📊 Does the DOGE Rally Mean “Alt Szn?”...Historically, a strong rally in DOGE has marked the beginning of an “alt szn” – a time period characterized...

[pdf-embedder url=”http://cdn.delphidigital.io/uploads/2020/07/Macro-Bitcoin-Hits-Resistance-Amid-Rebound-in-_Alts_-1-24-2020.pdf” title=”Macro – Bitcoin Hits Resistance Amid Rebound in _Alts_ – 1 24...

Bitcoin dominance almost always declines as capital rotates down the risk curve into ETH, alt L1s and...@secretsofcrypto Many alts that started to run in the spring tend to experience exponential moves in...Alts become the future and the only thing that matters....In terms of timing, alts usually top within one month of Bitcoin.

ALT(er) Ego NFTs offered early product access, event tickets, and stakes in the ALTS ecosystem....These phases were rolled out systematically in chapters, with Chapter 1, “Alt(er) Ego,” in April 2023...With ALTS, Adidas’ strategy now appears to be 3-pronged: 1....ALTs with the “sole” trait were given a 10% bonus during the bidding.

(this timeline was moved about half a year) SOL would continue to outperform ETH into year end ETH alts...TLDR – The ETH ETF is about to bring a massive alt season which the BTC ETF did not deliver on pic.twitter.com...This is also why ETH alts have done quite poorly over the last 6 months – ETHBTC has performed quite...

EVM chains have forever been optimizing for scalability but have always lagged behind alt VM chains like...” that scales to 150K TPS with millisecond block times, and this is where they’ve decided to use an alt...existing EVM rollups to either hasten their efforts to scale Ethereum’s DA capacity or opt-in with an alt...

Self Buying (or Alt Buying) The most efficient way to farm points over the last weeks was by buying up...Either through the same account (self-buying) or through alt accounts (alt-buying)....In addition to that, there are likely alt-buyers as well, which are more difficult to identify.

Alt DA In the context of rollups, the inclusion proofs of rollup blocks within the data availability...For rollups trying to provide a more scalable & cheaper experience for the end user, alt DA would...On the other hand, using an Alt DA like Nubit, which inherits the security of Bitcoin via Babylon, may...

Like several “alt-layer 1s” we will discuss later, Mira aims to orchestrate the entire decentralized...The Alt Layer 1 Bid Just as Ethereum rose from Bitcoin’s shadow by offering a new platform with smart...The emerging Alt-Layer 1 field is making the opposite bet: that a new Layer 1 – designed from the ground...

, will be divided into three tiers for the Allow List: Allow List Tier 1: Holders of any NFT from ALTS...by Adidas with DECOS ALT[er] Ego, ALTA by Adidas NFT with SOLES ALT[er] Ego, and FEWOCiOUS x FewoWorld...Holders of all ALTS by Adidas NFT ALT[er] Egos and all FEWOCiOUS NFT collections will gain access to...

Ethereum Alignment: ETH Bridge + Alt-DA What does “Ethereum Alignment” mean?...Value Accrual: ETH, L2 Tokens, Alt-DA So where does value accrue?...Ethereum Bridge + Alt-DA: Alt-DA gets all the fees, rollup gets all the execution & ETH is left with...Value Accrual: ETH Does this mean alt-DA rollups are bearish for Ethereum? Depends on the framing.

...this has been so much the case that founders and builders are almost incentivized to launch another alt-L1...Blob-based data inclusion (EIP-4844) decoupling execution from settlement, and L2s opting for alt-DA...If you’ve been here long enough, you’re likely familiar with the “ETH-killer” meme – alt L1s claiming...

I think once the Merge does occur, we’ll see a lot of success with Ethereum, and I think alt L1s will...For alt L1s, I think that Ethereum will have a narrative as a trade, especially just with the supply...In terms of what it’ll do to alt L1s, because it’s not necessarily solving scalability issues or the...

In contrast to alt EVM L1s and rollups, which tried to capitalize on both the liquidity and developer...Due to Bitcoin’s throughput limitations, SVM rollups are likely to opt for alt DA layers, such as Nubit...On the other hand, due to limits on DA capacity, alt DAs like eigenDA and Celestia might capture value...

However, in a full-blown alt season, fundamental yielding opportunities like this typically aren’t the...flight to safety during recent BTC dumps, showing notable relative strength in a market where most alts...have been bleeding, making it a defensive play better suited for chop or bear markets than full-blown alt...

...more of this to come – Many CEX traders I talk to now have brokerage accounts – stocks are the new alts...ETF Flow Overview: Strength in Majors, Stumbles in Alts The current wave of crypto ETF flows reflects...

State of EVM Chains To start we must look at the landscape of alt-EVM chains....What actually happened is that these alt-EVM layer 1s got a significant amount of users as people left...a bit confusing at first glance so I’ll break it down: % of Native Addresses on Ethereum: The % of alt-EVM...

Alt L1s (53:52) SudoRare Rug (01:06:33) $GHO’s Impact (01:07:03) Transcript To Follow...

Alts Suffer & Dispersion Continues Last week’s market flush is a small blip when looking at BTC price...

...circulating supply) $WLD – $13.03m (2.41% of circulating supply) $OP – $56.73m (2.79% of circulating supply) $ALT...