24 Comments

Thanks for the update. Lots of stuff was new to me...

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Excellent work as always.

I would love to see an article about the possibility of the World Cup as a catalyst for national team fan tokens and about NFT music.

Thanks for the content!

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Hi Wizard

Great article

How would you feel about analyzing XMON SUDO transition Is it beneficial to the current xmon holders? Thanks

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Good idea

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Would love to know your thoughts on PlutusDAO ($PLS) and Sperax ($SPA) since you're interested in $DPX and $JONES.

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Fantastic update. Thanks! Now I just have to decide which of the rabbit-tunnels I should follow deeper 🤔

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I was thinking the exact same thing...

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Also need help

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Patiently refreshing the sub stack every day for the rDPX deep dive (it’s one of my core positions, very excited to see your take). Love your content! Hope all is well.

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Friday. Sorry for the delay but will have some alpha.

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That’s awesome, thanks! And no need to apologize, I know life happens, plans change, projects take longer than expected, etc. Just wanted you to know that I am enjoying your work and excited about the topic. You’ve completely changed how I play the game. I’d kind of been fumbling around in this direction for a while but you really crystallized it for me. Best $120 I’ve spent in crypto (well, other than my Ledger, but a close second).

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Looks like this wallet been stacking YFI.

https://debank.com/profile/0xceb69f6342ece283b2f5c9088ff249b5d0ae66ea/history?chain=eth&token=0x0bc529c00c6401aef6d220be8c6ea1667f6ad93e_YFI

I'm terrible at onchain analysis. Any chance you can do a stream/walk through?

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Another amazing article, thanks for everything you put out!

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please open the topic of tokenomics

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On L1, I am seeing $TONCOIN (The Open Network) getting traction on wallet count and telegram and other channel subscriber count. The blockchain is fast. Most of the coins were pre-mined though and I supposed that went primarily to insider or affiliates. The blockchain and its tech has gotten endorsements from Durov since it was the Telegram team who built that tech before TON was dissolved. Have you heard or do you know who can opine on whether this layer 1 is legit and is a possible contender of the next generation L1?

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Really good stuff, it is really difficult nowadays to keep up with all the tons of stuff being shilled and separating the good projects from the fake ones. This is really good content, I was wondering if you are looking at KUJI as well? This is a project that caught my eye a few weeks ago

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On a serious note you missed what might be a zero to one moment for web3 gaming - NFT. Limitbreak's Free to Own model with the launch of digidaigaku

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What are the actionable steps now re DigiDaiku?

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You missed the biggest narrative $vdick

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Might wanna check out Hadeswap; NFT AMM on Solana. 9x9x9eth/HGESOL working on it. Great update as always thanks!

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Cant jump in all.

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