Top Results417 results
Beyond the $HYPE: An Objective Analysis of Hyperliquid
Given this unique topology, the following analysis will employ a sum-of-the-parts approach that values...should not be a substitute for fundamentals but something at a minimum to consider in an investment analysis...While this is not something that can be quantitatively baked into this analysis, it is nonetheless something...
17 Min
DeFi
Feb 2025
Finding the Fun in Fundamentals #1 - Mythical Games
An Analysis of NFL Rivals Rivals is a stylized American Football game that features asynchronous PvP...The analysis explores their key products, monetization strategies, and the broader challenges they face...
13 Min
Gaming
Mar 2025
A Proposed SEC Interim Safe Harbor Framework
Removal of Marketing Analysis We removed the marketing analysis because the safe harbor is intended to...Removal of this analysis reduces complexity and helps projects better understand whether they are complying...
20 Min
Policy
Mar 2025
An Ode To Bitcoin
We then extended this analysis to include capital inflows from other potential sources, like individual...The analysis below shows the risk-return profile of several allocation scenarios, measured from January...We used a standard 60/40 portfolio as the benchmark to compare it to our original analysis.
12 Min
Other
Dec 2024
BTC Top Signal Update
Outlook: BULLISH Based on 79 historical sequences Current bucket shows 68% win rate over 90 days Note: Analysis...
1 Min
Macro & Markets
Jun 2025
Covalent: On-chain Data Meets Agency
Monitoring agents assess interest rates and lending terms across multiple chains, analysis agents evaluate...Market analysis agents identify lucrative yield farming and staking opportunities across hundreds of...
13 Min
Infrastructure
Jun 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
REV is not exactly the same as revenue, but for this analysis we’ll use them synonymously. ...Assumptions For simplicity, revenue, user growth, and inflation will serve as the foundation of this analysis...
26 Min
AI
May 2025
Policy Formulation Survival Guide for Security Status
...airdrops) and non-financial use cases A flexible taxonomy to guide—not dictate—regulation Outcome-oriented analysis...
9 Min
Policy
Apr 2025
Programmable Asset Ledgers Will Eat The World
...activity, while suddenly needing to scale to thousands of GPU hours when an anomalous event triggers deep analysis...process the footage at maximum speed, then immediately release those resources back to the market when analysis...
25 Min
DeFi
Mar 2025
State of the Charts
In this post, I will provide some technical analysis of the major L1s by means of index breadth conditions...
3 Min
Macro & Markets
Apr 2025
Trump's Liberation Day: Market Update Live Stream
Stream summary Press Conference Analysis I monitored Trump’s press conference announcing reciprocal...responses create more uncertainty in markets despite the supposed clarity of the announcement Technical Analysis...average, a key technical level Currently trading below multiple volume-weighted average prices (VWAPs) My analysis...
2 Min
Macro & Markets
Apr 2025
Is The Market Carnage Over?
...market implications Comments on the evolving relationship between TradFi and crypto Industry Dynamics Analysis...liquidity concepts and their relationship to markets Discussion of ISM survey as an economic indicator Analysis...
2 Min
Macro & Markets
Mar 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
The first is Facebook due to its historic focus on deep user profiling and behavioral analysis....The below analysis will double-click on what makes a successful blockchain-powered questing platform...Competitive Analysis At their core, all questing platforms offer the same “quest-to-earn” service.
44 Min
Gaming
Feb 2025
Delphi Oracle Summary: Initia
Oracle provides an interactive experience across all report pages, helping you dig deeper into our analysis...
3 Min
Layer 1 / L1
Apr 2025
Liquity v2: Evolving Onchain Leverage
An adjusted modern MKR P/E multiple is the most reasonable base case for our analysis, balancing recency...This analysis ignores any potential upside from staking participation rate or multiplier points discrepancies...Using this framework, we can construct a scenario analysis for LQTY.
20 Min
Debt-Backed (CDP) Stablecoins
Nov 2024
ZKsync & The Elastic Network Endgame
For detailed analysis, read our full report.
39 Min
Infrastructure
Jan 2025
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Read the full report for our comprehensive analysis of how Squads is positioning itself at the intersection...
26 Min
Infrastructure
Feb 2025
Livin' On A Prayer? - Market Update 4/6/2025
...corresponds with market bottoms VIX is extremely elevated at 45 (up from 30 on Thursday) Historical analysis...with today’s 5% decline Bitcoin appears to be trading like a high-beta tech asset Market structure analysis...
3 Min
Macro & Markets
Apr 2025
Way Down We Go? - Market Update 3/31/2025
...recovery in back half of 2025 Current bounce likely positioning-related, not sentiment shift Bitcoin Analysis...
2 Min
Macro & Markets
Mar 2025
Market Musings - A Tale of Two Markets
Long time readers will know how much emphasis I place on order flow, volume, and simple price action analysis...Volume and price are the basis for most indicators and financial analysis, so going to the source makes...markets are distinctly different and equally important to monitor with respect to shorter timeframe analysis...
12 Min
Macro & Markets
Sep 2024