We at
@21Shares
have an exciting announcement: We partnered with
@chainlink
to launch our Proof of Reserve on the
@ethereum
blockchain.
Use cases with blockchain technology are expanding and we are excited to set the standard.
Exciting news! 21Shares has integrated
@Chainlink
Proof of Reserve (PoR) on Ethereum to increase the transparency of ARK 21Shares Bitcoin ETF’s (ARKB) reserves with
@ARKInvest
.
This integration of Chainlink's Proof of Reserve ensures investors have real-time visibility into the
.
@0xPolygon
is really the sleeping giant. Your favorite apps will all be accessible there in the coming year. Ethereum's is just unusable for day-to-day operations.
As
@naval
said, you can't copy paste community, that's exactly what Polygon will benefit from those integrations
🚨We are thrilled to release our Ethereum Withdrawal Simulator
The Shanghai upgrade looming, and there will be withdrawal limitations: 16 per block & currently, only 8 validators can fully exit each epoch.
But how long would someone wait to get their ETH back?🧵
👑
We are officially the number 1 team on Dune!
This is just the beginning. We have so much more to build to bring in transparency and cutting-edge research to the community!
Don’t hesitate to chime in and provide feedback. Onwards 🚀
Contrarian view: Everyone thinks Russia will aggressively adopt crypto networks, my view the opposite. This conflict will accelerate the Russian CBDC developments and coalition with the digital yuan through the Belt and Road Initiative
Alameda is shorting USDT by borrowing on Aave (hence the higher APY of USDT) and selling USDT for USDC on Curve
USDT is back to the $1 peg but we're closely monitoring their moves via our
@DuneAnalytics
dashboard
🚨136 years after the first Fabergé egg manufactured in St Petersburg, Artifiacial studio bring the digital version of Fabergé eggs in a whole new dimension with
@galaxy_eggs
Check them all out here
🚨We at
@21Shares
have an exciting announcement:
Despite Ethereum's well-designed model to stabilize the network, estimating the time required for withdrawals is often overwhelming with different methods and scattered all over the Internet. Sensing this strain on stakeholders,
China has often been deemed as a major concern due to its striking lion's share in
#Bitcoin
mining. There are three important geopolitical patterns explaining the sharp decline in China's dominance over time. Thread⬇️
If you are curious about the market impact on Binance.
Here are some real-time analytics you can find from our team
@21co__
on
@DuneAnalytics
- Binance's outflows in the last 24 hours: $2.2 billion
- Total assets: $58.1B
- $10.8B in stablecoins
-
#Bitcoin
is their largest
@epolynya
@draecomino
I read this the other day, it’s shocking. Also, everyone should be aware that Ethereum without shards and L2s has a higher throughout (15 TPS for a 15s block time) than Cardano at full capacity (6.5 TPS for a 20s per block)
Speaking with the
@StarkWareLtd
team and
@epolynya
feels like seeing the crypto infrastructure in the next +5 years.
Hope someone will write a book on General Magic 2.0!
Our research team
@21Shares
has been quite busy building in this bear market to push our industry forward:
🥇We are the top 2 team on
@DuneAnalytics
with 20+ dashboards enabling anyone to conduct fundamental and forensic research
🥇We launched the Global Crypto Classification
Humbled to have our team being amongst the top 5 out of 890 teams on
@DuneAnalytics
. It’s just the beginning, we will continue to push analytics to make crypto easy for everyone.
Let’s go
@21Shares
! 🔥
💡Non-obvious 23' predictions 🧵
1. Uniswap will disrupt Chainlink for onchain pricing data of cryptoassets (only)
2. Polygon will devour the market share of top L2s like Arbitrum once their ZK-EVM is live
3. The liquidity of stablecoins will dominate on DEXs vs. CEXs
Impressive launch
@DefiLlama
and
@0xngmi
without any LP mining program and other incentives.
Why? One thing is clear — users want a platform with data analytics, form their own opinions, and act on them with a click of a button.
.
@StarkWareLtd
's StarkEX as a developer platform written in Cairo is very impressive & seems underrated vs other L2. (they've been production-ready since last year!)
