Category

Crypto

Sep 02
0

Daily Brief Crypto: Derivatives Dominate ETH Markets Ahead of Merge and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Derivatives Dominate ETH Markets Ahead of Merge

Derivatives Dominate ETH Markets Ahead of Merge

By Kaiko

  • The perpetual futures market serves as the battleground for institutions, risk-hedgers and speculators alike.
  • In the bull run of 2021, perpetual futures acted as one of the main catalysts for all time highs as new money piled into the market with excessive leverage.
  • Flash forward to September 2022 and we’re seeing this new money return to perpetual futures markets more ferociously than ever, specifically for ETH, with open interest recently breaking all time highs, ahead of one of the biggest idiosyncratic catalysts crypto has seen in some time, the Ethereum Merge. 

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Sep 01
0

Daily Brief Crypto: The Crypto VC List – 2022 and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The Crypto VC List – 2022

The Crypto VC List – 2022

By Coinstack

  • An alternative to ICOs that actually vets projects is needed. That is why Peer, a Web3 social network and blockchain company, recently announced an alternative to the Initial Coin Offering (ICO) called the Initial Coin Exchange (ICX). 
  • The ICX provides a framework for an evidence-based fundraising standard for established blockchains and decentralized apps that promotes responsible innovation, global participation, and rapid validation. 
  • Essentially, an ICX is for crypto companies and projects past the prototyping phase and looking for their next round of funding before seeking seed-stage investors.

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Aug 30
0

Daily Brief Crypto: Play-to-Earn and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Play-to-Earn

Play-to-Earn

By Etherbridge

  • Last week we dived into crypto gaming as we investigated Enjin, one of the leading projects in the sector. 
  • Enjin shifted from a traditional company to blockchain organisation and has positioned itself as an integral component in the blockchain stack and crypto gaming industry going forward.
  • This, however, begs the question: Why will people play blockchain-based games in the future? This answer comes down to the model used by traditional games vs those blockchain-based.

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Aug 25
0

Daily Brief Crypto: Investment Thesis Post-Ethereum 2.0 Merge and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Investment Thesis Post-Ethereum 2.0 Merge
  • The Metaverse for Augmented Reality

Investment Thesis Post-Ethereum 2.0 Merge

By Edward Wu

  • The Merge narrative is the short-term factor driving the ETH price. In the mid-to-long term, structural supply reduction provides a long-term bull case for ETH.
  • Staked ETH derivatives’ price will converge to 1:1 with ETH , purchasing liquid staked ETH derivatives at a discount is a better strategy to accumulate ETH long-term position.
  • Liquid staking protocol, Lido Finance, will enjoy a tailwind after the merge with a surge in staking ratio. LDO token is a high beta play of ETH’s bull case.

The Metaverse for Augmented Reality

By Coinstack

  • Imagine for a moment an entirely new type of social network. On this new social network, the point isn’t to get stuck in an endlessly scrolling feed in your bedroom.
  • Instead, the whole point is to actually go outside with your phone, smartwatch, or Augmented Reality (AR) glasses and interact in the real world — with digital content that was posted into a specific place in the real world by friends, creators, and businesses.
  • If you can’t go outside, you can always use AR at home using Peer’s patent-pending holodeck AR experience.

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Aug 24
0

Daily Brief Crypto: SG Exchange Gets Nod from MAS to Offer Crypto Services and more

By | Crypto, Daily Briefs

In today’s briefing:

  • SG Exchange Gets Nod from MAS to Offer Crypto Services
  • NFT Bear Market and Impact on NFT Lending on BendDAO

SG Exchange Gets Nod from MAS to Offer Crypto Services

By Tech in Asia

  • Bhex, a Singapore-based crypto exchange, has secured a standard payment institution license from the Monetary Authority of Singapore (MAS)
  • The approval will allow the company to offer digital payment token (DPT) services in the city-state.
  • Founded in 2018, Bhex is operated by its parent firm, Bhop Consulting. It provides crypto trading services with an emphasis on compliance and reliability

NFT Bear Market and Impact on NFT Lending on BendDAO

By Rose Choy

  • BendDAO has been negatively impacted by the NFT bear market that led to a bank run due to the lack of liquidity in the collateral liquidations.
  • We look at how the auction mechanism has been stalled and how this bank run occurred. The DAO has since proposed a new governance mechanism aimed at improving the liquidity.
  • The proposal is likely to pass, and we could see potentially a slew of liquidations on the platform that could be good opportunities to pick up NFTs below floor price.

