Sega enters blockchain gaming space

https://twitter.com/0x_zeus/status/1675886449684619265?s=20

1/ A recession is imminent, risk assets are expensive, and stocks always bottom during deleveraging driven recessions.

Is a major crash inevitable?

Not at all

In this research report we explore how prevalent bearish theses are flawed and why we are bullish on risk assets.

https://twitter.com/krugermacro/status/1675989375765852160?s=20

using chatGPT to create swap routes across protocols

v interesting

https://twitter.com/0xFastLife/status/1675489926518018049?s=20

GMX v2 in-depth research report

#reads GMX

https://castle-chronicle.beehiiv.com/p/deciphering-gmx-v2-next-wave-decentralized-perps

Ubisoft is launching its PC web3 game as well on Oasys

web3 gaming narrative is back??

https://twitter.com/arndxt_xo/status/1675831630500610048?s=20

learnings from on-chain game founders

https://twitter.com/xdereklau/status/1676085127720624129?s=20

Chart 1

We’ve observed that previous Supermoon periods coincide with countertrend reversals - the red line/blue boxes indicate the periods of Supermoons in the past 3 years (Chart 1).

2020: Week of 9 Mar - 7 May (161% Rally during Bear market)
2021: Week of 27 Apr - 24 Jun (51% Sell-off during Bull Market)
2022: Week of 14 Jun - 12 Aug (43% Rally during Bear market)

Would the 2023 period (from now to September) see a pause or reversal in the recent rally?

- QCP Capital

decreasing TVL excluding liquid staking

https://twitter.com/dynamo_patrick/status/1676222205196115968?s=21&t=ztajVYjJflWeeOr68SFsYQ

pullback is here, stopped out in profits

will look for bids again

LINK
INJ
LDO
FXS

to watch for

notable mentions MKR pumping after market realises its revenue has quietly tripled

Starknet plans QuantumLeap upgrade this month (13 Jul) to greatly boost TPS

https://www.theblock.co/post/237841/ethereum-layer-2-network-starknet-plans-quantum-leap-upgrade-on-july-13

if you're using huobi this is worth a look at

https://twitter.com/woonomic/status/1676634438246232064?s=20

A legendary investor whose expertise lies in major stock crashes says the market is heading toward a burst bubble, akin to the crises seen in 1929 and 2000.

Despite the figure dropping, Grantham is convinced the market has created a perfect storm for bubbles—such as asset prices—to burst, but said the emergence of artificial intelligence has delayed the pop.

https://fortune.com/2023/07/05/jeremy-grantham-billionaire-investor-gmo-predicts-stock-crash/

multi chain getting exploited

https://twitter.com/robanon94/status/1661879659569594373?s=21&t=HTkMvmuybBYVCQhlYwJHrQ