The Daily Spin. Macro Tuesday Edition. Let’s get this first week of March started with a b-bbang! Bitcoin has been trading sideways since the Silvergate collapse in the smallest range we’ve ever seen, and the Layer 2 wars on Ethereum rage on as Abritrum and Optimism both flip ETH in transaction volume. ETHDenver concludes its massive geek fest between the announcement of the staking unlock delay and the upcoming Shanghai upgrade in three days. EIP-4337 is live, bringing an “order of magnitude” of improvements to the Ethereum blockchain.
The Apple Store has made it very difficult for Uniswap’s new wallet release to happen, Uniswap turns to Twitter to do the job instead. VeChain releases its “Web3 for Better” whitepaper, outlining its new sustainable vision. Base is rumored to include transaction monitoring features and built-in AML, Kraken states its intention to launch a bank “very soon.” Yuga Labs concluded their $16M auction of TwelveFold, a Bitcoin Ordinal NFT collection. SoQuest by Port3 integrates AI into its Web3 experience.
The Bank of International Settlements (BIS) finished its CBDC pilot program, “Icebreaker,” and LBank echoes G20 discussions in a show of coordinated (but still, unclear) regulation. The world’s first nuclear-powered Bitcoin mining facility, TeraWulf, went online. The White House states it is “aware” of Silvergate Capital’s deteriorating situation, the Netherlands is ranked “most crypto-curious nation” and Pakistani bank’s to develop a blockchain KYC solution. In TL today, we’ve included Glassnode’s Weekly Onchain newsletter, an article about BSC’s position as a sleeping giant, and research about how long-term holders assess the end of a bear market. Last but not least, check out this week’s All-In Podcast feat. Brad Gerstner; and if you haven’t subscribed to our Coinweb Monthly Spin update, the link is right below! Here is our round-up of curated news and opinions (surely biased) from the world of Blockchain, keeping you informed into the market news with the most trending, in-the-know, and controversial topics. In the name of transparent, dissemination of information to keep you curious, inspired, and clinically sane…
Ongoings at Coinweb
The Coinweb Monthly Spin - Coinweb Project's Monthly Round-Up and Curated News & Events From The Bleeding Edge of All Things Web3
https://coinweb.beehiiv.com/p/coinweb-monthly-spin-fifth-edition
A Leading Layer 2 Platform Looking To Tackle Crypto's Interoperability Issue
https://www.benzinga.com/markets/cryptocurrency/23/02/31067514/a-leading-layer-2-platform-looking-to-tackle-cryptos-interoperability-issue
Toby Gilbert takes the stage at the Thai Technology Investment Summit 2023, “On the future of Web3” and Ain Mohd represents Coinweb on a panel discussing “The Role of Women in Web3”
“The Reality of Large-scale Enterprises Adopting Blockchain Technology” an article by Toby Gilbert for CityAM Magazine
https://www.cityam.com/the-reality-of-large-scale-enterprises-adopting-blockchain-technology/
Coinweb Labs is proud to unveil LinkMint ⛓️🍃, our groundbreaking Cross-Chain Tokenisation Platform and DeconX, our integrated native DEX! Live Walkthrough Demonstration for the Community by Toby, Knut, and Alexander.
https://www.youtube.com/watch?v=CSKA3cAB15U
“A Thread on Guaranteed Liveness and the Coinweb Routing System” by Anton on Twitterhttps://twitter.com/CoinwebOfficial/status/1630052477579169793?s=20
“A Thread on Rollups, Monolithic, and Modular Blockchains” by Kawin on Twitter
https://twitter.com/rukawin/status/1616342851507613696?s=46&t=BjBOK3soH3kOMbsWEa_jlg
Coinweb to Deliver Cross-Chain Smart Contract Architecture and Blockchain Loyalty Programme to BMW
https://cryptoslate.com/bmw-to-bring-blockchain-loyalty-program-through-coinweb-and-bnb-chain/
KuCoin Labs launches incubation program to accelerate builders (Coinweb, DoraHacks, Ava Labs)
https://cointelegraph.com/press-releases/kucoin-labs-launches-incubation-program-to-accelerate-builders
Toby’s full presentation at Token2049-London
https://youtu.be/pdtKx3vAs9c
On the Radar
Ethereum Shanghai Upgrade, Mar 10 (On-chain)
Institutional ETH-Staking Post Shanghai, Mar 14 (Virtual)
https://streamyard.com/watch/wM8YwWjJ37yd
Optimism Bedrock Upgrade, Mar 15 (On-chain)
Coinweb’s digitALL event, Mar 16 (House on Sathorn)
https://www.eventbrite.com/e/digitall-innovation-and-technology-for-gender-equality-tickets-556391992427?fbclid=IwAR09j-V1VJ40DjEI0kTFb6SsQbQmZhEQ9C-znofJ29dS-v9FM0TNCGhvwR8
Blockchain Africa Conference 2023, Mar 16-17 (Johannesburg)
Polygon zkEVM Launch, Mar 27 (On-chain)
WOW Summit, Mar 29-30 (Hong Kong)
