*disclosure: have open sui position First off, Sui is pronounced “Swee” and not “Suey”. I know this is critical information that most people get wrong, so now you know. Sui has continued its consistent uptrend this year and is now >2x in 2024. Com...
Loading post...
12th February 2024
11th February 2024
On-Chain Options: Too Early or in Need of a Rebrand?
Options have been one of the biggest question marks in DeFi. The crypto retail crowd seems to be on board the perpetuals train with no real desire to leave. And this has left many an options DEX befuddled as to what they can do to appeal to on-chain...
anonymous
9th February 2024
Bitcoin Rune Alpha
For those unaware, the core developer and creator of Bitcoin Ordinals has a small podcast, which is a gold mine for Ordinal information and Rune alpha. I listened to the podcast to glean some additional info on the Rune launch in April and provided...
anonymous
LYRA is Looking Good
Lyra has been at the forefront of options innovation for years now. Lyra v2 is now rolling out on Lyra Chain and the data so far is impressive. Lyra and Aevo’s recent growth suggest DeFi options have finally reached a turning point in competing with...
anonymous
Solana released its report on the outage from this week. Full details in the tweet link, but the tl;dr is: Bug discovered in devnet deployment, fix was waiting to be deployed to mainnet Bug related to changing the JIT cache from “ExecutorsCache” to...
anonymous
8th February 2024
EigenLayer and restaking has been the hot narrative lately as they removed the caps and people look for “ETH Narratives”. Notably, 1 out of every 4 new validators is depositing to an EigenPod, highlighting the supply side interest in bootstrapping th...
anonymous
Astria Shared Sequencer Docs
Astria released their docs today. It’s worth a read if interested in their sequencer + design tradeoffs. Relatively short read: https://hackmd.io/@astriaorg/HJ6cCpp9T...
anonymous
The long awaited EIP-4844 is slated to go live in mid-March. As a refresher, this is the introduction of a new “blob” fee market for rollups to utilize. For the full explanation see the Infra Yeah Ahead Report from back in December. This is importan...
anonymous
7th February 2024
The Two Wolves of February
Inside February, there are two wolves. GPT-4 The first half of Feb is historically bullish for risk assets like stonks. While the second half is actually the worst 2-week stretch of the year for the SPX. Crypto exhibits similar behavior in Februar...
anonymous
New Narrative Alert: ERC404
A new token standard emerged in crypto four days ago. The new standard, ERC404, has since garnered outsized attention and could begin a new narrative trade. This new token standard marries the ERC20 and ERC721 standards to bake fractionalization dire...
anonymous