1inch’s team just sold approx. 11K ETH (or $20.9M as of now) worth of 1INCH tokens about an hour ago. Any time a team or foundation has tokens, you should conservatively consider that imminent sell pressure. When and how is a larger question that no... Read more

Every month, I plan to aggregate my favorite Alpha Feed posts of the month. Here’s a highlight some of the best insights I think our team put out in June. OI = Effort by Jason In this post, Jason outlines how people often misinterpret market struct... Read more

Executing a swap on Ethereum can pose a significant concern for traders due to the expensive gas expenses. Fortunately, this issue is mitigated to a certain extent by DEX aggregators that optimally determine the most profitable route, taking into acc... Read more

Blockchain game funding metrics have fallen, on average, by 30% QoQ since Q4 2022. The number of deals funded has “only” dropped by 16% from Q4, and 21% from Q1. When we zoom in on Q2, we did see a slight increase in the total funds raised by 59% (... Read more

Leverage is a double-edged sword. Many NFT folks don’t come from a finance background and their first introduction to crypto is through NFTs. And there was hardly any leverage in the previous NFT bull run. So they are just beginning to understand th... Read more

MakerDAO is home to DeFi’s largest native stablecoin. And while the MKR token has been the subject of many jokes on crypto Twitter, a recent governance proposal promises to bring a flavor of value accrual that MKR holders are used to. Ten days ago,... Read more

NFTs had their worst weekend in a long while. Bored Apes, Mutant Apes, Azukis, Memeland Captainz, and many other “blue-chip” PFP collections fell 30 – 60% over the week. Selling accelerated over the weekend. What’s going on here? I think: The trigg... Read more

Anecdotally speaking, back in 2021, Charm Finance seemed to have the most momentum out of the otherwise underwhelming Uniswap v3 active management sector. Charm featured an ambitious portfolio of products that were always filled to their deposit cap... Read more

It is no secret that I have been focusing much of my analysis on Bitcoin lately. With the creation of Ordinals, BRC-20s, Bitmaps, Recursive Inscriptions, and the growing ecosystem of platforms and products to support them, focusing on Bitcoin has nev... Read more

With all the events that have transpired so far in 2023, it might come as a surprise to read that the last 6 months has actually been one of the lower volatility regimes we’ve experienced in crypto in recent years. This can be visualized in the below... Read more