to declare the deat... Read more

At long last, after all these years, the day is here. Cosmos has USDC. Noble started minting USDC today and so the Cosmos eco no longer needs to rely on bridged USDC from Ethereum. Osmosis has already put through a proposal to make Noble USDC the ca... Read more

I recently visited Seoul for Korea Blockchain Week & wanted to briefly share some high-level thoughts on why this will be such an important market for blockchain gaming. First of all, gaming was the clear focus of this year’s event. The buzz around... Read more

A short analysis on the state of Friend Tech now that we’ve seen a second weekend of big USD inflows Friend tech’s TVL surged over the past weekend. Currently sitting at $21M. USD inflows over the weekend peaked at $6.5m on Saturday. Subsequently in... Read more

I’ve been diving into Friend Tech quite deeply over the past 2 weeks, collating some resources I often use that can help me find great Keys to pick up that are likely to be “undervalued.” They are: FriendMEX (Free Portfolio/Analytics): https://fri... Read more

In last month’s markets report, Ghosts of Cycles Past, we postulated that we are at the very early innings of a new market cycle. We put forward the bull case for why this might be occurring, and a few ideas of where readers can look to capitalize o... Read more

I haven’t been as active on Twitter lately, cos I’ve been diving down Friend Tech (FT) instead. I sat down to think about a strategy for FT if I were joining today, based on what I’ve seen so far. Two caveats: None of this is financial advice, jus... Read more

Back in March, we released a report exploring the potential of Infinity Pools, one of the most hyped DeFi projects in recent memory. Infinity Pools is a standalone concentrated liquidity AMM that facilitates the lending and borrowing of LP positions... Read more