Top Results1148 results
Resurgence of GameFi: Update #3
...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...
5 Min
Gaming
May 2025
Bounce? - Market Update 3/17/2025
...data points coming: GDP growth, core PCE, ISM manufacturing, PMI, and early April non-farm payrolls Gold...complicating US debt refinancing situation Equity Markets S&P 500 and Nasdaq showing a decent bounce (3-...
3 Min
Macro & Markets
Mar 2025
Way Down We Go? - Market Update 3/31/2025
...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...
2 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....BTC’s total market value is only 3% of total US public equity market cap (1.5% of global), 5% of total...
12 Min
Other
Dec 2024
BTC Coming Home? - Market Update 3/24/2025
Daily timeframe showing bullish signals, contradicting bearish higher timeframes Anticipating “1-2-3”...for allocation Technical Outlook Multiple timeframe analysis shows conflicting signals: Weekly and 3-...
3 Min
Macro & Markets
Mar 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
As promised – yet another market update video given the continued carnage across risk asset markets. Summary The market continues to experience a broad selloff across both tradFi and crypto assets....
3 Min
Macro & Markets
Mar 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
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....gold is signaling something to come....Remember – gold is seen as a safe haven asset....Could gold be the canary in the coalmine, signaling something on the horizon?
13 Min
Macro & Markets
Feb 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
Diving into Nous Research's DeepHermes-3 Preview Model
In with the New, (not) Out with the Old DeepHermes-3 Preview builds upon Hermes 3’s function-calling...This feature is not present in Hermes 3, which primarily functioned as an instruct-tuned model without...Retains and Expands Hermes 3’s Function Calling System DeepHermes-3 retains Hermes 3’s function-calling...
6 Min
Artificial Intelligence
Feb 2025
Something’s Gotta Give
...about the setup for more PBOC liquidity, and have taken note of China’s ongoing effort to stockpile gold...The big kicker though is the nearly $500B of liquidity the PBOC has withdrawn over the last 3 months...Despite the rise in real yields and a stronger USD, gold’s price is moving higher… We saw gold start...
7 Min
Macro & Markets
Jan 2025
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...Most people are familiar with Paxos for its on-chain gold offering, PAXG....that these protocols will end up being more valuable on average than the assets themselves: During a gold...
20 Min
Other
May 2025
MON Protocol - Primed for IP Expansion
...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...
16 Min
Gaming
Apr 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....This quiet expansion is one of the earliest signs that conditions are shifting beneath the surface. 3....BTC vs Gold: Structural Trend Intact BTC/Gold remains one of the cleanest relative expressions of liquidity...
5 Min
Macro & Markets
Jun 2025
Programmable Asset Ledgers Will Eat The World
As long as an asset has a CUSIP everyone is able to operate on the same page....global interoperability across these clearing houses is nonetheless suboptimal (settlement is often t+3)...nature as open asset ledgers, blockchains could reduce the settlement of international trades from T+3...
25 Min
DeFi
Mar 2025
Market Musings - New Year, More Volatility
The FOMC cut rates by 25 basis points to 4.50%, and signaled fewer cuts in 2025. 3....changes in the macro environment, and what to expect from the global liquidity outlook, yields, the DXY, gold...
13 Min
Macro & Markets
Jan 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Helios’s key asset is its 800MW(3) approved power contract with the Texas utility operator, ERCOT....of capacity to CoreWeave in H1-26 (Phase I), followed by 400MW(3) in 2027 (Phase II)....(3) of approved gross IT capacity, and an additional 1.7GW under load study....Galaxy expects approval for an additional 800MW (3) in the coming months.
32 Min
Macro & Markets
Jun 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...With gold and equities consistently grinding to new all time highs and with the clear bullish shift in...At this point, BTC is about 3% off of the range highs which have acted as stiff resistance for the better...Gold has hit yet another all time high.
14 Min
Macro & Markets
Oct 2024
The Year Ahead for Markets 2025
At the time, we were just over 3 months out from the next Bitcoin halving....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...Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto).
90 Min
Macro & Markets
Dec 2024
Are Investors Too Bearish Now?
Fed rate cuts this year — with 75% expecting at least two rate cuts, while over 40% expect at least 3....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...
3 Min
Macro & Markets
Apr 2025