Introducing the Hope Metric (HM) – a real-time sentiment framework I’ve been building to track the emotional regime behind crypto markets, with a focus on Bitcoin.

What started as a personal research project to better understand when sentiment and price diverge has evolved into a structured tool for identifying mispricings and narrative

Noise is one of the more fun and sticky apps I’ve used in crypto in a while.

At first glance, it might look like a way to get beta exposure to MegaETH.  But in my opinion, it could be much more than that. It’s not another perp DEX farming its “users” through points campaigns and fake volume, or a crypto app forcing novelty for novelty’s s

Attention is the new currency, everyone’s after yours. I get that, so from now on, I’ll start summarizing every report into a quick AF version with the key takeaways.

Since Initia is launching $INIT on Binance launchpad on 24/04 (this coming Thursday) and today they announced $INIT tokenomics, below are the key takeaways you need to stay

BTC is off to a strong start this week, despite the relative weakness in equities. Monday (so far) continues to be the dominant day of the week for positive returns.

Seemingly right on cue, BTC continues to directionally follow Global M2 (leading by 12 weeks).

And following up from my post last week, the April performance of BTC is more

If you were born in the late 90s or early 2000s, there’s a decent chance your earliest speculative behavior came wrapped in shiny foil with an assortment of peculiar-looking creatures plastered over the packaging. Whether it started with Red and Blue on the Game Boy, the animated TV series (still running today), or trading random cards

Berachain’s native token $BERA has been extremely weak over the past few weeks, dropping 22% over the past 7 days while BTC, SOL and even ETH are all up. Why the weakness? The Boyco unlock on May 6th, I imagine.

On May 6th Boyco pre-deposit vaults will be unlocking $2B of locked TVL along with 2% of the BERA supply. Back in Feb when th

If you’ve scrolled through CT at all in the past few months, you’ve probably noticed the wave of massive investments and outlandish economic projections surrounding AI. If not, let me help you out. The $500 billion Stargate AI infrastructure project, Big Tech’s $325 billion in AI spending, and PwC’s projection of AI contributing $15.7 tri

Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023.

If you haven’t had the chance to watch the full episode, it is linked at the bottom of this post!

Recently, while watching Sam Altman’s TED interview,  I found myself (yet again) reflecting on the profound ways AI will reshape our world. From learning that OpenAI reportedly now has over 800 million weekly active users (for context, Instagram has over 2 billion MAU), to hearing the TED audience applaud when the interviewer pointed out

This tweet is about base in general but applies to many things. I often see successful crypto protocols, chains, and apps lose their footing and customers because they tried to become too vanilla or too “pleasing.”

fwiw coinbase is my main offramp and has been a good experience, however I think recently the behvaior displayed is subject