Macauley Peterson

4 days ago | blockworks-research.beehiiv.com | Donovan Choy |Macauley Peterson

A recent report by the Ethereum “inner circle” is telling us that ETH is digital oil. But reasoning by analogy is problematic. ETH is not digital oil. Neither is “data.” Oil is just oil. — Donovan Permissionless IV is hitting Brooklyn on June 24-26. Tix are $499 — but refer 5 friends to the 0xResearch newsletter and score a free Permissionless ticket. Scroll down to grab your code. Hyperliquid (HYPE) price vs.

1 week ago | blockworks-research.beehiiv.com | Donovan Choy |Macauley Peterson

Brought to you by: Why are major gaming studios launching Avalanche L1 subnets? Do they not believe in the infinite garden of Ethereum? The short answer to that question is: costs. For the long answer, please continue reading. — Donovan Permissionless IV is hitting Brooklyn on June 24-26. Tix are $499 — but refer 5 friends to the 0xResearch newsletter and score a free Permissionless ticket. Scroll down to grab your code.

1 week ago | mail.blockworks.com | Jack Kubinec |Casey Wagner |Kate Irwin |Macauley Peterson

Welcome back, readers! Today is the last day that the Empire newsletter’s Katherine Ross takes over for Byron (I know, don’t cry.) As expected, she ends the week with a banger. Let’s get into it: The race to IPO has begun. Circle’s success is proving to be exactly what other companies that were interested in debuting on the public market wanted to see. If you don’t believe me, just take a look at Gemini.

2 weeks ago | blockworks-research.beehiiv.com | Donovan Choy |Macauley Peterson

Aave’s new Umbrella staking mechanism replaces the old Safety Module with asset-specific coverage, onchain slashing and revamped yield dynamics. But early adopters are running into upside-down incentives, especially for GHO. We break down the launch, the migration path and what stakers need to know about risk and reward. — Macauley Permissionless IV is hitting Brooklyn on June 24-26. Tix are $499 — but refer 5 friends to the 0xResearch newsletter and score a free Permissionless ticket.

2 weeks ago | mail.blockworks.com | Macauley Peterson |Jeffrey Albus |Casey Wagner |Ben Strack

Happy hump day! The Empire newsletter’s Katherine Ross is back today to talk markets. What’s the derivatives market looking like? Has CME exposure risen? Are we headed into accelerated volatility? Katherine’s got the scoop. And if you like it, you can give the Empire newsletter a subscribe. Enjoy! It’s been a minute since we’ve discussed the markets, and I’m quite intrigued by the cautious atmosphere that’s been adopted since bitcoin broke through all-time highs last month.