Liquidity conditions for NFTs today are highly exceptional. I don’t expect this to last forever — real interest in NFTs is still limited today. The massive liquidity on Blur likely starts to taper off from here. What are the implications? There is... Read more

yes! RLN (Rate Limit Nullifier) is is not an application but a novel building block for anonymous, permissionless environments. As it’s name suggest, RLN has the ability to rate limit anonymous activity per user w/o necessarily requiring an economic... Read more

In one of my prior posts, I mentioned how users complain that Urbit needs more apps. The complaints are most likely an issue with app discovery, as the Urbit ecosystem is growing in leaps and bounds. So in this post, I briefly highlight one such upco... Read more

A brief discussion on 0N1 Force As one of the earliest anime themed side-profile collection, 0N1 Force took the NFT market by storm when it officially launched in Aug 2021. The project sold out within minutes and the team became nearly $2M richer ri... Read more

As the fight over user dominance continues in the L2 realm, let’s take a look at monthly active users and more importantly, user retention. In the first image below, we can see that it’s been a great year for Arbitrum, as even without the numerous pr... Read more

I thought this was a good take on Camelot’s business model. First off, launchpads are an obvious cash cow. The platform takes a piece of funds raised from the protocol and drives attention to its product/token by offering market participants the shi... Read more

A quick recap on how BLUR conducted their airdrop, in short it was rolled out (strategically) in 3 phases: Aidrop 1: Users that traded NFTs over the past 6 months from Blur’s launch in October 2022 Airdrop 2: Airdropped to users who actively listed... Read more

Since Feb. 2021, we’ve seen capital flows into DeFi tokens virtually grind to a halt. The actual products still had users and usage, but there were no marginal buyers left for the vast majority of these tokens. Most of that boiled down to the absurd,... Read more

Last Friday marked one year since Russia’s full-scale invasion of its neighbor, Ukraine. In short, the war has unleashed devastation across Ukraine, displaced millions, contributed to global inflation, and cast a shadow on financial markets. The con... Read more