Top Results1001 results
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
It’s a bold strategy that could cement Pump’s control over Solana’s memecoin economy....PumpFun’s Grip on Solana Trading At this point, Pump.fun isn’t just participating in Solana’s meme economy...— it is the meme economy....Pump.fun is vertically integrating Solana's memecoin economy through PumpSwap, capturing billions in...
16 Min
DeFi
May 2025
Exploring Base's Role in the Growing Onchain Economy
...speculation are evolving: 66% of all active onchain applications are non-DeFi, such as gaming, social, and digital...are non-DeFi, such as gaming, social, and digital collectibles....Total RWA Value Real-world assets (RWAs) are digital tokens that represent physical assets or financial...Overall, the data is clear: the onchain economy is growing rapidly.
35 Min
Layer 2 / L2
Nov 2024
DeAI IV: The Agentic Economy
We are shifting from a digital economy to an agentic economy, and as the shift is largely in the realm...We have digital on-chain Eurodollars right now (to the tune of >US$172b) with annualized settlement...Before agents swallow the “real world,” they may first infiltrate these digital economies.
63 Min
Artificial Intelligence
Oct 2024
Story Protocol: Does IP Need a Chain?
Story Protocol attempts a new approach designed specifically for the digital and AI-driven creative economy...Positioning for the AI-Driven IP Economy The proliferation of AI is beginning to overwhelm traditional...Despite their advantages, none can fulfill the demands of an AI-native economy in which composability...economy.
24 Min
Layer 1 / L1
Apr 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Tether – An Anchor for the Stablecoin Economy Tether’s rise to dominance has mirrored the rise of stablecoins...success has hinged on the adoption and need for a stable and accessible asset in the emerging global economy...The goal of Plasma is to become the global settlement and issuance layer for digital dollars.
28 Min
Infrastructure
Jun 2025
The Battle of the AI Agent Frameworks
The Marrow of Agency In many ways, agent frameworks can be analogized as the digital “body”: the cyber...(see above) What portion of the agentic economy would even use frameworks?...“Picks and shovels” exposure to the experimental long-tail of the creator economy....Like fire from heaven, these digital minds are infinitely replicable.
50 Min
Artificial Intelligence
Feb 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
The main driver behind this activity lies in the team’s effort to build out a vibrant creator economy...Sophon Intelligence Agency (SIA) in February, a $5m AI initiative funding the development of an agentic economy...Securing a Class M Digital Business License from the Bermuda Monetary Authority (BMA) in December 2024...
19 Min
Infrastructure
May 2025
The Stablecoin Manifesto
Assuming integration with mainstream digital wallets (e.g....Digital Service Providers: Companies offering digital services globally (SaaS, content platforms, digital...Part 2: Towards an Agentic Economy Thus far we have explicitly outlined how stablecoins can cut cost...economy.
45 Min
Stablecoins
Nov 2024
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
...and can have products built on top that serve the needs for users varying from an onchain trader to digital...In the near future we’ll be unlocking our digital assets with just a touch or a glance....) February 9, 2025 Squads API isn’t just for crypto companies; it’s versatile enough to enhance any digital...
26 Min
Infrastructure
Feb 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
...identity layer fail in critical ways: Government IDs: Exclude over half the global population without digital...World ID At the heart of the ecosystem lies World ID, a digital identity proving you’re human without...This iris code is like a digital fingerprint, representing the unique patterns in your iris without actually...
26 Min
AI
May 2025
Finding the Fun in Fundamentals #2 - Wemade
The 2021 global launch of MIR4 marked the first time a successful MMORPG embedded a crypto economy into...Economy Complex doesn’t begin to describe the totality of this game’s economy....and Character Abstracted NFT Economy), as core components of their success....’s web3 economy, starting with how players first access the token.
18 Min
Gaming
Jun 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...pricing data as of 5/14/25 close; all dollar references herein refer to USD Executive Summary Galaxy Digital...(“Galaxy” or the “Company”) is a digital asset and AI infrastructure focused holding company....The digital asset oriented operating businesses include: Financial services: Traditional investment...
32 Min
Macro & Markets
Jun 2025
April Showers… May Flowers? - Macro & Markets May 2025
...way towards the big picture and end-game that we have been writing about for years – the debt-based economy...new financial structure: publicly traded crypto accumulators built to systematically acquire and hold digital...These companies blend capital markets access with digital asset exposure....Treasuries across the digital asset ecosystem.
25 Min
Macro & Markets
Jun 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
Gen Z and Gen Alpha—digital-native generations that grew up in virtual worlds like Roblox and Minecraft–are...large part thanks to it being among the fastest-growing countries for 5G adoption and a widespread digital...MENA The MENA gaming market stands as a testament to rapid digital transformation, emerging as the world...
44 Min
Gaming
Feb 2025
An Ode To Bitcoin
Today, Bitcoin is digital gold....Bitcoin is now seen as a digital-gold-like asset that, similar to gold, doesn’t change a whole lot year...But the interesting angle here is how much $1 billion is in the context of Bhutan’s economy.
12 Min
Other
Dec 2024
The Year Ahead for AI + DePIN 2025
...the digital oceans where leviathans swim — roon (@tszzl) February 17, 2024 For a few years, the scaling...Not Your Grandfather’s Economy In a digital world where status and money are increasingly tied to attention...Influencers are devouring share from traditional brands, and digital personalities will join the fray...
122 Min
Artificial Intelligence
Dec 2024
The Case for $GUN
...attract & retain its next wave of new users Mainstream gamers are seeing the value of an onchain economy...With the game on a strong trajectory, it is important to understand the engines of the onchain economy...of the luxury digital goods criteria that Valve leaned on such as: conspicuousness (3rd person shooter...
12 Min
Gaming
Mar 2025
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
...ideas in a niche cypher-punk internet mailing list has morphed into an asset colloquially known as ‘digital...DeAI IV: The Agentic Economy  (Delphi Research) The fabric of the internet is shifting....We are shifting from an industrial economy to an agentic one....The agentic economy will bring tens if not hundreds of trillions in value.
14 Min
Macro & Markets
Oct 2024
The Public Crypto Accumulator Era - Part 1
Some are legacy firms pivoting into digital assets, others are new entrants using public markets to gain...They provide high-beta exposure to digital assets through their preferred financing methods, often trading...As these companies raise capital and acquire more digital assets, their NAV grows.
31 Min
Macro & Markets
Jun 2025
Programmable Asset Ledgers Will Eat The World
...question: will blockchains, as programmable asset ledgers, have a role to play in this emerging agentic economy...Decentralized-Physical-Infrastructure-Networks (DePin) While the previous thesis made the case for programmable asset ledgers serving as the digital...
25 Min
DeFi
Mar 2025