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Twitter: twitter.com/asxn_r Substack: asxn.xyz Contact: @fromm_esf @munehisa_asxn
A short BTC ETF flow summary: https://x.com/asxn_r/status/1813650324839632985
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We published a short thread & report on Solana Blinks:
https://x.com/asxn_r/status/1806057630970106136?s=46&t=kyBvK3iQ8wy4MEOgRdxA4w
We have registered to become delegates for ZKsync!
As ASXN, we have become increasingly aware of the need for active, informed and research-based governance participation.
If you'd like to delegate to us, you can do so through the link below, or by searching for ASXN during the claim process:
https://www.tally.xyz/gov/zksync/delegate/0x69f767730eaace6ce399d04928988f142ce09503
Staking sector report: https://x.com/asxn_r/status/1794066312735449536
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Changes in fees earned over the past day:
Increases in fees earned:
- Curve DEX (Dexes) fees earned changed by 161.02%, to 0.26M USD per day.
- Pump (Services) fees earned changed by 98.34%, to 0.35M USD per day.
- Trojan (Telegram Bot) fees earned changed by 98.34%, to 0.35M USD per day.
- Ethereum (Chain) fees earned changed by 59.03%, to 7.35M USD per day.
- Bitcoin (Chain) fees earned changed by 26.30%, to 7.47M USD per day.
Decreases in fees earned:
- Aerodrome (Dexes) fees earned changed by -22.48%, to 0.28M USD per day.
- Solana (Chain) fees earned changed by -22.32%, to 0.91M USD per day.
- PancakeSwap AMM (Dexes) fees earned changed by -19.89%, to 1.11M USD per day.
- Uniswap V2 (Dexes) fees earned changed by -12.57%, to 0.71M USD per day.
- Uniswap V3 (Dexes) fees earned changed by -12.06%, to 2.47M USD per day.
Daily Notes: 03-04-2024
Developments
- A proposal to enable Arbitrum Stylus on Arbitrum One and Arbitrum Nova has been published on Arbitrum’s DAO forum. Stylus allows developers to build on Arbitrum using programming languages other than Solidity, such as Rust, C, C++ and more. source
- 243,995,681 ENA tokens ($268.4 million) tokens, across 23,621 users, have been claimed out of the 750,000,000 airdrop allocation. source
- Tensor Season 4 starts today. Treasure boxes, which contain TNSR tokens, received from any season will be openable on April 8th. source
- Frax Finance’s stablecoin, FRAX, will be deploying on Cosmos via native issuance on Noble. source
- Revenue share to veFXS (locked Frax Share tokens) holders “can finally begin as early as this Wednesday”. source
- PancakeSwap will be deploying on Monad. source
- Robinhood Crypto EU listed Optimism today. source
- Velodrome to launch its DEX on Build on Bitcoin (BOB), a Bitcoin L2 with EVM compatibility. source
- Bitcoin Cash’s halving is estimated to occur today, 03 Apr 2024 at 20:12 UTC. source
- Deepbook, a CLOB protocol on Sui, introduced their native token, DEEP. “The first distribution of $DEEP was sent today in the form of a soul-bound NFT”. source
- $24 million of SOL staked with Lido’s deprecated solana deployment will be stuck for an indefinite amount of time due to a bug in the code. source
Trending Assets and Volumes
- ZYN is up 66.46% today. YIELD, GameFi on Blast, is up 37.02%.
- SYN, had a good day following W TGE, and is up by 38.40%, and DEGEN is up by 23.60%.
- ENA had a great second day of trading, is up by 35.12%.
- ENA, MKR, UNI, PEPE and wTAO dominated on-chain volumes.
TVL
- Stream Finance, delta neutral strategies, TVL grew by 139.26%.
- MethLab, lending and borrowing protocol on Mantle, TVL grew by 57.8%.
- Curve LlamaLend, decentralised lending and borrowing protocol, TVL grew by 50.88%.
Fees
- Ethereum fees earned are up by 47.81%, Solana fees earned are down by 2%, Base fees earned are up by 28.12%, and BONKbot fees earned are up by 13.83%.
Full notes here:
https://x.com/asxn_r/status/1775631651550224874
Daily Notes: 27-03-2024
Developments
- Ethena’s native token, ENA, will be available to claim from April 2nd with a 30 day claim window. 750 million ENA (5% of ENA’S 15 billion supply) will be airdropped to users. source
- Coinbase is going to store “more corporate and customer USDC balances on Base” source
- Altlayer launched token staking for their native token, ALT. This is the first step in the “phased rollout of MACH Alpha: a fast finality layer built atop EigenLayer’s restaking mechanism”. source
- Dusk announced The Dusk ecosystem fund which has allocated 15 million DUSK (~$10 million) to “attract and support teams, and create a sustainable, thriving and well-rounded ecosystem”. source
- Ondo Finance will be launching instant investments and redemptions for OUSG (token with exposure to short-term US Treasuries) 24/7/365. source
- The Munchables hacker returned all of the stolen funds to a Blast core contributors multisig. source
- Fireblocks, a custody firm, in partnership with Figment will bring ETH restaking through Eigenlayer to its customers. source
- Base will be increasing target throughput by 50% today. source
- Fjord Foundry to launch liquidity bootstrap pools on Solana. source
- Lido’s wstETH is live on Scroll. source
- Velodrome will be expanding to Mode, a defi optimised Layer 2. source
- Backpack Exchange’s mobile app public beta is live. source
- Illuvium published their 2024 roadmap source
- Azuki launches Animechain powered by the Arbitrum Orbit. source
Trending Assets and Volumes
- MOE (Merchant Moe on Mantle, related to Trader Joe) had a good day, is up by 59.70%.
- ETHFI has grown by 37.85%, AEVO by 27.57%, and GFI by 21.3%.
- MNT had a great day, is up by 32.89%. RBN has risen by 5.07%, and ONDO by 4.53%.
- MNT, MKR, ONDO, RBN and ETHFI dominated on-chain volumes.
TVL
- RenVM, inter-blockchain liquidity, TVL grew by 98.98%.
- Toucan Protocol, carbon credits on Polygon, TVL grew by 46.40%.
- SquadSwap V2, DEX on BNB chain, TVL grew by 45.82%.
Fees
- Base fees earned are up by 76.88%, Aerodrome fees earned are up by 102.75%, and Gains Network fees earned are up by 143.38%.
