Last week was a brutal week for crypto-related exploits and hacks. Here are the ones you should be aware of to prepare yourself and put some guard rails in place. Atomic Wallet: Users signed into their Atomic Wallets over the weekend to find all the... Read more

OpenSea Pro has surpassed Blur in terms of daily unique users since its launch. More NFT traders are trying out products on OpenSea Pro than on Blur, even though both platforms offer 0% fees and similar trading features. One possible reason for this... Read more

Vertex Protocol is a hybrid orderbook/AMM DEX that launched on Arbitrum in April. It’s key differentiators are its low fees (0/3 bps) and unified cross-margin. The race for cross-margin is an emerging narrative in DeFi and could be the next big domi... Read more

As someone who loves Bitcoin and thinks fiat is always doomed to fail, I find myself in the odd position of defending the dollar – at least in the short term. As mentioned a few times in these feed posts, I think the ‘Death of the Dollar’ narrative i... Read more

The halving is upon us. In approximately 320 days, Bitcoin’s block rewards will be halved from 6.25 BTC per block to 3.125. The halving reduces the new supply of Bitcoin entering the market and is often viewed as a market-wide bullish catalyst. It is... Read more

LSDfi, has experienced significant growth since the beginning of the year, with various protocols drawing in $400M worth of Liquid Staked Derivatives (LSDs) for use within DeFi. Leading the pack is Lybra Finance, which has attracted $191M worth of L... Read more

Recent Research 📊 Solana the Monolith – 5/31 This report focuses on the new and upcoming optimizations for Solana, including isolated fee markets, Firedancer, MEV, state compression, DePIN, DeFi, and SVM rollups. It will also cover Solana’s valid... Read more

As many know, when analyzing market movements I always harp on about not using any single metric in isolation. Rather it is important to keep metrics in context with one another, as well as with general price movements. Think about it like a puzzle;... Read more

The US ISM is one of the best indicators for forecasting trends in asset prices. Today’s ISM print came in just below expectations (46.9), which continues to point to a weakening economic outlook. But barring a serious recession, history tells us th... Read more

Circle announced the launch of native USDC on Arbitrum today. Moving forward, users on Arbitrum will be able to mint, redeem, and bridge USDC through Circle’s CCTP network. The USDC that has been bridged through the Ethereum L1 will be renamed to USD... Read more