@deversifi
leverages their tech and here's the outcome: 0 gas fees + an AMM solution and L2-L2 bridge coming up!
🚨PSA:
@ethereum
Q2 results are available in our latest
@21Shares
magazine, make sure to get a digital copy👇
Here's also a sneak peek of some of the visuals made by our gifted designer, Katia! ⚜️👩🏻🎨
Back in June last year, we built a
@DuneAnalytics
dashboard called "Potential Contagion Risk" listing all the addresses of funds and companies that we deemed as potentially high risk in this bear market. Nexo is one of them!
.
@the_matter_labs
’ ZKSync Era just crossed the 1M mark of depositors. They also just released the ZK Stack letting any builders launching sovereign chains with validity proofs. It’s a similar approach to Bedrock from
@optimismFND
. It’s a big deal especially when various L2s and
Today is my 4th anniversary at
@21Shares
🙌
From humble beginnings to be one of the top crypto asset managers with over $6.7B in assets globally, I am incredibly proud of our team and grateful to
@hany
&
@OpheliaBSnyder
for the wonderful opportunity!
My thesis on
@Uniswap
🧵
1) The DEX is the Trojan Horse to conquer the market-making business
2) Uniswap v3 is the real innovation to offer efficient on-chain pricing
3) Uniswap has the chance to become the benchmark to price crypto assets/pairs
L1s changing their architecture and roadmap to accommodate for a rollup-centric design:
- Polygon
@0xPolygon
- Celo
@CeloOrg
Which am I missing?
@epolynya
Follow this thread I keep track of those pivots 👇
We want to introduce a new vision for
@CeloOrg
to move from its L1 architecture to becoming an L2 Rollup on top of
@CelestiaOrg
.
For this we are going to build Mezcal, an incentivized testnet that will become an L2 Rollup on Celestia. Read more
We are excited to release the new version of our Global Crypto Classification Standard (GCCS) initially developed with
@coingecko
Twice a year, our team
@21Shares
will review the evolving industries, sectors and assets encompassing our burgeoning asset class. Thread 🧵
Fun facts about
#Bitcoin
in the last 10 years:
- 2023 was the only year Bitcoin didn't have a single correction (at least -10% daily return) in nearly 10 years since 2014
-
#Bitcoin
nosedived by more than 20% in a day only twice (2) in 3,399 days since Sep 2014. In other
The liquidity on
@CurveFinance
is arguably the most important dashboard right now. Tether mentioned that they are ready to redeem any amount. For now there’s purely speculation and arbitrage opportunities across DEXs but watch this space
We just crossed the 2,000 mark on
@DuneAnalytics
. ⭐️🚀
The data must flow, and most importantly, education on top for making sense of the underlying data is one of the key priorities for us at
@21Shares
Dashboards:
Research:
Messages like these are so unexpected but truly make my day.
None of this would be possible without our amazing team at
@21Shares
and
@21co__
🥇
Here is the
@chainlink
report on tokenization — highlighting our innovative contribution in this vertical:
Many wonder how to value crypto & ask for the most sensical mental models and frameworks.
👉Have a 4-min overview of our findings in this video:
👉Get a copy here:
Read Write Own is out!
So good to see
@cdixon
in person. Very inspiring talk yesterday.
My favourite quote: "Crypto isn't hype or clickbait-it's a technological breakthrough with the power to reshape our digital world. Just as PCs and mobile phones did."
Very special moment today meeting in person one of the best talents and persons I have ever recruited in crypto. The one and only
@tomwanhh
❤️
So good to see you, mate!
INSIGHTS💡: The majority (53.2%) of the market participants selling their
#Bitcoin
are new entrants that bought the cryptoasset over the last 3 months and obviously predominantly in-the-money. Also, the number of addresses holding over 1K BTC keeps growing daily! 👀
Great read by
@albertwenger
shedding light on the utility of
#bitcoin
& how the PoW design incentivizes miners to seek cheap electricity from mainly renewable assets, which also powers other systems leveraging the security of Bitcoin like
@Stacks
The big story of this decade is that Web 3 will be the largest beneficiary of The Great Resignation! Pin this tweet.
