Threading on the Edge
arndxtUnchained from the 9to5 hell; Dig into the depths for alpha
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 728 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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threadingontheedge.substack.comLatest Issues
A New $STANDARD; Burn to Earn Economy
$STANDARD singlehandedly holding up the RH trenches
more than that, in the past 30d, its revenue outdid @MetaMask and approaching @ether_fi
for reference:
- $ETHFI has a market cap of $560m
- $CAKE has a market cap of $609m
- $AERO...
Fables Bullish, But Not Blind
i like @fablesfi and remain bullish on what they’re building, but i think the $FABLES launch deserves some criticism
and this doesnt change my longer term thesis on the project
Fables is one of the few protocols on Robinhood Chain with st...
Stablecoin supply down but spending boom
stablecoin supply has barely moved this year, but actual payment activity is picking up pretty aggressively.
stablecoin supply reached ~$305B in September, up just 0.4% YTD
- meanwhile, payment volume hit $482B in the first nine months o...
RH trenches cooked, pricing the bottom
trenches are cooked, but bottom might be in for RH coins
we’ve seen this play out on Base multiple times. months of inactivity and poor sentiment, then liquidity returns and a handful of projects end up outperforming.
what interests me m...
The next liquidity rotation
the next wave of onchain liquidity will favor value capture
$BTC remains range-bound between $80–81.5k support and the $88–90k supply wall. the base has held. until we see a sustained breakout broader risk rotation remains constrained.
st...
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Sleeping within the depths...
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