#16 The Sixth Sense - 10th June, 2023

Your daily dose of on-chain alpha.

Welcome to the 16th issue of The Sixth Sense. Let’s figure out the major events, catalysts, narratives brewing in the on-chain ecosystem.

On-chain Metrics, statistics and standings:

TVL remained flat with Ethereum gaining capital on the expense of others in the on-chain ecosystem:

Upcoming Token Unlocks; major unlocks for Aptos, dydx and Apecoin:

Ethereum Money Supply; continues deflationary trajectory:

Moving on to the major events in the on-chain economy:

New article by Vitalik on the evolution of Ethereum: β€œThe Three Transitions”

Latest in DeFi:

Adam analyzes chat logs from Binance:

FTX to restart operations in Q3/Q4:

crvUSD is live:

zkSync earmarks $1M for a16z Crypto Startup School:

sudoswap v2 is live:

Raft booming to $30M TVL in less than 1 week:

$R gaining adoption:

Bots to farm Airdrops (build shovels in a gold rush):

MUX gaining massive market share:

Synthetix v3:

Premia Trading competition on v3:

Tigris Trade:

ETF markets:

Back the bunny:

OP Bedrock upgrade:

Moving to cover updates from other ecosystems:

SOL with Alameda:

Filecoin:

Clocking some miles with $RNDR:

In a state of Avalanche:

Twitter God:

Some interesting reads:

And that’s a wrap for the today. The Sixth Sense is a reader supported project. Consider subscribing to our newsletter to receive our daily dose of alpha in your inbox.

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