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

As always, here are some of the most recent forum threads I recommend readers follow: The 1Inch Hardware Wallet? First, I want to highlight a thread from 1Inch that updates the community on the status of their hardware wallet. I, for one, was surpr... Read more

Last month, we recorded the Bull vs. Bear episode, “Sell In May and Go Away?” In this episode, we discussed the seasonality of crypto markets, as well as traditional markets, specifically as it pertains to the classic finance cliché. This episode was... Read more

Within the NFT aggregator realm, Blur still reigns supreme, capturing an average overall aggregator volume of 64% in May, compared to 53% in April. This marks a notable 9% increase compared to the previous month. In contrast, OpenSea Pro experienced... Read more

At the point of this writing, the Bitcoin network has successfully surpassed 10M Ordinal inscriptions, more than tripling since the start of the month. The adoption of Ordinals is showing no signs of a slowdown, largely driven by BRC-20 tokens and t... Read more

Here are some crypto-security-related incidents and events that occurred last week that I recommend you be aware of. Android emerges with yet another vulnerability, this time with its fingerprint scanners. Tencent and Zhejiang University presented a... Read more

Here is why I’m keeping an eye on Namada; a new privacy app chain to launch soon. Namada is a new Cosmos Zone with a unique “multi-asset shielded pool” (MASP). You can think of MASP as the next version of ZCash; instead of shielded transfers being o... Read more