I posted some initial thoughts on friend.tech in the comments of Teng’s earlier Alpha Feed post, but resharing here for visibility with some expanded thoughts. It’s a bit of a ramble but I’m more curious to hear others’ takes on this as it continues... Read more

To tease one of the key genres I highlight in the upcoming gaming report on Web3 mobile, here is a breakdown of the sleeping giant that is social simulation games. First, WTF is a social sim? If anyone’s played Club Penguin or Habo Hotel, then you a... Read more

Base has emerged as a resilient contender, swiftly rebounding from its previous challenges marked by the BALD episode and now riding the momentum created by friend.tech. Notably, the daily transactions on Base now outpace Layer 2 giants like Arbitru... Read more

Blur’s bidding pool currently has a total value locked (TVL) of $68M as of August 21st, as the pool continues to decline alongside BLUR’s token price. The total ETH deposited into Blur had plateaued since mid-April before nosediving in August as BLU... Read more

Last week, I teased some of the indicators we’ve been tracking that support our base case we’re in the early stages of a new cycle. But I also warned that now was right around the time when we should expect to see some more volatility, with the pote... Read more

Friend.tech (FT) has been gaining traction, hitting an inflection point of interest this weekend. If you’ve not been initiated yet, this is the new Web3 social app that allows you to buy and sell shares of Twitter accounts. TVL — Doubled again in th... Read more

Cosmos Hub releases its v12 upgrade: https://github.com/cosmos/gaia/releases/tag/v12.0.0-rc0 This is a notable one because it includes the Liquid Staking Module. In short, the LSM will allow staked ATOM to be liquid staked instantly instead of having... Read more

If you follow Bitcoin/Goldbug Twitter, you probably experience a good level of DXY hatred. And rightly so, fiat is prone to devaluation, manipulation, and control. However, sometimes, when we view markets, we see what we want as opposed to what is. A... Read more

Recent Research 📊 The Looming Opportunity With Decentralized Stablecoins – 8/17 Despite the increasing adoption of DeFi, the majority of the stablecoin market is held by centralized stablecoins such as USDT and USDC. As a comparison, the top 5 ce... Read more

Two days ago on August 15, I wrote a short activity feed post cautioning readers in the short to medium term due to what I was referring to as Crypto Price Action Apathy. The goal of this post was to outline a framework for which we can use to gauge... Read more