Emerging markets or crypto native or like native tech users in the States or Asia is still a very tough...Um, but like more broadly in terms of the global emerging market focus, like maybe you could just talk...A very big part of sort of doing a business and any emerging markets or having infrastructure set up...

Having been around since 2018, it’s no new kid on the block, born in the bear market just like Axie Infinity...We also take a deep dive into Splinterlands by highlighting its recent growth in active users, marketplace...When considering total capitalization, AXS is the clear market leader and is still yielding 89% on its...

Stablecoin’s have found a clear product-market fit in 2020 most aptly represented by USDT’s circulating...

Theoretically, the potential for composability and the inability of this immature market to efficiently...The Vovo vaults are best suited for expressing short-medium term, low-conviction views on the market....Vault funds are lent to market makers (Wintermute and Folkvang Trading) at 9.75% APR over 28-day epochs...

...addressing the market’s insatiable appetite for yield....Presently, Tether and Circle maintain a stranglehold over the stablecoin market with a combined 90% market...get deeply embedded in the fabric of both DeFi and CeFi have resulted in high barriers to entry for emerging...its market cap.

On January 13, 2018, ETH reached an all time high of $1,432 according to data from Messari. Almost three years later to the day, ETH briefly surpassed this previous peak, hitting $1,440 on Coinbase ea...

Everyone cheered and markets rallied....Where does that leave markets today?...In our Market Musings from August 6th, we cautioned that markets we’re not likely out of the woods just...in crypto markets to continue...., creators keep adapting to current metas, and new narratives emerge....turned into a tale of two markets.

Market Update With L1 szn taking hold of crypto markets, DeFi coins have fallen out of favor over the...Last week, we saw yet another swift yet sharp correction in the crypto market, albeit not as extreme...takes a hold of the market....DeFi money markets are as strong as they ever have been.

markets....The market structure shift we discussed in the previous editions of Market Musings has solidified with...So far for the last year, the market has been very clear....Last cycle we had stables grow from $5-$10bn market cap to nearly $200bn market cap at peak.

Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....the broad crypto market)....the crypto market....Market prices react when something causes a change in market expectations....The central theme of last week’s Musings was the catalyst driven nature of the current market environment...

The core problem is that illiquid markets = inefficient markets....the market....One emergent behavior on Polymarket is the comments section has become its own form of SocialFi....Prediction markets do something similar for markets....Decision markets are essentially parallel markets for governance tokens.

Welcome to Market Insights, a weekly newsletter focused on markets, macro, and whatever’s top of mind...In last week’s “Markets Insights”, we discussed a few tools that we can use to help visualize and track...We noted several potential plays in last week’s Market Insights, but another example we’ve been tracking...

Unsurprisingly, interest tends to pick up during bull markets and wane in bear markets....Once the market turns, we’d expect to see some of this dry powder re-enter the market....Markets = Supply and Demand All markets are a function of supply and demand....markets.

There’s 3x more money held in US money market funds compared to BTC’s market cap....This year, a narrative has emerged that “ETH pumps are bearish.”...When everyone believes the market is PvP, then the market indeed is PvP....Token supply can come from both from private markets and public market places....for markets.

Apps like Pendle have found product market fit by allowing users to speculate on the points market....There is no marketing budget; restaurants market to nearby restaurants and grow the business through...Market Research Market research, and more broadly advertising, is one of the biggest industries in existence...

Stresses in Japanese funding markets are emerging as the BOJ tries to shift away from years of loose...moreso resembles a stock pickers market rather than a passive allocation market....Markets = f(Supply, Demand) All markets are a function of supply and demand....The pressure is sharpest in emerging markets.

It’s important to remember every bull market sees some period of price consolidation — the market never...Market Liquidity: Regular rebalancing trades can enhance overall market liquidity....markets....But over time, competition arrives and the market fragments.As technologies mature, new winners emerge...like TVL and market cap.

Ostium is building the decentralized broker layer for global markets, routing trades directly to institutional...The result is execution that scales with real market depth and predictable, market-based financing rates...

Market Update Today was starting to look despondent, with BTC seeming to have rejected a key trend line...North American open, BTC posed a stern reversal (as you’ll see in this post) and pulled the rest of the market...Crypto markets are all too familiar with “fakeouts.”...in spot markets inspires some confidence.

...changes and emerging trends....The digital asset secondary market is increasingly resembling the robust secondary markets in traditional...finance markets....’s digital asset secondary market has been the emergence of distinct buyer archetypes....Market Consolidation and Access Private markets have a distribution saturation problem.