Releases
Cross-Chain
In this special two-part episode of Check the Chain, join Ceteris and Jordan as they scope the current Cosmos ecosystem. Part one focuses on the Cosmos starmap, featuring Cosmos Hub, Osmosis (AMM for LPs), Stride (Liquid Staking Appchain), and upcoming app chains like Noble, set to natively issue assets (e.g., USDC & WBTC) to Cosmos, and DyDX, launching their app chain in September. Stay tuned for part two, where they'll dive into Voltz, a new interest rate swaps protocol.
Gaming
TreasureDAO is the 5th largest entity on Arbitrum by transactions and log occurrences. This report will outline the past, present, and potential future for one of the most promising Web3 gaming ecosystems you may never have heard of.
Layer 2 / L2
🔍 zkEVMs Launch on Mainnet Over the past few months, Optimism and Arbitrum have dominated the Ethereum layer-2 landscape. These […]
Macro & Markets
Edge is a repeatable process in which a trader can expect to make money over time, net of costs and fees. In other words, edge can be thought of as a trading process with positive expected value. Expectation is integral when defining edge.
NFTs
The world has been enthralled by AI this year, and for good reason; AI is a species-level shift that could shape the rest of our lives. Riding on this theme, AI art is poised to be one of the defining mediums of the digital art revolution.
Macro & Markets
Price action following the COVID crash saw DeFi outperform pretty much every asset. Since then, DeFi has generally not shown any meaningful strength against the rest of the crypto market. That is, until recently.
Layer 2 / L2
🔍 The Arbitrum Airdrop Is Finally Here Tomorrow, Arbitrum will launch the ARB token and airdrop 12.75% of its supply, […]
Cash-Backed (Custodian) Stablecoins
🔍 USDC De-Pegs & Bitcoin Rallies If you haven’t been living under a rock, you’re probably inundated with headlines spelling […]
Macro & Markets
Raoul Pal, Kevin Kelly, and Ash Bennington engage in a comprehensive discussion on the current state of the crypto market, stablecoins, and the global economy.
Macro & Markets
We’ve been saying for months that access to funding is the biggest risk to the crypto industry this year. Never has that been more relevant than right now given the events of the last few days.
AMM
Trader Joe’s LB introduced a novel innovation that created an alternative model of concentrated liquidity and provides more flexibility for LPs. Its unique implementation of a constant sum invariant within each price bin allows traders to enjoy zero-slippage swaps, unlike other constant product AMM DEXs.
Macro & Markets
Immediately after Federal Reserve Chairman Jerome Powell's address at the end of the FOMC meeting, Kevin Kelly and Jason Pagoulatos will step up to their microphones to present a timely Market Matters discussion. They'll explore potential market reactions to the Fed's decision to either continue hiking rates or pause them amid recent banking collapses, and assess the implications of the coordinated central bank action that could signal a potential restart of QE. In the Bullish or Bearish segment, they delve into Balaji's audacious $1 million Bitcoin after 90 days bet, examining the ideological stakes and potential impact from various perspectives.