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23rd October 2023

Yun Heng Lin
Yun Heng Lin

Parallel TCG's Upcoming Expansion Pack Drop and Sale Details

Parallel TCG is launching its first-ever expansion pack drop, dubbed Planetfall. Parallel TCG was officially announced in 2021, and the team behind it has raised more than $50M in funding, led by Paradigm. They have been building non-stop in the be...

20th October 2023

Kevin Kelly, CFA
Kevin Kelly, CFA

SOL Stretching Its Legs

SOL has caught a nice bid this week, and now looks to be breaking out against its megacap peers. For context, this was the setup we were looking at for SOL earlier this summer. It’s now starting to break out against ETH… Same thing on its weekly t...
Aaron D.
Aaron D.

Well, There's Your Problem: Bitcoin DeFi Edition.

I was recently looking at Bitcoin DeFi: Stacks and RSK/Sovryn in particular. Despite these chains being around for a while, they have not had the same level of adoption or uptake as other chains. Base, for example, which has only been around a few m...
Teng Yan
A week ago, Arca (a digital asset investment firm) submitted a proposal to turn on the fee switch for Blur via Blur governance. Let me summarise what’s happening and share my thoughts. Essentially, they propose that Blur: Implement a 1% base fee on...

19th October 2023

IPOR v2 - Time to Get Excited?

In our report back in May, we explored the underdeveloped IRD sector, focusing on Voltz and IPOR. Voltz has struggled since the report, suffering from insolvencies, poor LP performance, and a horizontal shift with their upcoming v2. IPOR has lost so...
Ceteris
Ceteris

A Primer on Narwhal

In the Anoma report we touched on Narwhal a bit because we needed to understand Narwhal to understand Anoma’s Heterogeneous Narwhal. We did not give a full explainer on Narwhal, however, as it was not created by Anoma and somewhat out of scope for th...
Joo Kian
Joo Kian

Large Unlocks Incoming, DOT and DYDX

As Polkadot’s initial parachain crowd loan matures, the DOT tokens pledged will begin to unlock. Given that recent parachain auctions have seen merely $1-$2M in DOT commitments, this unlocking will substantially surge the circulating supply of DOT....
Yun Heng Lin
Yun Heng Lin
Yuga Labs has completed a recent restructuring with a renewed focus on three core priorities: Support Existing Communities Focusing on Otherside execution Leveraging partnerships CEO Daniel Alegre also acknowledges the intricate technical and cre...
Joseph A.C. Lloyd
Joseph A.C. Lloyd

Are Game Tokens The New Memecoins?

Blokchain gaming tokens have been getting a lot of attention in recent weeks due to the outsized returns compared to other asset classes during this bear market. We started off with the sci-fi TCG Parallel and the launch of its ecosystem token, PRIM...

18th October 2023

Aaron D.
Aaron D.

The Week in Governance (Oct 18th, 2023)

Here are the critical events in crypto governance for October 18, 2023. Important Votes Osmosis is voting on a proposal to upgrade to V20.0.0. The upgrade adds volume-splitting incentives, concentrated liquidity, and the ability to set validator se...