Top Results217 results
Positioning Early: Kittenswap, Hyperswap and the HyperEVM DeFi Opportunity
The HyperEVM is still in its early days — with no major tokens TGE’d yet — now’s the time to look for asymmetric farming opportunities. Not just for yield, but for points, governance power, and...
9 Min
DeFi
May 2025
April Showers… May Flowers? - Macro & Markets May 2025
The Hope Metric (HM) The Hope Metric is a proprietary sentiment and positioning framework developed by...This would signal that price and positioning remain decoupled, reinforcing the need for caution until...Often signals poor positioning or panic-driven conditions....In reflexive systems, price action influences positioning, which in turn reinforces price.
25 Min
Macro & Markets
Jun 2025
The Public Crypto Accumulator Era - Part 1
It reacts to shifts in real yields, central bank positioning, and broader liquidity conditions....The move reinforces DFDV’s strategic positioning as a Solana-native public company, using the tools of...The lead investor is expected to play an ongoing governance role, positioning the deal closer to a strategic...
31 Min
Macro & Markets
Jun 2025
Story Protocol: Does IP Need a Chain?
Along the way, we’ll evaluate Story’s positioning in the market, technical design, real-world use cases...Positioning for the AI-Driven IP Economy The proliferation of AI is beginning to overwhelm traditional...That’s why positioning, usability, and narrative clarity aren’t secondary concerns, they will determine...
24 Min
Layer 1 / L1
Apr 2025
Humanity Protocol: The Identity Solution Going after Meta
This advantage manifests itself across scalability, market positioning, and long term value creation....Palm+vein verification operates at comfortable distances without requiring chin rests, precise eye positioning...Users simply hold their hand naturally toward a sensor, significantly eliminating the positioning challenges...
31 Min
AI
Jun 2025
Programmable Asset Ledgers Will Eat The World
...a deep dive here) the following logic generally applies to any DePin vertical (e.g. telecom, GPUs, positioning...area (1) B2B applications where businesses are inherently more cost sensitive (e.g. computing, data, positioning...
25 Min
DeFi
Mar 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
They could end up with substantially powerful and lucrative positioning, occupying a similar role of...they pioneered flexible infrastructure for “curation 2.0” but also in how they’ve supported curators, positioning...
26 Min
DeFi
Apr 2025
Covalent: On-chain Data Meets Agency
Covalent is positioning GoldRush and MCP as the data layer for Zero Employee Enterprises (ZEEs), multi-agent...
13 Min
Infrastructure
Jun 2025
USD.AI: Financing the Future of AI Infra
A transparent and demand-driven market determines queue positioning, preventing opaque or unfair liquidity...Market Positioning USDai is most comparable to DAI and USDe.
14 Min
Infrastructure
May 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
Check out our full report to learn about the Elastic Network's positioning, architecture, and development...
19 Min
Infrastructure
May 2025
Finding the Fun in Fundamentals #1 - Mythical Games
In addition to its relatively unique positioning, the company has spent the last four years quietly dogfooding...
13 Min
Gaming
Mar 2025
EVM Wars: Between Giga Gas and Giga Gimmicks
...answer is high-quality applications, but let’s have a look at a few of these chains and how they’re positioning...
13 Min
Layer 1 / L1
Mar 2025
MON Protocol - Primed for IP Expansion
Pixelmon anime is set for mainstream distribution, likely via a major streaming platform or cable network, positioning...
16 Min
Gaming
Apr 2025
Hope Metric : Macro Signal Monday (05-19-2025)
Metric aggregates sentiment across 7 signals to form a structured outlook on Bitcoin’s macro-financial positioning...Bullish Strategy and Metaplanet combined for $860M+ in BTC buys – a clear sign of confidence in long-term positioning...
4 Min
Macro & Markets
May 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
...transparent nature of blockchains, institutions participating in onchain trading risk revealing their positioning...Learn more about zkVerify's technology, market opportunities, and strategic positioning in this memo...
22 Min
Infrastructure
Apr 2025
The Year Ahead for Gaming 2025
Off The Grid (OTG), the largest gaming launch of 2024, has been a standout success, positioning AVAX...Emerging Networks Base Endorsed by Coinbase, Base is positioning itself as a major platform for Web3...SUI appears to be positioning itself as the “Asia chain,” underscored by its title headline sponsorship...
61 Min
Gaming
Dec 2024
Market Musings - New Year, More Volatility
As discussed on Market Matters, market positioning into a defined catalyst (like an election or inauguration...
13 Min
Macro & Markets
Jan 2025
Hope Metric : Macro Signal Monday (05-12-2025)
Metric aggregates sentiment across 7 signals to form a structured outlook on Bitcoin’s macro-financial positioning...purchases by firms like Strategy ($1.34B) and Metaplanet ($126M) highlight aggressive institutional positioning...
3 Min
Macro & Markets
May 2025
Hope Metric : Macro Signal Monday (06-02-2025)
These end-of-month surges reflect MMF rollovers, regulatory positioning, and short-term liquidity management...Much of this reversal was driven by end-of-month positioning and unwind of basis trades, especially from...Metric aggregates sentiment across 7 signals to form a structured outlook on Bitcoin’s macro-financial positioning...
7 Min
Macro & Markets
Jun 2025
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
DeFAI agents evolve to execute sophisticated trading strategies, from specialized lending to optimal LP positioning...By targeting both institutional and retail users through their product suite, Squads is positioning itself...Read the full report for our comprehensive analysis of how Squads is positioning itself at the intersection...
26 Min
Infrastructure
Feb 2025