Top Results1695 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
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...10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...Bitcoin offers a life raft.
12 Min
Other
Dec 2024
Bitcoin vs Banks: The Correlation That Shouldn't Exist (But Does)
...can now be framed not just as a tech-forward bet, but as a play on global capital system evolution.   2....Why Are Bank Stocks and Bitcoin Moving Together?...For Bitcoin, the implications are more psychological than fundamental....Bitcoin flips that on its head....Bitcoin is not a company. It is not a balance sheet or a credit machine.
10 Min
Macro & Markets
Jul 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
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...security council control: Stage 0 (full control), Stage 1 (requires 75% approval to override), and Stage 2...
4 Min
Other
May 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
“There just is not enough power in the world right now” – Andy Jassy, CEO of Amazon, Bloomberg 2/27...Massive Scale at a Single Location: Helios’s existing 800MW approved power contract implies a >2%...per share from ~$1 in 2018 to ~$6+ as of May 2025(2)....Claims that Nvidia GPUs have a useful life of only 1-2 years are misguided.
32 Min
Macro & Markets
Jun 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...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.
5 Min
Gaming
May 2025
BTC Top Signal Update
Delphi’s Bitcoin Top Signal, which measures the ‘top-like’ conditions of Bitcoin, has been fairly flatlined...After nearly 2 weeks of declining intensity in June, we have observed a reversal over the past few days...Here’s the deal… CURRENT SITUATION ————————————————– Date: 2025-06-25 Bitcoin Price: $107,407.60 Signal...
1 Min
Macro & Markets
Jun 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
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
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...In Bitcoin terms, however, the picture is flat....Despite the price rally, miners are not earning more Bitcoin just more fiat.
25 Min
Macro & Markets
Jun 2025
The Public Crypto Accumulator Era - Part 1
But this is no longer a Bitcoin-only play....Part 2 will examine the systemic consequences: how public accumulation is transforming token liquidity...What began as a Bitcoin-centric model is now evolving....Beyond Bitcoin, The Multi-Asset Expansion The public accumulator model is no longer exclusive to Bitcoin...
31 Min
Macro & Markets
Jun 2025
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.”...WITHOUT being a layer 2 or siphoning value from the main chain....OYL is a Bitcoin focused stack whose wallet...
4 Min
DeFi
Apr 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...
3 Min
DeFi
Feb 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
...case you want to go down that rabbit hole: https://decentralizedthoughts.github.io/2023-04-01-hotstuff-2/...Bitcoin-Anchored Security One of the main features of Plasma is that it leverages Bitcoin as a root of...Once committed to Bitcoin, this snapshot is immutable – to rewrite it would require a reorg of Bitcoin...
28 Min
Infrastructure
Jun 2025
The Year Ahead for DeFi 2025
Gen 2 cards often have interesting features that differentiate themselves from vanilla gen 2 cards....Gnosis Pay Safe has 2 custom modules, a roles module and a delay module....Tether and Circle) and (2) stablecoin distributors (i.e., apps)....Bitcoin DeFi – Bitcoin DeFi has become a popular talking point over the past few years, and is an inevitable...
72 Min
DeFi
Dec 2024
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
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