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22nd March 2024

Near field communication (NFC) is a wireless technology that allows NFC-enabled devices to securely transmit small amounts of data over short distances of 4cm or less. NFC is essentially a more secure, shorter-range version of Bluetooth. It is growin...

21st March 2024

Pandora Perspective

Disclosure: I hold $PANDORA. My Pandora Thesis Many people look at the $PANDORA chart and think the 404 narrative is played out and that $PANDORA is dead. I think they are wrong. $PANDORA and 404s are probably the most exciting things to happen in...

Bald Man Goes Global

Perpetual futures — aka perps — are the most popular instrument in crypto. On any given day, perps trade ~7x more size than spot. Unfortunately, perps are still illegal in the techno-regressive United States. This forces American exchanges that want...

19th March 2024

A few days post EIP-4844 we’ve seen Base pick up activity vs the other L2s at an increasing pace. In my opinion, having a bunch of general purpose EVM chains is not the optimal scaling strategy from a social/liquidity fragmentation standpoint and one...

Market Pullbacks Provide Clarity

GM – hopefully this post finds everyone safe in the aftermath of this most recent market pullback. While these moves may feel painful in the moment, they are very natural and healthy parts of a longer term bull cycle. They can even provide clues and...

16th March 2024

Thesis 404

With market attention now primarily on Solana, memes, and BTC flows, I felt it was an excellent time to refine my thesis on the opportunity around 404s. 404s are a catch-all term I am using for semi-fungible proto-token standards that combine tokens...

15th March 2024

As more L2s start to adopt blobs we are seeing more real data come in. The dashboard from my tweet is by far the best one I have seen so far and gives a good picture on cost reductions for users & L2s. Overall, rollups are seeing a 50 to 95% decreas...

14th March 2024

Solana TVL Passes Arbitrum While Volume Dominates

Solana TVL has officially passed Arbitrum for the first time in the post-FTX era. This is impressive not just because of the comeback, but because Solana utilizes their TVL much more efficiently than other chains as well. With <$1B DEX TVL, Solana h...

Fink Around and Find Out

In case it wasn’t abundantly clear, there’s a new whale on the loose: Larry Fink. Following the approval of the Bitcoin ETFs, Mr. Fink and his TradFi brethren have been slurping up BTC faster than miners can mint it. These passive and (so far) stea...

13th March 2024

Over the last few weeks, I’ve seen the timeline littered with various people sounding the alarm on ‘top signals’ and signs of ‘market froth’. And truthfully, there may be some validity to these claims. Many of the things we are seeing today have inde...