Last week we published Q3 market commentary. The big theme continues to be the convergence of DeFi and TradFi:
- Prediction markets as new financial / information markets
- Perp DEXs eating into CEX volumes
- Proliferation of stablecoins
https://prelude.xyz/content/market-commentary-q32025
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Smooth, simple, and instant yield
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I just minted a custom Warplet with DNA generated from my Farcaster profile. Join The Warplet family!
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Farcaster, like a country, has a GDP, which is the overall economic activity or value generated on top of the protocol. I wrote about the importance of growing it, and some of the projects working to do that
https://www.pmayr.xyz/growing-farcasters-gdp/
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.@hairdao is where the theoretical benefits of DAOs turn to reality
So far it has:
-filed a patent
-launched a shampoo
-developed a drug that is regrowing hair
-launching its own telehealth
Some observations on what HairDAO is getting right
https://www.pmayr.xyz/hairdao-where-the-theoretical-benefits-of-daos-turn-into-reality/
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In Q3, with parts of the industry eagerly looking for new narratives, focused teams continued to execute on existing ones. Success is localised, with no tide lifting all the boats
In our Q3 market commentary we cover:
- Network states
- DeFi mullet
- zkTLS
- Quarter in 3 charts
https://www.cherry.xyz/writing/market-commentary-3q2024
