Top Results1766 results
Finding the Fun in Fundamentals #2 - Wemade
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
Scaling ETH L1: Is 100x Enough?
...tone from the EF and the Ethereum community is also partially influenced by the lack of performance of ETH...To the credit of the ETH-maxis, yes maybe we could refer to it as a “reprioritization” – mainly because...The issue was miscalculating the implications it would have on ETH as an asset.
8 Min
Layer 1 / L1
May 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
On DA Wars & ETH Alignment
MegaETH at capacity would easily consume ~2-5B gas/s.
5 Min
Infrastructure
Mar 2025
All My Coins Are Dead - Market Update 2/25/2025
As promised – a market update video given the turbulent conditions we are facing. If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back...
1 Min
Macro & Markets
Feb 2025
Plume × Royco Genesis Incentives – Day-1 Yield Markets
Plume opened its Season-2 liquidity-mining program this morning and will be distributing 150 million...It’s the first and only vault to reach full capacity so far, with the initial US $2 million filling in...Tempest ETH/PLUME Pool — High-Beta Carry The Tempest ETH/PLUME pool is currently the highest-yielding...
4 Min
DeFi
Jun 2025
The Future of Order-Book Liquidity (Part II - deUSD)
If that is the case, then every 2 months Elixir would shift the deUSD backing up the above tiers, one...provided crucial financial support during the 3+ years of Elixir’s development 1-year lockup, followed by 2...This would especially hurt (1) those looping their deUSD exposure through money markets (2) those using...ETH is inherently more liquid than stETH.
12 Min
Orderbook
May 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
I don’t know about ETH, but for Celestia, my answer is: Yes, but it’s nuanced....realize ETH isn’t good enough for their needs and switch to an altDA → ETH loses blob demand....The market may standardize around those two poles: (1) High-throughput monolith (Solana), and (2) ETH-aligned...The goal isn’t to replace ETH, or maybe it is, who knows.
47 Min
Layer 1 / L1
Apr 2025
The Fat App Thesis: An Inflection Point in Value Accrual
The goal of this report is to elaborate on the topic of the ongoing value leakage from ETH (and in a...Of course, ETH maxis would disagree....Imagine executing a single 6-figure swap from ETH into a stablecoin like USDC....years) I view the last option less likely, however, realistically, I believe in the near term (next 2-...
43 Min
Layer 1 / L1
Apr 2025
Based Rollups: The New ETH Alignment
Data Availability 2. Settlement 3. Execution 4. Consensus....Currently, the ultrasound relay requires 64 ETH collateral to be posted by the builders....This limit may need to be increased to ~700 ETH or even higher because this is the maximum amount of...Espresso Based Espresso: “Espresso is creating a marketplace for shared sequencing through which Layer-2...
42 Min
Infrastructure
Mar 2024
Tariff Tantrums - Market Update 4/9/2025
We will be hosting a live stream at 2:30pm EST today (Wed, April 9th).
1 Min
Macro & Markets
Apr 2025
Resurgence of GameFi: Update #3
NFTs have held the 0.35 ETH range....Season 2 is “close” (my interpretation is that it’s a few weeks away)....Season 2 will feature the new weapon system, as well as the introduction of boss battles....Gigaverse: NFTs have held their 0.09 ETH price.
5 Min
Gaming
May 2025
Hope Metric : Macro Signal Monday (06-09-2025)
Hope Metric Score: 54.7 range (Neutral – top of range) BTC ETFs saw outflows of –$131.6M last week, ETH...BTC / ETH ETF Flow Context BTC spot ETFs saw strong inflows in May, totaling $5.23B, but the momentum...For now, BTC flows have stalled while ETH continues to gain ground....This week’s BTC and ETH ETF inflows is definitely one to watch for a trend reversal.
6 Min
Macro & Markets
Jun 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
TLDR Hope Metric Score: 58.1 (Neutral-Cautious Optimism) BTC ETF Inflows: +$1.37B last week ETH...BTC / ETH ETF Flow Context ETF flows returned in force last week, marking a potential shift in capital...ETH ETFs also continued their run, logging $528.12M in net inflows, the strongest weekly print yet.
6 Min
Macro & Markets
Jun 2025
BERA Weak Into May 6 Unlock
...been extremely weak over the past few weeks, dropping 22% over the past 7 days while BTC, SOL and even ETH...On May 6th Boyco pre-deposit vaults will be unlocking $2B of locked TVL along with 2% of the BERA supply...
2 Min
DeFi
Apr 2025
Up Up & Away? - Market Update 5/12/2025
BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months...
1 Min
Macro & Markets
May 2025
The Public Crypto Accumulator Era - Part 1
Part 2 will examine the systemic consequences: how public accumulation is transforming token liquidity...By early 2025, total ETH holdings by public companies was estimated at just ~146,000 ETH, concentrated...Meitu, a Chinese software company, held ~31,000 ETH from a 2021 purchase....Part 2 of this series will explore these systemic effects in detail. ...
31 Min
Macro & Markets
Jun 2025
TOTAL3 Setting Up for a July 2024 Repeat?
Been tracking the TOTAL3 chart (total crypto market cap excluding BTC and ETH), and there’s a structural...
2 Min
Other
Apr 2025
The Year Ahead for DeFi 2025
Gen 2 cards often have interesting features that differentiate themselves from vanilla gen 2 cards....These cards offer a strong option for users that are bullish on ETH & AVAX, and identify with the...Here are estimated markouts for the most active LP in the 5bps eth/usdc pair on Bаse, 0x03a520…4EacBc...
72 Min
DeFi
Dec 2024
Delphi's Market Matters - June 2025
...obviously, um, the Fed interest rate decision later this afternoon, uh, as well as the presser, uh, at 2:...Um, but yeah, ETH e is, uh, you know, we [00:10:30] have some fundamentals going for ETH as well....There’s a, a long two to, to, to, you know, to stick their eth....LTR (2): Okay.
64 Min
Macro & Markets
Jun 2025