I whipped up an old file I made in 2020-2021 which broke down returns by different sectors. Obviously a lot has changed, but I thought it would be interesting to do this again. I split these between 7 sectors:

1. Layer 1’s
2. Modular: Modular specific L1s like TIA/DYM and L2 tokens
3. Memecoins
4. Ethereum DeFi
5. Solana DeFi
6. Cosmos/Misc DeFi
7. AI & D

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Last week, Espresso announced a partnership with Polygon’s agglayer. Espresso is building a shared sequencing marketplace for rollups to sell their blockspace. ICYMI, we covered Based Espresso in the Based rollups report, and the AggLayer in the Prover Marketplace report.

AggLayer 🤝🏽 Espresso, revolutionizing rollup interoperability@Espr

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World PvP just launched on Base and it looks pretty cool. It’s the first crypto game I’m actually excited to play. I think it’s simple enough and leans into CT’s core interests / vices that it might just work. Anyways, I’m posting this before even t... Read more

I sometimes like to venture into non-crypto analysis, as we can get stuck in a little echo chamber and be surprised when events hit us. This week, I was catching up on what Peter Zeihan has been saying in the last few weeks, and his recent prediction about rate increases caught my eye. As a disclaimer, Zeihan is notoriously skeptical of c

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SchizoPosters are a collection from the Radbro Webring, a brother community of Remilia Corp. Radbro, Radcat, Radbro SV, SchizoPosters fall under the Radbro umbrella, while Milady, Remilio, Bonkler fall under the Remilia umbrella.

SP#5555 (Tulpa)

SchizoPosters are detailed images of Radbro and Milady faces, often disguised by or sculpte

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Fantasy-top is a Social-Fi trading-card game built on Blast. 

The game is simple: put trading cards in your ‘deck’, submit your decks to different tournaments, and get rewarded with ETH, Blast Gold, Fan Points, Stars, and Packs.

Each trading card is a different Twitter crypto influencer. The more engagement their posts get, the higher

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My AF post about being bearish on Bitcoin mining stocks was correct. With one notable exception, miners have drastically underperformed Bitcoin YTD. However, CleanSpark has managed to buck the broader trend and has performed almost as well as Bitcoin. CleanSpark’s performance begs the question, what is their secret? What are they doing di

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Actively Validated Services built on top of Eigenlayer launched alongside Eigenlayer mainnet on April 9th, 2024. 

Before Eigenlayer launched, AVSs were applications that utilized decentralized, independent consensus mechanisms to validate transactions. Eigenlayer changed this by allowing AVSs to tap into Ethereum’s validator pool instea

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I can’t help but consider we have entered into one of those classic Soros-inspired, ultimately unsustainable, self-reinforcing cycles where larger U.S. deficits actually drive the dollar higher.

At a high level:

Larger deficits -> above trend growth -> sticky inflation -> rates remain elevated -> dollar inflows -> less competitive exp

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