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31st March 2025

The Waters of March

“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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Jason Pagoulatos
Jason Pagoulatos

Way Down We Go? - Market Update 3/31/2025

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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Piers Kicks
Piers Kicks

The Case for $GUN

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...

28th March 2025

Jonathan
Jonathan

MSTR Follow Up: Breaking Down STRK & STRF

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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Kevin Kelly, CFA
Kevin Kelly, CFA

Is The Market Carnage Over?

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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27th March 2025

Delphi Ventures
Delphi Ventures,

Disruptors - Grass Demo Hour

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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26th March 2025

Neel
Neel

Directions For DeFi (Part 1): Institutional & Offchain

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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24th March 2025

Jason Pagoulatos
Jason Pagoulatos

BTC Coming Home? - Market Update 3/24/2025

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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22nd March 2025

Arcana
Arcana

Robotics: The Third Wave of AI Speculation

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.

Andrew Kang Tweet.jpg

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

And his claims that this sector will reach “decatrillio

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21st March 2025

Simon Shockey
Simon Shockey

DAOs: Decentralized Autonomous Organizations or 'Don't Ask, Obviate'

Let’s face it – DAO governance is a joke for token holders but works perfectly for projects looking to maintain control while cosplaying decentralization.

I don’t usually pay attention to CRO or the Crypto.com ecosystem (not sure many crypto natives really do), but they just pulled something so brazen it caught my attention and I think i

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