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As promised – yet another market update video....
Alpha Insight
1 Min
Macro & Markets
May 2025
On the other hand, the DeMark Sequential Setup indicator that was triggered 4 days ago is not generally...
Alpha Insight
3 Min
Macro & Markets
Apr 2025
The current timing lines up.
4....We’re about 4 to 6 weeks out from a window that could line up macro, technicals, and flows all at once...
Alpha Insight
5 Min
Macro & Markets
Jun 2025
We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the afterma...
Alpha Insight
1 Min
Macro & Markets
Apr 2025
As promised – yet another market update video as the dust begins to settle in the aftermath of “Liberation Day”. It certainly promises to be a big week.
If you have any questions, please comment bel...
Alpha Insight
3 Min
Macro & Markets
Apr 2025
...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...been well received overall, the current build remains incredibly unstable and likely needs another 2-4...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...
Report
16 Min
Gaming
Apr 2025
...nearly $500B of liquidity the PBOC has withdrawn over the last 3 months (~$220B of which over the last ~4...This is one of the best charts to watch right now.
Let’s see what happens.
Report
7 Min
Macro & Markets
Jan 2025
...portion to ensure that the user isn’t lying about the content, all without seeing any portions of the page...Reclaim is incredibly fast, with proof generation taking under 4 seconds, and users do not need to download...
Report
20 Min
Macro & Markets
Jul 2025
As long as an asset has a CUSIP everyone is able to operate on the same page....dedicated piece a few months ago:
https://t.co/uUg8G3zLdB
— Robbie Petersen (@robbiepetersen_) December 4,...Thesis #4: Stablecoins and Global Payments
In 2023, global GDP was ~$100T.
Report
25 Min
DeFi
Mar 2025
10 largest crypto assets (Dec. 2018)
In other words, we thought it was the perfect time to drop a 60-page...
Report
12 Min
Other
Dec 2024
...up with this demand.
cc @MaxResnick1 @DavideCrapis since…
— jesse.base.eth (@jessepollak) September 4,...The common trend between most of these new protocols is that the charts are down only.
Report
43 Min
Layer 1 / L1
Apr 2025
Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...$YAPSTER has no real utility or value accrual, but it is the pinned tweet on the Yapster page, suggesting...
Alpha Insight
5 Min
DeFi
May 2025
Moving on to some data, the following six charts show the top 40 most popular tags and how many games...The charts give a good but nuanced insight into what genres, styles, or mechanics are saturated and which...This allowed it to start D1 at number 10 on the trending charts (and why it isn’t included on our list...
Alpha Insight
8 Min
Gaming
Jun 2025
Uh, currently the target rate’s at 4 25 to four 50, and as you can see, uh, the market’s expecting it...1 0 4 0.5 k all time highs is technically like. We’ll just say one 12....In charts, kind of in a vacuum. ’cause like, again, I have no edge predicting geopolitical strife and...
Media
64 Min
Macro & Markets
Jun 2025
GPT-2 through GPT-4 were held up as proof of this relationship between scale and capabilities....scaled. https://t.co/SKxe6qOQrD pic.twitter.com/0H9EqZOoXp
— Justin Halford (@Justin_Halford_) March 4,...officer Bob McGrew says that o1 is really GPT-5 because it represents a 100x compute increase over GPT-4...
Report
122 Min
Artificial Intelligence
Dec 2024
BTC Is Now More Correlated With Banks Than Tech: The Charts
BTC vs JP Morgan (JPM)
BTC vs Goldman...Sachs (GS)
BTC vs Wells Fargo (WF)
The three charts above (JPM, GS, and WF versus BTC) make a strong...reflecting easing financial conditions, stabilized rate expectations and return of risk appetite.
4.
Alpha Insight
10 Min
Macro & Markets
Jul 2025
With the announcement that Pump is now raising $1.3 billion at a $4 billion valuation, and planning to...When examining Pump at its $4 billion FDV with realistic circulating supply assumptions, the valuation...Pump would still be worth approximately $11.58 billion, representing a 190% premium to the current $4...
Report
30 Min
DeFi
Jul 2025
2 Min
Macro & Markets
Jul 2025
...in a broad distribution, provided that proceeds from the sale be in line with Reg A caps [$25M-$75M].4...issue additional guidance for the measures teams must take to not ‘offer/issue’ into the US as well.
4....eventually flow to Trading Platforms while limiting direct unrestricted sales into liquid secondary markets.
4.
Report
20 Min
Policy
Mar 2025
OpenAI-MRCR (4/14/25): Originally introduced by Deepmind, this eval measures how accurately models retrieve...GPT-4, for example, leaks sensitive personal contact info in about 14% of harmless, privacy-focused prompts...% privacy leaks failures
The image below (from the DecodingTrust research paper) demonstrates GPT-4’...
Report
22 Min
AI
May 2025