Wrote a report on MKR, FXS, and RWAs. Check it out!
https://blockcrunch.substack.com/p/why-are-crypto-investors-excited
https://blockcrunch.substack.com/p/why-are-crypto-investors-excited
Substack
Why Are Crypto Investors Excited About "RWAs"? Analyzing Maker and Frax
Are RWAs the next iteration of DeFi?
👀1
Web 3 secondary market report, September 2023
- 2.6x growth in amount of offers since August
- $315M in Asks and Bids
- $3M avg Buy Ask vs $3.1M avg Sell Offer ($1.5M median)
- 19% median spread on FDV of Buy/Sell IOIs of the same projects - almost 60% drop from Aug
- 2x median spread on minimum amount of Buy/Sell IOIs of the same projects
- top projects: Celestia, Starkware, Scroll, dYdX, Arbitrum, Optimism, Sei, Aleo, Circle, Consensys
- 34% SAFT and 66% equity deals - 1/3 shift from SAFTs to equity since August
- 29% (Pre-)Seed, 71% Rounds A-D - 20% shift from earlier to later stages
- 66% of offers on L1, L2, DeFi, and blockchain services
via: SecondLane
- 2.6x growth in amount of offers since August
- $315M in Asks and Bids
- $3M avg Buy Ask vs $3.1M avg Sell Offer ($1.5M median)
- 19% median spread on FDV of Buy/Sell IOIs of the same projects - almost 60% drop from Aug
- 2x median spread on minimum amount of Buy/Sell IOIs of the same projects
- top projects: Celestia, Starkware, Scroll, dYdX, Arbitrum, Optimism, Sei, Aleo, Circle, Consensys
- 34% SAFT and 66% equity deals - 1/3 shift from SAFTs to equity since August
- 29% (Pre-)Seed, 71% Rounds A-D - 20% shift from earlier to later stages
- 66% of offers on L1, L2, DeFi, and blockchain services
via: SecondLane
❤2
Forwarded from Vladimir S. | Officer's Channel (officercia)
Seems like Galaxy has been hacked, FYI!
Hacker’s address: 0x4103babcfa68e97b4a29fa0b3c94d66afcf6163d
• x.com/officer_cia/status/1710303947225743607
#alert #security
Hacker’s address: 0x4103babcfa68e97b4a29fa0b3c94d66afcf6163d
• x.com/officer_cia/status/1710303947225743607
#alert #security
X (formerly Twitter)
Vladimir S. | Officer's Notes (@officer_cia) on X
Seems like Galaxy has been hacked, FYI!
Hacker’s address: 0x4103babcfa68e97b4a29fa0b3c94d66afcf6163d/history
Hacker’s address: 0x4103babcfa68e97b4a29fa0b3c94d66afcf6163d/history
Forwarded from Vladimir S. | Officer's Channel (officercia)
Vladimir S. | Officer's Channel
Seems like Galaxy has been hacked, FYI! Hacker’s address: 0x4103babcfa68e97b4a29fa0b3c94d66afcf6163d • x.com/officer_cia/status/1710303947225743607 #alert #security
Do not use (do not sign/interact) with their website until the issue is resolved.
[IanGPT] TFL Tables Proposal Requesting for 150M Luna from the Terra Community Pool
Objectives
- Revive Terra ecosystem without affecting LUNA price.
TFL's Role
- Use non-LUNA treasury for project funding.
- Offer infrastructure and LUNA incentives to credible builders.
Financial Asks
- Request 150M LUNA from Community Pool for TFL treasury, partnerships, and liquidity.
Governance
- Two 3/5 TFL Multisig accounts for fund management.
- Tokens to vest over five years starting Jan 2024.
Additional Proposals
- Lock Community Pool until Jan. 2025.
- Implement a Fee Share Module for revenue sharing.
Execution Steps
- Four-part proposal including on-chain proposals for funding and features.
Source
Objectives
- Revive Terra ecosystem without affecting LUNA price.
TFL's Role
- Use non-LUNA treasury for project funding.
- Offer infrastructure and LUNA incentives to credible builders.
Financial Asks
- Request 150M LUNA from Community Pool for TFL treasury, partnerships, and liquidity.
Governance
- Two 3/5 TFL Multisig accounts for fund management.
- Tokens to vest over five years starting Jan 2024.
Additional Proposals
- Lock Community Pool until Jan. 2025.
- Implement a Fee Share Module for revenue sharing.
Execution Steps
- Four-part proposal including on-chain proposals for funding and features.
Source
😁1
Forwarded from Vladimir S. | Officer's Channel (officercia)
⚡️🏴☠ BLH token hacked!
Damage: approx. $1.2 million.
• x.com/officer_cia/status/1712120321732477253
#security #alert
Damage: approx. $1.2 million.
• x.com/officer_cia/status/1712120321732477253
#security #alert
X (formerly Twitter)
Officer's Notes on X
⚡️🏴☠ BLH token hacked
Source ⬇️
Source ⬇️
Ian's Intel
⚠️ Bankrun on USDR https://x.com/peckshieldalert/status/1712122082157625776
⚠️ Be careful swapping USDR especially on Open Ocean. Ensure there is liquidity before swapping.
Forwarded from Ahboyash Reads
X (formerly Twitter)
Ash on X
1/ Seems like @Scroll_ZKP's mainnet quietly went live
a) Add the chain: https://t.co/MjhwJIW7yV
b) Bridge funds
• @gasdotzip https://t.co/0FK0wQrEp1
• Through the contract h/t @9x09991 (https://t.co/oDu4kzkt46)
c) Blockchain explorer
• https://t.co/kkz1fRWNtk
a) Add the chain: https://t.co/MjhwJIW7yV
b) Bridge funds
• @gasdotzip https://t.co/0FK0wQrEp1
• Through the contract h/t @9x09991 (https://t.co/oDu4kzkt46)
c) Blockchain explorer
• https://t.co/kkz1fRWNtk
Ian's Intel
⚠️ Be careful swapping USDR especially on Open Ocean. Ensure there is liquidity before swapping.
X (formerly Twitter)
Lookonchain (@lookonchain) on X
Due to the decoupling of the stablecoin USDR, this guy accidentally swapped 131,350 $USDR for 0 $USDC while panic selling $USDR.
And a MEV bot successfully arbitraged $107K.
https://t.co/FHOJtaGcSD
https://t.co/IYtoqar29N
And a MEV bot successfully arbitraged $107K.
https://t.co/FHOJtaGcSD
https://t.co/IYtoqar29N