Collect this post as an NFT.
Over 200 subscribers
There have been a few interesting resources that have popped up on my radar the past couple weeks, and I figured why keep it to myself? So here they are.
A few months HSBC shared a report on 12 metaverses. This is a great overview of the landscape in a standard research report format. The part that stuck out to me was the visualization of their research.
The visual provides an overview of the different players in the space, business models, user base, and the platforms in which they operate. Though representative of the industry, it’s not comprehensive (eg: Would be great to have a section highlighting up-and-coming players).
This resource is also great because it helps us to understand what larger institutions consider what a metaverse is.
The only gripe I have with this report is the MAU (monthly average user) stats, they’re somewhat dated. The one that sticks out like a sore thumb is Axie Infinity’s 3.3 million MAU. Based on DappRadar (another great tool) it seems like MAU is 209,000, which is a -94% difference. That’s worse than most of our portfolios in this bear market…I hope 😅
Have you seen a chart before? If so, share this or subscribe!
Speaking of metaverses, I learned about this resource from Bookflow’s weekly mastermind group.
I met Michael (CEO of Bookflow) last week at the Crypto Business Conference and had a great conversation with him over a group dinner. He invited me to the mastermind group and I had multiple 🤯 moments with the topics and presentations.
TLDR: Book flow is turning books and ideas and ‘spatializing’ them on Spatial.io (I’ll need a separate piece for that another time lol).
So if I wanted to present my utility framework in a richer and more immersive way, I could work with Bookflow on it.
If you want to learn more and apply to join the group, go to Bookflow and sign up at the bottom.
Many of are aware of the Ethereum Merge event that happened on last month. The Merge went smoothly with one of the benefits being a significant reduction in energy usage. The other benefit is that ETH is actually ‘burned’ because of how much more efficient Ethereum is.
As a result, the meme of ultrasound money was created.
if capped-supply BTC is sound money 📢 decreasing-supply ETH is ultrasound money 🦇
The ultrasound money website visualizes this concept in an approachable way.
If we were to compare actuals (above) vs. if the Merge didn’t happen (below), things get interesting:
There’s many other useful charts such as the burn leaderboard. What are the main contracts and apps contributing to the ETH burn? Over the last day it seems like a lot of people have been trading coins, buying/selling NFTs, and minting a new popular NFT project, Degenheim.
This is a great resource to understand what’s under the hood of Ethereum just a little more.
Martin Lee of Nansen (blockchain analytics company) created a free and detailed NFT trends dashboard. I found about this from a tweet thread he wrote in response to a Bloomberg article with a hall of fame level clickbait title.
Someone give Sidhartha a raise!
Martin Lee | Nansen 🧭 @themlpx
The dashboard covers volumes, users, and transactions across major blockchains.
Oooooo…what’s this crazy gas spike in May?
Oh ya, the Yuga Otherside land sale 💀
There you have it folks, hope you find it useful. Or at minimum, share this with someone and they’ll think you’re smart (that’s what I do at least 😂).
See you tomorrow!
