What I Read this WeeK, Tokenization, Uniswap, Jupiter, Frontends..
Museums should become custodians tokenizing art on chain and share revenue with art holders on chain.
Huge opportunity here:
Ep 9: Tokenizing Luxury Assets on the Blockchain (youtube.com)
A few dominate the market:
- Ethereum + Solana + Tron + BSC: >82% market share.
- UniSwap + PancakeSwap + Orca: >70% market share.
- Chainlink + Chronicle + WINkLink: >75% market share.
- Lido: >70% market share.
- Aave + JustLend: >70% market share.
- WBTC + JustCryptos: >70% market share.
Never underestimate First-Mover Advantage + Network Effects + Mindshare.
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Uniswap’s Multichain Expansion Is Ethereum-Aligned | Token Terminal
Looking at all the new listing of the past 6 months on the largest CEX, Binance, we note that >80% of tokens are down from their listing date.
https://x.com/tradetheflow_/status/1791382914447573218
Running multiple experiments all at once on Ethereum.
https://twitter.com/eawosikaa/status/1784755769566466322?t=wimUhElk8U8ZMw_ekUGoPA&s=19
Jupiter is the frontend of Solana, What’s stopping them from becoming the ever thing app of Solana.
Although Uniswap FE charges a fee, its frontend usage has only increased. In the end, FE will capture all the value because users are generally too reluctant to switch to other frontends, even if they charge a fee.
Ace Amura — New Ad Film 2024 (alt opening) (youtube.com)
Most of the Tokenized US Treasuries & commodities are on Ethereum, This institution knows and cares about Regulations more than we do.
Ethereum will be the second to get an ETF.
https://x.com/chandan1_/status/1791449538940772523
See you next week.