Really interesting debate among prominent figures in the Crypto space on a topic that seems extremely relevant to understanding the fundamentals of Layer 1s https://polynya.mirror.xyz/gm6bUvvDF-sQAt7HuU6kRKCLIT9tAuaSCxHeNFdDVHk Let's start with one of the main questions that arise about the demand for deccentralized blockspace. “I find it very convincing that long-term, (decentralized) blockspace demand is highly elastic (and very unlikely to be inelastic). Are there any good economic ar...

Really interesting debate among prominent figures in the Crypto space on a topic that seems extremely relevant to understanding the fundamentals of Layer 1s https://polynya.mirror.xyz/gm6bUvvDF-sQAt7HuU6kRKCLIT9tAuaSCxHeNFdDVHk Let's start with one of the main questions that arise about the demand for deccentralized blockspace. “I find it very convincing that long-term, (decentralized) blockspace demand is highly elastic (and very unlikely to be inelastic). Are there any good economic ar...

Let's try to analyze DEGEN's strategy over the past few months. Here is the article I wrote a few months ago, which we are now going to review. https://mirror.xyz/0x3e0cf03f718520F30300266dcF4DB50bA12d3331/Jq6L-lobWp86vKUdA5A6kbR2JvomqNMep_6-rVi0agg The price is relevant insofar as it reflects the market's valuation of the project. It is a complex challenge, as we explained in the previous article, to achieve it. Besides, the large increase needed some consolidation, but it is ...

Let's try to analyze DEGEN's strategy over the past few months. Here is the article I wrote a few months ago, which we are now going to review. https://mirror.xyz/0x3e0cf03f718520F30300266dcF4DB50bA12d3331/Jq6L-lobWp86vKUdA5A6kbR2JvomqNMep_6-rVi0agg The price is relevant insofar as it reflects the market's valuation of the project. It is a complex challenge, as we explained in the previous article, to achieve it. Besides, the large increase needed some consolidation, but it is ...

The tipping strategy is probably one of the fundamental drivers of Degen's price, although it is not the only one. The market, the trend of Farcaster, and direct competitors within the network also play a role. However, we could say that, as expected, the strategic changes in Session 6 halted the strong downward trend of the token.Degen Token PriceThe measures were taken too late; we had been warning about this several months earlier. It was certainly a very controversial decision, espec...

The tipping strategy is probably one of the fundamental drivers of Degen's price, although it is not the only one. The market, the trend of Farcaster, and direct competitors within the network also play a role. However, we could say that, as expected, the strategic changes in Session 6 halted the strong downward trend of the token.Degen Token PriceThe measures were taken too late; we had been warning about this several months earlier. It was certainly a very controversial decision, espec...

t is still too early to have sufficient data on the profitability for content creators on the LensFrens and FriendTech platforms, but it is possible to conduct an initial analysis. The question we are going to try to answer is which platform is more profitable for content creators. I must first issue a disclaimer that I am an investor in Superfluid. However, I also have exposure with FriendTech. Nevertheless, my fundamental goal is to remain objective and not cheat myself. Let's refine t...

t is still too early to have sufficient data on the profitability for content creators on the LensFrens and FriendTech platforms, but it is possible to conduct an initial analysis. The question we are going to try to answer is which platform is more profitable for content creators. I must first issue a disclaimer that I am an investor in Superfluid. However, I also have exposure with FriendTech. Nevertheless, my fundamental goal is to remain objective and not cheat myself. Let's refine t...

My username on social media is 'speculation' and it is part of a small crusade I've had for a long time to try to bring value to this much-maligned term. Another project I founded in Spain a long time ago was Crypto Plaza, using another much-maligned term, 'Crypto'. Engaging in these crusades has a strong negative social impact, and I'm not really sure if it makes much sense. Maybe I should change my name since, in the end, the impact I can humbly make may not ou...

My username on social media is 'speculation' and it is part of a small crusade I've had for a long time to try to bring value to this much-maligned term. Another project I founded in Spain a long time ago was Crypto Plaza, using another much-maligned term, 'Crypto'. Engaging in these crusades has a strong negative social impact, and I'm not really sure if it makes much sense. Maybe I should change my name since, in the end, the impact I can humbly make may not ou...