Full notes here:
https://x.com/asxn_r/status/1773102028002144402
Daily Notes: 25-03-2024
Developments
- Last week's digital asset fund flows reached net -$942 million, breaking a 7 week positive inflow streak. Grayscale maintained negative flows of -$1997 million, iShares saw +$828 million, Fidelity +$79 million, and ARK $33 million. source
- Overall, Bitcoin saw- $904 million of flows, Ethereum -$34.2 million and Solana -$5.6 million. source
- The London Stock Exchange will start listing Bitcoin and Ethereum Exchange Traded Notes (ETN) as early as May. source
- SEC seeks $2 billion in fines and penalties from Ripple Labs. source
- FTX is selling 67% of its Anthropic stake for $884 million in a deal with over 24 buyers. source
- One of the Binance executives detained by Nigeria escaped custody. source
- The Philippines’ SEC blocks local access to Binance. source
- Base has added 1.2 million new users since March 11th. source
- Altlayer hints at ALT token staking. source
- The Australian and New Zealand Banking Group (ANZ) unveiled findings on a cross chain settlement of tokenized assets experiment powered by Chainlink’s CCIP and using ANZ’s own Avalanche Evergreen Subnet. source
- Scroll plans to implement support for Dencun in its next protocol upgrade at the end of April. source
- Fantom’s CEO & CIO, Michael Kong expanded on Fantom Sonic. Capable of 2,000 TPS at sub-second finality (compared with todays 200 TPS), Sonic is the - next iteration of the Fantom network and will include the launch of the Fantom Virtual Machine (FVM), Carmen (database storage), as well as a “optimised lachesis consensys mechanism”. source
Trending Assets and Volumes
- GLORY (an autobattler trading card game on Blast), OLE (OpenLeverage - a margin trading protocol), and MIA (a memecoin on Blast) have seen their prices increase by 110%, 46.76%, and 44.11%, respectively.
- Base coins are doing well: DEGEN is up 61.75% and AERO is up 38.09%.
- In the large-cap tokens, SNX is up by 12.98%, PEPE has increased by 11.58%, and ONDO has risen by 10.29%.
- PEPE, MKR, ONDO Badger and LINK dominated on-chain volumes
TVL
- Blast Futures, TVL grew by 61.75%.
- Horizon Protocol, a DEX on BNB chain for synthetic assets that represent the real economy, TVL grew by 43.18%.
- Particle, a levered trading protocol on Blast, TVL grew by 32.76%.
Fees
- FWX fees earned are up by 22.91%, PancakeSwap AMM fees earned are up by 40.3%, and AAVE fees earned are up by 10.36%.
Full notes here:
https://x.com/asxn_r/status/1772371929829159092
Daily Notes: 11-03-2024
Developments
- Last week's digital asset fund flows reached net +$2685.2 million. Grayscale maintained negative flows of -$1652 million which were offset by inflows into other crypto products with iShares seeing +$2071 million, Fidelity +$1340 million, and ProShares $189 million. Overall, Bitcoin saw +$2637 million of flows, Solana +$23.6 million and Ethereum -$2.1 million. source
- MicroStrategy acquired an additional 12,000 BTC at an average price of $68,477 ($820 million total). Currently, MicroStrategy holds 205,000 BTC with a $7.9 billion floating profit. source
- Ethereum’s Dencun upgrade will occur on March 13th at ~13:55 UTC (Beacon epoch 269568 [Beacon slot 862617]). source
- Eclipse Labs raised $50 million in a funding round led by Placeholder and Hack VC. Eclipse is an Ethereum Layer 2 powered by the Solana Virtual Machine (SVM). Its mainnet is expected in Q2 2024. source
- VanEck removed fees for their spot BTC ETF (HODL) until March 31st, 2025. Or until $1.5 billion in assets is achieved. source
- Following MakerDAO’s decision to raise Dai Savings rate (yield on DAI) to 15%, Blast has also raised their native yield for stablecoins to 15%. Blast’s yield for ETH remains at 4%. source
- Maplestory Universe, will be launched on Avalanche instead of the previously announced Polygon. source
- Tether’s USDT has gone live on Celo. source
- Mudrex, an Indian cryptocurrency platform, is now offering US spot BTC ETFs to Indian investors with a $5000 minimum. source
- The Unibot core team has parted ways with the Unibot on Solana team. The Unibot token is currently down 50% in the last 24 hours. The reasons for the separation cited are failures to collect on fees, failures to KYC as well as a breach of trust when the Solana team launched the Blast Bot “without obtaining prior permission and authorization from us”. The Unibot core team will also be launching a new proprietary Solana bot with an undisclosed partner soon. source
Trending Assets and Volumes
- POOH has soared by 125.2%, EMP (“Empyreal” - a web3 infrastructure project) by 94.17%, and GLORY (a trading card game built on Blast) by 45.48%.
- GROK has increased by 67.25%, TOSHI by 39.24%, and AERO by 33.73%.
- AVAX has risen by 13.12%, LINK by 7.98%, and PEPE by 7.11%.
- crvUSD, eUSD, USDe, LINK, and MKR dominated on-chain volumes.
TVL
- MerlinSwap, a DEX on Merlin chain, TVL grew by 253%.
- RadioShack, TVL grew by 200%.
- Thetanauts Finance, an options protocol, TVL grew by 72.16%.
Fees
- Aave V3 fees earned are up by 57.74%, Solana fees earned are up by 20.16%, Arbitrum fees earned are up by 15.36%, and Base fees earned are up by 13.96%.
Full notes here:
https://x.com/asxn_r/status/1767313847562481888
Daily Notes: 06-03-2024
Developments
- EigenLayer is now the second largest protocol with $11.392 billion in TVL. Lido remains first with $37.865 billion in TVL. source
- Wormhole releases W token airdrop eligibility checker. source
- Binance launchpad lists AEVO (formerly Ribbon Finance). Ribbon Finance’s token, RBN, will be redeemable 1:1 for AEVO. Aevo will go live for trading at Binance on the 13th March. source
- Ethena, the issuer of USDe, integrated into Injective. This is Ethena’s first integration outside of Ethereum. source
- The Mutant Ape Yacht Club collection is currently selling below its average mint price. On May 1st 2022, MAYC achieved its all-time high floor price of 40 ETH ($112,960 at the time). Today, the floor price is 2.81 ETH ($10,800 at today's ETH price). source
- Nostra launched nstSTRK (formerly stSTRK as of today), a Liquid Staking Token for the STRK token. source
- Governance platform Snapshot introduced the boost feature which is currently in private beta. Boost allows proposers to reward engagement with ERC-20 tokens and aims to tackle voter apathy in DAOs. source
- Spain temporarily banned Worldcoin’s eye scanning program over privacy concerns. source
- Parallel Network’s early access testnet is live. Parallel Network is an ethereum layer 2 built using the Arbitrum Nitro stack. It is “the first omni-chain L2 that unifies liquidity from any chain into one place”. source
- The Uniswap extension will include built-in MEV protection and simplified transaction confirmations among other features. source
- WooFi’s sPMM (Synthetic Proactive Market Making) algorithm on Arbitrum was exploited for $8.75 million. source
- After intermittently suspending Solana withdrawals recently due to the “increased volume of transactions on the network”, Binance will seek to implement a longer term solution on March 9th 18:00 (UTC). source
- Injective and DojoSwap released the CW20-Reflection standard which enables developers to deploy tokens with increased customizability such as a protocol fee sharing parameter. source
Trending Assets and Volumes
- Doginme is up 92.99%, and ROOK by 83.66%.
