Joined June 2023
- Tweets 208
- Following 2,833
- Followers 1,625
- Likes 4,656
55 Photos and videos
Jun 12
We're incredibly excited to welcome @MessariCrypto to @Blockworks
"Our mission is simple: Bring transparency and trust to onchain markets as institutions come onchain. The acquisition of Messari accelerates this mission."
Jun 12
1/ Blockworks has acquired Messari.
We’re bringing together crypto’s two largest data and market intelligence platforms.
2
32
1,193
Jun 11
"HIP-3 has not produced a competitive deployer market; TradeXYZ now accounts for over 95% of HIP-3 volume and OI, creating a self-reinforcing de facto monopoly in which new deployers are choked off by weak returns, limited differentiation, high stake requirements, and duplication risk."
A thorough and critical analysis of the competitive dynamics between HIP-3 deployers by @shaundadevens
1
2
24
4,954
Jun 10
As the basis in crypto has collapsed, @ethena is exploring new strategies for its reserves.
- Institutional lending
- RWAs and AAA CLOs
- Equity and commodity basis trades
@Kunallegendd evaluates each strategy and their potential impact here:
1
1
24
3,293
Jun 3
A thorough analysis of SIMD 547 and its implications for SOL economics. By restoring the activity-linked burn, the net-emissions picture could improve materially.
3
1
18
1,804
Jun 2
Blockworks Research on the Wall Street Journal
1
1
16
589
May 27
Sam has been deep in the trenches of Solana’s market microstructure and trade execution data. Great read on his findings below:
“Solana execution is now materially better than CEXs for SOL-USDC, with signs the edge is spreading to more pairs. BTC is also showing outright price improvement, while lower-liquidity assets like ZEC are showing promise at smaller clips.”
2
20
1,079
May 27
The Transparency Alliance is setting the standard for disclosures in token markets.
Sunlight is the best disinfectant.
May 27
Introducing the Transparency Alliance.
An industry-led alliance establishing the Token Transparency Framework as the standard for token market disclosures.
15
244
May 20
Live now! @jito_sol Quarterly Call, hosted by @minnus.
BAM is live, 100% of fees route to the DAO treasury, and the team will walk through results from Q1.
May 20
Jito 2026 Q1 Quarterly Call x.com/i/broadcasts/1MJgNgkOk…
1
2
13
561
May 13
Sky remains one of the most fascinating stories in DeFi today, albeit complex. @0xcarlosg breaks it all down perfectly in his new piece.
"Sky abstracts yield volatility away from end depositors... The product competes on reliability rather than peak nominal yield, which makes sUSDS more attractive to depositors seeking a stable yield source."
1
25
1,829
May 7
Kamino is quietly becoming the dominant venue for RWA-backed loans, with market share now at 56%.
4
33
2,256
Apr 29
Our mission is clear: building trust in onchain markets.
Proud to be working with an elite team and incredible partners to help make that happen.
A lot more to come in 2026 and beyond.
Apr 29
1/ Blockworks has raised a Series A extension at a $192M valuation.
This allows us to double down on our mission to build trust in onchain markets.
Thank you to all of our customers, we couldn’t have done this without you.
24
538
Apr 23
Your great grandpa's favorite ticker is mispriced
1
13
1,022
Luke Leasure retweeted
Apr 23
The situation at Aave is at a standstill.
“Basically, lenders are stuck in these loan positions where they can’t call back any of their principal value or withdraw liquidity,” says @0xMether
Aave says industry partners, including Lido and Ether Fi, are starting to organize a recovery plan theinformation.com/articles/… 3/
1
1
4
473
Apr 22
The new Blockworks. Always aiming higher
23
903
Apr 22
On Umbrella:
"What this framework cannot price, and what the Kelp incident made explicit, is the left-tail scenario where collateral value gaps lower... a reserve calibrated to ordinary liquidation slippage and asset variance is structurally undercapitalized for a regime where the dominant loss driver is an exploit event in adjacent protocols."
14
587
Luke Leasure retweeted
Apr 16
1
15
69
18,667
Luke Leasure retweeted
Apr 11
Introducing Weekend Markets:
When traditional markets close, TradeXYZ becomes the only live venue for price discovery. With billions in weekend volume and a 50 bps median error predicting the Monday open, TradeXYZ prices are the most informative signal in finance relative to a stale Friday close.
We built Weekend Markets to systematically track this off-hours data.
Weekend Markets is the comprehensive source for analytics on traditional asset prices over the weekend.
Weekendmarkets.xyz
52
95
860
248,318
Luke Leasure retweeted
Apr 6
17
67
352
77,607
Luke Leasure retweeted
Mar 27
New episode with @0xMether
He Discusses:
- Building DeFi’s Yield Curve
- Implied Yields & Term Structure
- Market Signals & Bitcoin Impact
- And more!
Timestamps 👇
(0:00) Introduction
(2:35) How Ethena and Pendle Work
(5:19) Reading the Yield Curve
(7:23) What Drives the Signal
(9:02) Why Implied Yields Trade Rich
(11:12) Closing Comments
3
1
9
782