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The Wallet Wars
The Next Era for Wallets In our Year Ahead report, we mentioned access control/wallets as a major theme...., contract account) wallets, and MPC wallets....wallet adoption....MPC Wallets We’ve talked about standard/EOA wallets and we’ve talked about SC wallets.
41 Min
Infrastructure
Jan 2023
The Fat Wallet Thesis
Wallet Swaps: Wallet swaps enable users to trade tokens from the convenience of their wallet front-end...The leading wallet swap providers today are OKX wallet and Meta Mask Swaps....Implications of the “Fat Wallet” Thesis In summary, the “Fat Wallet” thesis posits that as protocols...this value than wallets...
32 Min
Wallets
Oct 2024
Solana Sees Resurgence in 2023 With Rise in Active Wallets
📊 Solana Sees Resurgence in 2023 With Rise in Active Wallets Since the beginning of 2023, total...active wallets interacting with Solana DEXs have increased 83% from almost 45K per day to 83K per day...Much of the increase comes from active wallets interacting with Radium, Jupiter, and Orca increasing...
4 Min
Layer 1 / L1
Jan 2023
Gnosis Safe Grows as Multi-Sig Wallets Gain Adoption
Dapper Labs enables NFT withdrawals to non-custodial wallets for users affected by the EU’s sanctions...wallet that requires a minimum number of pre-determined wallets to sign a transaction before it can...This is a security feature intended to protect a wallet from being drained..... 2 out of 3) before executing a transaction from the wallet.
5 Min
Infrastructure
Oct 2022
Aave Attracts stETH, The Celestia Vision, & Wallet-Enabled Gaming
Horizon Blockchain Games: How Building a Trading Card Game Led to Web3’s Smartest Wallet [Excerpt from...We talk about the TCG Skyweaver, the wallet – Sequence – and its key differentiating features, as well...
5 Min
Money Markets
Apr 2022
Metaverse Land Attracts, Keeping Wallets $SAFE, & Rust's TVL Rises
Gnosis Keeping Us $SAFE Gnosis Safe is a smart contract multi-sig wallet that allows users to increase...wallet management security....Users can add modules to that smart contract wallets (e.g. implementing spending limits and automating...million users, it seems like not many users are actively using this multi-sig function to increase their wallet...
4 Min
Virtual Real Estate
Feb 2022
Diem: Crypto Friend or Foe?
Facebook’s original Libra wallet, Calibra, has been rebranded to Novi....Unhosted Wallet Users: Diem network addresses other than those associated with a Regulated VASP, Certified...The Novi wallet, for example, will be available in the App Store and Google Play, but can also be used...
8 Min
Layer 1 / L1
Mar 2021
Optimism Overtakes Arbitrum, Complete Guide to Rollups
🚨 In Case You Missed It Notable celebrities‘ addresses received ETH from sanctioned Tornado Cash wallets...🚨 In Case You Missed It Notable celebrities‘ addresses received ETH from sanctioned Tornado Cash wallets...
4 Min
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Aug 2022
Total Liquidity Processed by Solana Plummets
The Alameda investment portfolio has been leaked while Ledger is launching a hardware wallet with an...Ledger launches a hardware wallet with an interactive touch-screen....The number of daily active wallets on Solana is down 29% as well....Solana averaged 565K daily active wallets from the beginning of October until the FTX collapse.
4 Min
Layer 1 / L1
Dec 2022
Asia PFP Hype, Parallel's Prime Proposal & $MAGIC Updates
Over 400,000 unique wallets purchased at least 1 NFT in January (the highest ever by month)....Over 400,000 unique wallets […]...
13 Min
NFTs
Feb 2022
Your Guide to Ordinals and BRC-20s
Wallet Installation  The first order of business is creating and funding a Bitcoin wallet....For the following tutorials, we used the Xverse wallet.  Installing your Bitcoin wallet. ...Creating your Bitcoin wallet....This is your wallet key. It allows you to recover your wallet. Keep it safe!...Funding your wallet. ...
22 Min
BRC-20 / Ordinals
Feb 2024
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
End State of Onchain Wallets Web3 wallets should have been designed to provide a seamless transition...CeFi or custodial wallet solutions like Telegram bots....Retail Oriented Product: Fuse Wallet Fuse wallet has been developed with the needs of individual users...and smart accounts to provide the most secure mobile wallet experience.
26 Min
Infrastructure
Feb 2025
Came for the Tech, Stayed for the Friends
...of an embedded wallet (powered by Privy)....The biggest difference is that with embedded wallets, users don’t have to explicitly download wallet...New users can skip many steps that consumer wallet users take (download wallet, save 12-word mnemonic...The downside of embedded wallets is interoperability.
30 Min
Social Media
Aug 2023
The Year Ahead for DeFi 2025
...or be able to load an existing wallet....Fuse Pay Fuse Wallet is a smart wallet built on Squads protocol on Solana....layer through embedded wallets and social logins and passkeys; wallets are trying to abstract apps with...in-wallet apps (e.g.
72 Min
DeFi
Dec 2024
May Gaming Roundup
In addition to the new incubator fund, Intella X also has a Web3-native wallet, NFT marketplace, and...Openfort raised $3M to build a gaming-centric Web3 wallet....Keyp revealed their latest product, a hardware wallet that lives inside a Game Boy....The Game Wallet implements a novel gamification mechanic to generate a user’s seed phrase.
18 Min
Gaming
Jun 2023
Do Airdrops Hurt More Than They Help?
A large fraction of these wallets are likely Sybil operations or individual airdrop farmers....In Kamino’s case, the number of wallets withdrawing exceeds depositors, but the Lend product’s TVL is...Since the airdrop distribution, the number of daily transactions and unique wallets interacting with...How frequently do wallets interact with Parcl smart contracts?
25 Min
DeFi
Jul 2024
Our Top Picks From 2023
From the evolution of wallets to a thesis for why we are on the cusp of a new cycle, our team was on...Read The Future of On-Chain Liquidity The Wallet Wars Wallets are arguably the most important user-centric...There’s a lot of variety with wallets: browser extension wallets, hardware wallets, MPC wallets, and...
7 Min
DeFi
Jan 2024
Diving Into Dark Pools
DEXs (Decentralized Exchanges) and wallets are subject to be tracked by wallet tracking and copy trading...Bob’s wallet ****holds a single UTXO with 5 coins....Wallet Set-up In most cases, you will be required to create new, specialized wallets to interact with...
27 Min
DeFi
Jun 2024
Analyzing Market Behavior for Key Airdrops
These wallets comprise power users, large LPs, and SOCKS holders/redeemers....The percentage of the total claimed wallets (number of claimed wallets for X tier/total claimed wallets...Looking at the distribution of APE, 55% of the wallets received anywhere from 2k-5k APE....Optimism announced a surprise airdrop of 11.74M OP to over 300k wallets.
17 Min
Asset Management
Mar 2023
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
The Fat Wallet Thesis (Delphi Research) Protocols and applications are increasingly “thinning-out”, freeing...The “Fat Wallet Thesis” asserts that as the ultimate front-end, no one is better positioned to re-capture...this value than wallets....Subsequently, we will explore the various avenues for wallets to monetize their proximity to the end-user...
14 Min
Macro & Markets
Oct 2024