Kodi

[xChanging Good @xChanging_Good]

latest episode of Alpha Bites is out and it's all about the #BTC Milkshake.

h/t @MrBenLilly @HorusHughes @kodi_thekid @MarconiWight

[Jlabs Digital @jlabsdigital]

Episode #15 of Alpha Bites is out!

In it the we review:
@jlabjanitor’s thoughts on Bitcoin’s Grayscale rebound
@horushughes talks mining stocks' BTC beta with a caveat
@MrBenLilly’s take on BTC dominance
@Kodi_thekid’s view on @Cosmos and Telegram tokens

[Jlabs Digital @jlabsdigital]

DeFi STILL needs a risk management department...

@kodi_thekid says this week's Curve $CRV debacle is proof.

[Marconi Wight @MarconiWight]

on this week's Alpha Bites: we go deep on #CRV CEO using 43% of circulating supply for Defi loans

risky?

H/T @MrBenLilly @JLabsJanitor @kodi_thekid

[Marconi Wight @MarconiWight]

this week's Alpha Bites podcast: Papa Powell's inflation narrative vs the CPI reality - whose going to win with CPI cooling off.

🙏 to @MrBenLilly @JLabsJanitor @HorusHughes for dropping the alpha.

[Marconi Wight @MarconiWight]

just dropped latest episode of Alpha Bites: 4 Lessons to Win the Coming Bull Market.

🙏 to @MrBenLilly @JLabsJanitor @HorusHughes @kodi_thekid for sharing your insights.

Link in description to complete episode.

[Jlabs Digital @jlabsdigital]

80% of the ARB airdrop tokens are still sitting idle in DAO multisig wallets!

Is it bullish or bearish?

@kodi_thekid and @MarconiWight break it down.

[Marconi Wight @MarconiWight]

@MrBenLilly @JLabsJanitor @kodi_thekid and @benjamin_skew joining me for today's Alpha Bites

topics
- Bitcoin dominance
- what the Blackrock ETF means for your portofolio
- the current state of the Grayscale discount
- and a few potential gems

link in the description.

[Ben Lilly @MrBenLilly]

Most recent episode of Alpha Bites just dropped. This week we had @benjamin_skew who discussed the CARI metric and what it's hinting at regarding price.

Also, be sure to subscribe. We are preparing a special scavenger hunt for the first 1,000 subs

https://t.co/yYLPsvTz7P

[Jlabs Digital @jlabsdigital]

Episode 3 of Alpha Bites is out!

In this one @MrBenLilly, @JlabsJanitor, @HorusHughes, @Kodi_thekid, @benjamin_skew, and @MarconiWight dig into $ETH yields, the last stand for Bitcoin price, $GMX, DEX perps and the affable @jimcramer.

https://t.co/BomImFcAcP

[Jlabs Digital @jlabsdigital]

The Ethereum staking entry queue is 93,991 validators long!

Bullish, or bearish?

@kodi_thekid had some thoughts on the matter.

[Jlabs Digital @jlabsdigital]

Listen to our convo about smart money chasing ETH options yield impacting ETH price, falling LSD yields, why LSDfi might trigger another contagious DeFi liquidation cascade, and our short and long-term views on Bitcoin price action.

https://t.co/88U4p4Qe4t

[Jlabs Digital @jlabsdigital]

The ETH yield curve is “inverted.”

And...

“Zooming out, this time component of earning yield on bonded ETH is very similar to what we do with “staking” dollars to the U.S. government and earning interest.”

[Marconi Wight @MarconiWight]

Mr. President Biden, we would like a word...

[Ben Lilly @MrBenLilly]

Is the drop of Max Pain from $27k to $24k that happens when tomorrow's options contracts expire, fueling the movement in price today?

Here's what June 30th looks like below

[Jlabs Digital @jlabsdigital]

When price-to-sales ratios on US stonks defy logic like...

[Jlabs Digital @jlabsdigital]

What's going on here?

PulseChain copies Ethereum, with the promise of some scalability upgrades.

Pump it, or dump it?

[Jlabs Digital @jlabsdigital]

The last 12 months of Fed rate hikes are the most aggressive in 30 years. Rates soared by 500 basis points, but inflation cooled. However, there's a side effect: the long-term bond market is becoming illiquid.

What's coming next? Click the 'Espresso' link in our bio to find out.

[Kodi @kodi_thekid]

And if you enjoyed this content, you can read more of my essays on token design by signing up for Espresso here: https://t.co/YjLu7HxRkb

Thanks! 9/9

[Kodi @kodi_thekid]

By most measures, the $ARB airdrop was a success.

91% of addresses claimed tokens - over $1.4B in value. And Arbitrum is one of the hottest protocols going right now.

But there's a dark side to ARB's success, and it's all in the chart below. But it's not a chart of ARB. 🧵 1/9

[Kodi @kodi_thekid]

Of course, this isn't a one-size-fits-all solution. Not all projects are NFT marketplaces like Blur.

But there are other potential ways to fix this problem.

I wrote about some of them in my latest piece for Espresso.

Check it out right here: https://t.co/Br0IaM2scI
8/9