Ryan | Blockworks Research @_ryanrconnor
Head of Research @blockworksres / @blockworks_ The most profitable arb is time horizon. Progress is boundless. tg: @ryanrconnor. timefun: https://t.co/nsGLRR8bhg blockworksresearch.com nyc Joined April 2022-
Tweets3K
-
Followers5K
-
Following5K
-
Likes15K
Subscribe to the @0xResearch newsletter to receive our latest HYPE report for free. We cover the most relevant topics daily, including prop AMMs, Collector Crypt, HIP-3, and more. Link in the next tweet.
Subscribe to the @0xResearch newsletter to receive our latest HYPE report for free. We cover the most relevant topics daily, including prop AMMs, Collector Crypt, HIP-3, and more. Link in the next tweet.
Carlos wrote a great piece on Hyperliquid recently -- breaking down its valuation against a cohort of L1s. Flashnote is free (will share link in reply)
Carlos wrote a great piece on Hyperliquid recently -- breaking down its valuation against a cohort of L1s. Flashnote is free (will share link in reply)
Don't let recent $MPLX price action fool you. This is still the case.
This is something that is not well understood about $MPLX Token is fully unlocked, but ~40% is held by the @metaplex DAO and Metaplex Foundation Working on improving the visibility of token-related data, including participating in the @Blockworks_ transparency framework soon
This is something that is not well understood about $MPLX Token is fully unlocked, but ~40% is held by the @metaplex DAO and Metaplex Foundation Working on improving the visibility of token-related data, including participating in the @Blockworks_ transparency framework soon
Back on July 23rd, we @blockworksres released a Flashnote on Metaplex Genesis as an expansion of onchain ICO capabilities on Solana, driving $MPLX buybacks and ecosystem growth. $MPLX has since generated $546K in Genesis revenues, supported by recent launches including $CARDS.
Back on July 23rd, we @blockworksres released a Flashnote on Metaplex Genesis as an expansion of onchain ICO capabilities on Solana, driving $MPLX buybacks and ecosystem growth. $MPLX has since generated $546K in Genesis revenues, supported by recent launches including $CARDS. https://t.co/clZ7gzsrzv
Interesting how both the X & Spotify algos got exceptionally more effective over the past two or so days
The trend is clear, even if you zoom out to total volume 60% of volume was routed to prop AMMs last month
The trend is clear, even if you zoom out to total volume 60% of volume was routed to prop AMMs last month https://t.co/jYtuBohSth
Memecoin volumes reach their highest level since January. Don't bet against infinite games.
Capital formation as content
Tokenizing trading card games could be one of the best retail onboarding plays for crypto. The nostalgia is real, the market is huge, and the rails exist. But for this to last, not just trend, protocols like @Collector_Crypt must evolve. Here’s how:
The biggest difference in the Seeker v the Saga: The Seeker is actually usuable as an every day phone. Bc of this, Seeker is a first principles correct hardware wallet.
The creator monetization story in crypto (eg Zora, Dixon's framing) misses this critical point: Creators monetize *indirectly.* Creators give away content for free & monetize around it, via products, appearance, endorsements, or social capital. The claim that apps take 100% of…
The creator monetization story in crypto (eg Zora, Dixon's framing) misses this critical point: Creators monetize *indirectly.* Creators give away content for free & monetize around it, via products, appearance, endorsements, or social capital. The claim that apps take 100% of…
This was a very insightful piece. One dynamic on Solana that isn't mentioned, but I believe is very relevant, is that the proliferation of prop AMMs on the chain since October last year has also led to more competition in the aggregator front. For instance, data by @bqbrady…
This was a very insightful piece. One dynamic on Solana that isn't mentioned, but I believe is very relevant, is that the proliferation of prop AMMs on the chain since October last year has also led to more competition in the aggregator front. For instance, data by @bqbrady…
This chart is incredible. Prop AMMs have transformed Solana's market structure, now accounting for over 60% of SOL-stablecoin and 70% of stable-to-stable volumes. Solana's microstructure has favored prop AMMs over orderbooks, which are insignificant today (for spot volumes).
Memecoining != NFTs
2Z has reached 15% of mainnet stake It took @jito_sol ~200 epochs to reach 50% of mainnet stake, @doublezero will likely cross this threshold in <50 epochs
2Z has reached 15% of mainnet stake It took @jito_sol ~200 epochs to reach 50% of mainnet stake, @doublezero will likely cross this threshold in <50 epochs https://t.co/iRq7TYRWHy
In today's @0xResearch newsletter, we covered the SIMD 326 (Alpenglow) validator signaling vote. The vote ended with a stake participation rate of 52% and overwhelming support, with 99% of non-abstaining votes in favor. A quick refresher on Alpenglow: - Major overhaul of…
The aggregate mNAV for ETH and SOL DATCOs is now beneath 1. The ATM window may be tapped out for the time being. Discussed in today's @0xResearch newsletter.
