analyst notes #4 (dec12-19)

slow week more or less

TLDR:

• most interesting stuff this week happened outside crypto- big FOMC meeting about inflation/rates outlook, omicron outbreak (esp. in NYC) etc…

• slower week, not a ton of content here. holiday szn/tax szn etc…

NEWS:

1. FOMC highlights: inflation disgustingly high and rate hikes likely on horizon

2. adidas NFT drop, nike acquires metaverse clothing company

3. cult classic S.T.A.L.K.E.R. franchise pulls NFT plans due to backlash

4. sign ups posted for the chicago solana hacker house in january

5. liz warren says more unbelievably stupid shit about stablecoins

6. steve aoki buys an SMB

7. friktion labs goes live on solana mainnet (options yield vaults)

8. multicoin summit ft. marginfi- focus on composability

9. $time dumpu (3.1k as of writing)

10. $LUNA ripping ($80), DeFi Kingdoms token $JEWEL ripping (.003 ETH)

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GOOD READS:

• thread about solana’s network slowdown

• why traditional equity-style cash flow *just works* (vs governance tokens)

• larry’s 2021 crypto recap from TheBlock

• *must watch* hasu deep dive into STARK technology

• good post about double standards w/r/t fraud in tradfi vs crypto

• sol vs eth l2 UX comparison

• Looposhi = huobi CEO???

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PODCASTS: