In case it wasn’t abundantly clear, there’s a new whale on the loose: Larry Fink. Following the approval of the Bitcoin ETFs, Mr. Fink and his TradFi brethren have been slurping up BTC faster than miners can mint it. These passive and (so far) stea... Read more

Over the last few weeks, I’ve seen the timeline littered with various people sounding the alarm on ‘top signals’ and signs of ‘market froth’. And truthfully, there may be some validity to these claims. Many of the things we are seeing today have inde... Read more

There have been some recent announcements recently with projects signalling the intention to launch as a Solana L2. The first is Zeta, the perp DEX that currently resides on L1. We’ve spoken before about how perp DEX’s are suitable for appchains/app... Read more

GuildFi just dropped its trailer for Zentry today, which is going to be its rebranded ecosystem. This probably signifies the start of its rebrand and marketing efforts, and I expect more news to be coming out in the next few weeks. Since my previous... Read more

Notes from the last preconfirmation & sequencing call, it was pretty interesting so here’s a quick summary – link to call Based sequencing ecosystem is growing: 1. Besides Taiko, we now have a new based rollup in town: RISE, all we know so far is... Read more

A scan across several technical indicators detected a spike in outsized volume yesterday (March 11, 2024) across a relatively large proportion of the top crypto assets. We define the threshold for this metric as exceeding a Z-score of 2 on the rolli... Read more

MetaDAO has officially enabled proposal 10, a Dutch auction that attempts to raise funds for the DAO. The first auction price is set 50% above the spot price and adjusted down 5% every 24 hours. As a first price, 100 META from the DAO was listed at a... Read more

The more we hear from the ETF experts, the more it seems like an ETH ETF in May is far from a lock, and actually less than 50/50. Of course, 35% is still a 1/3 chance, but it doesn’t seem like the sure lock the BTC ETF was given where the conversatio... Read more

There’s a lot of chatter on CT right now about where we are at in the cycle. Within crypto circles, there is a state of exuberance with BTC finally breaching $70K and few potential headwinds in sight. While normies appear to be slowly trickling in, m... Read more

Signifying a movement beyond (μετα-) law (-lex), MetaLeX is devoted to cybernetic law solutions co-developed by devs and lawyers to fuse autonomous software with legal structures. Our first mission is to bring cybernetic orgs (BORGs) to every DAO, w... Read more