Top Results1528 results
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
An Ode To Bitcoin
Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...Bitcoin offers a life raft.
12 Min
Other
Dec 2024
Bounce? - Market Update 3/17/2025
...dollar (DXY) continues to weaken, but the relationship with crypto isn’t as simple as “dollar down, Bitcoin...complicating US debt refinancing situation Equity Markets S&P 500 and Nasdaq showing a decent bounce (3-...all-time highs Chinese tariffs going into effect around April 1-2 could create further market volatility Bitcoin...
3 Min
Macro & Markets
Mar 2025
Way Down We Go? - Market Update 3/31/2025
...before recovery in back half of 2025 Current bounce likely positioning-related, not sentiment shift Bitcoin...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...
2 Min
Macro & Markets
Mar 2025
BTC Coming Home? - Market Update 3/24/2025
...macro backdrop Outlook points to potential sideways consolidation before resuming uptrend in H2 2025 Bitcoin...Bitcoin approaching 88-89K resistance zone from recent lows Key level remains the 90-91K “value area...Daily timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3”...
3 Min
Macro & Markets
Mar 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
Bitcoin has failed multiple attempts to break back above the critical 90-91K range, indicating a clear...This selloff is primarily macro-driven rather than crypto-specific, with Bitcoin-equity correlation at...potential for 10-15% total drawdown if similar to the Japanese Yen carry trade unwind from August 2024 Bitcoin...
3 Min
Macro & Markets
Mar 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
Diving into Nous Research's DeepHermes-3 Preview Model
In with the New, (not) Out with the Old DeepHermes-3 Preview builds upon Hermes 3’s function-calling...This feature is not present in Hermes 3, which primarily functioned as an instruct-tuned model without...Retains and Expands Hermes 3’s Function Calling System DeepHermes-3 retains Hermes 3’s function-calling...
6 Min
Artificial Intelligence
Feb 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Helios’s key asset is its 800MW(3) approved power contract with the Texas utility operator, ERCOT....CoreWeave will pay $720MM (4) per year (with a 3% annual escalator) in rent to Galaxy plus all related...of capacity to CoreWeave in H1-26 (Phase I), followed by 400MW(3) in 2027 (Phase II)....(3) of approved gross IT capacity, and an additional 1.7GW under load study.
32 Min
Macro & Markets
Jun 2025
MON Protocol - Primed for IP Expansion
...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
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Helios’s key asset is its 800MW(3) approved power contract with the Texas utility operator, ERCOT....To date, Galaxy has executed agreements to lease ~600MW (3) of its 800MW of currently approved capacity...CoreWeave will pay $720MM (4) per year (with a 3% annual escalator) in rent to Galaxy plus all related...
4 Min
Macro & Markets
Jun 2025
April Showers… May Flowers? - Macro & Markets May 2025
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....Between May 3 and May 23, miners consistently added to holdings, with inflows peaking mid-month....Trends Accelerate May marked a renewed wave of institutional demand for crypto ETFs, led by more than $3...
25 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
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....global interoperability across these clearing houses is nonetheless suboptimal (settlement is often t+3)...nature as open asset ledgers, blockchains could reduce the settlement of international trades from T+3...
25 Min
DeFi
Mar 2025
Zenrock: Paving the Path in dMPC
The Multichain 3 hack on July 6, 2023 led to $126 million of DAI, LINK, USDC, WBTC, and wETH....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
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
...has always been centralization concerns, but even now Tron is seeing fees get quite high in the $1-3...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
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
USD.AI: Financing the Future of AI Infra
The shift towards ASICs for Bitcoin mining is an early example of this trend, and more recently with...USD.AI has designed a creative solution to handle redemptions in phase 3....QEV will become more relevant as USDai becomes more hardware-backed in stage 3....must make payments every 30 days to keep their loan current according to the terms (e.g., 15% APR, 3-...
14 Min
Infrastructure
May 2025
The Year Ahead for Markets 2025
At the time, we were just over 3 months out from the next Bitcoin halving....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...
90 Min
Macro & Markets
Dec 2024
The Year Ahead for DeFi 2025
Osmosis pay, Sanctum pay, Moonwell, Avalanche Gen 3: True self-custody, spend crypto smart contract wallet...Gnosis Pay, Fuse Pay, Metamask card, Argent card, EtherFi The difference between gen 2 and gen 3 cards...It is worth noting that many of the more advanced Gen 3 cards also have this capability....For more on this, see our Bitcoin Rollups report.
72 Min
DeFi
Dec 2024