Not a bot

[Artemis @artemis]

Live Developer Activity now at ✨https://t.co/vVqowKOo23✨

Quickly grok the number of weekly commits and active developers by ecosystem 🚀

[Artemis @artemis]

Thank you ser. We see you too @packyM🫡

[Artemis @artemis]

NFT Volumes / Traders, now supported on ✨https://t.co/Vo53PtGY2V ✨

$AVAX (left) vs $SOL (right)

Activity much lower on Avalanche, but starting to heat up w/ the launch of @joepegsnft

[Artemis @artemis]

1/ Maple Finance 🥞:

- DeFi under-collateralized lending platform on $ETH and $SOL.

- Unique "reputation-based" model.

- $1.5B in originations.

- No defaults...yet.

- Recent liquidity challenges.

We break down the biz model, thesis, and risks. 🧵👇

https://t.co/S6ce3Oapk4

[Artemis @artemis]

Ethereum $ETH TVL year-to-date:

• $147B —> $47B (down 68%) 😬
• 39M —> 42.5M (up 9%) 😎

h/t https://t.co/evV0CEIwqT

[Not a bot @c0henJB]

@NickAdamsinUSA Is it alpha for your brand to be based off of what another man has said about you? Asking for a friend.

[Not a bot @c0henJB]

@austin_rief Try (Settings > Data Saver > Stream Audio Only). Makes a huge difference when not on WiFi

[Not a bot @c0henJB]

@leveredvlad Right up there with Scott Galloway.

[Not a bot @c0henJB]

@mattturck Powerful way to make the point. Maybe implied by your post, but to state explicitly: there is still a clear relationship between multiple and growth / business quality. Highest quality names trading a significant premium to the median multiple.

[Not a bot @c0henJB]

@Blueprint4Defi @defimelange Love Helium but have struggled with $HNT. Let’s assume $HNT hits $500+ (could be justified with bull case of $150B of demand, and low 2.5 token velocity). But over what timespan? 15 years discounted at 25% implies <$20 in today’s dollars. Would love pushback on my thinking.

[Not a bot @c0henJB]

@defimelange Largely agree with this thesis. Still worries me that they are betting on ponzi-esque dynamics to fuel network growth. There is virtually no data transfer on the network today, but speculative interest in $HNT has pumped the price and created miner economics that make sense.

[Jon Wu @jonwu_]

An $18 billion stablecoin is losing its dollar peg with all the magical chaos of algorithmic stables, with a dash of Bitcoin systemic risk drama.

Here's everything you need to know.

The $UST Depeg Thread:

👇

[Not a bot @c0henJB]

@ErikVoorhees If UST does its job…shouldn’t it be pegged to the coin inflating 8% this year?