New OTM round up is LIVE.

We covered a lot this week, but there's one takeaway that matters.

Now is the time to be bullish.

Links below, enjoy!

New Bell Curve with Myles O'Neil is LIVE.

This episode was all about the EIGEN airdrop.

We discussed:

- Airdrop details
- EIGEN <> ETH dual restaking
- Why this is bullish EIGEN

Full episode below, give it a listen.

Friend Tech under $100M is a no brainer.

1. Fairest airdrop in ages
2. Top 5 name recognition app
3. Only way to gamble on socialfi

What am I missing here?

the craziest *charts* in crypto

Doubling down on this call again, Wall Street is simply not ready for what Coinbase is about to do

There's a little something for everyone in Bitcoin.

Bulls celebrate when the price goes up.

Bears celebrate when it goes down.

So everyone gets to be right, but only one group gets to be rich.

I'm becoming convinced proof aggregation is the endgame for L2s.

A few interesting implications:

1. L1s don't need smart contract functionality
2. L2s won't be specific to one chain
3. L3s aren't a meme after all

Bell Curve is one of my favorite podcasts
Quality content for the ~2,000 people interested in intersection of market structure and infrastructure

This season finale on the future of interoperability by Mippo 🟪 and Hart Lambur (🥚,🥚) is 🏆

These are my notes with clips —

New OTM with Bob Elliott is LIVE.

In this episode, Bob and I cover:

- An overview of the FOMC
- Today's QRA
- Impact of QT tapering
- Bob's take on inflation and the 2% target
- Gold's recent price action
- Oil and the election

This one was a banger, full episode below!

Great to discuss the 'Super Bowl Day of Policy Decisions' today with Mippo 🟪 on the On The Margin recorded just hours ago. Check it out!

youtu.be/nsG_W6vMtIU?si…

Special day today.

6 years ago, Mippo 🟪 and I left our full-time jobs behind to build Blockworks.

We had hosted one meetup. At the time, our friends thought it was ridiculous that we were quitting our jobs to go host crypto meetups.

Let’s flash back six years…

Bitcoin…

Fewer VC think pieces on memecoins these days, silver linings innit

Crypto people: TradFi won't take us seriously if we gamble on memecoins.

TradFi:

Cobie was right

Simulation confirmed