I recently had the pleasure of attending ChinaJoy, China’s largest consumer event focused on digital entertainment. ChinaJoy is known for having a heavy focus on all things gaming-related, but this year, there was also a strong showout from AI, physical goods, and Anime-related businesses. Further ado, here is a brief collection of my tak

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In our last $PUMP update on July 24, Jason, Yan and I went on Unchained with Laura Shin where we discussed what it would take for Pump to turn things around. We outlined how the platform needed to take back crypto-native flow and market share before focusing on their grander visions. This would not only help support the bleeding $PUMP pri

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Lido has recently seen signs of outperformance compared to many other alts. This post will briefly go through the potential reasons behind the momentum and look into if this is just hype or something more.

Stabilizing Financials

Overall, Lido has made major strides in profitability and is projected to break even or be profitable in 2025.

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ETH is purely in DAT szn right now and the recent rally is unlike ones we’ve seen in the past. In 2020-21, ETH rallies were correlated with onchain activity. Whether DeFi summer or NFT szn, these were what drove prices. This time, not so much.

Gas prices aren’t moving. This is very strange to me because at a minimum you would expect a lot

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Remember when we worried about AI taking programming jobs? Turns out the bots went straight for the lucrative stuff first.

Researchers at the University of Sydney and University College London just dropped a paper on A1, an AI agent that hunts smart contract bugs and writes working exploits. Not vulnerability reports, but actual attack co

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BTC vs USD. 5th round TKO?

BTC is showing signs of reverting back to its inverse correlation with the US dollar. While most are watching equities or ETF flows, not many are tracking BTC’s relationship to the Inverse DXY and that’s where I think the signal is right now. The dollar is struggling to reclaim the key 100 level which has histor

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Introduction

Prediction markets have been booming lately, from betting on what tie Jerome Powell will wear to whether Jesus Christ will return this year; hyperfinancialization is at our doorstep and growing rapidly. Kalshi and Polymarket represent the two leaders in this sphere, yet they differ in their offerings and structure. Kalshi is

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Just sharing a protocol that for some might be under radar. Already farming $ENA and Ethereal with your $eUSDe? You might as well triple dip here. 

If you’re already using $eUSDe to farm Ethereal and $ENA, you can now also deposit it into @strata_money and start stacking points for their upcoming airdrop too.

Quick recap:

• Ethereal is

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