Dencun will make L2s cheaper.
Alternative DA layers will make them almost free.

Arbitrum pays $16Mn using Ethereum as a data layer.
Celestia? $2,000.
NEAR? Only $87.

Notice the difference.

New research is coming your way ⚡️

General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ CoinGecko: 15 Countries Leading AI Crypto Narrative in 2024
➖ CoinMarketCap: Celebrating Crypto Leaders of the Year: A Deep Dive Into the Visionaries of the Blockchain
➖ CoinMarketCap: What Is Aevo? The Derivatives L2 Chain
➖ Coinbase: Crypto's AI Mirage
➖ Galaxy: Top Stories of the Week - 3/8
➖ Galaxy: Ethereum All Core Developers Consensus Call #129 Writeup

Market
➖ CoinGecko: Crypto Market Sets 4-Month Record Without ‘Fear’ Sentiment
➖ Coinbase: Weekly: Bitcoin's Big Rally
➖ Coinbase: Monthly Outlook: Bitcoin Halvings – Supply, Demand and Statistics
➖ Binance: Monthly Market Insights - March 2024
➖ Glassnode: Finance Bridge: Bitcoin's New All-Time High
➖ Glassnode: Bitcoin Breaks to New Highs
➖ Galaxy: Bitcoin and Gold New All Time Highs

Blockchains & networks
➖ 4pillars: Sui: Why Do We Need Another Layer 1?
➖ 4pillars: [Astar Series] #1: The Past, Present, and Future of Astar Network
➖ ConsenSys: What the Dencun Fork Means for Ethereum Scalability
➖ Galaxy: Learnings from ETHDenver 2024: Ethereum Embraces a Multichain Future

Tokens & currencies
➖ Binance: ether.fi (ETHFI)

With the price of $BTC above its ATH and $ETH approaching it, Google searches for "Bitcoin" and "Ethereum" are not even half the amount compared to November 2021.

Retail investors are still on the sidelines. Keep calm, we're heading towards higher levels.

Just dropped a detailed product report covering Limitless, a protocol that offers LP staking as an alternative to classic DeFi flywheels.

Quite innovative imo, have a look!

Are you using Etherscan?
Most likely, you’re only leveraging 15% of its potential.

Here’s my guide to Etherscan’s hidden features that will be super helpful in your grind.

I know it’s kida mainstream, but I created this for one of the threads I’m cooking and can’t resist sharing, especially in such a red day <3

For LRT farmers and Pendle users: Thetanuts has revealed their new LRTfi product built on top of Pendle’s PT-eETH (somewhat like a yield optimizer).

Here’s a quick overview!

Quick Saturday fact: Over the last 30 days, a portfolio of tokens from the top 15 in the AI category by market cap has yielded an average return of 280%.

For everyone trying to maximize their EigenLayer Points through LSTs: PrimeStaked will launch a Bonus week on Monday allowing you to increase your Eigenlayer points by x4.20 without using leverage.

Details here.

The comprehensive Blast DeFi ecosystem map

+ Bonus: The list of 150 dApps and services built on Blast.

$265,770,000 were liquidated in the past 24 hours, among that, $134,11,000 were longs and $131,660,000 shorts.

$BTC is undecisive right now, so while it ranges around it might give opportunities for alts to pump, that would certainly be the ideal scenario.

Q2 2024 is expected to be eventful.

Here’s my breakdown of the most important events and released scheduled for Q2 2024.

Henlo, fam!

Dropped a thread explaining NEAR’s DA and what makes it more cost-effective than Ethereum and Celestia.

Have a look!

Gm, frens!

Particle has just dropped a detailed thread covering their chain abstraction journey and plans to build aggregated DA.

My summary here.

New compilation of research for today 📜

General
➖ Coinbase: Weekly: Divergent Destinations
➖ Galaxy: Ethereum All Core Developers Execution Call #183 Writeup
➖ Galaxy: Top Stories of the Week - 3/15

Market
➖ CoinGecko: RWA Report 2024: Rise of Real World Assets in Crypto
➖ Coinbase: Trading Activity from a US Lens
➖ Glassnode: Adjusting Trading Strategies to the Upcoming Bitcoin Halving: Is This Cycle Different?
➖ Galaxy: The Fight Against Inflation Continues

DeFi
➖ CoinMarketCap: What Is EtherFi? Ethereum Liquid Restaking Protocol

Blockchains & networks
➖ 4pillars: [Astar Series] #1: The Past, Present, and Future of Astar Network
➖ 4pillars: Solana Mega Report - Like Apple, but Unlike Apple
➖ CoinGecko: Solana is Leading Interest in Chain-Specific Narratives
➖ Binance: Orbiting the Cosmos Ecosystem
➖ Glassnode: Ethereum's Dencun Upgrade

Tokens & currencies
➖ Coinbase: Bitcoin halving handbook: A primer for institutional investors

Just downloaded the Chainzoom browser extension that connects your X timeline to trading → http://shorturl.at/tDGN5

Currently, they are running a Points Race campaign with $300K in rewards in $ZOOM.

Give it a try and use my ref code: RCURFNDNL to get a bonus of 100 Points.

Dropped my Gearbox investment thesis, explaining why it will easily adapy to any new narrative even after the Eigenlayer farming hype is over.

Have a look!

The number of active wallets on Solana almost quadrupled in the last month reaching an ATH of 2.4 million on March 17th (the same day when $SLERF launched)

This time the memecoin season really served as a local top indicator.

In a filing on Friday, the SEC once again postponed its decision on whether to approve Grayscale's application for an Ethereum futures ETF.

The new deadline is May 30.

The SEC says it needs sufficient time to consider the proposed rule changes and the issues they raise.