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Get rid of the noise. Weekly signals of what matters in crypto.

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Latest Issues

🔹The rsETH exploit and ripple effects on Aave

Markets recovered this week, S&P500 bouncing back hard as the Iran situation cooled down, and BTC followed along. Good to see honestly, and zooming out, BTChas held its ground pretty well over the past 1/2 months. Not rallying, sure, but on...

a month ago

🔹Hyperliquid prints, AAVE bleeds

I’ll give it that, crypto is holding up surprisingly well, and crypto AI tokens are pumping. But the macro outlook is ugly, and I think tradfi is seriously underpricing what’s happening. I’m no geopolitics expert, but the feeling everyone i...

2 months ago

Lighter is going to TGE on Dec 29?

Will Lighter TGE be in December?

Looks increasingly likely that the Lighter token launches in December. An insider has been aggressively betting on Polymarket that the TGE happens before year-end, with roughly $125k placed across FDV...

5 months ago

A Google insider and Lighter turns on spot

market comment

Google insider extracting Polymarket

AlphaRaccoon, a Polymarket trader, somehow nailed 22 out of 23 bets on Google’s Year in Search and walked away with a nice million. Google briefly pushed the rankings early by mista...

6 months ago

Tether's B/S under the microscope again

Tether FUD and their macro trade

The drama of the week is Tether again. Arthur Hayes kicked it off by arguing that Tether is basically front-running a macro trade. His take: they’re betting hard on rate cuts. Treasury income dries up...

6 months ago

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    Get rid of the noise. Signals of what matters in crypto.

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    DeFi Analyst

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