- MOG is up 66.14%. AERO is up 29.40%, likely due to Base ecosystem investment as well as increased interest in Base. SYN is up 24.56%.
- RBN is up by 58.65% following the Binance Launchpad announcement. AI/VR/metaverse tokens RNDR, up 36.20%, and FET, up, 32.99% performed well today.
- PEPE, crvUSD, UNI, RBN and SHIBA dominated on-chain volumes
TVL
- Juice Finance, lending on Blast, TVL grew by 148.20%.
- Pac Finance, self-repaying lending and margin trading protocol on Blast, TVL grew by 148.20%.
Fees
- Uniswap fees earned are up by 112%, Synthetix fees earned are up by 466%, and Base fees earned are up by 63.31%.
Full notes here:
https://x.com/asxn_r/status/1765488210522624221
Daily Notes: 04-03-2024
Developments
- Last week's digital asset fund flows reached net +$1837.2 million. Grayscale maintained negative flows of -$1453.9 million which were offset by inflows into other crypto products with iShares seeing +$2050.6 million, Fidelity +$708.6 million, and ARK $224.9 million. Overall, Bitcoin saw +$1727.6 million of flows and Ethereum +$84.7 million in flows. source
- Coinbase users experienced another outage today. source
- Ethena and the Aave Chan Initiative (ACI) launched a temperature proposal to the Aave DAO to onboard Ethena’s sUSDe (staked USDe) to Aave V3 on Ethereum. source
- The Omni Network will receive $600 million of staked ETH in a delegation deal with Ether.fi. The ETH will be used to secure Omni’s Layer 1. source
- An ENS DAO member published a temperature check proposal to deploy ENS on Solana. source
- Tangible (now building re.al), the issuers of a stablecoin backed by real estate, will be aiming to launch their tokenized real world asset focused layer 2 “in the next 2 weeks”. source
- Sushi went live on Blast. source
- Justin Sun, founder of Tron, tweeted that “the inscription market based on TRON is about to launch, developed by the @apenftorg”. source
- zkLink introduced zkLink Nova, a Layer 3 that will aggregate fragmented liquidity across any Ethereum Layer 2. source
- Dymension launches “RollApp Draft” to onboard DAO approved RollApps who will receive “funding, community support, awareness, and liquidity incentives for their token pair” as well as all the relevant infrastructure. dymension/the-rollapp-draft-bringing-rollapps-to-mainnet-2ee1fc6f9873">source
Trending Assets and Volumes
- Memecoins have been dominating the broader markets. MIR has surged by 88.61%, PUMP by 80.41%, and MIA by 68.78%.
- ELON has a good day, is up by 37.53%, BONE by 36.11%, and DOG (fractionalised DOGE NFT) by 29.28%.
- SHIB is up by 50.68%, JASMY by 10.75%, and APE by 7.09%.
- PEPE, USDe, crvUSD, SHIB and eUSD dominated on-chain volumes
TVL
- SynFutures V3, a derivatives protocol, TVL grew by 57.49%.
- Agni Finance, a Mantle based DEX, TVL grew by 29.52%.
- Kine Finance, general purpose liquidity pools, TVL grew by 26.89%.
Fees
- Bitcoin fees earned are up by 14.54%, Base fees earned are up by 13.36%, and zkSync Era fees earned are up by 25.13%.
Full notes here:
https://x.com/asxn_r/status/1764773593865388458
Daily Notes: 29-02-2024
Developments
- Yesterday, Bitcoin’s spot trading volume hit $35.05 billion. source
- BlackRock will be partnering with the Brazilian exchange B3 to launch their spot BTC ETF in Brazil. source
- 8 Spot BTC ETFs together added a net 12,712 BTC ($770 million) today. source
- Binance has returned $4.4 billion of bad user deposits (depositing not listed tokens etc). source
- Blast will go live at 1 pm PST February 29th. source
- Robinhood’s wallet integrates Arbitrum to let users easily swap tokens at a low gas fee. source
- Alchemy launched embedded accounts which lets users use web2 authentication methods like email plus password, and also recover their account via email whilst also sponsoring user gas fees. source
- PORTAL token staking will start tomorrow. source
- Parallel Network to launch early access for “the first omni-chain L2 with unified liquidity, native yield, NFT yield, staking and more” in the next 1 to 2 weeks. source
- MarginFi introduced YBX, a yield bearing stablecoin backed by liquid staking tokens jitoSOL, mSOL, bSOL, and LST. The stablecoin's yield is derived from the LSTs and is expected to launch in “mid to late March”. source
- SEC objects to Terraform Labs paying a $166 million retainer (advanced payment) to the Dentons law firm. source
- Sushi tweeted “Sushi x Blast, coming soon”. source
- An Aave temperature check proposal to add Kelp DAO’s liquid restaking token, rsETH, to Aave V3 will commence on March 1st. source
- Rarible launched the Rarible API. The API solution includes a “real-time NFT indexer, aggregated order book, multi-chain support, and powerful trading SDK”. source
- QuickNode launched the streams beta which ensures blockchain data is accessible and easy for web3 engineers. source
Trending Assets and Volumes
- doginme soared by 101%, TURBO rose by 64.45%, and PNK increased by 47.21%.
- PEOPLE is up by 54.71%, SPELL gained 20.92%, and SHIB moved up by 19.63%.
- SHIB experienced an increase of 19.62%, FET went up by 14.13%, and GRT advanced by 13.81%.
- USDe, eUSD, crvUSD, UNI, and PEPE dominated on-chain volumes.
TVL
- Arbitrum Nova Bridge, TVL grew by 344%.