In this article, we analyze the DEGEN strategy in its 6th session, which comes with interesting proposals regarding the token. To do this, we will analyze each rule in this new session, what strategy it implies, and what impact it might have. We begin with the first point, which establishes a minimum of 10K DEGEN to be locked for 3 months in order to qualify for obtaining DEGENs for tipping. The minimum amount remains at 10K, and the main difference is that now it must be locked for 3 months ...

In this article, we analyze the DEGEN strategy in its 6th session, which comes with interesting proposals regarding the token. To do this, we will analyze each rule in this new session, what strategy it implies, and what impact it might have. We begin with the first point, which establishes a minimum of 10K DEGEN to be locked for 3 months in order to qualify for obtaining DEGENs for tipping. The minimum amount remains at 10K, and the main difference is that now it must be locked for 3 months ...

Article by DragonStake, validator of dYdX. We invite you to delegate to our validator DragoStake if you found these analyses interesting https://www.mintscan.io/dydx/validators/dydxvaloper1he9yn4jhuq50vtf95ncv9rvplnqug8w9yw8dwc Let's analyze the outcome of Season 4 Incentives developed on dYdX. It is not easy to assess the direct impact of these incentives since there are many other variables, including the market, that directly affect the metrics we aim to measure. Isolating the effect ...

Article by DragonStake, validator of dYdX. We invite you to delegate to our validator DragoStake if you found these analyses interesting https://www.mintscan.io/dydx/validators/dydxvaloper1he9yn4jhuq50vtf95ncv9rvplnqug8w9yw8dwc Let's analyze the outcome of Season 4 Incentives developed on dYdX. It is not easy to assess the direct impact of these incentives since there are many other variables, including the market, that directly affect the metrics we aim to measure. Isolating the effect ...

Farcaster OGWithin the Crypto Ecosystem, we have gone through many stages regarding the perception of Tokens. From considering them tokens with no value to considering them one of the main problems of the ecosystem due to speculation surrounding them. Their launch represents a significant risk for the founding team as they are highly likely to be considered securities and may face significant legal challenges. For this reason, generally, the token launches we've seen have been watered do...

Farcaster OGWithin the Crypto Ecosystem, we have gone through many stages regarding the perception of Tokens. From considering them tokens with no value to considering them one of the main problems of the ecosystem due to speculation surrounding them. Their launch represents a significant risk for the founding team as they are highly likely to be considered securities and may face significant legal challenges. For this reason, generally, the token launches we've seen have been watered do...

Article by DragonStake, validator of dYdXDx https://www.mintscan.io/dydx/validators/dydxvaloper1he9yn4jhuq50vtf95ncv9rvplnqug8w9yw8dwc In this article, we will analyze the impact that incorporating ETH as collateral would have on dYdX . We believe that adding this capability to the project could potentially increase the volume of assets deposited in the protocol by at least fivefold, in addition to improving other metrics. Derivative protocols typically exhibit a higher number of long positio...

Article by DragonStake, validator of dYdXDx https://www.mintscan.io/dydx/validators/dydxvaloper1he9yn4jhuq50vtf95ncv9rvplnqug8w9yw8dwc In this article, we will analyze the impact that incorporating ETH as collateral would have on dYdX . We believe that adding this capability to the project could potentially increase the volume of assets deposited in the protocol by at least fivefold, in addition to improving other metrics. Derivative protocols typically exhibit a higher number of long positio...

Article by DragonStake, validator of DyDx https://www.mintscan.io/dydx/validators/dydxvaloper1he9yn4jhuq50vtf95ncv9rvplnqug8w9yw8dwc Staking dYdX has delivered 25 million USDCs to its stakers, which is quite unusual for DeFi protocol tokens. Most protocols issue their own tokens with various types of incentives aimed at ultimately creating value for the project but do not deliver stablecoins. These native tokens are often issued to users who have the most capital and activity. This type of st...

Article by DragonStake, validator of DyDx https://www.mintscan.io/dydx/validators/dydxvaloper1he9yn4jhuq50vtf95ncv9rvplnqug8w9yw8dwc Staking dYdX has delivered 25 million USDCs to its stakers, which is quite unusual for DeFi protocol tokens. Most protocols issue their own tokens with various types of incentives aimed at ultimately creating value for the project but do not deliver stablecoins. These native tokens are often issued to users who have the most capital and activity. This type of st...