Coinstack

A very good article about how to think about Ethereum, Solana, Avalanche, and NEAR: https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86

Set your DCA to hourly and get almost twice the returns!

The blockchain trilemma is the concept that a blockchain has to make trade-offs between the three core tenets (Decentralization, Speed, Security) and is unlikely to be able to improve in one area without sacrificing another. Monolithic blockchain is a fancy way of describing a blockchain that does all of the computation and processing on a single chain. Most Layer-1s (L1) built today follow that structure and are monolithic blockchains. Modular blockchains, on the other hand, split chains up into execution, security, and data availability layers. Each chain has a specific role and is built on top of another in order to inherit the qualities of the underlying blockchain. In Ethereum’s case, the Ethereum L1 becomes the security and data availability layer while the Layer-2s (L2) built on top of it acts as the execution layer. SOURCE: https://www.nansen.ai/research/optimism-paving-an-optimistic-future-for-ethereum

OlympusDAO’s OHM LP fees pass $31m & DAO treasury reaches ~$635m.

Fantom has received growing interest from users and investors since Daniele Sestagalli and Andre Cronje disclosed a new AMM launching on the L1, ve(3,3).

ETH’s inflation rate is now lower than BTC. Once ETH 2.0 launches, ETH will become deflationary!

According to data from Blockdata, $23 billion of funding reached Crypto companies in 2021, which is more than the total amount raised from 2017 to 2020.

USDC has flipped USDT on Ethereum today.

On-chain data shows that throughout January’s price slump, long-term holders have accumulated bitcoin after months of offloading bitcoin at the end of last year. A rise in long-term holder accumulation could be a positive indicator for bitcoin price.

OpenSea just surpassed 1M total users who have made at least one NFT transaction.

🎧 New Podcast Episode: This Week in Crypto: (Former SEC Chairman: Digital Assets Will Change Global Financial Infrastructure, PayPal Exploring Stablecoins, China’s Digital Yuan Wallet Goes Live) https://anchor.fm/coinstack/episodes/This-Week-in-Crypto-Former-SEC-Chairman-Digital-Assets-Will-Change-Global-Financial-Infrastructure--PayPal-Exploring-Stablecoins--Chinas-Digital-Yuan-Wallet-Goes-Live-e1ctl19

Solana, Fantom, and Terra saw the biggest price appreciations last year with over 7,500% returns in 2021.

The correlation between BTC and the S&P 500 Index has increased, as both risk assets were similarly affected by hawkish Fed comments. The higher correlation signals an increase in the amount of institutional vs. retail money is in the crypto market compared to previous years.

Metis, an EVM compatible optimistic rollup, forked from Optimism’s Virtual Machine, doubled their TVL yesterday after Netswap launched its liquidity mining program.

Near Protocol and Cosmos have been the top performers in the past month amidst a gloomy market. Other L1 projects either stayed flat or had a -20% to -40% drawdown since the 1st of December 2021.

Here is the latest DCF of Ethereum, showing that the fair value per Ether (ETH) should be $16,697 once staking rewards start in June 2022 You can do a DCF valuation of Ethereum since it uses its revenues to reduce supply (like a stock buyback) and soon by June 2022 after the PoS upgrade will use its revenues to provide cash flow to long term holders/stakers (like a stock dividend). https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0 We're accumulating as much as we can at the current prices

On Thursday at 12pm PT / 3pm ET we will be presenting the webinar Crypto Investing for Institutions. If you'd like to join, please register at heartrithm.com/webinar.

Here are the top 6 smart contract platforms by DeFi TVL as of today. As you can see, Ethereum is maintaining its huge lead.

Yet Ethereum still maintains a 71.4% market share in DeFi TVL among chains with $5B+ in total value locked

Among chains with $5B+ in DeFi TVL, Fantom was the fastest growing the last 100 days.