The next wave is heavily weighted upside for incumbents and who have already solidified their roadmaps
This next wave will be a tsunami of bringing the old to the new among chosen winners in each sector
It’d be wise to accept this reality and follow their breadcrumbs
This next wave will be a tsunami of bringing the old to the new among chosen winners in each sector
It’d be wise to accept this reality and follow their breadcrumbs
[ ZOOMER ]
A16Z TO DROP CRYPTO FROM ITS FLAGSHIP BLOCKCHAIN FUND'S NAME, FOCUS ON OTHER INVESTMENTS, ITS FIRST FOUNDING MEMBER TO ALSO LEAVE: THE INFORMATION
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Robinhood chain's STF censored another 6 transactions this morning (54 in oct) that attempted to be force included from the L1
Reminder that it is not a permissionless chain
Censored address:
robinhoodchain.blockscout.com/address/0x80a5…
Reminder that it is not a permissionless chain
Censored address:
robinhoodchain.blockscout.com/address/0x80a5…
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The first call hapened back in april with recent early adoption from @ZenithProtocols as the current primary user powering their XLM perps feed
looks like @GMX_IO may have done a test in September for a GMX stream
For now adoption is limited with only 1k calls made in total
looks like @GMX_IO may have done a test in September for a GMX stream
For now adoption is limited with only 1k calls made in total
NEW: Chainlink oracle infrastructure is now live on @StellarOrg, bringing Data Feeds and Data Streams to Stellar network’s $4B+ RWA ecosystem.
Devs gain verifiable market data powering lending, stablecoins, tokenized equities, & more.
Through the Chainlink Scale program, Steltial capital commitment to give its builders cost-efficient access to high-quality, institutional-grade oracle infra.
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On Oct 9th, chainlink load tested hundreds of CRE workflows talking to AWS using the Key Value Store (AWS S3) workflow. It relies on SigV4 so the DON can read and update S3 objects without putting AWS keys onchain
This is how you build the universal golden record at scale
w
This is how you build the universal golden record at scale
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More details about this specific workflow:
docs.chain.link/cre-templates/…
docs.chain.link/cre-templates/…
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82% of rewards emitted from @aeroxyz gauges may have been one tick farmed at increased rewards compared to "real" LP's
- 470.2m AERO claimed (~$454.1m)
- 387.4m AERO claimed by addresses who have ever one ticked (82.4%, ~$374.1m)
- 222.7m AERO claimed on same tx as a one tick .1m)
dune.com/ryeblocks_anal…
- 470.2m AERO claimed (~$454.1m)
- 387.4m AERO claimed by addresses who have ever one ticked (82.4%, ~$374.1m)
- 222.7m AERO claimed on same tx as a one tick .1m)
dune.com/ryeblocks_anal…
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Currently every hour @The_DTCC runs a live production test of fulcrum on sepolia. What's happening is tokenized MSFT gets locked -> 10k tUSD gets borrowed -> repaid in ~30 seconds unlocking the MSFT collateral
Regulated defi is here
sepolia.etherscan.io/token/0x30f6a6…
Regulated defi is here
sepolia.etherscan.io/token/0x30f6a6…
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On Sept 1st the DTCC ran its first test with real value, transferring 1 share of MSFT across CCIP between their private testnet -> Ethereum sepolia
16 days later they attached CRE workflows to the CCIP transfer
~1000 messages in the last 30 days
Hyperchainlinkization x.com/chainlink/stat…
16 days later they attached CRE workflows to the CCIP transfer
~1000 messages in the last 30 days
Hyperchainlinkization x.com/chainlink/stat…
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Data:
Outbound (Sepolia → Quartzite sends) dune.com/queries/8923488
Inbound (Quartzite → Sepolia executes) dune.com/queries/8923638
Outbound (Sepolia → Quartzite sends) dune.com/queries/8923488
Inbound (Quartzite → Sepolia executes) dune.com/queries/8923638
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Arbitrum DRIP 2 incentives are 4 days in with $2.1k incentives paid
It resulted in ~$6.1k of incentivized TVL and ~$4.2k of new USDG supply increase per $1 spent
It resulted in ~$6.1k of incentivized TVL and ~$4.2k of new USDG supply increase per $1 spent
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Since the @chainlink reserve has launched, about 11x has been sent to binance vs what was bought back
At current unlock rate these will continue until dec 2029
The next unlock is expected to happen within the next 2 weeks
At current unlock rate these will continue until dec 2029
The next unlock is expected to happen within the next 2 weeks
Chainlink just bought another $1m+ of $LINK from CowSwap to support retail investors and reaffirm its long-term buyback commitment.
Buybacks have now become the new normal - and nobody even pays attention anymore!
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This is your weekly reminder:
70% of $USDC transfers on base is inorganic farming activity on aerodrome. about $360b of $529b for the past 7 days
70% of $USDC transfers on base is inorganic farming activity on aerodrome. about $360b of $529b for the past 7 days
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1/ Some folks are claiming @LayerZero_Core market share is inorganic. I traced post bridge user activity for September among quality assets & top chains. Only ~$200m was wash/ rebridged (~2%)
Heres the full breakdown of what ~$10B in value has done the past month:
Heres the full breakdown of what ~$10B in value has done the past month:
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