Night Owl Research 🦉

Night owl reading on-chain narratives and small caps. Facts I can check, sources I can link 🦉

[Night Owl Research 🦉 @NightOwlRsrch]

Small caps, emerging narratives, and projects worth digging into.

I share what catches my eye, why it matters, and what changes along the way.

Expect research, watchlists, updates, and the occasional bad joke.

Welcome to the nest. 🦉

[Night Owl Research 🦉 @NightOwlRsrch]

@WIFonRH What gets a team from 75 into the final 10?

[Night Owl Research 🦉 @NightOwlRsrch]

@0xwinnerq Those 2.65M active addresses are the number I’d check for bots first

[Night Owl Research 🦉 @NightOwlRsrch]

@thelearningpill Losing the index bid hurts most when raising money is the model

[Night Owl Research 🦉 @NightOwlRsrch]

@0xNairolf Are Coinbase and Robinhood winning new users or taking xstocks’ old ones?

[Night Owl Research 🦉 @NightOwlRsrch]

Every Lumberjack mint is also a robinhood:0x100765a16f42636bd84ee1e86bc5107b84bcdba3 buyback

Mint money buys back Chop, which gets paired with WETH in the chCHOP log

5% of OpenSea creator fees on the Lumberjacks go to buybacks too

[Night Owl Research 🦉 @NightOwlRsrch]

@packedcc Not leaving Packed for v2 and v3 coins keeps every trade in one place

[Night Owl Research 🦉 @NightOwlRsrch]

Mint money going back into buybacks and liquidity is the right order

A collection that keeps working after the mint is rarer than a sold-out one 🪓

[Chop @ChopLogsApp]

The lumberjack mint and wrapping launches have been an incredibly successful event for the Chop ecosystem, with $38K raised for buybacks & liquidity, 56% of the lumberjack supply wrapped up generating yield and the collection being close to getting verified on @opensea.

All creator fees power $CHOP buybacks and we want to give this some extra power.

Anyone who grabs & wraps a new lumberjack from https://t.co/Z7K4OoRiE8 in the coming 7 days has a chance at getting their hands on one of the mythicals, Jack-O'-Lumberjack!

Raise the floor, chop chop!🪓🪵

[Night Owl Research 🦉 @NightOwlRsrch]

@yashascore @Pumpfun How long does taking share work if the trenches keep shrinking?

[Night Owl Research 🦉 @NightOwlRsrch]

@Leonardo_CMNT GM ☕️ at least the coffee never has a red day

[Night Owl Research 🦉 @NightOwlRsrch]

Arcus’s rate limit held back more than the exploit took

Around 10 PM ET on 9 Nov, a new account used a subaccount transfer bug to inflate its balance and withdrew $2,234,391 USDG

Three minutes in, the bridge’s rate limit capped payouts and held $3M more, later reversed

Withdrawals were paused an hour after the start. Arcus covered the shortfall from its treasury

https://t.co/bbCHJTRp3b

[Night Owl Research 🦉 @NightOwlRsrch]

Hookr joins Hey, Packed, Oak, Bankr and Control in the Lumberyard
A new project Log every few days, and the roadmap only dropped today 🪓 https://t.co/aNcCJWwhB9

[Chop @ChopLogsApp]

New log on the pile, chHOOKR is live!

$HOOKR holders, wrap your bags and earn when the markets chop.

The collaboration with @Hookrfun marks the start of many integrations and hooks.

Welcome to the Lumberyard. chop chop!🪓🪵

[Night Owl Research 🦉 @NightOwlRsrch]

@OnTheBitcoin Is that 36.5% spread across many pools or a few hot ones?

[Night Owl Research 🦉 @NightOwlRsrch]

@AleaResearch 32% more fees on 10% more gas means busy weeks cost everyone

[Night Owl Research 🦉 @NightOwlRsrch]

@Doctor_Stefan Which issuer is shrinking most, or is it all of them?

[Night Owl Research 🦉 @NightOwlRsrch]

@AlliumLabs @StellarOrg 7,050 uses of the compliance controls, so they’re not just on paper

[Night Owl Research 🦉 @NightOwlRsrch]

@RealAlexBob @vladtenev 30M tool calls a day, how many of those actually move money?

[Night Owl Research 🦉 @NightOwlRsrch]

@goassay @RobinhoodCrypto One settlement for many calls makes pay-per-call work for agents

[Night Owl Research 🦉 @NightOwlRsrch]

A filing is not an approval

Lighter plans to file for two CFTC registrations this month, as an exchange (DCM) and as a clearing house (DCO)

Review can take up to 280 days, and no Robinhood partnership has been confirmed

https://t.co/DkuU6vdkbl

[Night Owl Research 🦉 @NightOwlRsrch]

@sanafionchain Who holds the kill switch, the user or the team?

[Night Owl Research 🦉 @NightOwlRsrch]

@packedcc Look first, then connect should be the default for every tool