Aspen Digital

Sui has gained huge mindshare in Q3 and some community members even hailed it as ‘Solana killer’. In this week’s newsletter, we compare #Sui and #Solana in their technical features and competitive edges over each other. Read More: https://lnkd.in/g9eEWeSs

Crypto is poised for a strong Q4 comeback. Apart from #Solana, #TON and #BTCFi ecosystem, we unpack the latest trends in #AI, modular ecosystems (eg Celestia Labs), emerging layer 1 blockchains (eg Berachain, Sui Foundation) and #RWA. Full analysis below: https://lnkd.in/geJccjcg

We summarise the key developments from #token2049 and Solana Breakpoint Conference, including: Institutional entry to #Solana Solana Foundation (Franklin Templeton, Societe Generale's FORGE, Citi),fundraising (eg Drift Labs, Vana) and project updates (e.g. Berachain, Jupiter Exchange). Find more Alpha: https://lnkd.in/ga5ar27p

All eyes on #TOKEN2049 and #Solana's Breakpoint Conference next week. We look at some of the key players in the Solana #DeFi ecosystem, including #Jupiter, #Kamino Finance, #Drift's BET, #Sanctum and more. Read More: https://lnkd.in/gnVe3QpY

BTCFi has reignited community interest following Stacks’ activation on Nakamoto upgrade. In this week's newsletter, we will analyze key players in BTCFi: #Babylon, Solv Protocol, Pendle Finance and #CoreDAO. Read More: https://lnkd.in/gudmwVmq

What's next for #Ton? In this week's newsletter, we look at TON's potential to revolutionise Telegram's mini app market and growth drivers towards Web 3 mass adoption. Read More:

In crypto fundamental analysis, social and narrative mindshare are more dynamic in tracking changes in short term market sentiment. We dive into the DeFi sector and Tron, the top mindshare gaining sector and token this week. Read More: https://lnkd.in/gfJKuzT3

Currently, more than 400 traditional hedge funds have added crypto exposure as an alpha generating opportunity. In this week's newsletter, we look at the Bitcoin vs Alts investment debate among top crypto fund managers and the hedge fund strategies that consistently outperformed BTC. Read more：https://lnkd.in/gqGms72Q

The crypto market experienced a huge selloff over the weekend - BTC was down 15% to $51k, ETH was down 22% to $2200. In this week’s newsletter, we dive into the core factors leading to the selloff. Read more: https://lnkd.in/ecjp2ej7

The correlation of altcoins against Bitcoin has dropped to 0.5 in Q2, signaling the rise of using fundamentals to evaluate crypto protocols. In this week’s newsletter, We look at key metrics to value crypto protocols, and spot undervalued DeFi gems, such as #Lido, #Jito and #Aave. Read More：https://lnkd.in/gc_CR33v