...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...

...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-...

...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...

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...

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-...

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....

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...

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?

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...

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...

...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note of China’s ongoing effort to stockpile gold...The big kicker though is the nearly $500B of liquidity the PBOC has withdrawn over the last 3 months...Despite the rise in real yields and a stronger USD, gold’s price is moving higher… We saw gold start...

...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...

...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...

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...

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...

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...

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.

...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.

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).

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...