After being delayed in May, $BLAST officially launches tomorrow, June 26th 10:00 AM EST. While many people view Blast as a “ponzi” chain, the reality is that they have quickly become one of the top L2s. The total supply of $BLAST is 100B. 50% – Community: reserved for incentive campaigns. 25.5% R... Read more

Today Solana and Dialect released a new primitive on Solana called Blinks. Essentially, blinks are a way to turn any Solana on-chain action into a link on Twitter/X. This is comparable to Farcaster’s frames but on Twitter/X instead, and from no action on X’s end.   My reaction to this announcement, in or... Read more

TLX is a leveraged tokens protocol on Optimism that launched on 05/16/2024. Leverage tokens utilize reactive rebalancing, which means no liquidations or margin management. Let’s assume a BTC long is minted. As BTC declines in price, the leverage inherently increases in price. This is because the money b... Read more

The crypto faithful are an enthusiastic but impatient crowd. The last couple months of choppy price action has been frustrating for many – especially when other risk markets (i.e. equities) keep printing fresh highs week after week. Heading into 2024, we outlined a speculative timeline for how things co... Read more

Airdrop Update With the recent launch of $ZRO and $ZK, I wanted to highlight some major and niche tokenless protocols. This should not serve as an exhaustive list and just protocols I am looking at. Spot trading/Perps Hyperliquid – The hyperliquid point system is still ongoing. Season 2 was announced ... Read more

Alts are having a rough go, but for the majors (BTC & ETH) the month-to-date performance is remarkably in line with prior Junes. For BTC, the June 2024 performance is in line with both the mean and median datasets (2013-2023). While for ETH, the June 2024 performance is nearly exactly the same as the me... Read more

It’s Tuesday morning June 18th Singapore time, and I am sitting in front of my computer watching alts nuke. Again. BTC is sitting comfortably within ~10% off all-time highs. “This cycle is weird”. I have heard it said 10x already. Dispersion reigns supreme. This is a post to try and understand why. https:... Read more

Time is money A new SocialFI application launched tokenizing time built on Base. The app is very similar to FriendTech and is backed by Alliance DAO. Minutes are traded on a bonding curve. Minutes can be redeemed for 1:1 time with the creator (video meetings) on par with the minimum minute redemption and valu... Read more

Wayfinder is an infrastructure tool that allows AI agents to interact with the blockchain. The agents will be capable of interacting with applications and performing tasks such as transfers, trades, and even yield optimization. As the datasets that feed the AI continue to be improved, theoretically, the possi... Read more

FU studios just published a blog post with more details on their native token $FU and the planned integrations for OpenSeason. If you missed my initial post, check out the AF from last week to get the full scope on this Fortnite-style battle royale. ... Read more