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Thanefield's $GNO Buyback Program Proposal
Today, we published a proposal for GnosisDAO to conduct a $30 million buyback program that is designed to bring $GNO's value back above its book value.
More: https://twitter.com/ThanefieldRes/status/1791530878872531021
Thanefield Research (@ThanefieldRes) on X
1/ Today, we published a proposal for @GnosisDAO to conduct a $30 million buyback program that is designed to bring $GNO value back above its book value.
https://t.co/mwDRNz1j1f❤ 5
Thanefield’s Interoperability Thesis
We've composed an analysis of the interoperability landscape. We think the winners in this vertical could stand to inherit a massive addressable market by helping mend the liquidity fragmentation and operational hurdles that will inevitably develop in a multichain world.
More: https://x.com/ThanefieldRes/status/1785469026036015173
Thanefield Research (@ThanefieldRes) on X
We've composed an analysis of the interoperability landscape. We think the winners in this vertical could stand to inherit a massive addressable market by helping mend the liquidity fragmentation and operational hurdles that will inevitably develop in a multichain world.
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The Emerging Bitcoin L2 Landscape
Given the amount of idle capital on Bitcoin and the potential they offer for yield generation and ecosystem enlargement, some of these new protocols are worth paying attention to—whether for the sake of investing in any existing or future tokens that the protocols may offer or for their potential to act as sinks in the circulating supply of BTC.
More: https://twitter.com/ThanefieldRes/status/1768705869708198298
Thanefield Research (@ThanefieldRes) on X
We're excited to put out our report on the Bitcoin L2 landscape. We believe some of these projects are worth paying attention to given the amount of idle capital on Bitcoin, their potential for yield generation, and the possibility of investment opportunities.
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Weekly Roundup | 14 Mar
Most Important DeFi News, Governance Proposals, Upcoming Catalysts, and News can be found on Twitter:
https://x.com/ThanefieldRes/status/1768307395888025677
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Daily Update | 14 March
🗞 News
- MicroStrategy raising another $500M to buy $BTC
- Dogwifhat is 4th largest memecoin
- Hong Kong begins phase 2 of their CBDC pilot
- Elon Musk suggests the possibility of Dogecoin as payment
- Indonesia issues new crypto regulation
- Genesis and Gemini lawsuit continues as judge denies motion to dismiss
- Crypto.com appeals $3.1M fine by Dutch regulators
🔄 DeFi Updates
- Ethereum’s Dencun upgrade is live
- Blast stop producing blocks after Ethereum’s Dencun upgrade
- Metis has initiated their decentralized sequencer upgrade
- Swell to launch L2 restaked rollup
- BNB Chain introduces rollup-as-a-service solution
- Aave DAO is discussing doubling $GHO Borrow Rate to 15% and Discounted Borrow Rate to 10.5%
- Entangle releases their roadmap
- PancakeSwap V4 to go live in Q3 2024
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Daily Update | 13 March
🗞 News
- Coinbase plans $1B bond sale
- VanEck’s spot $BTC ETF sees record $119M inflow after fee cut
- OKX obtains MPI license to operate in Singapore
- EU approves new sanction rules for freezing crypto
- Thailand approves income tax exemption for crypto earnings
- Nigeria requests Binance for list of top 100 users
- El Salvador’s $BTC treasury is $85M in profit
- Bitcoin Fog crypto mixer founder ruled guilty of money laundering
- Ark Invest continues Coinbase selling
🔄 DeFi Updates
- Dencun upgrade to happen today, $ETH could see price correction
- MakerDAO discussion on Endgame launch
- $AEVO TGE and airdrop is live
- Vega launches first-ever Points futures market
- Grass announces transition to an L2 Data Rollup
- Whales Market announces xWHALES airdrop
- Tensor Foundation announces its governance token $TNSR
- Starknet announces gaming committee with $125M fund
- Arbitrum DAO’s proposal to use $444M to incentivize gaming on Arbitrum
- Optimism partners with thirdweb to launch Superchain App Accelerator
- Binance Launchpool to list $ETHFI
- friendtech V2 to go live after April 20th
- Curve Lend is live
💰 Raises
- Crypto clearing house ClearToken raises $10M
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Daily Update | 12 March
🗞 News
- BlackRock and Fidelity $BTC ETFs command 69% of market share
- VanEck to offer zero fees for its $BTC ETF product until March 31st 2025
- Bloomberg analysts place likelihood of spot $ETH ETF in May at 30%
- El Salvador currently sits on $84M of profits from its $BTC holdings
- Hong Kong launches sandbox for stablecoin issuers
- Thailand’s SEC allows firms to invest in spot $BTC ETFs for institutional investors
- Coinbase asks court to order SEC to begin defining crypto rules
- Cat-themed memecoins and AI tokens pose largest gains in recent rally