- Alpaca Finance 2.0, a money market protocol, TVL grew by 53.23%.
- Kinza Finance, a money market protocol, TVL grew by 47.85%.
Fees
- Uniswap V3 fees earned are up by 41.65%, Aave V3 fees earned are up by 408% (following BTC's flash crash to $57k yesterday), and zkSync Era fees earned are up by 10.56%.
Full notes here:
https://x.com/asxn_r/status/1763310065484746999
Daily Notes: 26-02-2024
Developments
- Last week's digital asset fund flows reached +$598 million. Grayscale maintained negative flows of -$432.9 million which were offset by inflows into other crypto products with iShares seeing +$543.5 million, Fidelity +$335.6 million, and ARK $79.3 million. Overall, Bitcoin saw +$569.5 million of flows and Ethereum +$16.8 million in flows. source
- Blast mainnet to launch on February 29th. source
- The core team at Frax Finance will be proposing a revenue sharing model for FXS (Frax Share) staked token holders to the DAO. source
- Parcl announced the upcoming launch of its native token, PRCL, which will be launching in April. Holders of PRCL will receive “enhanced utility across data and trading” and “incentives within the protocol ecosystem”. Parcl is a solana based perpetuals protocol that allows users to speculate on real estate via index markets. source
- MicroStrategy bought an additional 3000 BTC at an average price of $51,831 in February. They now own 193,000 Bitcoin in total with a floating profit of $4.2 billion. source
- Ethena’s epoch 2 for the shard campaign went live today, raising the USDe lock cap from $100 million to $200 million. source
- Avail, a web3 data infrastructure protocol headed by Polygon co-founder, Anurag Arjun, raised $27 million in a seed round led by Founders Fund (one founder of which is Peter Thiel) and Dragonfly. According to Avail’s roadmap, the mainnet for their Data Availability is set to go live in the first half of 2024. source source
- Bitforex stopped platform withdrawals after seeing $56.5 million of outflows from hot wallets on February 23rd. Bitforex has not made any official announcements since. Bitforex held 18% of the TRB supply and 7% of the OMI supply. source
- 25,000 ETH has been staked through Trust Wallet. source
- TVL on Arbitrum reaches an all-time high of $3.122 billion. source
- Polygon zkEVM ‘s Elderberry upgrade timelock will end on March 7th. The upgrade is focused on ROM optimizations and other additional fixes. source
Trending Assets and Volumes
- GAMMA has surged by 60.93%, while BITCOIN (HPOS10i) and TOSHI have also seen notable gains, increasing by 39.79% and 32.17% respectively.
- AUDIO (Audius - a music-sharing protocol) has climbed by 16.25%, with MUBI and OLAS also experiencing increases of 15.94% and 13.74%.
- LDO, APE, and MATIC have shown upward trends, recording rises of 8.98%, 8.46%, and 7.93% respectively.
- USDe, ezETH, UNI, eUSD and PEPE dominated on-chain volumes.
TVL
- ZKBase, layer 2 services on Bitcoin and Ethereum, TVL grew by 9,900%.
- Rangers Bridge, bridge on Rangers Chain, TVL grew by 45%.
- Fluid, money market protocol by InstaDapp, TVL grew by 27.58%.
Fees
- MUX protocol fees earned are up by 123%, BSC fees earned are up by 20%, Uniswap V3 fees earned are up by 17.82%.
Full notes here:
https://x.com/asxn_r/status/1762241985082011886
Daily Notes: 21-02-2024
Developments
- Circle will be discounting USDC on TRON in phases. This may be due to USDT’s dominance over the stablecoin market on TRON (USDT’s $51 billion vs USDC’s $285 million circulating supply). source
- Backpack was forced to shut down select services and stop their exchange trading service twice in the last 48 hours due to their cloud provider, Redis Cloud, performing unscheduled maintenance. source
- Backpack’s exchange went live in 11 US states. source
- AtomOne mainnet, a Cosmos Hub fork led by Cosmos founder Jae Kwon, is hinted to launch on February 27th. source
- Tron 24 hour fees earned reached $1.758 million, an all-time high. source
- Smart Layer, the team behind ERC-5169 and TokenScript, announced the tokenomics for their token, SLN. source
- Animoca Brands invested an undisclosed amount in web3 FPS game ‘Matr1x Fire’ which is powered by the Matr1x platform. source
- LayerZero integrated into Xai, a layer 3 chain focused on AAA gaming and built using the Arbitrum Orbit stack. source
- 425 million of 586 million Starknet tokens (STRK) have been claimed so far. source
- Nibiru public mainnet set for March. source
- Bitcrunch, a NFT data analytics platform, launched their mainnet. source
- Terra founder Do Kwon is reportedly set to be extradited to the US. source
- Co-founder of Yuga Labs Greg Solano (aka Garga) has replaced Daniel Alegre as CEO. source
Trending Assets and Volumes
- doginme, a Farcaster related memecoin, is up 43.24%. GEAR is up 38.46%. KIZUNA is up 16.01%.
- JASMY, related to Tokyo-based IoT provider Jasmy Corporation, is up 38.66% today. JASMY is up 137.46% this week. XAI had a good day, and is up 5.76%.
- FET, up 5.42%, and RNDR, up 0.99%, were large caps that performed well today.
- USDe, eUSD, STRK, crvUSD and PANDORA dominated on-chain volumes.
TVL
- Aurora Plus TVL grew by 24.72%.
- Acala Euphrates, liquid staking on Polkadot, TVL grew by 10.72%.
- Ajna V2, multichain permissionless borrowing and lending, TVL grew by 10.57%.
Fees
- Ethereum fees earned are up 51.25%, Gamma, liquidity manager, fees are earned up 36.06% and Optimism fees earned up 23.57%.