Miners, investors and companies / employees no longer are the only cohorts who can make a primary or secondary income in this industry.
@draecomino
You don’t build a chain on rollups, you launch dApps. Rollups are the execution layer for dApps while Ethereum is the settlement layer.
I could see StarkNet becoming the de facto to launch various rollups. Could they be compatible with non-EVM chains in the future?
@EliBenSasson
I had such a great time with
@BusinessInsider
discussing
@Polkadot
which I believe is one of the most important technologies to unlock the next wave of the Internet that I like to call 'User Empowerment'. 😊
I can confirm: Over $40M was transferred out the U.S. government'
#bitcoin
addresses seized from James Zhong. You can check in real time our dashboard here on
@DuneAnalytics
It is rumored in the community that the bitcoins of SILKROAD seized by the US DOJ are being transferred. Address (bc1qzd8...) transferred 10.298 bitcoins to another wallet and sent 1490 BTCs to the change address. CryptoQuant CEO Ki Young Ju states that "bc1qzd8..." is not owned
PSA: We reached over
@DuneAnalytics
400⭐️
Dissecting onchain data is undeniably the cornerstone of our research
@21Shares
to help the community stay in the know and see the future with us.
Find our dashboards here👉
1/ We're excited to announce v3 has been deployed on
@0xPolygon
! 🚨
As a leading scaling solution, Polygon offers low gas fees and fast transactions, with over 3000 applications hosted and 1B transactions processed! 🚀
@tylerwinklevoss
What a great evening to read
#BitcoinBillionaires
: a splendid sunset in London with the view of the City’s skyline and... a bit of trolling as the cherry on top 😄🚀 (Bonus point: this weather is difficult to get in London!😂)
We are thrilled to share our first
@DuneAnalytics
dashboard for Bitcoin 🚀
👉
This dashboard will help you answer:
- when is the estimated Bitcoin halving next year?
- how many Ordinals?
- what's the dominance of the top 100 bitcoin?
AND MORE!
Last week, we published our new
@DuneAnalytics
dashboard on the zkEVM race comparing zkSync Era and Polygon Hermez
Ever since
@zksync
's TVL rose by nearly 61%, amounting to over $200M. Such an impressive exodus of assets. Read our article here
🚨Our
@Amun
Quarterly Review for Q3 is out!
Q3 will be remembered as a record-breaking quarter in NFT volumes, hacks, and more.👇
You'll learn about the major patterns we spotted and what we're expecting next in the coming months.
@woonomic
I think this would be a better representation for
#Bitcoin
to understand where it stands throughout the years relative to the % of Internet Users (which is a better approximation than the world's population IMO). So far 100mm users according to
@CambridgeAltFin
in 12 years.
We just crossed the 1,000-star mark on
@DuneAnalytics
— providing access to on-chain insights focused on fundamentals to delve into verticals and forensic research.
Thanks for the all the love and support!
Stay tuned we’ve got more coming out soon 🙌
I’m launching The Bear Market Watch, tracking major developments planting the seed for the next crypto cycle.
#1
Flashbots: Their new sequencing layer for blocks across any chain will dismantle MEV from a handful of block builders
@hasufl
@bertcmiller
@Bloch_R
Oui mais depuis 3 ans beaucoup plus de personnes n'ont plus besoin de chercher ce qu'est le Bitcoin et savent quels services utiliser pour connaitre le prix et en acheter/vendre. Par exemple, les recherches de Kraken sur Google sont plus importantes maintenant qu'en 2017
We need to rethink the best practices and business models for crypto data businesses. It’s a massive target market but the moat is misunderstood by web 2 founders.
