Top Results1443 results
Finding the Fun in Fundamentals #2 - Wemade
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
MON Protocol - Primed for IP Expansion
Its 2% depth on Bybit – an indicator that tries to evaluate the required liquidity to move a token by...2% – is just $3.5k-$4.5k, with even lower depth on Bitget ($2k-$3k) and KuCoin/MEXC ($1.2k-$1.8k)....be confirmed), all in-game payments would unlock discounts when using the token on an external web page...
16 Min
Gaming
Apr 2025
All My Coins Are Dead - Market Update 2/25/2025
As promised – a market update video given the turbulent conditions we are facing. If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back...
1 Min
Macro & Markets
Feb 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
Hotstuff algorithm, HyperBFT employs a decoupled architecture that is capable of theoretically processing 2...suggests that the value of $HYPE can be reduced to three fundamental value drivers: (1) perps product (2)...Value Driver 2: Spot Product At time of writing, HL’s spot DEX commands a modest ~2% of the spot market...
17 Min
DeFi
Feb 2025
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....soon: Path dependence: The combination of (1) an existing security standard (CUSIP / ISINs) with (2)...Thesis #2: Decentralized-Virtual-Infrastructure-Networks (DeVin) The non-linear impact of AI is one of...Infrastructure giants have three major inputs: (1) land (2) labor and (3) hardware.
25 Min
DeFi
Mar 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
The governance proposal for Aave to deploy to Aptos mainnet successfully passed this June. ...The existence of a brand like Aave on Aptos is emblematic of the chain’s DeFi focus....Aave v3 on Ethereum mainnet has a 75% LTV and 78% liquidation threshold for USDT....And as a result, there is a larger opportunity to support 2-5x spot margin trading – even for volatile...
39 Min
Infrastructure
Jun 2025
Why has Sonic been up only?
Activity points are weighted 2× higher than passive holding, encouraging liquidity engagement over simple...The Sonic labs app page shows which protocols offer AP rewards. ...From Sonic Labs Apps Page Key DeFi Projects on Sonic Beets– A leading DEX and liquid staking provider...Users deposit USDC or ETH which is deployed into yield strategies (e.g., Aave).
3 Min
DeFi
Feb 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
Curation 1.0: Aave and the Legacy of Pooled Capital To understand today’s emerging curator economy, we...Large-scale onchain lending was pioneered—and for years, dominated—by protocols like Aave....Over time, Aave scaled this model aggressively....Aave allows for the creation of asset-specific markets (e.g., a pool just for stETH or wBTC), but all...
26 Min
DeFi
Apr 2025
An Ode To Bitcoin
10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...
12 Min
Other
Dec 2024
Engineering Real Credit Onchain: The 3Jane Bet
However, 3Jane differs by providing a baseline yield for lenders anchored to the Aave aUSDC market (titled...as secure overnight financing rate), as unutilized capital is deposited into Aave (inspired by the Morpho...The tranched risk protection system has been adopted broadly across DeFi, with Aave recently opting to...
18 Min
DeFi
Jul 2025
Delphi Daily - 7th May 2025
The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...security council control: Stage 0 (full control), Stage 1 (requires 75% approval to override), and Stage 2...modeling suggests Stage 1 provides optimal security when proof systems are moderately mature, while Stage 2...
4 Min
Other
May 2025
Resurgence of GameFi: Update #3
Season 2 is “close” (my interpretation is that it’s a few weeks away)....Season 2 will feature the new weapon system, as well as the introduction of boss battles....moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
The Year Ahead for DeFi 2025
Gen 2 cards often have interesting features that differentiate themselves from vanilla gen 2 cards....Avalanche card will start out with its own liquidity pools, and EtherFi will use a special Cash pool on Aave...In practice, this means you will interface with Uniswap as a standalone Uniswap App, Aave as a standalone...Aave app, and Raydium as it’s own app etc.
72 Min
DeFi
Dec 2024
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...$YAPSTER has no real utility or value accrual, but it is the pinned tweet on the Yapster page, suggesting...
5 Min
DeFi
May 2025
Kill your customer: The death of KYC and the rise of ZK-TLS
...portion to ensure that the user isn’t lying about the content, all without seeing any portions of the page...
20 Min
Macro & Markets
Jul 2025
Exploring Base's Role in the Growing Onchain Economy
This report also dives into the recent growth of Base, an Ethereum Layer 2 (L2) incubated by Coinbase...As of the latest Developer Report from 6/24, Base ranks #2 with over 900 total active full-time developers...On the other hand, Aave is a traditional DeFi lending market where all pools are tied together, allowing...
35 Min
Layer 2 / L2
Nov 2024
Plume × Royco Genesis Incentives – Day-1 Yield Markets
Plume opened its Season-2 liquidity-mining program this morning and will be distributing 150 million...It’s the first and only vault to reach full capacity so far, with the initial US $2 million filling in...
4 Min
DeFi
Jun 2025
USD.AI: Financing the Future of AI Infra
Governance token backstop – Token functions as ultimate risk buffer in case of major depeg, similar to Aave...
14 Min
Infrastructure
May 2025
Tariff Tantrums - Market Update 4/9/2025
We will be hosting a live stream at 2:30pm EST today (Wed, April 9th).
1 Min
Macro & Markets
Apr 2025