1️⃣ Macro
2️⃣ Narratives
3️⃣ Defi
4️⃣ Resources and Tools
5️⃣ Spicy Crypto Drama
1️⃣ Macro
@Travis_Kling recaps the Feb macro @tedtalksmacro shares that the probability of a 50bps hik @jake_pahor on market pricing in a 50bp hike @MacroAlf shares his views on the stock melt down @CoinNotes_io felt that there is more to go before we hit a macro bottom
Looking for some brain-boosting research to explore?
I've been diving into some amazing alpha finds from ToE's weekly highlights and these 11 projects are criminally undermentioned in their narratives:
▪LSD
▪ve(3,3) DEX
▪NFT AI
▪Wallet
▪Copy Trading
And more cooking 👇
All these were already shared in Threading on the Edge's Weekly highlights.
Appreciate your support for a Follow and Subscribe to my newsletter. Lots of research and curation hours have gone into it.
1/
No doubt that we saw a rise in the ve(3,3) DEXes. Dug up @Slappjakke's older thread about @dictumexchange and how its now poised for the run up.
ETH staking and DeFi markets are about to be turned on with the upcoming Shanghai Upgrade.
And the best part? We will see huge potential for staking derivatives and DeFi protocols.
Will it be the ultimate game changer for ETH staking and DeFi? Find out!🧵👇
1/ Laying out some thoughts here:
1️⃣ What is the Shanghai Upgrade?
2️⃣ Effects of $ETH withdrawals
3️⃣ Effects on Staking Derivatives
4️⃣ Effects on DeFi
5️⃣ Conclusion
2/ 1️⃣ What is the Shanghai Upgrade?
It is a forthcoming @ethereum upgrade that will allow validators to withdraw their staked $ETH on the Beacon Chain.
This will significantly impact withdrawal mechanics, staking derivatives, and broader DeFi markets.
🔹 Macro: PCE numbers came in higher than expected.
🔹Narratives: Chinese coins were pumped. On chain index on the rise.
🔹DeFi: Alpha projects: degen and real yields
🔹Crypto drama: LVL hack, SEC eyeing on stablecoin firm, Machi dumping NFTs
If you have not read the previous week’s highlight here it is:
1. Macro @BobEUnlimited on reversal of disinflation @QCPCapital notes on sharp reversal in almost all benchmark macro markets @DeFi_Cheetah on forthcoming recession @_FabianHD on Dollar and yields repricing and hot PCE data @delphiintern shares new narratives and lessons learnt
The PCE came in hot as hell: 4.7% instead of the expected 4.3% YoY.
First little indicator for a second inflation wave. 🧵👇
1/
Going forward will inflation continue to be aligned with what @CryptoHayes mentioned last year Dec?
"Inflation has peaked for this first mini cycle and we will see declining inflation next year."
2/
💰Profit Time💰
$BTC holds strong at the 25k level. If you have taken profits, congrats. If not, don't fret. It's still at the crucial level and hasn't broken down yet.