After working full time as an operator for a data company, here’s what I learned 🧵
FTX and Alameda transactions over the past few hours. With our
@DuneAnalytics
dashboard, we can monitor this situation closely. Keep in mind we have a non-exhaustive list of associated addresses 👇
Find out more
Update of our tracker on
@DuneAnalytics
:
1) FTX ERC20 balance as of Nov 12: $13.9M, down from over $2B a week ago 🤯
2) Net outflows as of Nov 12: $576.8M due to the *alleged* hack 🧐
3) See the breakdown of flows for a) FTX Intl and b) FTX US here:
Had a lot of fun discussing developments in crypto on the back of our new Web 3 magazine!
@ausbiztv
👉Full interview here
👉Download our report here
True story: The Ethereum roadmap was mentioned on television 🧠
@VitalikButerin
Shout out to the Solana team for over communicating the issue and giving as much clarity as possible.
Ignore the noise and keep building & innovating.
Better days ahead.
I am extraordinarily proud of our team at
@21Shares
. We've been running spot crypto ETPs for more than half a decade in EMEA and Australia — and bringing this home to the U.S. is monumental and sets the stage for a new era. And this is just the beginning!
Huge shout out to our
@draecomino
Same analysis for Solana, Avalanche, Fantom, Near vs ETH two years ago. That’s how early it is for L2s.
Consumer-facing-wise, in the coming years, people will be more aware of the app-brand names (eg,
@Immutable
) than the execution layer (L2s) or settlement layer (L1s)
Our very own
@AbdelmawlaKarim
&
@tomwanhh
shipped the Shanghai dashboard a while back.
Today, we have some awesome updates 🚀
👉Breakdown of withdrawals (partial and full) per validator in the past 24 hours, 7 days, and 30 days
👉 Share of total withdrawals in both ETH and USD
1/ Goldman Schach's view on
#Bitcoin
over the past two years (THREAD):
- 05/02/2018: "Goldman Sachs will begin using its own money to trade with clients in a variety of contracts linked to the price of Bitcoin." (from the NYT article)
- 05/27/2020:
🚨 I just launched the first
@amun
quiz on DeFi & NFTs
Do you have ~ 10 minutes to spare? ⏰
If so, try to win $1,000 worth of the top DeFi tokens like $SUSHI, $UNI, $YFI, and more.🤯
Good luck everyone! 🚀
.
@DuneAnalytics
wizards 🧙♂️
Let’s have the habit to leave a comment section in the code so that others can understand faster your thought process. This will create another layer of network effects with suggestions and incremental code improvements.
@nic__carter
Not surprised as a while back I wrote about the increase in hash power emanating from Iran and that it wasn't a coincidence given the geopolitical environment
@paulg
The Gold reserves held by the central bank of Turkey have significantly increased, nearly doubling over the past year from ~ 300 tonnes to around 600 tonnes as you can see in the chart below. Other central banks followed suit as well
Incredible achievement by the
@ElectricCoinCo
team on Halo. This is one of the most important findings in cryptography in the past 30 years. The Google search for Zcash is nowhere near 2017's levels but interestingly, it's starting to picking up and predominantly from China!👀
Have you guys checked our Onchain Insights series on our research hub at ?
Our research team demystifies our
@DuneAnalytics
dashboards and analytics for less than 2-minute reads
Stay tuned, next week, we will publish another issue 👑
Watch out for attack vectors with the Ukrainian airdrop, everyone. It will be the perfect moment for phishing attacks to drain wallets and put the blame on the wrong people.
Verify contract addresses before touching anything
Ditto
@hildobby_
I am very curious to hear your feedback on our
@21Shares
dashboards on
@DuneAnalytics
. Indeed we don't have access to user analytics.
Give your feedback in the following format:
🥇: Your Appreciation
🥈: Your Expectations
🥉: Improvements
If you investigated Etherscan, you'd have figured out that $PYUSD is not a surprise ;)
Now you can watch in real time the evolution of
@PayPal
stablecoin over time with our
@DuneAnalytics
dashboard. PYSD is ranked
#23
at the moment. The stablecoin war just got started.
StarkWare reminds me of General Magic. They push innovation forward ahead of trends but unlike General Magic this is done in a timely manner! You read it first here, StarkWare will become one of the most important infrastructure companies in crypto and beyond. 👀
What’s trustless, fast, inexpensive and a bridge between sidechains?