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Aug 23
0

Daily Brief Crypto: Sporting Crypto – August 22nd 2022: What if The Worm NFT was a Web3 Sports Project? and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Sporting Crypto – August 22nd 2022: What if The Worm NFT was a Web3 Sports Project?

Sporting Crypto – August 22nd 2022: What if The Worm NFT was a Web3 Sports Project?

By Sporting Crypto

  • The last couple of newsletters have focused on news stories and Sporting Crypto will always explore them in a deep and insightful way.
  • This week, however, I want to think slightly laterally. ‘What if?’ has become something I’ve heard a lot in crypto more broadly But I think it’s very important this question is asked especially when it comes to Sports x Web3.
  • There are so few good examples of Web3 x Sports — that sometimes, this is what it takes to try and explain to stakeholders and the uninitiated what is going on here.

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Aug 18
0

Daily Brief Crypto: Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient Market and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient Market
  • Why I Joined Amphibian Capital

Ethereum Merge and Hard Forks- Pinching Pennies in an Efficient Market

By Rose Choy

  • The Ethereum merge is expected in a month – when the existing chain merges with the proof-of-stake system and paves the way for a greener and more deflationary asset.
  • We examine the Merge and a potential hard fork in some detail and highlight some possible scenarios and trade ideas.
  • However, we conclude the current market reflects a successful Merge and Hard Fork efficiently, and little juice is left in most arbitrage trades.

Why I Joined Amphibian Capital

By Coinstack

  • The ICO fever in 2017 proved to be a high-risk environment for individuals wanting to participate in new blockchain project token releases, from accidentally sending funds to the wrong wallet, or some project teams absconding with funds.
  • In response to this, a new fundraising mechanism called IEOs came about. 
  • An Initial Exchange Offering, commonly referred to as an IEO, is a fundraising event administered by an exchange.

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Aug 16
0

Daily Brief Crypto: Sporting Crypto – August 15th 2022: Barnsley FC Terminate Deal with Crypto Partner Hex.com and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Sporting Crypto – August 15th 2022: Barnsley FC Terminate Deal with Crypto Partner Hex.com
  • #34 Tornado Cash, or how to prosecute code

Sporting Crypto – August 15th 2022: Barnsley FC Terminate Deal with Crypto Partner Hex.com

By Sporting Crypto

  • After unearthing vile homophobic social media posts from senior leadership of Hex.com — Barnsley FC have terminated its partnership with the crypto token.
  • The posts are disgusting and show how little due diligence was done in the first place by the English League 1 Football club.
  • But why did they partner with something that has been called a scam on several occasions?

#34 Tornado Cash, or how to prosecute code

By Carbono Insights

  • US Treasury Department sanctions a piece of code Crypto feels like those teenage years when every experience feels massive and pivotal.
  • The age of firsts. Today we witness the first time regulators take on a protocol, and like everything in crypto, like in teenage years, it feels like a defining moment.
  • The OFAC included mixer Tornado Cash in their SDN list in what is the first time a regulator sanctions a protocol, somehow. Let’s unpack things.

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Aug 14
0

Daily Brief Crypto: The Sandbox and more

By | Crypto, Daily Briefs

In today’s briefing:

  • The Sandbox

The Sandbox

By Etherbridge

  • Last week we began a Metaverse series, starting with Decentraland. Decentraland was one of the first blockchain-based Metaverses to emerge, but it sure wasn’t the last.
  • We have seen several emerge since it launched, and no other Metaverse has offered it competition quite like The Sandbox.
  • As the Metaverse comes into the mainstream, and we see the competition between centralised and decentralised heat up, it is worth exploring the different approaches and competitors that exist. 

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Aug 12
0

Daily Brief Crypto: Tornado Cash Blacklisted and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Tornado Cash Blacklisted

Tornado Cash Blacklisted

By Coinstack

  • Typically, there are one of two ways a cryptocurrency or digital asset comes into existence.
  • The first is through a Fair Launch. A fair launch is a type of crowdfunding in crypto where the project sells tokens to every participant.
  • A fair launch allows for equitable and fair distribution of tokens.

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