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The Airdrop
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The New Market Regime
Inside the collapse of crypto’s former liquidity architecture and the implications of regulatory clarity
Jan 6
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David Attermann | M31 Capital
1
The Monthly Airdrop: December 2025
November Market (-14.7%) // BTC dips towards April lows while prediction market volume breaks record highs; SOL and XRP ETFs go live in U.S.; Monad TGE…
Dec 4, 2025
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M31 Capital
Crypto's Moment of Clarity
The 10/10 flash crash and lingering hangover...where do we go from here?
Dec 1, 2025
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David Attermann | M31 Capital
2
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Uncle Sam Bankman-Fried
Apr 19, 2023
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Nathan Montone
9
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The Monthly Airdrop: April 2023
Apr 4, 2023
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M31 Capital
9
The Weekly Airdrop: 0x59
Apr 7, 2023
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M31 Capital
9
Go East, Young Man
Jul 27, 2023
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Nathan Montone
6
2
The Weekly Airdrop: 0x58
Mar 31, 2023
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M31 Capital
9
₿lackRock's Big Bet
Aug 31, 2023
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Nathan Montone
7
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The Monthly Airdrop: November 2025
October Market (-7.5%) // ICE announces $2Bn strategic investment into Polymarket, Securitize and Consensys prepare for US IPOs, record liquidation…
Nov 6, 2025
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M31 Capital
1
The Monthly Airdrop: October 2025
September Market (+4.3%) // Tether eyes $500Bn valuation, Plasma mainnet launches above $10Bn FDV, Hyperliquid USDH proposals bring institutions onchain
Oct 2, 2025
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M31 Capital
2
WTF Does "AI-Native" Even Mean?
From digital ownership to autonomous agents: the real Web3 story
Sep 23, 2025
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David Attermann | M31 Capital
2
The Weekly Airdrop: 0x184
September 19, 2025 (+1.7%) // Metamask announces upcoming MASK token, Helius and Solmate announce new Solana DATs, Plasma mainnet launching next week
Sep 19, 2025
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M31 Capital
The Weekly Airdrop: 0x183
September 12, 2025 (+5.3%) // BTC reclaims $115K, Nasdaq pushes to develop tokenized stocks, institutions flock to Hyperliquid USDH proposal
Sep 12, 2025
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M31 Capital
The Weekly Airdrop: 0x182
September 5, 2025 (+3.1%) // Trump-backed WLFI debuts, Polymarket approved in U.S., Etherealize raises $40M to onboard institutions to ETH
Sep 5, 2025
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M31 Capital
The Monthly Airdrop: September 2025
August Market (-1.9%) // BTC and ETH eclipse new all-time highs before sharp pullback, Circle and Stripe announce new L1s, Ethereum treasury companies…
Sep 4, 2025
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M31 Capital
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