A trustless fast and inexpensive bridge between sidechains!
We offer a new and efficient bridge design using StarkEx.
Read more:
This is not mentioned in this great discussion, but kudos not only to dydx for providing a great product but also to
@StarkWareLtd
’s StarkEX, for making this a smooth process (as this is the L2 solution
@dydxprotocol
relies on)! 🚀
StarkEX is the one of the most promising L2’s
“L2 performed really well through it all”
“Really liking the experience so far”
“No crazy wicks, and impressive execution, feels pretty CEX-like IMO”
We passed our first stress test of our L2 Perpetuals. Thanks for the + feedback
@lawmaster
@10spot1
15/ Monero and Zcash are equally the most preferred privacy coins as mediums of exchange, followed by PART the privacy coin of , a peer to peer marketplace.
.
@CurveFinance
is the cornerstone of gauging stablecoin sentiment & depeg risk. Traders seem to hedge against USDC's uncertainty w/ the SVB debacle. USDC accounts for 37% or ~ $194M of the liquidity.
Find more via our
@DuneAnalytics
dashboard:
The market correction has led ppl wondering the happenings of the past week. But, it's important to note that since Bitcoin's inception and based on last week's price there have only been 92 unprofitable days (~2%) assuming one would sell
#Bitcoin
at about $11K. H/t
@coinmetrics
.
@Mikel_Jollett
first-principle thinking of the NFT paradigm despite the current craze is remarkably impressive! For someone like me working full-time in crypto, this is refreshing to see such levels of understanding of new paradigms! Read this thread 🧵
@JoyAnnReid
One way to think about NFTs is an emerging sector in which are learning to commodify an identity (or brand). Those laughing at the power of the sector are the same one who laughed at Google, Amazon, Facebook. It really is a game changer but not for the reasons people think.
$ARKB has crossed $1B+ USD in bitcoin holdings! This isn't just a number – it's a testament to the growing trust and interest in digital assets.
Thank you to our community for being part of this journey, as we continue to redefine financial
horizons.
👉Learn more about ARKB:
@bertcmiller
.
@zeroknowledgefm
are wonderful from there, you will investigate all the resources.
@gitcoin
has grants for zkp great to track R&D
Follow Dan Boneh’s brilliant papers
Well, the next big movie coming out of the crypto industry will undoubtedly be Infinite Machine and using NFTs as a financing method as described below 👇
Congrats
@CamiRusso
!! 🏆
.
@offshoot3D
you’re up to something bigger than you might imagine 🧵
The next gen of cartoons will be funded by either 1) fractionalizing via
@fractional_art
one’s work or
2) crowdfunding using NFTs as perks
@Disney
@wbpictures
watch out this innovation is coming for you
.
@hamilton_lane
, a leading global investment firm ($800B+ in assets) is tokenizing its $2.1B fund on
@0xPolygon
! 🤯🔥
This reduces the minimum investment in the fund from typical $5M to $20k, making it available to smaller investors.
The future of France is on Polygon. 🦄💫
Whether you are crypto native or not, making sense of onchain of data is quintessential to understand market verticals and the Metaverse is one of them. Thanks for the shout out
@DuneAnalytics
!
🥇 Check out our dashboard on the Metaverse:
No one talks about the rockstar roadshow
@cdixon
has been hosting in various cities from physical events to TV, media coverages and meet-ups for Read Write Own. Plus, the incredible booths and decorations. I want to know his marketing & comms team 😂
That’s a slam dunk!
It's official:
Polygon zkEVM mainnet will be launched on March 27th! 🔥
After more than a year of intense and inspiring research, development and testing, we are incredibly proud to launch the FIRST EVER zkEVM mainnet!
Join us on this day to celebrate the future of scaling! 💫
Polygon is Ethereum’s greatest threat and complementary. They vampire attacked most of your favourite apps in the best momentum of all time. Once Polygon PoS will run into a series of outages this year (rising demand), the execution layer will migrate to its integrated L2. Watch!