$BLUR continues to dominate $ETH NFTs with a ~80% market share…and you think they’re not going to flip the fee switch 😂

NFT market heating up, fundamentals still playing out, trough valuations. 

Blast launches soon. 

Inflection point incoming?

its clear that ongoing incentives will not materially change Aura’s position as a key stakeholder in veBAL.

$AURA value is ultimately derived from underlying book value (veBAL) + bribe yield. 

$67mn FDV
50% P/BV
53% dividend

GHO and Frax bribing soon.

its clear that ongoing incentives will not materially change Aura’s position as a key stakeholder in veBAL.

$AURA value is ultimately derived from underlying book value (veBAL) + bribe yield. 

$67mn FDV
50% P/BV
53% dividend

GHO and Frax bribing soon.
https://t.co/P8Ce5efxpO

Last Friday marked one-year of our weekly newsletter, "Weekly Attestations" where we delve into significant influences and drivers shaping the digital asset universe. 

What better way to celebrate than by sharing via @colin’s new @paragraph frame?

cma.xyz. Founder /paragraph, previously at Google and Coinbase

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Last Friday marked one-year of our weekly newsletter, "Weekly Attestations" where we delve into significant influences and drivers shaping the digital asset universe. 

What better way to celebrate than by sharing via @colin’s new @paragraph frame?

https://paragraph.xyz/@mjlcapital.eth/weekly-attestations-52