WE HAVE A DATE. After months of anticipation, Blur tweeted out “Blur Season 2. November 20”. While not stated explicitly, the expectations are that on November 20 Blur will announce an end to Season 2 and distribute the 300M in BLUR token incentiv... Read more

With all the coverage of Ordinals, Ethereum, Solana, NFTs, Gaming, Friend.tech, and every other narrative, it can be easy to overlook that Bitcoin is still the king of this market. Behavior in the big coin can signal broader behavior in the market –... Read more

In the past, I’ve stayed out of Cosmos politics. But, given where I perceive the ecosystem to be and some of the stuff I found out at Cosmoverse, I feel it’s important to share some thoughts and spur some discussion amongst the community. At Cosmove... Read more

We want to hear from you. What topics or trends are you most excited about heading into next year? We’re getting closer to that wonderful time of year when everyone’s inbox suddenly gets bombarded by year-end recaps, 2024 predictions, and tax-loss h... Read more

Lido’s Golden Goose As readers know, Lido is the most popular liquid staking protocol in the crypto market. However, due to its popularity, some have voiced concerns about Lido acting as a centralizing force for Ethereum. The concerns center around... Read more

Yesterday a Stride contributor proposed a merger with the Cosmos Hub. Under this proposal, STRD tokens would be bought out by the hub with ATOM and Stride would cease to have their own token. The forum post in full detail is here: https://forum.cosmo... Read more

The trade hypothesis laid out in the attached tweet has been playing out as expected. But, there is another opportunity that most of the market seems unaware of. It is a well-known fact that $1 of buying leads to >$1 increase in market cap. Imagine... Read more

Seasonally, October is a positive month for BTC. Since 2013, only two out of the last ten Octobers saw BTC end the month lower than where it started: 2014 & 2018. On average, BTC’s October performance is +22%. The median return is higher, at +23.5%.... Read more

To build on Ashwath’s excellent post around countercyclicality investing, where he details how investors have been throwing money at infra projects for the last two years, I wanted to explain why I think infra and L1s are over-emphasized as a play an... Read more

It’s easy to buy an asset after it goes up 200%. You may not make any money. You may, in fact, lose 80% of your principal. But pulling the trigger and deploying capital amidst a barrage of exponentially larger green candles is easy. It’s just how hum... Read more