In the Anoma report we touched on Narwhal a bit because we needed to understand Narwhal to understand Anoma’s Heterogeneous Narwhal. We did not give a full explainer on Narwhal, however, as it was not created by Anoma and somewhat out of scope for th... Read more

As Polkadot’s initial parachain crowd loan matures, the DOT tokens pledged will begin to unlock. Given that recent parachain auctions have seen merely $1-$2M in DOT commitments, this unlocking will substantially surge the circulating supply of DOT.... Read more

Yuga Labs has completed a recent restructuring with a renewed focus on three core priorities: Support Existing Communities Focusing on Otherside execution Leveraging partnerships CEO Daniel Alegre also acknowledges the intricate technical and cre... Read more

Blokchain gaming tokens have been getting a lot of attention in recent weeks due to the outsized returns compared to other asset classes during this bear market. We started off with the sci-fi TCG Parallel and the launch of its ecosystem token, PRIM... Read more

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