...there’s been a big shift in core approaches to ecosystem building since 2020-22 – users have come to demand...Thala’s continued growth as a DEX is contingent on the macro demand to trade on Aptos....If traders net lose on the platform, the global debt pool shrinks....Focus on the portion of the market that has proven demand and market-fit today.

I have to emphasize relative here, because we did still see a significant drawdown following global market...During last year’s unwind we caught wind of what this could mean for broader global markets....https://www.statista.com/statistics/246420/major-foreign-holders-of-us-treasury-debt/ Global Markets...

Join Tommy Shaughnessy from Delphi Ventures as he hosts Logan Allen, Founder of Zorp and Nockchain, for a deep dive into Nockchain, a novel proof-of-work L1 blockchain, and its implications for decent...

Global Fiscal Sustainability & Spiking Bond Yields The tariff situation has catalyzed a global shift...This trend is already putting strain onto global bond markets....If demand for sovereign debt wanes — as debt supply continues to expand — liquidity issues will almost...The contrast between BTC and ETH ETF demand remains significant.

Thesis #4: Stablecoins and Global Payments In 2023, global GDP was ~$100T....That same year, over $2T was spent on global transaction fees....Arguably one of the greatest opportunities lies in serving demand for cheaper global payments....To simply say, “we need cheaper global payments” therefore misses the point.

This was followed by the 2024 global debut of Night Crows, which generated $10 million in sales within...a strict maximum supply, and when a token reaches its supply cap (which is solely driven by player demand...Ultimately, it doesn’t solve the fundamental question of how to create enough demand-side pressure for...

But this burst in demand in emerging markets has deepened Tethers liquidity as well, a win-win situation...Demand for a stable dollar-pegged asset was the value prop that brought Tether to where it is today,...and to abstract away from that demand layer seems counterintuitive to its continued growth.

Infrastructure provisioning becomes elastic and programmatic: autoscale based on demand....Sui sets fees based on the specific demand associated with individual objects or assets....In contrast, Ethereum operates a unified global fee market, where every transaction contributes to overall...

...problem by building what Sam Altman has called “one of the only trillion-dollar opportunities left” – a global...Their mission: build the largest global identity and financial network, owned by humanity rather than...Current attempts at this identity layer fail in critical ways: Government IDs: Exclude over half the global...

...worries, soaring bond yields, growing deficit concerns, a strong US dollar, the recent pullback in global...Two major catalysts driving a lot of the madness are: The big selloff in global sovereign bond markets...All markets are a function of supply and demand — and the growing supply-demand imbalance for longer-duration...

Ethereum will always lag behind DA demand compared to others....sampling (DAS) and a plan to verify proofs of execution on-chain, it becomes a passive verifier of global...requirements Rollups using Celestia not just for DA, but for attestation (Ethereum call it “settlement”) A global...

...like this that a blockchain has the ability to show users and builders that it can handle surges of demand...But it’s a tall task because most chains are not elastically scalable with demand....As a result, opportunities to build on momentum from high-demand scenarios are lost.

The Global South The Global South is a term used to describe countries that have a relatively low level...Provided there is demand for a positive PoG score, engagement across KGeN Play should increase (this...Its Demand-Side Platform, AppDiscovery, helps publishers purchase this inventory based on their user...

Fluctuations in global liquidity drive fluctuations in global markets — stocks, bonds, currencies, gold...liquidity — and therefore global markets....Global private credit growth has a strong correlation with Global M2 growth....This illustrates a clear lack of new demand entering the industry outside of BTC focused demand.

Introduction Hot take: the global backdrop & regulatory setup for crypto has never been more bullish...Trump’s propensity to make massive decisions on weekends, as well as the record-breaking 41 trillion in global...Financial System,” outlining that crypto and blockchain technology’s greatest strength lies in its global...

Low fees > increased network demand Increased network demand > total fee revenue As far as MEV...If anything, it gives us proof that Celestia is able to handle the demand....And as scaling improves exponentially, the competition to become a global settlement layer becomes increasingly...

Monetary Policy & Fed Sentiment – Mildly Bullish Fed’s survey showed tighter lending and weaker loan demand...However, BoE’s dovish tilt offers a balancing global liquidity tone....Signal 3: Geo-Economic Stability – Bullish Despite ongoing regional tensions, the dominant global event...

These are public crypto accumulators: companies that use equity, debt, and reflexive investor demand...As crypto holdings rise, equity/debt demand grows, which enables further accumulation....signals of rate stabilization in late 2023, Bitcoin has consistently responded to turning points in the global...

This level of data sovereignty aligns with global privacy standards like GDPR and CCPA, while acknowledging...Each of these requests require the payment of a small fee in $H, establishing demand-side pressure for...Without meaningful demand from apps and institutions, the system faces the risk of becoming a network...

BTC and crypto markets were not spared by the wider market sell off which wiped out almost 20% of global...About $5bn in BTC global open interest (~20%) was added on this move, signaling just how much speculation...And that resilient demand has certainly not manifested within the broad crypto market, with most sectors...