Full notes here:
https://x.com/asxn_r/status/1760409094949630083
Daily Notes: 19-02-2024
Developments
- Last week's digital asset fund flows reached +$2451.9 million. Grayscale maintained negative flows of -$623.3 million but were offset by inflows into other crypto products with iShares seeing +$1,614.4 million, Fidelity +$648.6 million, and ARK $405 million. Overall, Bitcoin saw +$2423.8 million of flows, Ethereum +$21.1 million in flows. source
- YCombinator is looking to invest in crypto stablecoin startups in their latest “Request for Startups” list. source
- The Worldcoin app reached a high of over 1 million daily users this Sunday. source
- Three Arrows Capital and Alameda Research still hold $550 million and $168 million of WLD (WorldCoin) respectively. Alameda source 3AC source
- Chiliz is partnering with South Korea’s top football league. As part of the multi-year deal, “K League Fantasy” will be integrated into the Chiliz chain. K league will also be running a Chiliz validator. source
- Japan’s parliament to vote on a bill that would allow Japanese Investment funds and VCs to invest in crypto companies for tokens (SAFTs etc) as well as hold and acquire crypto themselves. source
- A user, suspected to be Justin Sun, purchased 54,721 ETH ($159 million) through Binance and dex’s. source
- Fixed Float confirmed that they were hacked for $26 million of BTC and ETH. source
- The dYdX DAO is currently voting on adding an EOS market to the dYdX chain. source
- $375.28 million of AVAX (2.6% of the supply) is set to unlock on February 22. source
- Biconomy integrated their Account Abstraction infrastructure into Trust Wallet's new smart contract wallet offering. source
- BounceBit, a BTC staking platform, aims to launch their public mainnet in April 2024. source
- Binance will be delisting Monero, Multichain, Vai, and Aragon on February 20 at 03:00 a.m UTC. source
Trending Assets and Volumes
- MND, up 38.04%, SPX, up 37.18%, and IMGNAI, up 25.22%, were top performers today.
- WLD continues to perform well, and is up 28.60% over the past day, and 181.95% over the past week. PERP is up 27.78%, and PANDORA is up 24.25%.
- GRT had a great day and is up 15.59%. BEAM is up 11.51%.
- eUSD (Ethena), crvUSD, PANDORA, LINK, ONDO and BEAM dominated on-chain volumes
TVL
- hBTC TVL grew by 154.70%
- Alpaca Leveraged Yield Farming, yield farming on BSC, TVL grew by 63.47%
- Kinza Finance, money market on BSC, TVL grew by 36%
Fees
- Opensea Seaport fees earned are up 62.79%, zkSync Era fees earned are up 15.8% and friend.tech fees earned are up 127%.
Full notes here:
https://x.com/asxn_r/status/1759696844588744792
A short thread on Arbitrum's new transaction ordering proposal & the MEV implications:
https://x.com/asxn_r/status/1806662953933910412
We published a report on 3Jane:
https://x.com/asxn_r/status/1805626781203927349
We recently published a report on the Bitcoin ecosystem, Runes and Ordinals:
https://newsletter.asxn.xyz/p/running-bitcoin-runes-and-ordinals
ViaBTC mining pool collected transaction fees amounting to 37.626 BTC, valued at $2.39 million during the halving block.
Читать полностью…
We are looking to hire a research intern!
https://x.com/asxn_r/status/1779423235987103822
Daily Notes: 28-03-2024
Developments
- Wormhole’s token, W, to be available to claim on the 3rd April at 11:30AM UTC. source
- Prisma Finance was hacked for $11 million in ETH. The PRISMA token is down 17.72% in the last 24 hours. source
- SBF sentenced to 25 years in prison. source
- Amazon invested an additional $2 billion in Anthropic, an AI company that FTX invested $500 million in 2021. source
- Xai will be launching XAI staking pools for sentry key holders soon. source
- Celestia launched Blobstream on Base. source
- 40% of Ethereum’s blobspace is being used for Inscriptions related activity, causing blobs to operate at full capacity (100% utilisation rate). source
- StableLab, a Uniswap DAO participant, published a temperature check proposal to diversify the Uniswap treasury which is currently valued at $5 billion, $4.95 billion of which is in UNI tokens. source
- Google search is now indexing BTC addresses. source
- Parcl has allocated 8.1% of their upcoming token to the community. Categories include Early Parcl adopters (7.5%) Core Parcl community (0.5%) and Mad Lads NFT holders (0.1%). source
- USDC to launch on zkSync “soon”. source
- Biconomy raised an undisclosed strategic round that included Jump Capital, Consensys Ventures, Balaji Srinivasan, and Jordi Alexander among others. The Biconomy token BICO is up 12.7% in the last 24 hours. source
- Zircuit, a zk rollup with parallelized circuits and AI-enabled security, launches Build-To-Earn (points) program. source
- Syndicate launched the Degen chain, a layer 3 using DEGEN for gas fees. source
- Kamino Finance launched the second season of their points program. source
- 1inch launched phase 2 of its community builder program. source
Trending Assets and Volumes
- VELO price has increased by 102.74%, DEGEN by 52.62%, and DOG by 43.64%.
- LEO is up by 21.29%, FET by 14.41%, and MKR by 12.34%.
- MKR, RBN, PRIME, ONDO, and ETHFI dominated on-chain volumes.
TVL
- MerlinSwap, a DEX on Merlin, TVL grew by 221%.
- RadioShack, TVL grew by 208%.
- Crypto.com Staked ETH, TVL grew by 81.52%.
Fees
- Trojan (Telegram trading bot) fees earned are up by 54%, Aerodrome fees earned are up by 69.17%, and Bonkbot fees earned are up by 49.63%.
Full notes here:
Daily Notes: 26-03-2024
Developments
- Kucoin and two of its founders have been charged with violating anti money laundering laws under the bank secrecy act. source
- SWIFT is planning to launch a CBDC platform in the next 12-24 months. source
- Metaplex introduced Metaplex Core, a cheaper to mint NFT standard for Solana that also simplifies the developer experience. Additionally, the Metaplex - Foundation announced it will be using 50% of Metaplex protocols revenues to buy MPLX tokens for the Metaplex DAO. source
- The Optimism Foundation has allocated 850 million OP ($3.3 billion) for grants within the Optimism Collective and Superchain across four rounds in 2024, beginning in May. source
- 70% of Solana users exclusively use USDC, 19.5% USDT and 10.4% both. source
- A16z’s crypto startup accelerator for spring 2024 launches with 25 companies selected. source
- “Hong Kong aims to enable in-kind creations and redemptions for spot Bitcoin ETFs in the second quarter” according to cointelegraph. source
- In partnership with Lido, BadgerDAO has launched eBTC, a stETH backed synthetic BTC token. source
- USDT on Binance’s p2p service was trading at a 7% discount as users from the Philippines rushed to offramp following the Philippines decision to block local access to Binance. source
- Angle protocol introduces USDA, a yield bearing, real world asset backed stablecoin. source
- Reya Labs, a to be launched trading-optimised modular L2, raised $10 million in a funding round led by Framework Ventures. source
- TrueFi introduced TRI, a dollar based token backed by real world assets like the tfBill token (a on–chain short-term treasury bills token). source
- Portugal’s data regulators have banned Worldcoin from collecting data for 90 days. source
- Stacks’ Nakamoto Testnet is here. source
- Circle launched CCTP (Cross-Chain-Transfer-Protocol) on Solana. source
- Money spent via Akash’s marketplace reached an all-time high of $2.86k today. It has increased by 37.09x since Aug 2023. source
- Blast GameFi project Munchables has been exploited. source
Trending Assets and Volumes
- PAPER has increased by 105%, RAM by 101%, and ANGLE by 78.81%.
