Since the last, “Fundamentals Outcompete Price On THORChain” Alpha Feed post, $RUNE appreciated more than 3x, outcompeting the rest of the market. In the chart below, I take a look at how Rune price fairs against Non-Rune TVL. I define Speculative M... Read more

For a primer into what Prisma Finance is, do read my previous Alpha Feed post. As Prisma gears up for its token launch, we look into its token, PRISMA. PRISMA will serve as an emission token to foster liquidity and a cornerstone for governance. Let’... Read more

Last year, Breakpoint ran from November 4-7. Four days later, FTX declared bankruptcy. Today marks the (almost) one-year anniversary of FTX’s collapse. At the risk of stating the obvious, FTX blowing up in the way it did was a massive deal, especiall... Read more

Breakpoint is on day 2 but really the 3rd if you include MEV day on Sunday. MEV day was hosted by Jito (the MEV & liquid staking network) and included talks mostly from DeFi teams like MarginFi, Jito, Ellipsis, Mango and more. The most interesting ta... Read more

Elon Musk made a recent appearance on Joe Rogan. What followed was the usual winding conversation, which led to Joe shooting a Tesla truck with a compound bow, wearing a blonde wig, and, naturally, transitioning to the subject of NFTs. Elon Musk, cer... Read more

Celestia’s launch is scheduled to be at 2pm UTC tomorrow, at which point all Genesis holders should be able to see their TIA token in their wallet. If you have claimed your airdrop, TIA will be sent to your address; you don’t need to do anything furt... Read more

Being niche is cool. But is it scalable to sink billions of dollar in capital investment into an industry and expect mediocre outcomes? There are scores of companies that have raised far lesser than a lot of crypto-focused companies but enjoy an orde... Read more

Back in August, I authored a brief post on VC spending. I was curious to see how and where VCs spent their money. As VC firms get the first look at new projects, keeping tabs on where VCs are putting money can tell us what the future of the crypto m... Read more

In my pursuit of innovative yield strategies, I’ve come across a delta-neutral strategy utilizing Synthetix perps. For clarity, let’s briefly delve into the mechanics of Synthetix perps: Synthetix perps operate on a stablecoin margin framework, enab... Read more

Throwing a dart at anything and making money is perhaps the best way to describe how the market has been these past few days. But when the market is characterized as such, the bear PTSD prevents the majority of the people from taking advantage of the... Read more