Releases
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.
Optimistic Rollups
In this episode of Check the Chain, Ceteris and Jordan examine Arbitrum's $ARB token airdrop and assess the on-chain effects of USDC's temporary depegging on DeFi protocols. They also explore Thales' March Madness event, where users mint their tournament bracket as a soulbound NFT and earn a share of the prize pool.
Liquid Staking
A guide to understanding the Ethereum liquid staking landscape; how different liquid staking mechanisms work and the risks to ETH liquid staking.
NFT Marketplace
Airdrops are one of the most sought-after events for users of on-chain projects. It’s the distribution of a protocol’s token, often to historical users. The aim is to reward loyal users and encourage user stickiness of the product. But it doesn’t always go as intended.
NFTs
Investors are people, and they, too, underestimate the likelihood (and duration) of bad things happening. So far, 2023 is shaping up to be a case study in this kind of wishful thinking.
Macro & Markets
In the wake of Silicon Valley Bank's collapse and USDC's temporary depegging, Kevin Kelly and Jason Pagoulatos host a special Market Matter's segment. They delve into the impact on future funding for crypto projects, analyze why markets have historically gone down after the pivot, and explore how the attractiveness of TBills may make crypto less appealing. Additionally, they examine the short-term rally of major cryptocurrencies and its downstream effects for macro and crypto markets.
AMM
Implementing leverage in crypto is not easy. Many current platforms use middle-term solutions or large off-chain components. Crypto leverage trading therefore lacks the composability and permissionless nature of other DeFi products. Infinity Pools is an upcoming leverage trading DEX that offers unlimited leverage on any asset pair, with no liquidations, no oracles, and no counterparty risk.
NFTs
The field of generative AI has rapidly evolved in recent years and is already being used for a variety of different purposes. One of the most intriguing applications is in the realm of art. With the ability to create original pieces that are indistinguishable from those produced by human artists, generative AI is opening up new possibilities for creativity.
Liquid Staking
Do you hear that? That’s the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is what you may think if you’ve wandered into certain parts of crypto Twitter.
Layer 1 / L1
🔍 Bitcoin: More Than Just Digital Gold? In just the span of 1 month, over 100,000 Bitcoin Ordinals were inscribed […]