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2nd November 2023

Gearbox v3 and What It Brings to the Table

The team at Gearbox published a blog post introducing the third iteration of the protocol. v1 was an MVP and v2 was meant to test the boundaries of on-chain credit. With the third version, Gearbox is finally aiming for product-market fit with some re...
Yun Heng Lin
Yun Heng Lin

Symbiogenesis by Square Enix First Major Mint Soon

Symbiogenesis is an upcoming game featuring a new type of NFT-based entertainment, merging collectible digital artwork with actual gameplay benefits, all within a realm known as The Floating Continent. Square Enix, the renowned publisher of blockbust...

1st November 2023

Aaron D.
Aaron D.

The Week in Governance (Nov 1, 2023)

Noteworthy Votes Aave has proposed funding their service providers for the next six months. There are two interesting aspects to this proposal. First, Aave is transitioning to paying its service providers $GHO instead of $AAVE, which could help redu...
Can Gurel
Can Gurel

$RUNE Rally Is Based On Fundamentals

Since the last, “Fundamentals Outcompete Price On THORChain” Alpha Feed post, $RUNE appreciated more than 3x, outcompeting the rest of the market. In the chart below, I take a look at how Rune price fairs against Non-Rune TVL. I define Speculative M...
Joo Kian
Joo Kian
For a primer into what Prisma Finance is, do read my previous Alpha Feed post. As Prisma gears up for its token launch, we look into its token, PRISMA. PRISMA will serve as an emission token to foster liquidity and a cornerstone for governance. Let’...
Michael Rinko
Michael Rinko

Breakpoint: Back From The Dead

Last year, Breakpoint ran from November 4-7. Four days later, FTX declared bankruptcy. Today marks the (almost) one-year anniversary of FTX’s collapse. At the risk of stating the obvious, FTX blowing up in the way it did was a massive deal, especiall...
Ceteris
Ceteris

Breakpoint Vibes - Day 1

Breakpoint is on day 2 but really the 3rd if you include MEV day on Sunday. MEV day was hosted by Jito (the MEV & liquid staking network) and included talks mostly from DeFi teams like MarginFi, Jito, Ellipsis, Mango and more. The most interesting ta...
Aaron D.
Aaron D.
Elon Musk made a recent appearance on Joe Rogan. What followed was the usual winding conversation, which led to Joe shooting a Tesla truck with a compound bow, wearing a blonde wig, and, naturally, transitioning to the subject of NFTs. Elon Musk, cer...

30th October 2023

Can Gurel
Can Gurel

Celestia ($TIA) Launch Is Tomorrow

Celestia’s launch is scheduled to be at 2pm UTC tomorrow, at which point all Genesis holders should be able to see their TIA token in their wallet. If you have claimed your airdrop, TIA will be sent to your address; you don’t need to do anything furt...

Crypto UX Zigged, Now It Must Zag Back

Being niche is cool. But is it scalable to sink billions of dollar in capital investment into an industry and expect mediocre outcomes? There are scores of companies that have raised far lesser than a lot of crypto-focused companies but enjoy an orde...