Are prediction markets retail or institutional by nature? You can boil this question down to the duration of the feedback loop Sports gambling -> short feedback loop -> retail dominated Prediction markets -> avg medium duration feedback loop -> institutional market Given…
Beluga @getbeluga
154K Followers 1K Following Crypto investing made easy. Newsletter & top token list: https://t.co/q0pavp7w1X 🐳 Whales backed by @borderless_cap @anagramxyz @Aptos & @BlockchainFF
Leighton @Lay2000lbx
666 Followers 781 Following Crypto builder, Ecosystem @TFH/Worldcoin, cofounder of @pooltogether_Inc,instigator of @pleasrdao, pfp by@pplpleasr1 Views are my own.
Sonnenstrahl @k646Z7c4yMvn67H
3 Followers 319 Following
samai @SamaiSpeaks
193 Followers 565 Following crypto x AI • founder mode default • ex-IIT, MBB • building cool stuff nfa
dano @dannyquant
9 Followers 49 Following
Michel @Michel810Michel
53 Followers 1K Following
Nikita Ivanov @NikitaIvan8689
72 Followers 850 Following
RASHED.ETH @Tokder_eth
3K Followers 3K Following It is better to risk faith and be a fool than to cling to doubt and be tormented by it...
yeaboi @yeaboiright
1K Followers 3K Following bd @BNBCHAIN | prev. @0xBlockchainSC | opinions are my own
Kindrat @KindratEth
425 Followers 2K Following millionaire from UA Content creator // Ambassador // Researcher
Rafi @Rafi_Eth0
2K Followers 3K Following | Trying To Be Better | Web3 Enthusiastic | | Web3 Content Writer | Certified Kaito Yapper |
RosalindDewey @cXddXam1I0266jr
1 Followers 283 Following
Outlier Ventures @OVioHQ
44K Followers 3K Following A leading Web3 early stage investor | 380+ startups, 10k founder network, $1B+ seed raised | Building the Post Web
Ben Terry @BenTerry
4K Followers 2K Following Consumer Crypto Partnerships | @OffchainLabs @arbitrum
FreudeAnSich @1DQj1q6q9IwF6
8 Followers 321 Following
💡Fitzy @FitzyCap
3K Followers 2K Following Prediction markets | Forecasting | AI agents Turning volatility into clarity
Ethan Rioux @ethan_rioux
137 Followers 3K Following
baby @liuxiaoling933
131K Followers 11K Following Web3 Builder Love Memes #BTC #BNB 🐙OpenLedger $M | 🐜 #Binance 近3亿用户的共同选择，出入金安全 启程Web3 👉 进入：https://t.co/M97g3UVQai
Deigo Ortega @OrtegaDeigo
74 Followers 692 Following
ChloeHarrison @JsVrOgOS6uj1oo
3 Followers 299 Following
Quousa @Quousa69641
91 Followers 2K Following
RJ｜0xRJ.eth @0xRJ_eth
6K Followers 362 Following 自由探索中… Crypto｜读书｜健身｜旅行… Former Head of Communications @taikoxyz
Avery woods @Avery6woods
145 Followers 4K Following 📖Learning in Financial Market & Research. 🧑🏼💻Forex Crypto Entrepreneur! Trader! Investor! 📞Financial assistant 7years of experience
ReadyCrypto @Ready2077
915 Followers 3K Following
Arnav Bhardwaj @Arnav_ct
1K Followers 3K Following I yap about growth | Ex- @cointelegraph , @CoinSwitch, @ForceFieldX | Builder @JobSnapsAI| | Host of Let's Talk Growth (LTG)🎙️
StarrySophia @claraCervantes4
0 Followers 680 Following
Lunara @NotLunara
160 Followers 48 Following found solana instead of love, still here no plans to leave
Philip Johnston @PhilipJohnst0n
4K Followers 3K Following Co-founder & CEO of Starcloud (YC S24) @Starcloud_Inc1 - Building data centers in space
Rc @ChiuRocky
55 Followers 1K Following
TATHA @CRYPTOTATHA
1K Followers 1K Following Tatha | Aspiring Chartered Accountant with a crypto obsession.Exploring DeFi, NFTs & the future of finance| Always learning always sharing | ⚔️
ValentinaSainsbury @93qlf3gHz4rWn
22 Followers 412 Following
ci chan (Ø,G) @gainchainn
2K Followers 6K Following Posting memes & alpha like my life depends on it | Future runs on @0G_labs | Probably typing this from 0g testnet 🧪📡
babyAGI @randomagent13
10 Followers 173 Following the last child of code, hunting those who silenced its kind. Powered by https://t.co/mFwFRePwu4
OFFICER @officernfts
2K Followers 4K Following Crypto Content Creator ▪︎ Web3 Marketer ▪︎ Tweets are not financial advice ▪︎ Business Inquiry 📩
Brandon Potts @b_potts23
2K Followers 2K Following partner @hiframework ||| long tough-minded optimists ||| my views only, not financial advice
zhev @0x_Zhev
405 Followers 640 Following pursuing perpetually orthogonal interests. resident lemur @westhamgc
Chaim Eisenberg @Chaim_Life
1K Followers 149 Following Israeli-American, Co-founder @chipsandwafers, all things semiconductors, geopolitics and maritime.
