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

In Nov. 2023, I published an AF post titled, “Resuscitating Ethereum.” This was right after the ETH spot ETF filing by BlackRock and the resulting PA. This was the chart I used in the Nov. AF post. Following BTC’s spot ETF approval, we saw ETH taki... Read more

1/ The aptly named “Bearslayer Season” has kicked off over at Blocklords, and it couldn’t be better timed to coincide with the moving markets and excitement we see flowing back into web3 & gaming. In this thread we’ll explore all things Blocklords... Read more

As someone who first discovered crypto in 2017 and started taking the space seriously in 2019, I often have repressed thoughts about where I envisioned crypto going versus where it actually is. It makes me think about how my mother wanted me to be a... Read more

Yesterday, I posted a few charts and trends I was watching now that the spot ETF approvals are finally in the rearview. Earlier today, the initial excitement after the market open sparked a pretty nice rally in BTC, and even bigger gains across a bu... Read more

After years of anticipation, the moment for spot BTC ETFs has finally arrived. As everyone gears up to celebrate their long-awaited approval, what’s far less certain is what impact this will have on BTC’s price in the near term. Some believe it’ll b... Read more