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5th January 2024

Teng Yan
More monkey JPEGs? Unfortunately, yes. Nodemonkes is the latest NFT craze that has become a topic of heated discussion. Here’s the TL;dr: A 10K PFP collection that minted out for 0.03 BTC each, now at a 0.28 BTC ($12,000) floor Pixel art by 2 ano...

Year Ahead for DeFi 2024 (Executive Summary)

“DeFi has emerged on the other side of a three year bear market with new faces, new ideas, and a new meta. In this report, we offer you a comprehensive briefing on the themes we believe will dominate the narrative in 2024.” Top 3 Key Takeaways Eige...

A Comprehensive Analysis of Zetachain (Executive Summary)

“Zetachain is essentially THORChain with smart contracts. The ability to deploy omnichain protocols is the key selling point for the network. There is a large opportunity to become the hub for cross-chain applications, provided that ecosystem buildin...

2nd January 2024

Joo Kian
Joo Kian

Thala, an Underlooked Gem Within the Aptos Ecosystem

Disclosure: I hold THL bought during the LBP. The contents of this thread reflect my opinions of the project and are presented for informational purposes only. Nothing contained in this thread is, and should not be construed to be, investment advice....

23rd December 2023

Aaron D.
Aaron D.

Many Words On Trac Network

The Ordinal and BRC20 ecosystem had a unique birth. Instead of developers releasing comprehensive, well-thought-out protocols backed by academic whitepapers and years of in-depth research – Ordinals began as a few posts on a website and BRC20s as an...

20th December 2023

Aaron D.
Aaron D.

The Week in Governance (Dec 20, 2023)

Noteworthy Votes Aavegotchi is voting on a proposal to fund the development of a new Aavegotchi game. Called Dropt, The Fallen Gotchi, this proposal asks for funding to scale the game after a successful demo phase. The Alpha Phase aims to build most...
Joseph A.C. Lloyd
Joseph A.C. Lloyd

Overworld Cooks & Fusionist Hits $300M at TGE

On December 15th, Overworld, a Binance-backed mobile RPG, minted its second collection — 6k Incarna NFTs. The project sold out in less than a minute and is now sitting at a ~2.5ETH FP, with just under 3.7k ETH in trading volume. On December 18th, Fu...

19th December 2023

Priyansh Patel
Priyansh Patel

Different Sam, Same Playbook? : Analyzing WorldCoin's Market Dynamics

In the previous cycle, coins on Solana, colloquially called Sam coins, referred to tokens that had a very low float and by extension, an absurd fully diluted valuation. Most, if not all, of these tokens went down 90% and then another 90%, as market...

15th December 2023

Aaron D.
Aaron D.

All Is Not Well In BRC20 Land

A new token standard has been floating around the Ordinal space for a couple of days now, and while researching it, some interesting conclusions emerged. As readers know, I have been highlighting the Ordinal and BRC20 markets for a while now. Inscr...
Joseph A.C. Lloyd
Joseph A.C. Lloyd

The Year Ahead For Gaming 2024 (Executive Summary)

“Attention and capital have started to flow back into blockchain gaming and with many more highly anticipated launches set for 2024, we expect this trend to continue. In this Year Ahead report, we highlight our four favorite themes, some emerging tre...