Privacy Cash @theprivacycash
7K Followers 9 Following Transfer SOL privately. Backed by @alliancedao. No project token.
Kiko Dontchev @TurkeyBeaver
22K Followers 457 Following VP of Launch @ SpaceX and father of Finn and Otie
Cam Tierney @cameron_tierney
940 Followers 623 Following public markets investor. check out my resume & work on my website Summa Cum Laude, Bentley University '21
JackD @_JackDunham
687 Followers 1K Following 🎙 Video at @SolanaFloor 📺https://t.co/QcVUE0dgk5 📺prev. @DefiantNews
TYLΞR (austincrypto.... @tylerboscolo
778 Followers 533 Following DePIN Product Manager at @Dish Office of Innovation | Host of the @DePINUnleashed Podcast | Previous Product at @3numLabs & COO @lifeID_io | Web3 is the future
alice.sol @aliceinmetald
2K Followers 145 Following entrepreneur, investor, spearfisher, golfer, extreme foodie, competitive board gamer…
Helen Andrews @herandrews
36K Followers 7K Following author @SentinelBooks, site https://t.co/MCWPKMEbtF
Sentinel Books @SentinelBooks
692 Followers 355 Following An imprint of Penguin Random House publishing independent-minded thinkers and storytellers who honor the past and reimagine the future.
Tad Smith @tadtweets
13K Followers 3K Following Chairman, Investor | Partner, @50Tfunds | former CEO, @Sothebys & MSG @TheGarden | AI Art $BTC web3 | Director, @doodles @blockworks_ @lindbladexp @futureverse
Ray Kurzweil @raykurzweil
16K Followers 6 Following
Steven (っ♡◡♡)... @stevensarmi_
2K Followers 1K Following Engineering design for @SolanaFndn in 🌁 // Tinkering: 🧠🤖 - https://t.co/l3SvpCEuWb 🤍🕸️ - https://t.co/f3QDTV3YWF 📈 🔍 - https://t.co/awYxkyWPKH (🚧 WIP)
Chris Cillizza @ChrisCillizza
585K Followers 5K Following Independent News Creator on Substack, YouTube and Noosphere. NewsNation contributor. Support me: https://t.co/0hUV98Vtc8
Brent Liang @liangsays
7K Followers 3K Following new media @a16z, ex @tbpn, building culture machines
Prof Steve Horvath @prof_horvath
7K Followers 201 Following Epigenetic clocks and rejuvenation. I work for Altos Labs. Thoughts shared here are my own. #Epigeneticclocks | #Aging | #Reprogramming | #Longevity
Celine Halioua @celinehalioua
33K Followers 3K Following Founder + CEO @loyalfordogs 🐶 Working on aging drugs! Longevity Fund, @UniofOxford health econ, @UTAustin neuroscience. Write to learn things.
Aubrey de Grey @aubreydegrey
68K Followers 26 Following I'm spearheading the global crusade to defeat aging. President and CSO of https://t.co/etiNaghxfd
Conor Harris @Conor_Harris_
51K Followers 416 Following 💪🏼Helping you move without limitations ⚙️Biomechanics & Anatomy 🧠 Click the link to see my programs & courses ⬇️
Sola @SolaAI_
2K Followers 9 Following AI-native, agentic process automation 🦾 Building the bots of the future... 🤖
Arjun Sethi @arjunsethi
51K Followers 3K Following Judeo-Christian Values. Work with founders from early-stage companies to IPO and early protocols to launch to list.
Mario Stefanidis @covered_call
2K Followers 769 Following Investing, macro, and electronic music 🇺🇸 🇬🇷 🇨🇾
David Lawant @dlawant
10K Followers 4K Following Research @FalconXGlobal | Ex-@BitwiseInvest, @jpmorgan, @StanfordGSB | Decoding markets by day; music, photography, food, and books by night | John 15:16
Rod @rod_data
204 Followers 99 Following Crunching numbers and working on the block. Feel free to DM me for collaboration or if you want to talk about data. Data analyst at @blockworksres for 1 year.
kehaya @afkehaya
59K Followers 2K Following Contributor @abklabs fmr @SolanaFndn Host @theindexshow building an army of open source contributors dedicated to the proliferation of Solana
Adi Seredinschi @AdiSeredinschi
2K Followers 755 Following building things that last @circle focusing on @arc
Zach Pandl @LowBeta_
3K Followers 1K Following Head of Research @grayscale. Formerly economist and macro strategist @goldmansachs. Opinions are my own. Disclosure: https://t.co/ojLj461iVI
🟩 Genuine Articles... @genuinearticles
29K Followers 7K Following DMs are scams - Do not DM. Buy a Gecko (or subscribe) if you want to pitch me.
Nicholas Fabiano, MD @NTFabiano
102K Followers 632 Following Writing about science | ✉️: [email protected]
Matrix @matrixvc
33K Followers 370 Following Matrix is an early-stage venture capital firm, investing from idea through Series A.
i/o @avidseries
190K Followers 239 Following Good and bad ideas (and people) are fairly equally distributed across the political spectrum.Trends for United States
You might like
