Releases
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.
NFTs
Welcome to our monthly coverage of NFTs and the metaverse. This month: Bitcoin Ordinals, Cool Cats, and the meteoric rise of Checks NFTs.
Policy
In the past twelve months, we have seen a flurry of policy papers reflecting the universal acknowledgment that we are at an impasse in the United States. We can universally agree that crypto is in need of a ‘public policy envelope’ for the continuity and health of the space.
Layer 1 / L1
Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy.