19th June 2025
18th June 2025
First Look: Clanker v4
Clanker team just released a Clanker v4 overview. Clanker v4 has been in development since our Into the Clanker-Verse report, and we provided a short update in the Alpha Feed. Since then, Proxystudio, a core team member, was revealed to be estranged CT anon Gabagool. He was removed from the team, but the incident brought uncertainty aroun
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17th June 2025
Harry Dewhirst: What If the Physical World Had an API? — 375ai, DePIN, and Real-Time Data for AI
16th June 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
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.
TLDR
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Hope Metric Score: 58.1 (Neutral-Cautious Optimism)
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BTC ETF Inflows: +$1.37B last week
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ETH ETF Inflows: +$528.12M (significant

13th June 2025
Reassessing Monetary Architecture in the Age of Crypto
Stablecoins, Narrow Banking, and the Liquidity Blackhole
For over a century, monetary reformers have proposed versions of “narrow banking” – financial institutions that issue money but do not extend credit. From the Chicago Plan of the 1930s to modern proposals like The Narrow Bank (TNB), the idea has been simple: prevent bank runs and sy
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12th June 2025
What's Humanity Protocol? Is it just another Worldcoin?

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CT has a habit of conflating projects. Lately, Humanity Protocol has been getting lumped in with World as “the other biometric blockchain project.” While both offer biometric verification and are building identity solutions, this comparison misses important differences in scope, architecture, and go-to-market strategy.
In this piece, I’ll
...A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
We’ve published a guest post from Rittenhouse Research on Galaxy Digital’s AI Mining Center Helios. The link to the full report is at the bottom with a snippet here:
Galaxy Digital (“Galaxy” or the “Company”) is a digital asset and AI infrastructure focused holding company. Similar in structure to Berkshire Hathaway,
Galaxy has a book of
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9th June 2025
Hope Metric : Macro Signal Monday (06-09-2025)

Macro Signal Monday
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.
TLDR
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Hope Metric Score: 54.7 range (Neutral – top of range)
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BTC ETFs saw outflows of –$131.6M last week, ETH ET

6th June 2025
Noice: Making Cents of InfoFi
Loud!, a simple token experiment, has dominated the conversation on CT last week. Powered by Kaito, Loud distributed 45% of its token supply to users who promote Loud in a first-of-its-kind Initial Attention Offering (IAO). The novelty of the launch mechanism and upside speculation propelled Loud to 76% Kaito mindshare. After a down-only
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Circles: A Social Currency Built on Trust
Circles is a protocol to create a decentralized social currency, without intermediaries. Every user issues their own personal currency $CRC (Circles Credit) and uses it to trade within a trusted network. It was built by Martin Koeppelmann, the co-founder of Gnosis.
You mint CRC at a fixed rate: 1 CRC/hour. But bear the following in min
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