At long last, after all these years, the day is here. Cosmos has USDC. Noble started minting USDC today and so the Cosmos eco no longer needs to rely on bridged USDC from Ethereum. Osmosis has already put through a proposal to make Noble USDC the ca... Read more

I recently visited Seoul for Korea Blockchain Week & wanted to briefly share some high-level thoughts on why this will be such an important market for blockchain gaming. First of all, gaming was the clear focus of this year’s event. The buzz around... Read more

A short analysis on the state of Friend Tech now that we’ve seen a second weekend of big USD inflows Friend tech’s TVL surged over the past weekend. Currently sitting at $21M. USD inflows over the weekend peaked at $6.5m on Saturday. Subsequently in... Read more

I’ve been diving into Friend Tech quite deeply over the past 2 weeks, collating some resources I often use that can help me find great Keys to pick up that are likely to be “undervalued.” They are: FriendMEX (Free Portfolio/Analytics): https://fri... Read more

In last month’s markets report, Ghosts of Cycles Past, we postulated that we are at the very early innings of a new market cycle. We put forward the bull case for why this might be occurring, and a few ideas of where readers can look to capitalize o... Read more

I haven’t been as active on Twitter lately, cos I’ve been diving down Friend Tech (FT) instead. I sat down to think about a strategy for FT if I were joining today, based on what I’ve seen so far. Two caveats: None of this is financial advice, jus... Read more

Back in March, we released a report exploring the potential of Infinity Pools, one of the most hyped DeFi projects in recent memory. Infinity Pools is a standalone concentrated liquidity AMM that facilitates the lending and borrowing of LP positions... Read more

In my recent report on the Opportunities in web3 mobile gaming, I highlighted how surprisingly few blockchain games are currently taking a mobile-only approach. I wanted to quickly double-click on this topic and highlight some of the benefits of mobi... Read more

Crypto networks, particularly Bitcoin, have overcome many challenges in their short life. However, global conflict is one challenge these networks have not faced. First, let me start by saying this is not a doomer post. Instead, I am writing this to... Read more