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The topics that we discussed this week include:
CPI recap+market reaction
BOE pension fund situation...
Report
1 Min
Macro & Markets
Oct 2022
NFTs (and specifically CryptoPunks) enjoyed a fantastic run over the weekend. During the Asia open, BTC takes a breather while consolidating below $40,000 while ETH/BTC wakes up from its multi-week sl...
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3 Min
NFT Marketplace
Aug 2021
First, an exploit involving draining pool funds (a good recap can be found here). ...
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3 Min
DeFi
Jun 2020
Highlights included:
CPI Breakdown and Macro Recap (01:20)
BTC Chart Analysis (05:40)
When Will the...(28:48)
ETH Merge Recap (36:22)
Merge Downstream DeFi Impact (51:43)
Transcript
To follow.
Report
1 Min
Macro & Markets
Sep 2022
...large majority of the total supply (97%) is in the collections that were minted for free: Gen 1 (free), Recap...commemorating the match between Kansas City and Philadelphia.
2.1M supply, 6 ETH trading volume
Recap...This free collection was made available to all users who completed their Reddit recap, with designs inspired...
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12 Min
NFTs
May 2023
Highlights included:
CPI/FOMC recap (00:48)
Concentration of volume in DEXs and NFTs (13:42)
Comparing...
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1 Min
Macro & Markets
Dec 2022
Crypto Market Recap
“Bitcoin is facing a key inflection point....Crypto Market Recap “Bitcoin is […]...
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27 Min
Macro & Markets
May 2022
What I’m Calling For
To recap, here’s what I think a pragmatic, forward-looking approach looks like:...
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9 Min
Policy
Apr 2025
Meta Partners with Arweave, Solana, and Polygon (14:15)
GMX Dashboard Insights (27:57)
Art Gobblers Recap...
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1 Min
Macro & Markets
Nov 2022
Highlights included:
Market update/CPI recap (00:36)
Retail short interest and put premiums (11:38)...
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1 Min
Macro & Markets
Oct 2022
...expect this paradigm to last 🧵👇🏼
– Cumberland (@CumberlandSays) Dec 12, 2022
SBF’s Twitter Spaces Recap...
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2 Min
Macro & Markets
Dec 2022
To quickly recap, a basis trade is simply longing the spot asset (e.g. spot BTC or the BTC ETF) and shorting...
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12 Min
Macro & Markets
Jun 2024
This report recaps how macro has influenced markets this year, outlines where we are today, and explores...
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9 Min
Macro & Markets
Jul 2024
Notable Tweets
Navigating the UST Crash
Quick recap of the on-chain events & $UST price action over...
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5 Min
NFTs
May 2022
This report recaps how macro has influenced markets this year, outlines where we are today, and explores...
Report
9 Min
Macro & Markets
Jul 2024
Maker DAO comes close to integrating collateral from a US-based bank and posts a recap on their recent...
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7 Min
DAO
Jul 2022
Quick recap:
Ethereal is the perp DEX being built by Ethena, and it’ll be a core piece of their upcoming...
Alpha Insight
1 Min
DeFi
Jul 2025
Stefan Delev tweets a quick recap of his talk on Contribution-Based governance.
Report
6 Min
DAO
Sep 2022
𝗬𝗲𝗮𝗿 𝗶𝗻 𝗥𝗲𝘃𝗶𝗲𝘄 ➡️ @Kevin_Kelly_II recaps the year for $BTC and discusses some areas for #...
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3 Min
Infrastructure
Dec 2021
Before digging into the current Sanko ecosystem and lore, I just want to make a quick recap of some key...
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21 Min
Gaming
Jun 2024