<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> As promised – yet another market update video....

We will be hosting a live stream at 2:30pm EST today (Wed, April 9th). We will go around the table discussing the ongoing tariff situation enveloping the global macroeconomic landscape in the afterma...

As promised – yet another market update video as the dust begins to settle in the aftermath of “Liberation Day”. It certainly promises to be a big week. If you have any questions, please comment bel...

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...

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...

...about the setup for more PBOC liquidity, and have taken note of China’s ongoing effort to stockpile gold...nearly $500B of liquidity the PBOC has withdrawn over the last 3 months (~$220B of which over the last ~4...Despite the rise in real yields and a stronger USD, gold’s price is moving higher… We saw gold start...

...be confirmed), all in-game payments would unlock discounts when using the token on an external web page...been well received overall, the current build remains incredibly unstable and likely needs another 2-4...In this context, the Conversion Rate (CR) measures the ratio of users who land on the Playstore page...

...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...

Even BTC’s performance relative to gold has held trend despite recent macro shocks....The current timing lines up. 4....BTC vs Gold: Structural Trend Intact BTC/Gold remains one of the cleanest relative expressions of liquidity...Every time the 1-week 9 EMA has crossed above the 21 EMA since 2020, BTC has outperformed gold by at...

As long as an asset has a CUSIP everyone is able to operate on the same page....dedicated piece a few months ago: https://t.co/uUg8G3zLdB — Robbie Petersen (@robbiepetersen_) December 4,...Thesis #4: Stablecoins and Global Payments In 2023, global GDP was ~$100T.

...portion to ensure that the user isn’t lying about the content, all without seeing any portions of the page...Reclaim is incredibly fast, with proof generation taking under 4 seconds, and users do not need to download...

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...For context, that’s equivalent to ~4% of US GDP and ~20% of the USG’s total revenue in FY 2024....Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto).

CoreWeave will pay $720MM (4) per year (with a 3% annual escalator) in rent to Galaxy plus all related...data center build outs and mining equipment), and all else equal, your revenues decline by 50% every 4...visibility inherent to its business model. 96% (FY24A) of CoreWeave’s revenue is derived via long-term (4-...

Gold has been and continues to be the canary in the coalmine for this thesis as market participants begin...BTC has lagged Gold for much of of the last several months, but we expect the laggard effect to minimize...Will she keep her recent promises to the crypto industry, or will it be more of the same from the last 4...

...the week with macro stress rising: VIX up nearly 5%, bond yields climbing post-Moody’s downgrade, and gold...Signal 4: Institutional BTC Actions – Neutral No daily ETF flow reported.

...their marketplace has processed 10,000 in-game transactions compared to just 300 on their Magic Eden page...Defi Dungeons The $GOLD token and Hero NFT were scheduled for a March release....Initially, $GOLD performed well at roughly 1.5x the sale price (peaking around $50M FDV) before declining...Non-equipable loot items can be sold at the Loot Exchange for $GOLD.

Gold If you want to play Sanko Pets, you will need GOLD....So, as the ecosystem expands, so should the demand for GOLD, but it is important to consider that GOLD...These trees can be planted from seeds that one can buy at the General Store for 4 GOLD or by winning...of 150 GOLD ($2700).

Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season...

BTC treasury activity remains strong (Reitar, Strategy, others) Macro tone improving: VIX, yields, gold...The VIX ticked down to 16.9, 10-year Treasury yields eased slightly to 4.47%, and gold gained 1%....Signal 4: Institutional BTC Actions – Neutral No major new BTC buying; treasury flows maintain momentum...