Adoption of Tokenization so far:
S Tier: Money Market Fund
- BUIDL by @Securitize and @BlackRock
- BENJI by @FTI_US
- WTGXX by @WisdomTreePrime
- USTBL/EUTBL by @Spiko_finance
A Tier: Commodities
- PAXG by @Paxos
- XAUT by @Tether_to
B Tier: Stocks/Private Equity
- @RobinhoodApp on Arbitrum
- @xStocksFi on Solana
- @OndoFinance on Ethereum
C Tier: Private Credit (Default risk is still very high due to adverse selection)
- @goldfinch_fi
- @centrifug
Tokenized Money Market Funds mark a major milestone for tokenization, offering low-risk yields to on-chain entities during a high-interest-rate env

Bear Market = Locked-in Shipping Season
Less noise, just build

Onchain Analysis has become a skill harder to acquire than before
Was discussing this with @AliTslm and @0xpibs earlier today. Back then @flipsidecrypto and @dune are still at its bootstrapping phase, the focus is less on revenue. New analysts could easily learn onchain analysis by using the free plan on Dune and Flipside.
In this year, Flipside has sunset their studio and Dune has become more mature and institutional focus.
That said, both companies have done tremendous work to grow the number of onchain analysts in the industry, and will continue to serve as the foundation for onchain analy

We are live with @eulerfinance, @USDai_Official and @k3_capital to talk about USdai/Euler alphas and Arbitrum DRIP Incentives

Crypto Data Analysts are becoming much more versatile than ever. This is a group with some of the smartest people in crypto.
Knowing Onchain Analysis is just one of their skills, they also equip with skills like:
1. Data Engineering
2. Data Science/AI
3. Frontend Dev
4. Liquid and VC Investment (Valuation, Financials, Markets)
5. Applied Research (Protocol Design, Incentive Design, Deep Niche knowledge in specific sectors like DeFi, MEV, etc.)
6. Sales & BD
7. GTM
8. DeFi Asset & Risk Management
Data is everywhere in crypto. You will have a significant advantage in leaning into the above ar