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Is the bottom in?
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War Room - 20 November 2023
Today On-Chain
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"Pump, baby pump": The stables market cap has troughed in Nov 2023 and kept rising
The crypto ecosystem is receiving new inflows. USDC and Ethena USDE are gaining shares vs. USDT.
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Nansen Risk Barometer, shallower crypto drawdowns
Overlaying the Barometer from 2021 on vs a BTC buy-and-hold strategy would have delivered a shallower drawdown of -41% to -44% vs. -77%.
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A Degen's Guide to BTC Farming - Part 2: Reduced Exposure
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Summer Finance: High-Yield Lazy Summer Vaults
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A Degen’s Guide to BTC Farming - Part 1: Full Exposure Farming
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Weekly Market Positioning Update – [w/c March 25th]
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Uniswap V4 – A New Era of DeFi Customization and Innovation
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Build On Bitcoin - Your Uncle BOB
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