Marcus Leanos (marcusl)

Are you ready? $FXS

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Last Friday marked the one-year anniversary of our weekly newsletter, "Weekly Attestations" where we delve into significant influences and drivers shaping the digital asset universe. https://www.mjl.capital/blog-posts/weekly-attestations-52

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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

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$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?

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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

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• 1 recast
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Last Friday marked the one-year anniversary of our weekly newsletter, "Weekly Attestations" where we delve into significant influences and drivers shaping the digital asset universe. https://www.mjl.capital/blog-posts/weekly-attestations-52

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recast:farcaster://casts/0xfa86c6689b8cc09f6cd72094fc0c46b0b172986d2907894851062cdc4a2b26fd

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