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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...
There have been some recent announcements recently with projects signalling the intention to launch as a Solana L2. The first is Zeta, the perp DEX that currently resides on L1. We’ve spoken before about how perp DEX’s are suitable for appchains/app...
GuildFi just dropped its trailer for Zentry today, which is going to be its rebranded ecosystem. This probably signifies the start of its rebrand and marketing efforts, and I expect more news to be coming out in the next few weeks. Since my previous...

12th March 2024

Ethereum Based Sequencing & Preconfirmations Call #3 - Notes

Notes from the last preconfirmation & sequencing call, it was pretty interesting so here’s a quick summary – link to call Based sequencing ecosystem is growing: 1. Besides Taiko, we now have a new based rollup in town: RISE, all we know so far is...

A Spike in Outsized Volume

A scan across several technical indicators detected a spike in outsized volume yesterday (March 11, 2024) across a relatively large proportion of the top crypto assets. We define the threshold for this metric as exceeding a Z-score of 2 on the rolli...
MetaDAO has officially enabled proposal 10, a Dutch auction that attempts to raise funds for the DAO. The first auction price is set 50% above the spot price and adjusted down 5% every 24 hours. As a first price, 100 META from the DAO was listed at a...

11th March 2024

The more we hear from the ETF experts, the more it seems like an ETH ETF in May is far from a lock, and actually less than 50/50. Of course, 35% is still a 1/3 chance, but it doesn’t seem like the sure lock the BTC ETF was given where the conversatio...
There’s a lot of chatter on CT right now about where we are at in the cycle. Within crypto circles, there is a state of exuberance with BTC finally breaching $70K and few potential headwinds in sight. While normies appear to be slowly trickling in, m...

MetaLeX Whitepaper Dropped

Signifying a movement beyond (μετα-) law (-lex), MetaLeX is devoted to cybernetic law solutions co-developed by devs and lawyers to fuse autonomous software with legal structures. Our first mission is to bring cybernetic orgs (BORGs) to every DAO, w...

8th March 2024

What Lies Beyond All-Time Highs?

Building off Jason’s earlier post, BTC has officially broken to a new intraday all-time high. So far, history has been a reliable guide throughout this current cycle, so it’s interesting to note what happened last time around after BTC broke to fres...