Top Results1379 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
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
An Ode To Bitcoin
Today, Bitcoin is digital gold....10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...So, we began by comparing BTC’s potential market value to that of the investible gold market....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
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
...because their protocol could easily extend to real-world assets in the future, such as offering wrapped gold...utilizes the blockchain as its official share register, which enables them to bypass DTC transfers and T-2...Most people are familiar with Paxos for its on-chain gold offering, PAXG.
20 Min
Other
May 2025
MON Protocol - Primed for IP Expansion
Its 2% depth on Bybit – an indicator that tries to evaluate the required liquidity to move a token by...2% – is just $3.5k-$4.5k, with even lower depth on Bitget ($2k-$3k) and KuCoin/MEXC ($1.2k-$1.8k)....be confirmed), all in-game payments would unlock discounts when using the token on an external web page...
16 Min
Gaming
Apr 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
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. ...UBS deployed smart contracts on a ZK validium testnet to experiment with ways to scale its gold offering...
19 Min
Infrastructure
May 2025
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
Something’s Gotta Give
Now, it’s less than 2.  ...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
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
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....If and when this level breaks, the window for BTC to expand opens up quickly. 2....BTC vs Gold: Structural Trend Intact BTC/Gold remains one of the cleanest relative expressions of liquidity...
5 Min
Macro & Markets
Jun 2025
Update: Resurgence of GameFi?
Now, while progression in season 1 centered solely around heroes, season 2 builds upon this foundation...We anticipate season 2 will incorporate functionality for burning tokens to upgrade or merge weapons....This system integrates with an in-game backpack, allowing users to bring 1-2 items on each run.
7 Min
Gaming
Mar 2025
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
...a niche cypher-punk internet mailing list has morphed into an asset colloquially known as ‘digital gold...ideas have helped spawn an entirely new industry and asset class with a combined market cap of over $2...Market Musings Over the last 2 months, we have been outlining our increasingly bullish attitude towards...Gold has hit yet another all time high.
14 Min
Macro & Markets
Oct 2024
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....soon: Path dependence: The combination of (1) an existing security standard (CUSIP / ISINs) with (2)...Thesis #2: Decentralized-Virtual-Infrastructure-Networks (DeVin) The non-linear impact of AI is one of...Infrastructure giants have three major inputs: (1) land (2) labor and (3) hardware.
25 Min
DeFi
Mar 2025
Market Musings - New Year, More Volatility
...markets began to lose steam, and starting to look past this speculation (the new administration is still 2...The Fed delivered a ‘Hawkish Cut’. 2....Generational long setup 2. Reclaim range high and breakout, please God I don’t ask you for much....changes in the macro environment, and what to expect from the global liquidity outlook, yields, the DXY, gold...
13 Min
Macro & Markets
Jan 2025
The Year Ahead for Markets 2025
It’s also broken to new highs against its “boomer” shiny counterpart — gold....Hypothetically, if global central banks reallocated 5% of their gold reserves to BTC, that would net...Fluctuations in global liquidity drive fluctuations in global markets — stocks, bonds, currencies, gold...Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto).
90 Min
Macro & Markets
Dec 2024
Delphi Daily - 7th May 2025
The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...security council control: Stage 0 (full control), Stage 1 (requires 75% approval to override), and Stage 2...modeling suggests Stage 1 provides optimal security when proof systems are moderately mature, while Stage 2...
4 Min
Other
May 2025
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
Hope Metric : Macro Signal Monday (05-19-2025)
...the week with macro stress rising: VIX up nearly 5%, bond yields climbing post-Moody’s downgrade, and gold...Signal 2: Macro Indicators & Market Expectations – Mildly Bearish Bond yields jumped on Moody’s...
4 Min
Macro & Markets
May 2025
Enter the Dream Machine
Gold If you want to play Sanko Pets, you will need GOLD....of 150 GOLD ($2700)....Apart from this literal farm, there’s also DMT Farming, where you can lock in DMT for 2 weeks, 1 month...If a user chooses to unbond, their position will enter the unbonding state and receive 2/3 of the unbonding...
21 Min
Gaming
Jun 2024
Resurgence of GameFi: Update #3
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....moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025