Top Results1363 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
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
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
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
...capital coordination layer began with a simple innovation: Its early iterations (Morpho-Aave and Morpho-Compound...Even without direct matches, capital still earned the base Aave/Compound yield—ensuring no idle assets...While they both started as crypto native risk management and advisory firms for protocols (eg MakerDAO, Compound...
26 Min
DeFi
Apr 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
Superstate Overview Superstate was founded in 2023 by the original Compound creator, Robert Leshner,...utilizes the blockchain as its official share register, which enables them to bypass DTC transfers and T-2...
20 Min
Other
May 2025
An Ode To Bitcoin
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
Delphi Daily - 7th May 2025
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...modeling suggests Stage 1 provides optimal security when proof systems are moderately mature, while Stage 2...
4 Min
Other
May 2025
Resurgence of GameFi: Update #3
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....moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 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
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
Plume × Royco Genesis Incentives – Day-1 Yield Markets
Plume opened its Season-2 liquidity-mining program this morning and will be distributing 150 million...It’s the first and only vault to reach full capacity so far, with the initial US $2 million filling in...
4 Min
DeFi
Jun 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
$TIA only benefits indirectly, and only if (1) The rollup keeps using Celestia, (2) DA usage correlates...Move, SVM, WASM), and (2) Sovereign chains wanting public verifiability but not Ethereum constraints....Let’s say we assume Celestia reaches $485M in annual revenue by Year 4, grows at 25% CAGR (Compound Annual...
47 Min
Layer 1 / L1
Apr 2025
Tariff Tantrums - Market Update 4/9/2025
We will be hosting a live stream at 2:30pm EST today (Wed, April 9th).
1 Min
Macro & Markets
Apr 2025
Update: Resurgence of GameFi?
Now, while progression in season 1 centered solely around heroes, season 2 builds upon this foundation...We anticipate season 2 will incorporate functionality for burning tokens to upgrade or merge weapons....This system integrates with an in-game backpack, allowing users to bring 1-2 items on each run.
7 Min
Gaming
Mar 2025
Positioning Early: Kittenswap, Hyperswap and the HyperEVM DeFi Opportunity
HYPE (~$1.33M USD), with the initial crowdsale selling out its full 28,000 HYPE allocation in just 2...Participants could choose to either claim their full allocation as veKITTEN locked for 2 years or unlock...more activity across the EVM – especially given they recently updated the UI and refreshed the points page...
9 Min
DeFi
May 2025
Exploring Base's Role in the Growing Onchain Economy
This report also dives into the recent growth of Base, an Ethereum Layer 2 (L2) incubated by Coinbase...As of the latest Developer Report from 6/24, Base ranks #2 with over 900 total active full-time developers...asset from lending pool -> Auto convert assets into equal proportions -> Provide liquidity -> Compound...
35 Min
Layer 2 / L2
Nov 2024
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)....This is because 1% in six months is 2% annually, which is lower than the risk-free rate.
72 Min
DeFi
Dec 2024
The Year Ahead for AI + DePIN 2025
GPT-2 through GPT-4 were held up as proof of this relationship between scale and capabilities....This run presents a loss… pic.twitter.com/BAcyoSScGS — Nous Research (@NousResearch) December 2, 2024...in DePIN across wireless, energy, services, compute infra and more in 2024, I would highly recommend Compound...
122 Min
Artificial Intelligence
Dec 2024