- Base season continues, AERO is up by 24.26%. PANDORA (NFT-to-Token) is up by 22%, and VELO is up by 20.62%.
- BEAM is up by 7.9%, FET has risen by 6.3%, and MNT by 6.16%.
- ezETH, PEPE, FET, LINK AND ONDO dominated on-chain volume
TVL
- Thruster V3, a DEX on Blast, TVL grew by 433%.
- Suilend, a lending protocol on Sui, TVL grew by 97.27%.
- Particle, a levered trading protocol on Blast, TVL grew by 63.08%.
Fees
- Ethereum fees earned are up by 37.66%, Solana fees earned are up by 27.2%, and PancakeSwap AMM fees earned are up by 167.26%.
Full notes here:
https://x.com/asxn_r/status/1772743480047030362
Daily Notes: 12-03-2024
Developments
- Grass announced that they will be launching a Layer 2 Data Rollup on Solana. source
- The Tensor Foundation introduced the TNSR token which will be used for governance. source
- Binance Launchpad will list Ether.fi’s token, ETHFI, next week. source
- El Salvador’s BTC holdings are $81.77 million in profit. source
- Gnosis chain activated the Dencun upgrade yesterday. source
- Monad is reportedly “in talks to raise more than $200 million in a round led by Paradigm”. source
- Ethena Shards issued per day to decrease by 12%. source
- Elixir raised $8 million in a Series B round led by Mysten Labs and Maelstrom (Arthur Hayes’ family office fund). source
- MetaMask is testing a payment card which would be issued by Baanx, a digital asset based Financial Services firm. source
- Backpack exchange went live for UK users. source
- Curve Lend (aka LlamaLend) public beta went live. source
- Dubai’s Police is piloting using Cardano to secure sensitive data from criminal investigations. source
- Stack introduced their Base layer 3 points chain powered by the op stack. source
- KyberSwap’s Aggregator went live on Blast. source
- Thailand’s SEC reportedly amended rules that allow for accredited investors to now gain exposure to US spot Bitcoin ETFs. source
- Nibiru chain’s mainnet went live. source
- Prom (Modular zkEVM Layer 2) testnet “almost here”. source
Trending Assets and Volumes
- DONUT, FWB, and AEGIS, all below $100M market cap, have seen their prices increase by 191.2%, 86.94%, and 74.48%, respectively..
- For tokens above the $100M market cap threshold, AMP has grown by 98.54%, QI is up by 41.91%, and REEF has increased by 34.70%.
- INJ's price is up by 21.63%, AVAX has grown by 19.57%, and MANTA has increased by 9.79%.
- eUSD, USDe, crvUSD, MKR, PEPE and POOH dominated on-chain volumes
TVL
- Wasabi, an NFT leverage protocol, TVL grew by 7189%.
- GoGoPool, a staking protocol for Avalanche Subnets and node operators, TVL grew by 213%.
- Flexa (Ampera), digital payments, TVL grew by 163.5%.
Fees
- Uniswap V3 fees earned are up by 17.26%, Arbitrum fees earned are up by 37.04%, Metamask fees earned are up by 52.56%, and Optimism fees earned are up by 22.61%.
Full notes here:
https://x.com/asxn_r/status/1767656446018158963
Daily Notes: 07-03-2024
Developments
- Pantera is looking to raise funds to buy $250 million in discounted locked Solana tokens from the FTX estate. Investors who participate will be able to purchase at $59.95 per SOL but may have to lock their tokens for up to 4 years. They will also pay Pantera a 0.75% management fee and a 10% performance fee. source
- The SEC published a notice to solicit comments on a proposed rule change filing by the Cboe BZX exchange to list and trade shares of the Franklin Templeton Ethereum ETF under BZX Rule 14.11(e)(4). source
- Ark Invest has sold over $100 million of Coinbase shares (COIN) so far this week. source
- Arkham Intelligence claims Tesla and SpaceX to be holding $778 million and $560 million respectively after identifying the two entities. source
- Yesterday, Bitcoin was trading at a 10.32% premium on South Korean exchanges of which foreign investors are forbidden from trading on. The premium suggests a high local demand for Bitcoin. source
- Kamino Finance will take a points snapshot on March 31st and distribute the KMNO token in April. 7% of the KMNO supply (700 million KMNO) will be initially distributed to the community. source
- Brave integrated SegWit Bitcoin wallets into its wallet for desktop users. Brave will also be allowing users to store BRC-20 tokens and Ordinals in the Brave Wallet later this year. source
- Injective’s inEVM went live on mainnet. "inEVM enables Ethereum developers to build dApps that leverage blazing fast speeds & near zero fees while achieving composability across WASM and EVM”. inEVM is the “first-ever EVM capable of achieving true composability across cosmos and solana". inEVM will use Celestia as its Data Availability layer and Pyth as its oracle provider. source
- Backpack Exchange to take its first snapshot on March 18th. source
- Zama raised $73 million in a series A funding round led by Multicoin capital and Protocol lab. Zama is a cryptography firm building fully homomorphic encryption solutions for blockchain and AI. source
- SafePal launched a Visa card with USDC as the default deposit currency after strategically investing in Fiat24, a Swiss bank. source
- Jupiter launched its genesis DAO vote - “Which animal is the cutest?” - to get DAO members familiar with the platform. source
- BlockFi customers may receive a full value recovery as BlockFi reached a tentative settlement in which they will receive a $185.2 million customer claim from FTX and $689.3 million claim against Alameda Research. source
- Rarible’s API integrates into Celo. source
- GMX launched a Python Software Development Kit (SDK). source
- Jupiter launched its genesis DAO vote - “Which animal is the cutest?” - to get DAO members familiar with the platform. source
Trending Assets and Volumes
- Doginme continues to do well, has risen by 79.21%. ORBIT is up by 52.84%, and AST (Airswap) is up by 25.28%.
- ONDO is up 16.72%, MANTA is up 17.95%.
- RBN is top performer for assets above $1B MC, up 17.75%. FET is up 15.67% and INJ is up 13.86%.
