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6th March 2024

NVIDIA GTC is a global AI conference that will begin in two weeks. Illia Polosukhin, cofounder of NEAR Protocol, will be featured on a Panel with NVIDIA CEO Jensen Huang. Render Network recently announced a strategic partnership with NVIDIA. NEAR and...
Ceteris
Ceteris
There have been three airdrop announcements today. First, Wormhole launched their airdrop checker: https://airdrop.wormhole.com/ The airdrop spans multiple chains, projects, and NFT collections: Some of these are for just having used and others are...

5th March 2024

Ceteris
Ceteris
With the market starting to look at ETH after the BTC ETF I wanted to put my thoughts out on upcoming catalysts and where I rank their importance for ETH the asset. My own personal rankings are probably a lot different than others. The 4 most importa...

4th March 2024

Kevin Kelly, CFA
Kevin Kelly, CFA

SOL's BONKers Liquidity Boost

Meme coins are all the rage right now with names like PEPE, SHIB, BONK, and WIF all up anywhere from ~200-400% over the last week. Even DOGE has seen its price more than double during this latest meme coin rally, adding >$12B to its already-sizable m...

The Delphi L1 Index Breadth is Stretched -- And That's Bullish

As BTC approaches its all-time high, many of the other assets in the Delphi L1 Index have risen in tandem. At this time, the breadth of assets in overbought territory (defined as having an RSI reading greater than 70) of the Delphi L1 Index is 76%....
Teng Yan

Chromie Squiggles at nearly 2-year low

Chromie Squiggles are at their lowest floor price in ETH terms since June 2022. Just wanted to make this quick observation out loud. Generative art is clearly languishing at the moment but at some point in this cycle we could see the art narrative...

1st March 2024

Michael Rinko
Michael Rinko
Earlier this week, Arweave launched AO, a “hyper parallel computer.” Many are now calling Arweave a “new Layer 1.” It’s a long-standing narrative, but this latest announcement is worth paying attention to. At the very least, because of the price acti...

29th February 2024

The Majors This Month (Feb Edition)

As February comes to a close, it’s time to take a look at how BTC and ETH are stacking up recently. The year-to-date return for the majors has been nothing short of impressive, with both hovering around 50%. Bitcoin is about to notch its best Februa...

28th February 2024

Ceteris
Ceteris
Solana is getting a new stablecoin from MarginFi expected to be released on mainnet in mid to late March. If we look at stables on Solana, $2.24B of the $2.26B total (99%) are from centralized stablecoins USDC and USDT. There are not really any decen...
Jason Pagoulatos
Jason Pagoulatos

Coinbase Premium Accompanies The Orange Coin To $60K

Everyone woke up today and checked the price… great price indeed. For the first time since the November 2021 pico-top, BTC traded above $60K. A truly remarkable feat when you look back to where markets were just 12 months ago. As the great Bob Dylan...