• 12 Nov 202609:20
    Analytics
    Cryptomarket Check-In. Major Events & Headlines

    Cryptomarket Check-In. Major Events & Headlines

    Everything that moved crypto today, in one card.


    Today's headliners: Deutsche Bank, CFTC, Nomura, Novig, Across Protocol, Plume, Bitmine, Forward, xStocks, Pyth Network

  • 11 Nov 202621:00
    Analytics
    Early Projects Radar: 9 Fresh Names This Week

    Early Projects Radar: 9 Fresh Names This Week

    This week's theme: the fine print. A vault that says who takes the first loss, an option where the most you can lose is printed upfront, a public record of who stands behind an AI agent.


    9 early-stage projects, from risk ratings for onchain yield to a delivery robot that gets paid by itself.

  • 11 Nov 202615:38
    Analytics
    Crypto's Top Earners: Revenue vs Valuation

    Crypto's Top Earners: Revenue vs Valuation

    Polymarket says it makes $1.8B a year. Public data points to about $1.1B after trader rebates, level with or above Hyperliquid's $839M as crypto's top earner outside stablecoin issuers.


    Polymarket is raising at $21B, about 19x revenue. Hyperliquid trades at 82x on FDV, Pump.fun under 5x. Kalshi, valued at $40B, says its non-sports markets alone make over $1B a year.

  • 11 Nov 202613:07
    Analytics
    6 Threats to Your Wallet This Week and What to Do Now

    6 Threats to Your Wallet This Week and What to Do Now

    Attackers hijacked the Across domain on Nov 10 and served a drainer on the real across.to for a while. Only the site was hit, the contracts and API were not touched.


    It is one of six different ways wallets got hit in the last 72 hours. Each one has a single fix, and it is on the card.


    Hijacked domain, iPhone 0-day with no Apple fix yet, poisoned Swarm update, LNbits hot wallet bug, fake "free TradingView Premium" and a malicious pull request aimed at Zcash wallet devs.


    Save it and send it to anyone who keeps crypto on their phone.

  • 11 Nov 202608:51
    Analytics
    Tokenized Stocks Map: Wall Street vs Crypto

    Tokenized Stocks Map: Wall Street vs Crypto

    Wall Street is picking chains for tokenized stocks. NYSE builds its own chain on Avalanche tech, DTCC pilots on Canton, OKX × ICE picked X Layer. Formation plans to open on Solana in early 2027.


    Tokenized stocks on these chains today: $0.


    The $3.87B market lives elsewhere. Binance bStocks leads with $1.51B, ahead of Ondo at $907M and Kraken's xStocks at $700M. 90% of it is offshore wrappers not offered to US persons.


    By chain, BNB Chain holds 46.2%, Ethereum 19.6% and Solana 15.2%.

  • 10 Nov 202619:12
    Analytics
    Cryptomarket Check-In. Major Events & Headlines

    Cryptomarket Check-In. Major Events & Headlines

    Everything that moved crypto today, in one card.


    Today's headliners: Goldman Sachs, Visa, Moody's, Coinbase, MARA, Securitize, Plume, Initia, MegaETH, Alta

  • 10 Nov 202614:04
    Analytics
    Which Lenders Actually Make Money on Deposits

    Which Lenders Actually Make Money on Deposits

    Most big lenders keep $1.5 to $4 a year from every $1,000 deposited. Aave holds $29.7B and kept $5.2M in 30 days, about $2 per $1,000. Maple and Dolomite keep twice that, around $4.


    Morpho is the second biggest lender with $16.9B. Its borrowers paid $27.7M in 30 days and the protocol kept $0: its fee switch is still off.


    SparkLend shows only $1 per $1,000, but most of its stablecoin deposits come from Spark itself, so that interest goes back to Spark and Sky anyway.


    Aave holds 38% of the top 15's deposits and takes about half of their revenue.

  • 10 Nov 202611:42
    Analytics
    $3.8B in Crowdloans. Only 1 of 6 Winners Still Standing

    $3.8B in Crowdloans. Only 1 of 6 Winners Still Standing

    Acala, winner of Polkadot's first parachain auction, proposes to halt its chain on February 10. Its reason: the liquidity it needed never arrived.


    Six projects won slots in 2021. Their crowdloans raised 106.8M DOT, about $3.8B at the time.


    Moonbeam moved to Base, Parallel was hacked and wiped, Clover became Lucent, Efinity left for Enjin. That leaves Astar, with TVL down 400x from its peak.


    Of 55 parachains, 17 are still running. 12 left for other chains, 10 shut down, 10 just stopped producing blocks and 6 never launched.

  • 10 Nov 202609:05
    Analytics
    Wrench Attacks 2026: 1 in 3 Happened in France

    Wrench Attacks 2026: 1 in 3 Happened in France

    Evan Luthra named himself as the victim of last November's Oxford attack. Masked men got into his car, unlocked his phone with his face and took his crypto. Police put it at £1.5M.


    It was one of 170 known physical attacks on crypto holders in 2025, a record. 2026 is on the same pace: 147 so far, slightly ahead of 2025 by this date.


    France is the story of the year. 52 attacks, double its 2025 total and 8x 2024. That's 1 in 3 worldwide.


    The biggest 2026 case: a UK game developer forced to hand over $24M in stablecoins at home. One upside: in H1 2026 attackers got paid in 1 of 4 attempts, down from 2 of 3 in 2024.

  • 09 Nov 202618:25
    Analytics
    Cryptomarket Check-In. Major Events & Headlines

    Cryptomarket Check-In. Major Events & Headlines

    Everything that moved crypto in the last 3 days, in one card.


    Headliners: FinCEN, Charles Schwab, US Labor Dept, CFTC, Sen. Blumenthal, Coinbase, Binance, Solana, Aave Labs, Telegram