In my last alpha feed, I covered the two early DEX contenders on Hyperliquid’s L1, the HyperEVM. While it’s still early, Kittenswap’s ve(3,3) model looks well-aligned with the ecosystem’s ethos: protocols that reward token holders and community members, not just LPs. KITTEN stakers earn a larger share of protocol fees, with planned token
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Macro Signal Monday sets the tone for BTC capital flows at the start of the week. Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context for BTC.
This post outlines the performance of a backtested breakout setup built around the Hope Metric and R² divergence framework.
The goal is to quantify how BTC typically behaves after periods of emotional dislocation – defined by sustained low R² values, followed by a sharp re-alignment between sentiment and price. The setup captures wh
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Internet capital markets (ICM) is the new narrative taking CT by storm. To me, it seems like a pseudo-intellectual buzzword salad narrative that is intended to imbue the Solana trenches with validity. Nonetheless, it appears to have legs, and there are some good threads that have explained the narrative here and here. The ICM tagline is
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I’ll admit it up front. I hadn’t been paying much attention to Initia until recently.
When Facundo dropped his deep dive on their approach to appchains, I skimmed it, became somewhat curious, but ultimately moved on fairly quickly. It wasn’t until I saw Delphi listed as a leading validator and realized many of the leading rollups were
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Macro Signal Monday sets the tone for BTC capital flows at the start of the week. Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context for BTC.
Sentiment is stabilizing with a bullish tilt. The market is pois
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