Top Results223 results
USD.AI: Financing the Future of AI Infra
Preventing loss, given default: Equity cushion – 70% Loan-to-Value (LTV) ratio provides a safety margin...Maker/Sky’s net asset margin business generates 6-7% while retaining strong liquidity.
14 Min
Infrastructure
May 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
The max leverage a user can get to farm or margin trade via Aries will always be under 2x due to the...Aries was reliant on Econia’s CLOB for its spot margin trading....Aries uses a unified margin account, where collateralization is done on the account or address level....Moar has a distinct advantage over the competition for margin trading.
39 Min
Infrastructure
Jun 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...to Galaxy plus all related property expenses (triple net lease structure), resulting in a 90% EBITDA margin...If anything, the Neocloud business could become a higher-margin, less-commoditized industry than traditional...revenue ($1.8MM of revenue per MW of critical IT load per CoreWeave lease) $216MM of EBITDA (90% EBITDA margin...
32 Min
Macro & Markets
Jun 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
Importantly, the order-book, matching engine, margin system, clearing house, and oracle system all baked...tokens into HL is that it allows users to run more sophisticated trading strategies (e.g. non-stablecoin margin...
17 Min
DeFi
Feb 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
These chains were never architected for high-frequency, low-margin transactional throughput....A chain built around stablecoin velocity – and where there’s velocity, there’s margin, even if it’s not...
28 Min
Infrastructure
Jun 2025
Finding the Fun in Fundamentals #1 - Mythical Games
Madden is the market leader by quite a large margin.
13 Min
Gaming
Mar 2025
The Future of Order-Book Liquidity (Part II - deUSD)
...especially hurt (1) those looping their deUSD exposure through money markets (2) those using deUSD as margin...
12 Min
Orderbook
May 2025
The Inefficient Market Hypothesis
The horrendous UX of settlement is often masked for the user, as margin accounts typically allow a user...Margin accounts and handshake deals are band-aid solutions masking the archaic infrastructure of global...While this is a vast oversimplification of the opportunity cost, without margin accounts to remedy the...
43 Min
DeFi
Sep 2024
The Public Crypto Accumulator Era - Part 1
0.1% of XRP’s total supply, establishing it as the largest known public holder of the asset by a wide margin...
31 Min
Macro & Markets
Jun 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
...to Galaxy plus all related property expenses (triple net lease structure), resulting in a 90% EBITDA margin...
4 Min
Macro & Markets
Jun 2025
The Fat Wallet Thesis
...underappreciated advantage of this approach is that it more efficiently and securely enables cross-margin...Importantly, given each of these features exist under one super-app, Drift is able to seamlessly offer cross-margin...Infinex will initially offer spot trading and staking with plans to integrate perps, options, lending, margin...
32 Min
Wallets
Oct 2024
Liquity v2: Evolving Onchain Leverage
As discussed in our Contango report, money markets margin is often substantially cheaper than funding...
20 Min
Debt-Backed (CDP) Stablecoins
Nov 2024
Hope Metric : Macro Signal Monday (06-09-2025)
Institutional accumulation remains strong, macro conditions are improving at the margin, and sentiment-price...
6 Min
Macro & Markets
Jun 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
This would make Celestia the highest-throughput DA layer in the market by a wide margin.
47 Min
Layer 1 / L1
Apr 2025
Delphi's Market Matters - April 2025
That then all of those levered up players got margin called when there’s a var shock and the treasury...And so the way like my, my initial read on that was effectively like so many people are facing margin...And so when you have these volatility spikes, it, it creates this cascade of margin calls, forced [00...
73 Min
DeFi
Apr 2025
Blockchain Traction and CEX Support: The Chicken and the Egg
LayerZero support – LayerZero has the most bridging volume by a substantial margin.
5 Min
Infrastructure
Apr 2025
The Year Ahead for AI + DePIN 2025
...enterprise: looking at the “Life Time Value” of a customer by aggregating its retained contribution margin...given incentives significantly outweigh burns, its safe to say most of these drivers are contribution margin...
122 Min
Artificial Intelligence
Dec 2024
Narrative > Revenue: REValuating Crypto Assets
But because trading volumes are high and blockspace is cheap, the cumulative extraction at the margin...
8 Min
DeFi
Jun 2025
Pokémon Cards in 2025…as NFTs?
Instead of focusing on the margin from the primary sale, Courtyard generates revenue from its 6% marketplace...
7 Min
Gaming
Apr 2025
Tale of Two Chains - Arbitrum and Unichain’s New Sequencing Policies
Searcher profit margin  Searchers have enjoyed upwards of 95% margins in capturing lucrative liquidation...
8 Min
Infrastructure
May 2025