JasonYanowitz

New DEX dashboard is ELITE

These screenshots don't do it justice... there are 67 different DEX related charts!

If you're into Uniswap, Raydium, PancakeSwap, Orca, Meteora, Aerodrome, Fluid, or any other DEX, you will love this.

Think this is our best dashboard ever.

Great piece.

Our brain and online experience has been programmed by algos created by big social.

Crypto is our best shot at breaking that.

Things like Pump fun, Time fun, Fantasy, Ethos, etc are really about building markets around attention and trust and social capital.

This will get very important as new generations are terminally online and probably care more about their online reputation than their IRL reputation.

It's inning #1 for redesigning how people get rewarded for their online actions.

Memecoin trading on BNB has flipped Solana

(driven by the Binance Alpha program)

Coinbase alumni event.

There are now 100+ crypto companies founded by ex-Coinbase employees.

Very dope.

Stripe x Privy acquisition is a great reminder of 5 things.

1) @henri_stern and team are relentless with product, there will always be a massive opportunity for founders and teams who build 10x products

2) Privy launched in mid 2021, you're still early

3) Privy launched as a privacy solution then pivoted to wallets, once you find PMF go all in on that thing

4) Don't focus so much on retail, there are huge opportunities in the B2B space to build real businesses with real revenue and real customers

5) Sequoia is good at selling their crypto port co's to Stripe :)

Congrats to the entire Privy team.

Added 5 more exchanges to our CEX dashboard:

- Binance US
- Gate
- Bullish
- Bitstamp
- Bitvavo

Upbit, LMAX, and HTX data coming soon.

Cycle tops when the 0xresearch telegram hits 1k members.

Until then, boccaccio mode.

Higher.

When the 0xresearch telegram hits 1k members, we'll know the cycle has topped.

Until then, boccaccio mode.

Higher.

Once Tether profits increase 4.5x they’ll be the most profitable bank in the world.

All while having 0.05% of the workforce.

Met with a top 5 bank the other day.

They refer to tokens as "the top 4 and then everything else"

BTC, ETH, SOL, and XRP

Looks likely we'll get the Solana ETF in the next few months.

My guess is the next ETF after SOL will be XRP.

Don't shoot the messenger.

Centralized exchange data is LIVE

Includes volumes, liquidity, spread info, order book, DEX/CEX ratio, time of day data, and more.

Perps and options data coming soon.

Let me know if you have CEX data requests and we'll build it.

Three blockworks data posts in a row.

Algorithm is firing.

Been hosting crypto events for 7+ years...

@Permissionless will be our best ever.

We've curated the perfect mix of founders, developers, investors, enterprises, and institutions. Extreme talent density.

June 24-26 in NY, buy your ticket today

(code YANO for $100 off)

Circle trading at $85 up from $31 IPO price.

Every investment bank and CEO is staring at this number right now saying "it's go time"

Get ready for an onslaught of crypto IPOs.

June disclosures is live.

My only update: added ENA

As a reminder, if you create content at Blockworks, you have to disclose holdings of $5k+

Hoping this drives better transparency across the industry so holler if you have feedback.
https://blockworks.co/financial-disclosures

Permissionless side event page is now live.

Great events from Uniswap, Blockdaemon, ZeroHash, Akash, and more.

Add your event on the site 🫡

Steve Ballmer quote from Acquired:

“Platforms need apps. You want to own the top first party app that runs on your platform, otherwise your platform can’t get good.

Office was the best first party app on Windows. Outlook was the best first party app on Exchange.

You want to make sure you own the first party app in addition to just your platform.

You will get stuck in the mud if you’re just a platform.”

Applied to crypto, L1s should not only build the chain.

They should build a few amazing apps as well.

Very different strategy than most take today (outsourcing 100% of app building).

Bitcoin Conference has done an amazing job. Several A+ speakers and interesting talks.

Cannot wait to show people what's in store for Permissionless.

Goal: bring the energy that the Bitcoin Conference brings to Bitcoin but for the rest of the crypto economy.

27 days out.

Permissionless agenda is LIVE

12 tracks across 3 days:

1) Consumer
2) Protocol R&D
3) Bitcoin
4) DePIN
5) DeFi Renaissance
6) Blockchain Design
7) Capital Deployoors
8) Crypto x AI
9) Token Design
10) How to Build a Chain
11) Enterprise
12) Open Source AI

Easily the most interesting content we've ever had.

Here's how it's gonna go with PCVs (Public Crypto Vehicles).

Microstrategy started it.

The game was simple: access capital markets to acquire Bitcoin. Then leverage financial engineering to generate a premium on the underlying BTC.

And they nailed this. Say what you want about the guy but Saylor is brilliant.

Then others followed with more Bitcoin treasury vehicles (there are several now).

Now in the past few weeks we're seeing PCVs for ETH and SOL.

What's going to happen is that in the next few weeks and months we'll see PCVs for assets in the top 50.

That's when the game gets stupid.

You take a holding company. Seed it with $10-20M (often from your own treasury). Reverse merge it into a public shell company. Raise more. Then buy your token, hire a mini Michael Saylor, and market like crazy.

But obviously asset #47 isn't the same as BTC. For so many reasons, most of these (all?) won't end well.

And even with BTC and ETH and SOL... those will get stupid too.

They'll have to differentiate. And the only way to really differentiate will be with leverage.

This starts great. And investors seeding these will make good money (it's nearly impossible to lose money on these deals right now).

But retail will eventually get hosed.

Stay safe out there.