Top Results47 results
DeAI’s Path Forward: Trust & Efficiency
DeAI’s Economic Impact CapEx deflation and crypto-economic incentives are coming together to form a compelling...network More validators → richer distributed training & higher RoG Loop closes → further hardware deflation...
22 Min
AI
May 2025
Delphi's Market Matters - April 2025
So those disinflation, low inflation, maybe at some point it’d become deflation would just persist because...They, they have two options When shit hits a fan, uh, let growth get clobbered and go into deflation...
73 Min
DeFi
Apr 2025
The Dark Night Rises - Part 1
If we look outside, Japan is in the midst of a currency crisis, China is battling serious deflation pressures...it would give the PBOC more breathing room to provide more stimulus and credit support to stave off deflation...sizable drawdown in the TGA and/or RRP; if the PBOC doesn’t provide more stimulus to combat domestic deflation...
23 Min
Macro & Markets
Jul 2024
The Battle of the AI Agent Frameworks
However, the “great deflation” will soon follow as enterprise moats erode, ceding ground to extremely...
50 Min
Artificial Intelligence
Feb 2025
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
But as we’ve talked about, the writing has been on the wall for months, given deflation, massive supply...
Macro & Markets
Oct 2024
The Year Ahead for AI + DePIN 2025
We are headed for a world of massive deflation and specialization.
122 Min
Artificial Intelligence
Dec 2024
DeAI IV: The Agentic Economy
...decade: greater centralization, greater concentration in market capitalization, a looming services deflation...
63 Min
Artificial Intelligence
Oct 2024
Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
And we’re going to just cause a big deflation to hurt the other guys and just kind of trash the market...But to your point around, like, the massive deflation, like, it still feels like the vast majority of...
83 Min
DeFi
Jan 2025
Jansen Teng: Inside Virtuals’ Meteoric Rise, Race to Billion-Dollar Crypto-AI Agents, Life after AGI
, but thinking through the impact of AI and like how humans interplay with that, the inflation, the deflation...
74 Min
DeFi
Jan 2025
Rolling the Dice on Rollbit Fundamentals
This can be seen in the increasing trend on the 7-day moving average deflation rates, which picked up...The sensitivity tables above show supply deflation rates for RLB based on our Bear/Base/Bull cases at...In a scenario where the RLB price drops but buybacks remain consistent, the deflation rate will rise,...
23 Min
Betting
Dec 2023
Why Things Will Get Crazier - Crypto Insider Talks October 2024
Because I don’t think China falling into massive deflation and a huge growth slowdown benefits the US...
68 Min
Macro & Markets
Nov 2024
The Year Ahead for Markets - 2024
China is one to watch going forward — it looks poised to take the liquidity baton in its battle against deflation...officials in the world’s second-largest economy have been staring down the double barrel threat of deflation...The yield (reward rate) currently sits at ~4.2%, or a real yield of ~4.5% if we account for expected deflation...
76 Min
Macro & Markets
Dec 2023
Can Pirate Nation Bring Back The Hype for Fully On-Chain Gaming?
$PRIME Price Chart & Relevant Announcements | Source; X.com/MrkvakEth This looming value deflation...
8 Min
Gaming
Aug 2024
Catalysts Stacking Up - Will Narratives Drive Fundamentals?
In fact, the world’s second-largest economy — China — is now fighting the risk of deflation....China is one to watch going forward — it looks poised to take the liquidity baton in its battle against deflation...
44 Min
Macro & Markets
Jul 2023
Monthly Chartbook - A New Consensus?
...around 120k ETH and causing ETH supply to become deflationary over the past month, with an annualized deflation...
27 Min
Macro & Markets
May 2023
The End Game
These shocks often triggered bouts of severe inflation and deflation.
38 Min
Macro & Markets
May 2023
Verifiable Compute
...law or user demand) verification; particularly in regulated industries, historically immune to techno-deflation...
3 Min
NFT AI
May 2024
Monthly Chartbook - Wishful Thinking
Source: Employ America Many analysts expected auto production to rebound in 2023 and drive outsized deflation...“Against rising MSRPs for new vehicles in an environment of persistent shortage, for outright deflation...more new vehicles to come to market before we see used car prices materially fall and contribute to deflation...
19 Min
NFTs
Mar 2023
Honey Wake Up, A New Hayes Just Dropped
China, grappling with deflation triggered by its housing market collapse, relies on increased manufacturing...and exports to stave off deflation....selling USD would weaken the dollar, strengthen the yen, and allow China to create more credit to combat deflation...
4 Min
Global Macro Themes
May 2024
Avoiding the Real Banking Iceberg
Credit growth comes to a screeching halt, demand falls off a cliff, and deflation would become a bigger...
38 Min
Global Macro Themes
Mar 2023