Top Results1420 results
Finding the Fun in Fundamentals #2 - Wemade
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 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
MON Protocol - Primed for IP Expansion
Introduction Gaming tokens have been in a brutal downtrend, with many projects struggling to sustain momentum...Its 2% depth on Bybit – an indicator that tries to evaluate the required liquidity to move a token by...2% – is just $3.5k-$4.5k, with even lower depth on Bitget ($2k-$3k) and KuCoin/MEXC ($1.2k-$1.8k).
16 Min
Gaming
Apr 2025
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
The previous casino-token cycle, led by Rollbit ($RLB) in mid-2023, lost momentum....This represents meaningful momentum; Shuffle now commands higher deposit volumes than Rollbit ($1.2 billion...While Roobet still holds the #2 position, the gap is narrowing rapidly; Shuffle is now running at roughly...Liquidity mining covers 2%, vesting over three years.
19 Min
Betting
Jul 2025
All My Coins Are Dead - Market Update 2/25/2025
As promised – a market update video given the turbulent conditions we are facing. If you have any questions, please comment below or message in the PRO telegram chat and I will do my best to get back...
1 Min
Macro & Markets
Feb 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
Rollup tokens benefit directly from user growth: gas, MEV, execution, narrative momentum through a memecoin...Abstract, Initia, and Movement aren’t live and it’s uncertain if they will gain momentum....that Celestia doesn’t need 100s of rollups to win, it just needs one BASE-like rollup to start gaining momentum...
47 Min
Layer 1 / L1
Apr 2025
April Showers… May Flowers? - Macro & Markets May 2025
Tactical View: Short Term Momentum Slowing, Longer Term Outlook Remains Constructive As we close out...Resurges, Ethereum Sees Early Rotation As shown in the daily chart, flows were strongest between May 2...upward moves in BTC price, reinforcing the reflexive relationship between ETF demand and spot market momentum...
25 Min
Macro & Markets
Jun 2025
Resurgence of GameFi: Update #3
Season 2 is “close” (my interpretation is that it’s a few weeks away)....Season 2 will feature the new weapon system, as well as the introduction of boss battles....begets Opportunists We’ve now also seen some less-than-well intentioned actors capitalize on the growing momentum...
5 Min
Gaming
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....soon: Path dependence: The combination of (1) an existing security standard (CUSIP / ISINs) with (2)...Thesis #2: Decentralized-Virtual-Infrastructure-Networks (DeVin) The non-linear impact of AI is one of...Infrastructure giants have three major inputs: (1) land (2) labor and (3) hardware.
25 Min
DeFi
Mar 2025
Market Musings - New Year, More Volatility
...markets began to lose steam, and starting to look past this speculation (the new administration is still 2...The Fed delivered a ‘Hawkish Cut’. 2....Markets have not yet recovered the same appetite and momentum it had going into the December FOMC meeting...Sadly most likely, unless we get a momentum shift here soon. Generational long setup 2.
13 Min
Macro & Markets
Jan 2025
What's going on with $WLD?  How will the World event affect future price action?
...protect the platform’s user experience from AI agents/bots World is well-positioned to solve points 2...Intrigued by Route 2 Fl’s post on X, I decided to take a closer look at price action leading up to, during...significant downward pressure with the broader market struggles overwhelming any positive conference momentum...
4 Min
Layer 2 / L2
Apr 2025
DeAI’s Path Forward: Trust & Efficiency
While GPT-4.1’s API pricing is around $2 per million input tokens (and $8 per million output tokens),...DeAI Solutions The previous section highlighted critical trust and scalability gaps that threaten AI’s momentum...Similarly, Nous Research’s DeMo (Decoupled Momentum Optimization) and DisTrO (Distributed Training Over...
22 Min
AI
May 2025
An Ode To Bitcoin
10 largest crypto assets (Dec. 2018) In other words, we thought it was the perfect time to drop a 60-page...
12 Min
Other
Dec 2024
Bigger Than Binance: How Pump.fun's $1.3B Raise Sets Up Crypto's Most Hated Rally
...numbers, suggesting the sustainability question remains whether this concentrated surge can maintain momentum...Infrastructure Development: While Pump could build their own stablecoin or Layer 1/2 to capture more...Think back to how FTX executed this playbook by using portions of their $2 billion in collective fundraises...
30 Min
DeFi
Jul 2025
Delphi Daily - 7th May 2025
The 212-page proposal includes disclosure requirements, self-custody rights, and consumer protections...security council control: Stage 0 (full control), Stage 1 (requires 75% approval to override), and Stage 2...modeling suggests Stage 1 provides optimal security when proof systems are moderately mature, while Stage 2...
4 Min
Other
May 2025
EVM Wars: Between Giga Gas and Giga Gimmicks
...gas throughput with 150K TPS, Sei, an L1, is also pushing for 5 Ggas/s and then MegaETH and Rise with 2...MegaETH at capacity would easily consume ~2-5B gas/s....Sei’s DeFi is slowly picking up but has yet to reach momentum.
13 Min
Layer 1 / L1
Mar 2025
Delphi's Market Matters - June 2025
So is that a sign of slowing momentum? Who knows?...That’s very like a clear loss of momentum. Yeah....Like very clearly losing bullish momentum....LTR (2): Okay....LTR (2): Yes, sir. For sure. Thanks everybody. Yeah, thanks for tuning in.
64 Min
Macro & Markets
Jun 2025
Hope Metric : Macro Signal Monday (05-19-2025)
...everyone’s attention: Moody’s downgrade of US credit rating from AAA to AA+   BTC ETF data shows cooling momentum...Signal 2: Macro Indicators & Market Expectations – Mildly Bearish Bond yields jumped on Moody’s...Key Takeaways ETF Momentum Slows Further: Net inflows dropped to $608.4M last week (–33.9% WoW).
4 Min
Macro & Markets
May 2025
The Public Crypto Accumulator Era - Part 1
Part 2 will examine the systemic consequences: how public accumulation is transforming token liquidity...Narrative Momentum: As crypto holdings grow, the stock begins trading more like a crypto proxy, attracting...do not amplify upside, they do not issue new capital, and they do not create flywheels of investor momentum...
31 Min
Macro & Markets
Jun 2025
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