Analyst Notes #5 (dec19-26)

lots of good reading in year-end recaps etc...

TLDR

1. Projects updating their tokenomics- DeFi 1.0 token revival???

2. Cobie launches a substack and it’s so good it takes the #2 TLDR slot

3. lots of good year-end review threads, poasts, etc… Merry Christmas.

NEWS

1. $SOS dec. 24 airdrop to opensea users 🆘 - unaffiliated anon project w/ zero-value-accrual token pumps 5-6x off memes (I had 46 eth opensea volume, mine was worth $1400 when I finally sold out) 🚁 💸

   • dune analytics $SOS stats

2. Solana metaverse “Portals” went live late Sun. Dec 26! (cheapest apts. ~$3k)

3. Cobie started a substack this week ✍️- already has 2 great reads on it

4. 🔥 $MNGO burns 1b tokens 🔥- market liked it and pumped token ~50% 📈

5. $YFI also revamping tokenomics- market liked this too (also ~50% val bump)

6. Serum Governance proposal 🏛 to end maker rebates and cut taker fees passes

7. Project Serum announces cross-chain online DeFi hackathon 👩‍💻

8. 🦄 UNI v3 coming to polygon as per governance vote

9. Apes flip punks 🐒 (BAYC @ 53.9, Punks @ 52.69)

10. $RNDR token raises huge round (30m raise at ? pre)- commentary by kyle salami

11. BitMEX launches $BMEX token, airdrop coming feb 1 2022 🛫

GOOD READS

• “Solana Rate Observer”- good daily sol ecosystem rates summaries

• hilarious satire on if theranos was in web3

• great post on $CRV wars from new-on-the-scene @knowerofmarkets

• MEV knawledge thread: (why sandwich bots keep tons of 1 wei accounts)

• god tier substack post by @cobie on trading the crypto metagame

• delphi year end top 10 research briefs

• great list of solana devs on ct

• cobie’s first substack post on FDV/lockup dynamics (super interesting commentary on private-market block trades of locked tokens 👀)

• good debate on permissioned DeFi (OG post here)

• great thread on resources for those looking to break into crypto/ct

• another good thread for crypto n00bs <3

• uponly alfa compilation

• a16z’s Chris Dixon’s “web3 university”

• StarkWare post on “fractal scaling”- interesting read about zkr tech

• good solana updates substack (“The Solana Grapevine”)

• crypto hiring spree details (theblock+)

PODCASTS

*^ this delphi episode is a must-listen imo*