The long awaited EIP-4844 is slated to go live in mid-March. As a refresher, this is the introduction of a new “blob” fee market for rollups to utilize. For the full explanation see the Infra Yeah Ahead Report from back in December. This is importan... Read more

Inside February, there are two wolves. GPT-4 The first half of Feb is historically bullish for risk assets like stonks. While the second half is actually the worst 2-week stretch of the year for the SPX. Crypto exhibits similar behavior in Februar... Read more

A new token standard emerged in crypto four days ago. The new standard, ERC404, has since garnered outsized attention and could begin a new narrative trade. This new token standard marries the ERC20 and ERC721 standards to bake fractionalization dire... Read more

Gnosis Pay cards are now being mailed out to European users who have signed up. We’ve covered Gnosis Pay in Reflecting on ETHCC and The Looming Opportunity with Decentralized Stablecoins. Gnosis Pay is primed to be the first crypto debit card that is... Read more

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