Four weeks ago, we examined a collection of GameFi projects that had recently emerged from stealth or kicked off their content cycles. The underlying thesis was that market participants had grown tired of repetitive memecoin speculation patterns and sought novel environments governed by new speculative rules. A few of these projects exhib

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“A stick, a stone
It’s the end of the road”

Despite sentiment being down across much of the cryptoverse, the price of BTC did what it typically does in March – flounders and grinds a bit lower.

Borrowing a bird analogy, this is the finch’s perspective. Finches (and other songbirds) can only fly so high. If we climb in altitude a bit and

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As promised – a follow up market update given the tariff situation as we approach Trump’s April 2nd “Liberation Day”.

If you have any questions, please comment below or message in the PRO telegram

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Off The Grid presents the industry’s best opportunity to demonstrate onchain economies at undeniable scale, and deliver crypto’s first truly impactful consumer product. TL;DR: Gunzilla has done the hard thing: delivered a world-class game capable... Read more

Back in November, nearing peak euphoria, MicroStrategy (now just Strategy) finished the day as the second most traded stock in the U.S.—right behind Nvidia ahead of their own earnings release. Trading at a 3.4x premium to NAV at the highs, MSTR quickly made use of the premium and raised billions of dollars, continuing to reinforce its rol

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Welcome to Crypto Insider Talks. In this month’s episode, Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro, crypto, and what they’re tracking right now.

This episode was recorded on March 26th, 2025.

Summary

Market Discussion

• Panelists discuss Bitcoin price movement and market condi

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Welcome to Delphi Ventures’ Grass Demo Hour. In this session, Andrej presents an overview of Grass Protocol’s infrastructure and business model. He discusses their global network, data processing operations, and current revenue streams.

The presentation covers Grass’s technological roadmap and plans for upcoming products including mult

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Disclaimer: This and the next AF will be a summary of my ramblings about DeFi in the last few weeks. These ramblings stem from a discussion from our research call where we ended up debating whether DeFi is going through stagnation phase.

DeFi summer is now on the verge of crossing the five-year threshold, transforming from a niche experi

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As promised – a follow up market update given the continued bounce across risk markets over the last week.

If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back to you guys.

Summary

The markets are showing signs of life after a significant pullback, but multiple resistance

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Andrew Kang will likely become a billionaire in the coming years, and not from crypto. If you’ve been doomscrolling CT over the past week or so, you may have noticed one of the many hyperbolic takes he has on the future of robotics.

https://x.com/Rewkang/status/1900018011404460428

And his claims that this sector will reach “decatrillio

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