dYdX V4 Proposal Wintermute has proposed to dYdX what amounts to the launch of dYdX v4. The proposal includes: The adoption of the dYdX Chain. Adopting the DYDX token as the L1 token for the new chain. The adoption of their autonomous bridge cont... Read more

We know crypto is a retail-centric market. It’s been painfully clear that retail is the dominating market force. Institutional adoption — or rather institutional funding — has been a core narrative in crypto. These players tend to make their entry wh... Read more

Jito — the liquid staking provider on Solana — just launched referrals. Wut are referrals? Good question, no one knows! Time for some sleuthing… The Jito team hasn’t released any info on its referrals program other than saying: “We aren’t ready to s... Read more

In the above tweet from yesterday, August 21st, I posted a chart that highlights similar liquidation cascades over the last 2 years. I wanted to specifically focus on liquidation events leaving behind very large wicks (30%+ of total candle size) to s... Read more

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