- PEPE, UNI, RBN, crvUSD, and ezETH dominated on-chain volumes.
TVL
- Beam Swap, a DEX on Beam (gaming chain), TVL grew by 1040%.
- Orbit Protocol, a money market on Blast, TVL grew by 62%.
- DeepBook, CLOB on Sui, TVL grew by 34.02%.
Fees
- Ethereum fees earned are down by 15.29%, Optimism fees earned are down by 47.2%, and BSC fees earned are up by 47.39%.
Full notes here:
https://x.com/asxn_r/status/1765853724478435780
Daily Notes: 05-03-2024
Developments
- $1.16 billion was liquidated in the last 24 hours. Of that sum, $856.91 million were long liquidations and $299.15 million were short liquidations. source
- Coinbase’s BTC/EUR (Euro) pair flash-crashed 19% from €60,000 ($65,141) to €48,529 ($52,687) , a ~€11,000 ($11,942) disparity between BTC’s actual price of $63404.00 at the time. source
- Fraxtal (Fraxchain) bridge went live. source
- Coinbase experiences technical difficulties for the third time in the last 7 days. source
- Bancor’s technologies are now live on Fantom through Graphene, an advanced trading DEX powered by Bancor’s Carbon DeFi, as well as Bancor’s Arb Fast Lane protocol. source
- MicroStrategy’s share price spiked to $1,391, an intraday increase of 27%, as BTC touched all-time highs before retracing to $1,178 (7.68% down on the daily). source
- MicroStrategy proposes a private offering of $600 Million of Convertible Senior Notes due to 2030, the proceeds of which will be used to “acquire additional bitcoin and for general corporate purposes”. source
- Binance will stop all Nigerian Naira (NGN) services by March 8th. source
- Optimism broke its all-time high reaching a high of $4.61. It is currently trading at $4.41. source
- Robinhood EU listed Bonk. source
- Ring Protocol, a DEX on Blast, reached over $100 million in TVL. source
- Fluent, a general-purpose zkWasm L2, will be integrating with Celestia allowing for any developer to “deploy a zkWasm execution environment as their own high-throughput blockchain.” source
- Ethena released a sUSDe pool on Pendle with “5x shards per day”. source
- IO Research (io.net) raised $30 million at a $1 billion valuation in a Series A funding round led by Hack VC. source
- The NIM Network, who will be the first RollApp on Dymension and “combine the latest in blockchain technology with gaming fundamentals to create experiences that are both crypto-native and fun” will be airdropping 9% of NIM tokens to Dymension holders. source
Trending Assets and Volumes
- FINGER (meme coin on Blast) has increased by 335%, doginme has surged by 158%, and MIR has risen by 56.83%.
- ENS had a good day, is up 17.9%.
- STRK has increased by 20%, BEAM by 11%, and OP by 7.82%.
- PEPE, SHIB, USDe, UNI, and crvUSD dominated on-chain volumes.
TVL
- Keep3r Network, a decentralized keeper marketplace, TVL grew by 163%.
- DefiChain Loans, over-collateralized loans on DefiChain, TVL grew by 68%.
- DefiChain DEX, a DEX on DefiChain, TVL grew by 51.16%.
Fees
- Ethereum fees earned are up by 57.75% to $34 million, Bitcoin fees earned are up by 92%, and Uniswap fees earned are up by 43.48%.
Full notes here:
https://x.com/asxn_r/status/1765139594293518701
We've compiled a list of ETH Denver talks on:
- Al
- DePIN
- Bitcoin/Inscriptions
- RWA
- EigenLayer and Restaking
- Modularity
- Data Availability
- Rollups/L2s
- Parallel Execution
You can find the list here:
https://x.com/asxn_r/status/1764028125225037887?s=20
Daily Notes: 27-02-2024
Developments
- Dencun Mainnet upgrade expected for March 13, 2024 at 13:55 UTC (epoch 269568). source
- The annualised Binance Bitcoin perpetual futures funding rate exceeded 100% for the first time since late 2021. source
- Uniswap introduced the upcoming Uniswap Extension. Uni.eth users can join the waitlist. source
- Arweave launched the public testnet for Arweave AO, a chain built on-top of Arweave’s data platform. source
- Aerodrome announced that the Base ecosystem fund (led by Coinbase Ventures) market bought an $AERO position. source
- Binance Labs invested in Babylon, a Bitcoin staking protocol. source
- ENS DAO will pay Manifold Finance’s proposed $300,000 settlement to end the eth.link domain dispute. source
- Initia, a rollup focused blockchain aiming to launch in Q2 2024 and founded by former Terra and Cosmos developers, raised $7.5 million in a SAFT funding round. source
- An Aave Request for Comment proposal to fully deprecate stable rate mode passed. source
- OKX opened a crypto exchange in Turkey, ‘OKX TR’. source
- Cycle Network secured a multi-million dollar investment in its initial funding round. source
Trending Assets and Volumes
- AERO increased by 114%, following the Base Ecosystem investment, VELO rose by 81.73%, and FOLD increased by 45%.
- PNG had a good day, and is up 46.41%, MOG is up 43.65%, and PANDORA advanced by 29%.
- PEPE surged by 84.64%. We’re seeing a rise of old ETH memecoins, with both PEPE and MOG doing well. While SHIB and CRO experienced more modest increases of 11.36% and 7.66%, respectively.
- PEPE, ezETH, USDe, ILV, and UNI dominated on-chain volumes.
TVL
- Hawksight, a yield optimizer on Solana, TVL grew by 278%.
- Gearbox, a lending and prime brokerage, TVL grew by 215.28%.
- Helix, a spot and derivatives dex on Injective, TVL grew by 62.78%.
Fees
- Ethereum fees earned are up by 39%, Tron fees earned are up by 45.43%, Arbitrum fees earned are up by 43.08%, and Optimism fees earned are up by 78.47%.
