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Let It Happen - Market Update 5/4/2025
<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....
1 Min
Macro & Markets
May 2025
Up Up & Away? - Market Update 5/12/2025
As promised – yet another weekly market update video. Last week was indeed a big week. BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months. Many al...
1 Min
Macro & Markets
May 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
Market Musings - Uncertainty Permeates The Market
gold is signaling something to come....Remember – gold is seen as a safe haven asset....building way ahead of the lows; this dynamic… pic.twitter.com/K8NjvTAOSy — adam (@abetrade) February 5,...i’ve hit ‘buy’ over the last 6 weeks pic.twitter.com/dIwnS6hnTS — jason 🎢 (@3xliquidated) February 5,...
13 Min
Macro & Markets
Feb 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
200m GRVT tokens, 20% of GRVT’s total token supply of 1B tokens, from three different reward pools:  5%...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. ...
19 Min
Infrastructure
May 2025
Something’s Gotta Give
Three months ago, Fed fund futures were pricing 5-6 cuts in 2025. 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...
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....The direction of this move will tell us how real the risk appetite is in Q3. 5....BTC vs Gold: Structural Trend Intact BTC/Gold remains one of the cleanest relative expressions of liquidity...
5 Min
Macro & Markets
Jun 2025
Market Musings - New Year, More Volatility
The SPY once again rallied significantly, putting in a 5% move in the week leading up to the Inauguration...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...Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto)....“Global M2 grew at an average annual rate of ~5% in the prior decade pre-COVID.
90 Min
Macro & Markets
Dec 2024
Hope Metric : Macro Signal Monday (05-19-2025)
...in sentiment or R² yet   The Round Up Markets enter the week with macro stress rising: VIX up nearly 5%..., bond yields climbing post-Moody’s downgrade, and gold catching a bid....Signal 5: Crypto Policy & Legal Developments – Mildly Bullish Dubai sets strict new crypto compliance...
4 Min
Macro & Markets
May 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....Over the coming 5 years, I expect nearly all illiquid asset classes will undergo its “mortgage-backed...
25 Min
DeFi
Mar 2025
Are Investors Too Bearish Now?
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...only make the case for neutral non-sovereign scarce assets stronger (which of course includes digital gold...
3 Min
Macro & Markets
Apr 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Note: Market pricing data as of 5/14/25 close; all dollar references herein refer to USD Executive Summary...We expect Galaxy to execute leases for the 1,000MW(5) of additional expected available power at Helios...Traditional Hyperscalers Amazon, Google, Microsoft, and Oracle were ranked either gold or silver, its...
32 Min
Macro & Markets
Jun 2025
Update: Resurgence of GameFi?
...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.
7 Min
Gaming
Mar 2025
Enter the Dream Machine
Gold If you want to play Sanko Pets, you will need GOLD....After 5 days, these will produce their first 5 fruits....and enter a state of hibernation, and the only way to bring them back is with bunzempic, which costs 5...of 150 GOLD ($2700).
21 Min
Gaming
Jun 2024
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
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...Gold has hit yet another all time high....High quality stocks, growth stocks, gold and silver have been ripping all year.
14 Min
Macro & Markets
Oct 2024
Kill your customer: The death of KYC and the rise of ZK-TLS
...portion to ensure that the user isn’t lying about the content, all without seeing any portions of the page...
20 Min
Macro & Markets
Jul 2025