Top Results926 results
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
Securing a Class M Digital Business License from the Bermuda Monetary Authority (BMA) in December 2024...Switzerland’s largest bank, UBS, deployed a Proof-of-Concept of their “Tokenized Gold” initiative on...Currently built on the UBS Global Gold Network, UBS Gold allows clients to purchase a claim to physical...gold. ...
19 Min
Infrastructure
May 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
Securitize can be credited with being one of the first entities to make real-world securities into digital...The DS (Digital Securities) Protocol provides a registry service that records all investor identification...because their protocol could easily extend to real-world assets in the future, such as offering wrapped gold...
20 Min
Other
May 2025
An Ode To Bitcoin
Today, Bitcoin is digital gold....So, we began by comparing BTC’s potential market value to that of the investible gold market....We saw an asset that boasted the most attractive properties of gold (scarce, self-custodial) but was...Bitcoin is now seen as a digital-gold-like asset that, similar to gold, doesn’t change a whole lot year...
12 Min
Other
Dec 2024
Market Musings - Uncertainty Permeates The Market
One chart that I continue coming back to is Gold — it continues to steadily push new all time highs....With gold exhibiting such incredible relatively strength on such a consistent basis, one has to ask if...gold is signaling something to come....Remember – gold is seen as a safe haven asset.
13 Min
Macro & Markets
Feb 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
Something’s Gotta Give
...about the setup for more PBOC liquidity, and have taken note of China’s ongoing effort to stockpile gold...Despite the rise in real yields and a stronger USD, gold’s price is moving higher… We saw gold start...This could wind up being a false breakout, but in my view gold is sending a signal of what’s likely to...
7 Min
Macro & Markets
Jan 2025
To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
Even BTC’s performance relative to gold has held trend despite recent macro shocks....flexibility, it would likely act as the macro catalyst that aligns with the technical coil forming across digital...BTC vs Gold: Structural Trend Intact BTC/Gold remains one of the cleanest relative expressions of liquidity...
5 Min
Macro & Markets
Jun 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
DePIN Micropayments Historically, pricing models for digital and software services have followed a rigid...Soon, most gamers could train their own digital wingman....Oracle feeds can update user positions like a tokenized gold bar that updates its value daily via an...Each hook adds a layer of smart features, making RWAs more than just digital trinkets.
30 Min
Infrastructure
Apr 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...gold’, a hedge against global fiat debasement and fiscal irresponsibility from government....With gold and equities consistently grinding to new all time highs and with the clear bullish shift in...Gold has hit yet another all time high.
14 Min
Macro & Markets
Oct 2024
Are Investors Too Bearish Now?
Gold is now expected to be the best performing asset in 2025 (we noted gold’s price was the best chart...Gold bugs are also the loudest about the demise of the US dollar, which is once again back in vogue recently...) and only make the case for neutral non-sovereign scarce assets stronger (which of course includes digital...gold too).
3 Min
Macro & Markets
Apr 2025
Market Musings - Game Time For Crypto Markets
Gold has been and continues to be the canary in the coalmine for this thesis as market participants begin...BTC has lagged Gold for much of of the last several months, but we expect the laggard effect to minimize...continue to benefit (perhaps even more now that there is a conduit for traditional investors to board the digital...
16 Min
Macro & Markets
Oct 2024
The Year Ahead for Markets 2025
It’s also broken to new highs against its “boomer” shiny counterpart — gold....Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto)....than Bitcoin, which faces no competition, doesn’t employ anyone, and has essentially ossified into digital...gold.
90 Min
Macro & Markets
Dec 2024
Cambria: The Degen MMO With $1M+ Seasonal Prize Pools
Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season...
1 Min
Gaming
May 2025
Story Protocol: Does IP Need a Chain?
Story Protocol attempts a new approach designed specifically for the digital and AI-driven creative economy...registries and manual, reactive enforcement that makes them unfit for fast-moving and collaborative digital...Digital Rights Management (DRM) systems like Adobe’s and Marlin’s focus on restricting access and preventing...
24 Min
Layer 1 / L1
Apr 2025
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
Market Musings - New Year, More Volatility
...changes in the macro environment, and what to expect from the global liquidity outlook, yields, the DXY, gold...
13 Min
Macro & Markets
Jan 2025
Humanity Protocol: The Identity Solution Going after Meta
...immersive multimedia experiences, payment systems transformed from physical transactions to instant digital...While the identity challenge manifests itself across all digital platforms, crypto provides the only...The solution’s modular design enables selective credential verification across digital applications,...
31 Min
AI
Jun 2025
Delphi's Market Matters - June 2025
We discuss several growing institutional trends that have taken markets by storm – public company digital...
1 Min
Macro & Markets
Jun 2025
zkVerify: Optimizing ZK Proof Verification At Scale
The application of this has wide-ranging implications in the real world today: Digital Identity: In the...increasingly digital landscape, solutions to preserve, authenticate, and protect digital identities...ZKPs provide an easy and effective way to securely share digital identity information across multiple...
63 Min
Infrastructure
Jan 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
The link to the full report is at the bottom with a snippet here: 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...
4 Min
Macro & Markets
Jun 2025