ASEAN Web3 Summit, Mar 30-31 (Singapore)
AIBC Asia, Jul 19-22 (Manila)
TOKEN2049, Sep 13-14 (Singapore)
On the Block(chain)
Key macro highlights: China leading the prints and pump, while the US and EU are laggards. Japan is taking an uncertain stance
https://twitter.com/arndxt_xo/status/1631289164866912257?s=20&utm_source=substack&utm_medium=email
Bitcoin market sentiment shifts as Asia turns from net buyers to net sellers
https://cryptoslate.com/insights/bitcoin-market-sentiment-shifts-as-asia-turns-from-net-buyers-to-net-sellers/
Bitcoin network reaches record-breaking hash rate while taproot adoption picks up speed
https://cryptoslate.com/insights/bitcoin-network-reaches-record-breaking-hash-rate-while-taproot-adoption-picks-up-speed/
Stablecoins inflow to Ethereum L2s rise 5% to over $2B
https://cryptoslate.com/stablecoins-inflow-to-ethereum-l2s-rise-5-to-over-2b/
ETHDenver goes beyond cringe to utility, culture and beyond
https://cryptoslate.com/ethdenver-goes-beyond-cringe-to-utility-culture-and-beyond/
Crypto investment products saw $17M outflows last week
https://cryptoslate.com/crypto-investment-products-saw-17m-outflows-last-week/
Alameda seeks to ‘maximize recoveries’ in suing Grayscale over devalued BTC trust; alleges ‘exorbitant’ management fees
https://cryptoslate.com/alameda-seeks-to-maximize-recoveries-in-suing-grayscale-over-devalued-btc-trust-alleges-exorbitant-management-fees/
Ripple case judge accused of being a ‘deep state’ operative
https://cryptoslate.com/ripple-case-judge-accused-of-being-a-deep-state-operative/
Competitive Landscape
After Apple App store snub, Uniswap trickling out mobile app rollout via Twitter
https://cryptoslate.com/after-apple-app-store-snub-uniswap-forced-to-trickle-out-mobile-app-rollout-via-twitter/
Litecoin maintains its lead over Ethereum as Bitcoin hits 1.1 billion total addresses
https://cryptoslate.com/insights/litecoin-maintains-its-lead-over-ethereum-as-bitcoin-hits-1-1-billion-total-addresses/
VeChain releases ‘Web3 for Better’ whitepaper outlining new sustainable vision
https://cryptoslate.com/vechain-releases-web3-for-better-whitepaper-outlining-new-sustainable-vision/
Coinbase’s Base will likely feature transaction monitoring, AML measures
https://cryptoslate.com/coinbases-base-will-likely-feature-transaction-monitoring-aml-measures/
Kraken to Launch its Own Bank “Very Soon”
https://cryptobriefing.com/kraken-to-launch-its-own-bank-very-soon/
Yuga Labs concludes $16M TwelveFold auction
https://cryptoslate.com/yuga-labs-concludes-16m-twelvefold-auction/
Voyager token rises 11% following firm counter of SEC claim that VGX is a security
https://cryptoslate.com/voyager-token-rises-11-as-firm-counters-sec-claim-that-vgx-is-a-security/
SoQuest by Port3 network integrates AI technology for enhanced Web3 experience
https://cryptoslate.com/press-releases/soquest-by-port3-network-integrates-ai-technology-for-enhanced-web3-experience/
World
Coordination of Regulation: LBank Echoes G20 Discussions
https://cryptoslate.com/press-releases/coordination-of-regulation-lbank-echoes-g20-discussions/
BIS successfully completes retail CBDC pilot called Project Icebreaker
https://cryptoslate.com/bis-successfully-completes-retail-cbdc-pilot-called-project-icebreaker/
TeraWulf’s nuclear-powered Bitcoin mining facility goes online
https://cryptoslate.com/terawulfs-nuclear-powered-bitcoin-mining-facility-goes-online/
White House ‘aware of’ stressed crypto friendly bank Silvergate, says press secretary Karine Jean-Pierre
https://cryptoslate.com/white-house-aware-of-stressed-crypto-friendly-bank-silvergate-says-press-secretary-karine-jean-pierre/
Netherlands ranked as most crypto-curious European country
https://cryptoslate.com/netherlands-ranked-as-most-crypto-curious-european-country/
Pakistani banks to develop blockchain-based KYC despite cold attitude toward crypto
https://cryptoslate.com/pakistani-banks-to-develop-blockchain-based-kyc-despite-cold-attitude-toward-crypto/
Thought Leadership
Glassnode’s The Week Onchain Newsletter
https://insights.glassnode.com/tag/newsletter/?utm_source=substack&utm_medium=email
Binance Smart Chain: Sleeping Giant
https://defisurfer808.substack.com/p/binance-smart-chain-sleeping-giant?sd=pf&utm_source=substack&utm_medium=email
Research: A look at how long-term holders determine end of bear markets
https://cryptoslate.com/research-a-look-at-how-long-term-holders-determine-end-of-bear-markets/
All-in Podcast EP118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner (116mins)
https://www.youtube.com/watch?v=FOuks3BM55o
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