Top Results1660 results
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...The real debit & credit cards offered by gen 3 enables spending on a wider range of goods and services...
72 Min
DeFi
Dec 2024
Resurgence of GameFi: Update #3
DeFi Dungeons ran an open presale ($3M raised) for a token and then charged another $300 to mint a collection...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
Positioning Early: Kittenswap, Hyperswap and the HyperEVM DeFi Opportunity
The Need for Liquid Markets: HyperEVM’s Expanding DeFi Ecosystem As mentioned, the HyperEVM is still...have come to appreciate will likely be required – or at the very least – expected from the ecosystem’s DeFi...The compounding of exposure/points for early HyperEVM DeFi gets even deeper with pools like LHYPE/USDXL...
9 Min
DeFi
May 2025
Bounce? - Market Update 3/17/2025
...complicating US debt refinancing situation Equity Markets S&P 500 and Nasdaq showing a decent bounce (3-...increasing TVL despite market drawdown Sector performance shows everything “clobbered” year-to-date Some AI, DeFi...
3 Min
Macro & Markets
Mar 2025
Way Down We Go? - Market Update 3/31/2025
...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
Daily timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3”...outperformers: Sonic and HYPE showing relative strength Meme coins: Bonk leading the “blue chip” meme segment DeFi...for allocation Technical Outlook Multiple timeframe analysis shows conflicting signals: Weekly and 3-...
3 Min
Macro & Markets
Mar 2025
Directions For DeFi (Part 1): Institutional & Offchain
Disclaimer: This and the next AF will be a summary of my ramblings about DeFi in the last few weeks....These ramblings stem from a discussion from our research call where we ended up debating whether DeFi...The next chapter for DeFi will likely be more incremental....remains largely untapped for DeFi always baffles me.
5 Min
DeFi
Mar 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
As promised – yet another market update video given the continued carnage across risk asset markets. Summary The market continues to experience a broad selloff across both tradFi and crypto assets....
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
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
For DeFi to grow beyond previous highs and achieve mainstream adoption, DeFi and CeFi must converge and...In this report, I’ll outline why vaults, curators, and “DeFi mullets” may help DeFi cross the chasm,...15+ chains—currently the largest protocol by TVL in all of DeFi.
26 Min
DeFi
Apr 2025
An Ode To Bitcoin
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...BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...
12 Min
Other
Dec 2024
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
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....less compelling: opening a regulatory arbitrage for non-KYCed entities to access and use securities in DeFi...nature as open asset ledgers, blockchains could reduce the settlement of international trades from T+3...
25 Min
DeFi
Mar 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...us that ZKTLS isn’t just a theoretical concept, but is already enabling private verification and new DeFi...The result: quicker onboarding, lower fraud risk, and composable identity rails that can unlock new DeFi...
20 Min
Macro & Markets
Jul 2025
USD.AI: Financing the Future of AI Infra
USD.AI Solution Looping has been a powerful tool for DeFi power users since DeFi Summer in 2021....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
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
Private DeFi DeFi is one of the major pillars of crypto, focused on creating a permissionless financial...Looking ahead, we see two key catalysts that can shape Private DeFi....And the DeFi space has evolved likewise....Initial inflation rate: 3% annually, adjustments will be made based on staking levels to incentivize...
22 Min
Infrastructure
Apr 2025
Why has Sonic been up only?
From Sonic Labs Blog Activity Points – Earned using Sonic’s DeFi protocols....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...Lombard Finance (LBTC/scBTC) – Brings Bitcoin into Sonic’s DeFi via LBTC (liquid-staked BTC).
3 Min
DeFi
Feb 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
...of $HYPE can be reduced to three fundamental value drivers: (1) perps product (2) spot product and (3)...toxic takers resulting in tighter spreads; this also underscores the organic nature of HL’s volume (3)...: Counterintuitively, the incoming US admin could disproportionately benefit CeFi at the expense of DeFi...
17 Min
DeFi
Feb 2025
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...$YAPSTER has no real utility or value accrual, but it is the pinned tweet on the Yapster page, suggesting...
5 Min
DeFi
May 2025