Here are the critical events in crypto governance for October 18, 2023. Important Votes Osmosis is voting on a proposal to upgrade to V20.0.0. The upgrade adds volume-splitting incentives, concentrated liquidity, and the ability to set validator se... Read more

A big part of crypto advocacy these days is digesting and responding to 100s of pages of dense proposed regulations before responding to them in comment periods, which give stakeholders an opportunity to have their views taken into consideration befo... Read more

Last week, I put up an Alpha Feed post that went over some nuanced ways to approach the understanding of crypto liquidity. But like I said, there are more factors to consider. Adding pieces to our liquidity puzzle, one key piece of the puzzle is tha... Read more

So you’ve probably heard of the new Uniswap Labs fee by now. And if you haven’t, the TL;DR is that the Uniswap front-end will have a 0.15% fee that goes to the Uniswap Labs team. Reactions to this have varied from “you’re killing crypto” to “ok…and?”... Read more

The hottest debate in DeFi is orderbooks vs AMMs. I recently listened to a fantastic episode of the Bell Curve podcast that went into further depth on this debate. In my opinion, prevailing consensus stands around here: Professional market makers wi... Read more

Longer duration US Treasuries are now expected to be more volatile than the SPX in the coming months. The spread between the three-month implied volatility on the TLT relative to the SPY is now at its highest level since at least 2005. The sizable r... Read more

Love them or hate them, inscriptions have become an important part of Bitcoin’s transactional landscape. BRC-20s and Ordinals have accounted for much of Bitcoin’s recent mempool fees. However, some events have transpired which put the future of the B... Read more

FRAX v3 represents the latest iteration of its dollar-pegged stablecoin, aiming for it to be fully collateralized by exogenous collateralization. At its core, it relies on AMO smart contracts and a mix of permissionless, non-custodial subprotocols t... Read more

Liquidity this liquidity that, but what exactly is liquidity? Specifically, what is liquidity in crypto? The question becomes more pressing when we consider major MMs withdrawing from the market coupled with a constant MoM decline in stablecoin MC.... Read more