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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...

27th February 2024

First Impressions: Parcl

Parcl is a real estate perps platform on Solana. It’s an interesting concept exploring the crossover between RWAs and prediction markets. It has one of the most hyped points programs around right now, and the PRCL token was recently confirmed to be c...
Joo Kian
Joo Kian

33.3% of ETH Now Staked, ETH on Exchanges Fall to 2016 Levels

33% of ETH is now staked, with much higher inflows to staking post-Shapella upgrade. This is currently boosted by EigenLayer, offering restaking options directly to depositors or through multiple Liquid Restaking protocols, such as Ether.fi, Puffer,...

24th February 2024

Ceteris
Ceteris
Blast released their list of winner in their “Big Bang” competition. While we have spoken about the technical/GTM attributes of Blast, there is no question that people simply do not give a fuck and it will probably end up being the #1 on-chain Casino...