If you’ve been following our research, you know that I’m a huge fan of consumer use cases for NFTs. It’s crystal clear to me that NFTs are going to be what truly brings in mainstream adoption into the space. In my opinion, Reddit’s NFT initiative ca... Read more

When an ancient Roman General accomplished great deeds or bested a challenging enemy, the Roman Senate would award them a city-wide procession and festival called a Triumph. During the Triumph, the general would ride through the city in a chariot –... Read more

Recent Research 📊 Battle for Supremacy: Blur vs. OpenSea Pro – 6/14 OpenSea aims to cater to a broad user base, while Blur strategically targeted professional whale traders as the key to challenging OpenSea’s dominance. OpenSea responded to Blur’... Read more

EigenLayer launched their protocol on Ethereum mainnet today. Deposits are capped at 32 ETH/user and 3,200 ETH per the three whitelisted assets rETH, stETH and cbETH. For this first stage, users are not re-staking to any specific protocol, it is more... Read more

The market expects the Federal Reserve to pause its rate hikes at today’s meeting after ripping off 10 consecutive hikes. Note: the big drop circa March 9 was due to the collapse of Silicon Valley Bank This would mark the first pause since the Fed... Read more

By delving deeper into the trading patterns of Blur and OpenSea Pro users, we can discern notable distinctions in their user bases. It is evident that Blur’s user base tends to engage in larger-sized trades, likely attributed to the attractive BLUR... Read more

When researching Jito for the Solana report we noticed a recent uptick in MEV, and what looked like an outlier epoch with 142 SOL in MEV rewards paid. Since then, that epoch looks like anything but an outlier, but rather the start of a new trend. C... Read more

We’ve had like 12 hours to sit on the Uniswap v4 core whitepaper and what it entails. Jordan gave us a fantastic overview of the high-level functionality v4 brings to the table. From Twitter, it seems like some people found v4 underwhelming, others... Read more

Lending and borrowing on an vanilla DeFi money markets has a PvP element to it. Borrowers and lenders both want to extract as much returns as they can. Sometimes, it can take a turn into an outright PvP situation. We’re currently seeing that play out... Read more

This month’s musing will be devoted to analyzing vibes. You might think, what’s the point of wasting time on, uh, “vibes?” Shouldn’t we focus on more important stuff like numbers, charts, and math? Well, no. Until GPT-5 takes all of our jobs, and we... Read more