We've dropped two new reports on our website: 1. Lunar critical minerals (a balanced take) 💎 2. Resources of Mercury 😲 Check them out!

Quality reports on planetary mining by Ethos Space Resources static1.squarespace.com/static/6657895… static1.squarespace.com/static/6657895… static1.squarespace.com/static/6657895…

1/ DEX to CEX volumes have slowly risen over the past few years, but the ratio recently spiked in May.

It was a matter of when. It is now.

Stablecoins working at scale significantly accelerates crypto as the future of the financial system. All financial services will need to be (re)built for this ecosystem. This is a once in a generation platform shift. The major pillars of the future of finance are up for grabs.

Etherealize Fixed.

Time to forget all alt thesis and stick to the original one: ETH as the digital oil, the compute fuel for the internet native economy. ETH burns, earns, and returns.

That’s the thesis behind 0x and the other DEXes pioneers

If you wanted to add USDG to your stablecoins collection here are 10 on me krak.app/@theog

Coinbase chose Ethereum Robinhood chose Ethereum Blackrock chose Ethereum

fintech is here! they'll trade our coins (no they brought stonks) they'll use our chains (no they built their own)

Funny and true!

🚨 Big move from Circle: they’ve just applied for a U.S. national trust bank license. This isn’t just about checking a regulatory box — it’s a clear step toward embedding stablecoins into the core of the U.S. financial system. If approved, Circle could gain access to Fed

Watch this space

harpaljadeja.eth (evm/acc) 🇮🇳 yes, if your wallet is not part of the registry, the transfer will be blocked (assuming these deployments are what robinhood uses when they launch)

Robinhood is a bet on the secular demographic trend of new generations inheriting older generation wealth. Coinbase is a bet on the secular technological trend of permissioned capital markets (offchain) moving to permissionless capital markets (onchain). Both are going to a

Sharing this extensive token economics spreadsheet in case folks find it useful, using $SOL as a case study. Props to Max Torres for the in-depth work! docs.google.com/spreadsheets/d… If that's your area of interest/expertise, don't forget to subscribe substack.com/home/post/p-16…

MagicBlock-powered projects dominated the Colosseum Breakout Hackathon 🔮⚡️ 4 apps and games took the top spots across two tracks. Gaming: 🏆 1st Crypto Fantasy League | Breakout Hackathon—🏅4th Block Stranding—🎖️5th Send Arcade Stablecoins: 🏅4th Xelio - Global MPesa with stables Real-time experiences on @Solana wins!

Tokens are more expressive than we realize. They’ll become akin to physical measurements of the collective dynamics. Think of societal temperature.

Don’t be that turkey