Blockworks Research

Blockworks Research

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Blockworks Research

Would you look at this...@helium's IR report is in the Bloomberg Terminal and can be found in multiple feeds (Digital Asset Equity Research Feed, the Solana ticker feed, etc). Just use Blockworks IR. twitter.com/EffortCapital/stat...

Blockworks Research

Silver -17%. VXSLV back to COVID-crisis levels. Record COMEX volume. But markets close Friday. Crypto doesn’t. Hyperliquid did $2.4B Silver in 24H with sub-1bp top-of-book spreads, making it a top-3 market. Will HL lead price discovery for the world’s most traded commodities?

Blockworks Research

NEW REPORT - ERC 8004: Introducing Trust for AI Agents

Blockworks Research

Bro reiterates our bullish stance on IREN and the next day it god candles. BWR is building a team of killers and It's incredible to watch unfold. twitter.com/shaundadevens/stat...

Blockworks Research

$IREN up ~15% today amid macro $BTC tailwinds (predominately a weakening USD in my opinion) AI catalysts should come with earnings Feb 5 as we expect the market to price in our base case: de-risked balance sheet post-refi, execution on 3GW buildout, and more lucrative contracts to come (Microsoft was just the start) @IREN_Ltd

Blockworks Research

Absolute banger from @0xMether TL;DR - the sUSDe term structure is a forward looking indicator about market regimes (i.e, price of BTC and risk appetite). Backwardation = market expects lower funding rates (bearish). Contango = market expects higher funding rates (bullish). twitter.com/MikeIppolito_/stat...

Blockworks Research

Capped ICOs incentivize whale games: oversize to secure allocation. Next MetaDAO sale is uncapped. 100% of contributions go to Hurupay's treasury, and anything above the $3M minimum funds a bid wall. Big improvement, value committed should better reflect true funding demand. twitter.com/0xcarlosg/status/2...

Blockworks Research

The next big leg up in defi markets will be driven by tradfi, i.e., regulated capital. Leaning into permission & regulated capital will separate the defi winners and losers.

$USCC is now live in the @SuperstateInc Market on Kamino Built for Qualified Purchasers and professional investors, $USCC delivers market-neutral yield strategy through capturing crypto basis from Bitcoin, ETH, SOL, and U.S. Treasury securities. Shares can be used as

Blockworks Research

The most interesting angle here: composability. No one planned this. It was an emergent property of composable onchain systems.

1/ Market *signal* is emerging onchain: The implied yields of sUSDe on Pendle behave like a proper forward yield curve: revealing how the market expects funding rates, carry, and BTC itself to evolve before it happens. This is the emergence of an onchain term structure🧵

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