Full notes here:
https://x.com/asxn_r/status/1762566901266362477
Daily Notes: 22-02-2024
Developments
- a16z invested $100 million in EigenLayer. source
- Circle’s native USDC is now live on Celo’s mainnet. source
- Sushi Bonds went live, offering an alternative to traditional liquidity mining. source
- Bitcoin ETF total inflows saw their lowest point since February 6th yesterday. source
- Alchemy launched Modular Account on multiple chains including Ethereum and Polygon. source
- FalconX will be expanding into Hong Kong, offering OTC and derivatives services. source
- Binance invested an undisclosed amount in liquid restaking protocol Renzo. source
- Mode launched Mode Flare, a Layer 3 powered by Optimism and Celestia. source
- Gauntlet left Aave, citing DAO dysfunction. source
- Helius Labs raised $9.5 million in a Series A round. source
- Heroes of Mavia to announce their Layer 2 chain of choice for their game. source
- Euler Finance will launch Euler v2 in Q2 of 2024. source
- Startale Labs raised $3.5 million from UOB Venture Management and Samsung. source
- Team Liquid entered a partnership with Mysten Labs (Sui creators) for a fan loyalty platform. source
- Nigeria’s telecom regulators restricted access to crypto exchanges like Binance and Coinbase. source
- Fxhash announced they are building on Base. source
- Superfluid raised $5.1 million in a strategic funding round. source
- Sei developed a "code minimized" upgrade of the ERC-721 standard with Omni Labs. source
- Scroll’s mainnet upgrade completed, reducing bridging costs by up to 50%. source
Trending Assets and Volumes
- STFX (social vault trading) had a great day, and is up 28.11%.
- SPELL performed well today, is up nearly 60%. ARKM and WLD, both tokens related to Sam Altman, are up around 37%.
- RNDR had a good day, is up 25.32%. FET is up 18.37%.
- USDe, eUSD, crvUSD, ONDO, and ezETH dominated on-chain volumes.
TVL
- Meteora Pools, Solana Liquidity protocol founded by the same team behind Jupiter, TVL grew by 1656%.
- zkLend, money market on Starknet, TVL grew by 318%. zkLend’s TVL is 65% STRK tokens as they are currently running a ~20% APR STRK incentives program.
- DeepBook, CLOB framework on Sui, TVL grew by 122%.
Full notes here:
https://x.com/asxn_r/status/1760781643789303810
Daily Notes: 20-02-2024
Developments
- zkSync Era Paymaster, which allows users to use ERC-20 tokens to pay for gas, has reached 1.24 million total transactions, with Feb 19th seeing an all-time high of 66,700 daily transactions. source
- The Humanity Protocol, a proof-of-humanity protocol aiming to reduce invasiveness and complexity, announced the launch of Humanity Protocol on Polygon CDK. humanityprot/humanity-protocol-emerges-from-stealth-human-institute-in-collaboration-with-animoca-brands-and-d74b8757e44e">source
- Ethena’s four curve USDe pools reached its deposit limits as Ethena officially launched USDe to the public, as well as their Shard Campaign, yesterday. source
- Liquid restaking protocols now cumulatively exceed $3.5 billion in TVL. source
- The Starknet token (STRK) went live and is currently trading at $2.10. source
- 200 million ($420 million) of 586 million Starknet tokens have been claimed so far. source
- MetaMask’s monthly users reached ~30 million, only 1.7 million users away from their January 2022 all-time high of 31.7 million users. source
- eBay reportedly cut 30% of its web3 team. source
- Blast will announce mainnet launch date later this week. source
- Backpack wallet integrates Wormhole, a bridging/interoperability protocol. source
- Stellar upgraded their mainnet to Protocol 20 which brings smart contracts to Stellar. source
- ZKM launched their zero knowledge virtual machine Alpha Testnet. source
Trending Assets and Volumes
- EMP, (“Empyreal” - web3 infrastructure project), is up 40.33%, GEAR is up 28.73% after they announced support for leveraged EigenLayer farming, and LEASH, a memecoin on Shibarium, is up 27.16%.
- JASMY is up 40.97%, GLM is up 37.66% and PANDORA is up 15%.
- APE had a good day, and is up 4.57%. IMX is up 3.40%.
- eUSD, USDe, PANDORA, crvUSD and STRK dominated on-chain volumes.
TVL
- Starknet Bridge TVL grew by 417.21% as STRK token goes live.
- Helio Protocol, BSC CDP protocol, TVL grew by 28.34%.
- PancakeSwap AMM V3, multichain DEX, TVL grew by 25.01%.
Fees
- MetaMask fees earned are up 69.58%, Arbitrum fees earned are up 42.69% and Base fees earned are up 32.79%.
Full notes here:
https://x.com/asxn_r/status/1760069827497017618
Daily Notes: 15-02-2024
Developments
- Apecoin’s ‘ApeChain’ confirmed to be powered by Arbitrum after a 50.35% majority vote versus other options that included Polygon and zkSync. source
- Prisma Finance introduces the ULTRA token, a stablecoin backed by Liquid Restaking Tokens. The PrismaLRT initiative will allow “users to seamlessly borrow using their LSTs or LRTs”. source
- Injective released “the first ever” omnichain domain name service for Injective and Solana. source
- A BEAM holder was phished for $5 million of BEAM which was then sold in one transaction, plummeting the price by -20%. The price of BEAM has since recovered to -5%. source
- A US government department, the National Institute of Standards and Technology (NIST), is investigating an old version of Trust Wallet iOS app that generated weak seed phrases. Slightly over 6500 wallets are said to be at risk from preliminary analysis. source
- Telefónica, a Spanish telecommunications company, partners with Chainlink to work on preventing sim swap attacks. source
- Aptos and Jambo, a technology company based in Africa, partnered to release the JamboPhone at a $99 cost per phone. The phone, which comes preloaded with Petra (Aptos Wallet) and JamboApp (a web3 wallet), is targeted at developing economies like Africa, Southeast Asia, and Latin America. source
- MicroStrategy’s Bitcoin holdings are at a $4 billion floating profit. source
- Moonbeam partners with Animo Industries to develop a crypto game on PlayStation. source
Trending Assets and Volumes
- LUNA is up 41.35% today and UST is up 39.65%.
- API3 had a great day, and is up 27.92%. MUBI is up 23.10% today, but generally underperformed this month. ALPHA is up 12.74%.
- MNT, up 8.08%, UNI, up 6.76%, and QNT, up 4.54%, performed well today.
- PANDORA, BEAM, ETHx,ONDO and crvUSD dominated on-chain volumes
- BEAM experienced increased volumes after a user was phished for $5 million of BEAM, which was then sold in one transaction.
TVL
- MetaStreet V2, NFTFi on Ethereum, TVL grew by 49.19%.
- Merlin’s Seal, fair launch protocol for Merlin Chain, TVL grew by 41.84%.
- RIF ON CHAIN, stablecoin on Bitcoin, TVL grew by 38%.
Fees
- GMX V2 fees earned are up 81%, Bitcoin fees earned are up 53.15% and Lido fees earned are up 38.12%.
Full notes here:
https://x.com/asxn_r/status/1758240640767295827