Solana had a liveness failure today. Cause unknown but rumor is that it was a client bug. You can track progress in the link in the tweet (https://stakewiz.com/restart). I’ll update this post later when more details are out. So far market impact is... Read more

With January in the books, let’s look at how BTC and ETH performed to start off the new year. Both had notable early to mid-month gains, but we closed out the month at modest levels. The seasonal return for BTC in January is slightly above its mean... Read more

Jupiter launched their token JUP ~3.5 hours ago now, how did Solana perform? I’ve curated some high signal tweets to give a better picture. First, the one above from Solana Compass. Real/non-vote TPS was hitting 600-800 over the hour post airdrop.... Read more

Understanding tokenomics is crucial for assessing the supply side of an asset, while the design of the underlying protocol or token influences the demand side. The interplay between these two facets determines the asset’s price movements. In my Dece... Read more

H/t to ChatGPT for creating the prompt I used in Midjourney to create this AI Image. Prompt: Craft an imaginative and compelling artwork that explores the intertwined relationship between Artificial General Intelligence (AGI) and the world of Cryp... Read more

Aevo (the perp L2) announced their migration to Celestia for DA. This is another in a fast growing list of rollups switching their DA from Ethereum to Celestia to take advantage of the cost savings. Another recent one is Lyra finance, who pivoted to... Read more

In search of some more high-conviction gaming token bets for this cycle, I heard some chatter about Gas Hero, a game developed by creators of the infamous move-to-earn app STEPN, Find Satoshi Labs (FSL). I’ve spent the past week playing and looking a... Read more

This week, Magic Eden announced that it will be contributing its IP to Non-fungible DAO, a community-owned decentralized organization to drive the adoption of NFTs. It will be powered by a governance token, NFT. Most of the token supply will be alloc... Read more

I’ve been tracking Blur since October 2022. During this time, my thoughts have evolved many times. Today, my BLUR thesis is simple. If you believe that: 1. Market cap for NFTs will expand hugely in the future 2. There’ll be another speculative... Read more

With web3 gaming positioned to be a strong narrative this cycle (again) I’ve been surprised to find out how many people in my conversations aren’t actually familiar with the tokenomics of games that did well last cycle and continue to do so. So I’m... Read more