Top Results1127 results
An Ode To Bitcoin
Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....DeFi Summer was still 18 months away. No one had heard of FTX yet, because it didn’t exist....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
MON Protocol - Primed for IP Expansion
...treasury, proven team, softening vesting schedule, and continued, transparent progress over the last 18...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...
16 Min
Gaming
Apr 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
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...For example, if you need to prove you are over 18 without revealing your details, ZKPass allows this...
20 Min
Macro & Markets
Jul 2025
Finding the Fun in Fundamentals #1 - Mythical Games
We believe that over the next 12-18 months there will be increasing interest in gaming projects that...
13 Min
Gaming
Mar 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
Beyond the $HYPE: An Objective Analysis of Hyperliquid
Similarly, if memecoin volumes fall off a cliff over the next 18 months, there seems to be no obvious...This reduces the fundamental question to: where will memecoin volumes be 18 months from now?...enduring trend, I personally expect memecoin volumes will be either the flat or meaningfully lower 18...
17 Min
DeFi
Feb 2025
Market Musings - New Year, More Volatility
The… pic.twitter.com/Y8qjlhrpdi — Jesse Cohen (@JesseCohenInv) December 18, 2024 Needless to say, this...Will Trump sign an EO establishing a strategic bitcoin reserve? What about AI and tech?...In the case of crypto, markets were effectively pricing in a strategic bitcoin reserve and regulatory...
13 Min
Macro & Markets
Jan 2025
Delphi Daily - 7th May 2025
He profited significantly from the Luna collapse while maintaining strong Bitcoin conviction. https:/...The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...
4 Min
Other
May 2025
zkVerify: Optimizing ZK Proof Verification At Scale
...the following: Bank Statement/ Account Balance Evidence of Family support (if the student is under 18...: The rise of L2s on Bitcoin has been an interesting development over the past year....With Bitcoin’s scripting language limitations, various teams have proposed using Bitcoin as a Base layer...
63 Min
Infrastructure
Jan 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...up at all) (CBW does the same thing) pic.twitter.com/Nh5TiDNY2k — Kyle Samani (@KyleSamani) December 18...
90 Min
Macro & Markets
Dec 2024
Exploring Base's Role in the Growing Onchain Economy
*Included major networks: Bitcoin, Ethereum, Solana, Arbitrum, Avax, Base, Binance Smart Chain (BSC),...These major networks include Bitcoin, Ethereum, Solana, Arbitrum, Avax, Base, Binance Smart Chain (BSC...This has increased Base’s market share from .7% to 18%....Bitcoin and Ethereum Spot ETFs were approved in January and June 2024, but have already seen massive...
35 Min
Layer 2 / L2
Nov 2024
April Showers… May Flowers? - Macro & Markets May 2025
...retaliations, reshaping global trade dynamics and significantly impacting financial markets, including bitcoin...Bitcoin ETFs absorbed more than $3 billion in net inflows during May, driving BTC back above $109,000...Higher difficulty increases the baseline cost of mining each additional bitcoin, reinforcing pressure...In Bitcoin terms, however, the picture is flat.
25 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: $107,407.60 Signal...
1 Min
Macro & Markets
Jun 2025
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...$YAPSTER has no real utility or value accrual, but it is the pinned tweet on the Yapster page, suggesting...
5 Min
DeFi
May 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
...store credentials locally on your device and selectively disclose attributes like whether you’re over 18...The “actual” metrics in 2025 are as of May 18 Almost a 600% increase in circulating supply from May...As of May 18, 2025, there are ~12.5M verified World IDs and 1,567 Orbs globally.
26 Min
AI
May 2025
Resurgence of GameFi: Update #3
To put it simply, it was a very basic idle staking game taking a memetic interpretation of Bitcoin tokenomics...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Bitcoin-Anchored Security One of the main features of Plasma is that it leverages Bitcoin as a root of...chain’s state is taken (specifically, a Merkle root of recent finalized blocks) and published onto Bitcoin...Once committed to Bitcoin, this snapshot is immutable – to rewrite it would require a reorg of Bitcoin...
28 Min
Infrastructure
Jun 2025
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