- $XRP briefly jumps 20% as $187M of the token left Binance into an unknown wallet
- MetaMask tests first blockchain-powered payment card with Mastercard
- Daily new addresses on Solana reaches an all-time high
- Bitcoin miner revenue hits ATH
🔄 DeFi Updates
- Leverage $USDe and $sUSDe farming on Gearbox is live
- Blast’s $USDB yield has increased to 15% in accordance to MakerDAO’s yield update
- Frax Finance DAO is proposing to reinstate fee sharing to $veFXS holders as protocol CR approaches 100%
- Fraxtal Mainnet Bridge now open to public
- Unibot core team parts ways with Unibot Solana
- Blobs go live on Gnosis Chain ahead of Ethereum’s Dencun Upgrade
- Chainflip protocol is fully live
- Hop DAO has voted to liquidate 25% of its $ARB holdings valued at almost $400k to cover operational expenses
💰 Raises
- Monad Labs eyes $200M raise
- NFTfi raises $6M
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Daily Update | 11 March
🗞 News
- BlackRock’s spot $BTC ETF exceeds $10B in inflows
- London Stock Exchange to begin accepting $BTC and $ETH exchange-traded notes
- Grayscale and Coinbase to meet with SEC about spot $ETH ETF
- Donald Trump tells CNBC he has “fun” with crypto and considers $BTC as another form of currency
- Bitcoin surpasses silver as the 8th largest asset by market cap
- South Korea to build crypto management system to prevent tax evasion
- Lightning Network’s USD capacity is at an all-time high
🔄 DeFi Updates
- MakerDAO has implemented temporary fee changes to prepare for a potential demand shock for $DAI
- Tether to launch $USDT on Celo soon
- Maplestory moves to Web3 on Avalanche
- Gnosis Chain hard-fork will be happening later today
- $WIF holders attempting to raise $650k to advertise on the Sphere
- Arkadio announces its 2.0 roadmap
💰 Raises
- Eclipse Labs raises $50M
- MIT and Harvard alumni to launch startup accelerator for Web3 founders
BlackRock’s IBIT spot bitcoin ETF inflows cross $10 billion, newborn nine exceed $20 billion
The newborn nine spot bitcoin ETFs also topped $20 billion worth of inflows on Friday, with net inflows now totaling over $9.5 billion.
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GNO DAO (GNO) Thesis Update: https://twitter.com/ThanefieldRes/status/1767192746069234044
- The team has disclosed the assets of both Gnosis DAO and Gnosis Ltd., with plans to merge these portfolios for the benefit of GNO and the Gnosis DAO community. This resolves a previously uncertain aspect in a manner that greatly favors GNO holders.
- Gnosis 3.0 was introduced, positioning GNO at the heart of the Gnosis DAO’s activities by enhancing value return and incentive alignment. Furthermore, Gnosis 3.0 signifies a strategic pivot from infrastructure development to a focus on consumer payment products, highlighted by the announcement of the Gnosis Wallet, an on-chain neobank that the Gnosis DAO team has been developing for some time.
- The anticipated launch of the SAFE token, which we view as a crucial immediate catalyst for GNO, has been moved up from “the end of Q2” to a specific date: April 23rd.
Thanefield Research (@ThanefieldRes) on X
Since publishing our $GNO thesis two weeks ago, there have been several important updates. The value of the DAO's assets have exceeded our expectations. Furthermore, the ownership structure has proved to be highly advantageous to GNO holders.
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Daily Update | 8 March
🗞 News
- BlackRock plans to purchase spot $BTC ETFs for its global allocation fund
- SEC pushes back timeline on options trading for BlackRock’s spot bitcoin ETF
- Artemis releases a sybil detection tool, currently scoring the probability of users being a sybil across seven chains
- Bitget launches Blockchain4Her ambassador program to address gender gap in securing funding opportunities
- South Korean investors in Terra-Luna wants Do Kwon to be investigated in the US, not Korea
🔄 DeFi Updates
- Arkham has identified Tesla & SpaceX $BTC wallets
- Injective’s inEVM is live on mainet
- Aevo launchers pre-trading for its own token $AEVO
- Gearbox to launch leverage farming for Ethena’s $sUSDe starting March 11th
- Grass teases an announcement in five days
- Kamino Finance announces Season 1 points snapshot to be taken on March 31st, 7% of $KMNO supply will be distributed to eligible users
- Mantle has raised $mETH cap to 600k and is paying 7.2% APY until April 1st
- BounceBit testnet to go live today
- Yield and metagovernance protocol Hyperlock Finance is live on Blast
- Base will support EIP-4844 from day one as soon as the Dencun upgrade is live
- Optimism Foundation to sell $89M of $OP tokens in a private sale to an unknown buyer
- Aavegotchi DAO is voting on ladder selling its $ETH holdings at a price range between $8k to $15k
- Alpaca Finance announces the distribution of its $PYTH airdrop allocation to the community
💰 Raises
- Cosmos-focused development platform Cosmology raises $5M
- Bitcoin ordinals wallet Oyl raises $3M
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