Rapture: Mattison Asher's Crypto Takes

Eventually, every company will have a token, the same way that every company now has a website. This past month, Walmart filed new trademarks [https://www.cnbc.com/2022/01/16/walmart-is-quietly-preparing-to-enter-the-metaverse.html] indicating that the company would offer users a digital currency. That’s right, Walmart. If Walmart is

The crypto community undoubtedly lives on Twitter. As a trader, some of the most insightful commentary on the markets come from my fellow crypto degens. While I personally have opted not to spend a lot of time building a large following as they have, I respect many of these traders

Politics has been on my mind! With 2022 set to be a fireworks year here in the US politically for crypto, I thought I would take a moment to address an emerging trend I am seeing in the political arena. Just as a reference point, the following house representatives and

Lauren Stephanian [https://twitter.com/lstephanian] and Cooper Turley [https://twitter.com/Cooopahtroopa] recently released research [https://mirror.xyz/lstephanian.eth/kB9Jz_5joqbY0ePO8rU1NNDKhiqvzU6OWyYsbSA-Kcc] that covered the change in average token distributions overtime. Considering I spend a lot of time on tokenomics and found this report particularly interesting, I thought I

Well, it looks like SOS [https://rapture.ghost.io/rapture-92-crypto-users-are-gangsters/] was just the test before the full on vampire attack on OpenSea was launched. In the past couple days, a new NFT platform called LooksRare [https://looksrare.org/] came to market. This marketplace vampire attacked OpenSea [https://finematics.com/vampire-attack-sushiswap-explained/

Unless you have been living under a rock these past few weeks, you likely have taken note of a few things: BTC is down 37.5% [https://www.coingecko.com/en/coins/bitcoin] from its all-time high, innovative tech equities are down approximately 28% [https://finance.yahoo.com/quote/ARKK/

Alex Svanevik, the CEO of Nansen [https://www.nansen.ai/], did an amazing thread [https://twitter.com/ASvanevik/status/1480077502659719168?s=20] on the top 20 Ethereum gas consumers. In case you want a refresher on what gas is on Ethereum, you can help me break 170k viewers and read

While the fungible crypto market is absolutely getting clobbered right now, with BTC down more than 40% from its all time highs, NFTs have been one of the few green areas of the market. Lets dive into some numbers that back up the NFT bull run. Floor Prices on the

By all accounts, VCs were jonesing for crypto in 2021. An unprecedented amount of capital was deployed into crypto in 2021, showing no signs of abating at least for the first half of 2022. Why are they investing? Well, crypto assuredly had its mainstream moment in 2021. From Jay Z

Now, I admit I might be a bit biased because of my relationship with ConsenSys, but I genuinely think ConsenSys is the most important traditional company in Web 3.0. From MetaMask, which has more than 21 million MAUs [https://decrypt.co/86263/ethereum-wallet-metamask-reports-21-million-users], to Infura, the leading node-as-as-service business

Tooling for DAOs will become as important as the SaaS businesses today that serve large companies. Payments, HR, operations, and other services will need to have a software gooey for DAOs to succeed in the long run, considering DAOs are completely digitally native. Thus, I thought I would cover some

A fascinating study came out by Morning Consult that has some insightful statistics surrounding crypto. While crypto gets a bad rep for being a rich boy speculator’s plaything, many who don’t have access to the current financial system are actually adopting crypto at incredibly high rates. Underbanked and

Lately, many people have been asking me questions regarding DAO [https://ethereum.org/en/dao/]s. Each DAO has governance tokens that allow the holders to vote upon specific policies; but just how much power do these token holders have? One of the crucial areas that needs to be understood,

I came across a new query [https://dune.xyz/jefftshaw/Balancer] on Dune Analytics recently. The query produced charts of monthly active users by DeFi project, showing the amount of active users that were new to the application vs. old users who returned to the application. Some of the data

The OG crypto enthusiasts joined crypto because they hate the dollar. The US treasury is concerned [https://www.marketwatch.com/story/u-s-worries-crypto-currencies-could-weaken-sanctions-and-dollars-dominance-11634738448#:~:text=WASHINGTON%20%E2%80%94%20Crypto%20currencies%20pose%20a,safeguards%20to%20protect%20national%20security.&text=His%20testimony%20coincided%20with%20a,how%20crypto%20could%20undermine%20sanctions.] that

I have now seen two different posts lambasting how the 2022 crypto predictions are vanilla [https://twitter.com/Fiskantes/status/1477239428808589317?s=20] and consensus [https://twitter.com/QwQiao/status/1476740485943373836?s=20]. Since I responded to both threads on Twitter, I thought I would reiterate my thoughts here. There

As DeFi 1.0 apps seem to be rallying a bit in the recent weeks (looking at you YFI and SUSHI), I think its important to look at the context of how DeFi 1.0 has performed this past year, how the sector is valued now, and what we can

Since I give it a 45% shot we are currently in a prolonged bear market, a la 2018, I thought it might be helpful to introduce some ways I am considering generating returns without having directional market exposure. Byron Gilliam [https://twitter.com/bgilliam1982] of BlockWorks Group came up with

CobieOne of my favorite OG crypto degens, Cobie [https://twitter.com/cobie] (previously CryptoCobain), recently wrote an excellent article [https://cobie.substack.com/p/trading-the-metagame] about the metagame of crypto. After reading his article, I thought it might be helpful to continue building on top of some of the concepts

Since we are coming to the close of the year, and many of you got serious about crypto relatively recently, I thought that it might be helpful to create a list of data and research resources I utilize when keeping up with the space. I will break these resources into

Love for Axie Infinity Buying in November 2020 wasn't too shabby!Let me start off by saying I absolutely adore Axie Infinity. Not only has the game provided better income to millions of people in places like the Philippines [https://restofworld.org/2021/axie-infinity/] than the current alternatives,

Pepe Claus Saves Christmas On the bright Christmas morn, crypto degens awoke to discover that Pepe Claus left them the best present they could have dreamt of (besides a return of the bull market): a new airdrop. SOS [https://www.theopendao.com/], a new token associated with mysteriously undefined project