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An Ode To Bitcoin
Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....Visions of Bitcoin Along with the ebbs and flows of Bitcoin’s narrative, Bitcoin the asset has gone through...BTC is creeping up the leaderboard, though… At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin...Bitcoin offers a life raft.
12 Min
Other
Dec 2024
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
...completely fair concerns early on given the opaque nature), it has continued to not only maintain its dominance...Tether – An Anchor for the Stablecoin Economy Tether’s rise to dominance has mirrored the rise of stablecoins...And although this is true, Tron’s dominance as the “Tether chain” is telling of the growing demand of...
28 Min
Infrastructure
Jun 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
...retaliations, reshaping global trade dynamics and significantly impacting financial markets, including bitcoin...In Bitcoin terms, however, the picture is flat....Despite the price rally, miners are not earning more Bitcoin just more fiat....absolute sense, increasing by 2.91% month-over-month to reach $152.73 billion, continuing Tether’s dominance...
25 Min
Macro & Markets
Jun 2025
The Year Ahead for DeFi 2025
Instead, there seem to be three primary paths to front-end dominance, whereby each respective layer is...Fluid DEX For the first time since Curve’s stableswap, another DEX could challenge Uniswap’s dominance...If they can crack that, we might see a real challenge to Uniswap’s market dominance....For more on this, see our Bitcoin Rollups report.
72 Min
DeFi
Dec 2024
An Onchain BTC revival: Oyl and Alkanes Ecosystem
...trading and tokenization on Bitcoin Layer 1....Bitcoin in any way....OYL does not want to recreate a validator economy, they want Bitcoin and only bitcoin to remain “the...Acts as a “3,3 Bitcoin within Bitcoin.”...is simply dominating crypto right now, most alt/btc pairs look horrendous and as BTC dominance only...
4 Min
DeFi
Apr 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
The dominance is just as clear when looking at volume....Raydium’s LaunchLab represents a calculated attempt to challenge this dominance by targeting a different...The most likely outcome is continued Pump.fun dominance unless LaunchLab begins consistently producing...Will Pump.fun's streamlined approach maintain dominance, or can Raydium's creator-aligned strategy gain...
16 Min
DeFi
May 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
Zooming in on the volume of ZK proofs verified on Ethereum, ZKsync Era’s dominance becomes even more...offering secure, efficient, and compliant migration of investments onchain, plays a major role in ZKsync’s dominance...unfolded in the broader ecosystem, from development milestones and major ZK Chain launches to growing dominance...
19 Min
Infrastructure
May 2025
The Year Ahead for Markets 2025
At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin flips Amazon At $107,280 Bitcoin flips Google...At $156,700 Bitcoin flips Microsoft At $170,900 Bitcoin flips Apple At $179,680 Bitcoin flips NVIDEA...The first is Bitcoin dominance. BTC had a monster year driven by ETF flows and Trump.
90 Min
Macro & Markets
Dec 2024
Is The Market Carnage Over?
Summary Market Discussion Panelists discuss Bitcoin price movement and market conditions Various perspectives...markets Observations about different institutional approaches to the space Discussion of MicroStrategy’s Bitcoin...concepts and their relationship to markets Discussion of ISM survey as an economic indicator Analysis of Bitcoin...
2 Min
Macro & Markets
Mar 2025
Aptos: Infrastructure for the Financial Internet
Lasting dominance heavily depends on the speed of integrating technical improvements....Bitcoin and Ethereum followed this exact pattern....But almost every chain, from Bitcoin and Ethereum to Solana, struggled when it mattered most – during...
30 Min
Infrastructure
Apr 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
USDT dominance is coiling at a key long-term trendline....USDT Dominance: Seven Years of Support, One Key Decision USDT dominance has respected a rising trendline...This lines up directly with the timing signals from TOTAL3 and USDT dominance.
5 Min
Macro & Markets
Jun 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
In late 2022, Galaxy purchased Helios for $65MM intending to use the data center for Bitcoin mining....Bitcoin miners without signed deals are playing catch-up and facing an uphill battle....Elimination of Ongoing Bitcoin Mining Operations: Galaxy has completely exited all Bitcoin mining activities...Bitcoin mining is a very bad business.
32 Min
Macro & Markets
Jun 2025
Zenrock: Paving the Path in dMPC
The Wrapped Bitcoin Landscape Wrapped tokens are digital assets designed to bridge the interoperability...These tokens represent an equivalent value of another cryptocurrency, allowing assets like Bitcoin to...users to mint a tokenized version of Bitcoin on Ethereum, Ethereum Layer-2s, and Solana.
12 Min
Cross-Chain
Feb 2025
BTC Top Signal Update
Delphi’s Bitcoin Top Signal, which measures the ‘top-like’ conditions of Bitcoin, has been fairly flatlined...Here’s the deal… CURRENT SITUATION ————————————————– Date: 2025-06-25 Bitcoin Price: $107,407.60 Signal...
1 Min
Macro & Markets
Jun 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
Below is the visualization of net flows for all 11 Bitcoin Spot ETFs since their inception in January...During the late 2024 runup when Bitcoin broke $100,000, IBIT – Blackrock’s iShares Bitcoin Trust – became...Bitcoin ETFs are by far the leaders in terms of institutional adoption.
22 Min
Infrastructure
Apr 2025
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
BitVM Bitcoin Script Constraints Bitcoin Script is inherently limited in its capabilities, designed to...There is another benefit of using Bitcoin as DA....Bitcoin Block Finalization Proof: This proof takes the finalized Bitcoin block hash as input and encodes...into a special HTLC on the Bitcoin blockchain.
60 Min
Layer 2 / L2
May 2024
BTC = f(Liquidity)^n
Bitcoin is liquidity’s mirror but with leverage....I’ve been thinking a lot about how Bitcoin behaves across macro regimes, and I keep coming back to one...This isn’t meant to be a formal model, just a simple way I think about how Bitcoin reacts to changes...
3 Min
Macro & Markets
Apr 2025
Finding the Fun in Fundamentals #1 - Mythical Games
It is important to mention that the gradual dominance of trading-based revenues could also correspond...
13 Min
Gaming
Mar 2025
Finding Opportunities in Market Washouts - Crypto Insider Talks (Feb. 2025)
So here is the Bitcoin dominance chart....It was well into February, it was still 97% dominance....But it basically it was only then the Bitcoin dominance....So Bitcoin dominance always stops very late....So Bitcoin dominance at this point should decline.
58 Min
Macro & Markets
Mar 2025
Restaking Games: Chasing for Yield
In PoW blockchains like Bitcoin, security comes from the total hashrate, or the computational power dedicated...Currently, there is $21.86 billion worth of assets being restaked across Ethereum, Solana, Bitcoin, and...The next biggest eco is Bitcoin with $2.7B through Babylon, and finally, Solana via Jito and Solayer...
53 Min
Staking
Nov 2024