It’ll shock no one that I’m pitching ENA. I’ll start by reiterating the high-level thesis, before talking about the 3 most important short/medium-term catalysts I see coming.
Stablecoins are undeniably crypto’s biggest killer app outside Bitcoin/SoV. TradFi understands this and is fully stablecoin pilled, as seen b
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Between Aug 13 – Aug 18, Bitcoin has fallen ~ -8.15% from its recent high. Meanwhile, the S&P 500 futures (ES1) dropped –0.78% and Nasdaq futures (NQ1) fell –1.35%. This divergence implies a BTC macro beta of 6.0x to 10.4x, far exceeding its empirically validated range of ~2.0x during macro-correlated periods. Assuming equity indic
...LTR gives his take on the launchpad tug of war and what he thinks the future might look like in this area.
...I recently had the pleasure of attending ChinaJoy, China’s largest consumer event focused on digital entertainment. ChinaJoy is known for having a heavy focus on all things gaming-related, but this year, there was also a strong showout from AI, physical goods, and Anime-related businesses. Further ado, here is a brief collection of my tak
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In our last $PUMP update on July 24, Jason, Yan and I went on Unchained with Laura Shin where we discussed what it would take for Pump to turn things around. We outlined how the platform needed to take back crypto-native flow and market share before focusing on their grander visions. This would not only help support the bleeding $PUMP pri
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Lido has recently seen signs of outperformance compared to many other alts. This post will briefly go through the potential reasons behind the momentum and look into if this is just hype or something more.
Stabilizing Financials
Overall, Lido has made major strides in profitability and is projected to break even or be profitable in 2025.
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ETH is purely in DAT szn right now and the recent rally is unlike ones we’ve seen in the past. In 2020-21, ETH rallies were correlated with onchain activity. Whether DeFi summer or NFT szn, these were what drove prices. This time, not so much.
Gas prices aren’t moving. This is very strange to me because at a minimum you would expect a lot
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Remember when we worried about AI taking programming jobs? Turns out the bots went straight for the lucrative stuff first.
Researchers at the University of Sydney and University College London just dropped a paper on A1, an AI agent that hunts smart contract bugs and writes working exploits. Not vulnerability reports, but actual attack co
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