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Internet capital markets (ICM) is the new narrative taking CT by storm....The ICM tagline is something along the lines of “fluid and permissionless capital formation for decentralized...“internet capital markets”
bro they are literally just memecoins pic.twitter.com/tnm7j4OIzv
— Steve (...TL;DR: Internet capital markets appears to be a hollow narrative.
Alpha Insight
5 Min
DeFi
May 2025
Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they’re democratizing subnet funding and their fi...
Alpha Insight
1 Min
AI
May 2025
Capital flooded in....But vaults and capital curation aren’t new to crypto....Aave’s approach to capital allocation is what you might call Curation 1.0—capital efficient on the surface...In this sense, Morpho can be seen as abstract infrastructure for capital allocation rather than a capital...And that capital is starting to respond.
Report
26 Min
DeFi
Apr 2025
Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...Weekly flows fell 33.9% – capital flows are decelerating but remain net positive....The two-week decline marks a clear cooling of capital via ETFs.
Alpha Insight
4 Min
Macro & Markets
May 2025
As someone who’s been tracking L1 ecosystems for a while, I’ve noticed a pattern of how capital flows...With such low token dilution in the ecosystem, when that capital finally starts flowing from L1 profits...These could be the ones to watch when the capital starts moving downstream:
DEEP – Surprisingly Highly...
Alpha Insight
5 Min
Layer 1 / L1
Jan 2025
The only one with blobstream implemented so far is RARI, which only holds <550k TVL. ...In this market, values don’t move capital. Incentives do. It’s not ideal, but it’s reality....Assumptions:
Cost of capital: 3.5x return in 4 years
P/S exit multiple: 15x-20x (reasonable for growth...
Report
47 Min
Layer 1 / L1
Apr 2025
Macro Signal Monday sets the tone for BTC capital flows at the start of the week. ...Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...This liquidity parking behavior mirrors the March peak, which was followed by a capital redeployment...
Alpha Insight
7 Min
Macro & Markets
Jun 2025
It is becoming a programmable treasury layer; a capital strategy for public companies....As these companies raise capital and acquire more digital assets, their NAV grows....Reframing Ethereum as a Capital Reserve Asset
While SharpLink exemplifies the capital markets route to...
Report
31 Min
Macro & Markets
Jun 2025
Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...BTC / ETH ETF Flow Context
ETF flows returned in force last week, marking a potential shift in capital...
Alpha Insight
6 Min
Macro & Markets
Jun 2025
Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...accumulation remains aggressive on a week-over-week basis, and global trade de-escalation supports capital...
Alpha Insight
3 Min
Macro & Markets
May 2025
Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and...
Alpha Insight
1 Min
AI
Apr 2025
If these incentives result in more capital being supplied on a net basis, then they are effective....Echelon has $290 mn in supplied capital and $78 mn in active loans, giving it a global utilization rate...In terms of capital supplied, Echelon’s biggest markets are sBTC, USDC, and sUSDe.
Report
39 Min
Infrastructure
Jun 2025
Whether it is a rotation in risk, a macro liquidity inflection, or a shift in capital flow, we are approaching...Liquidity is no longer contracting + capital is starting to lean risk-on again....When supply increases, it means there is more capital waiting to be deployed....A breakdown would imply capital rotation out of stablecoins and into crypto risk assets.
Alpha Insight
5 Min
Macro & Markets
Jun 2025
Macro Signal Monday
Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...Strategy, Reitar, and others continue accumulating, showing capital remains engaged but more selective...
Alpha Insight
6 Min
Macro & Markets
Jun 2025
Solana Foundation, Lily Liu, PayFi is the idea that stablecoins can meaningfully lower the cost of capital...As a business looking for a counterparty to provide financing, it is inherently difficult to source capital...This is primarily due to the fact that there is no single marketplace to source capital from.
Alpha Insight
8 Min
Stablecoins
Dec 2024
...how they impact all three elements of the SEC’s mission—investor protection, market integrity, and capital...Crypto and Capital Markets: Separate Problems, Separate Fixes
Another point I want to emphasize—especially...Making crypto a regulatory arbitrage play and a vampire attack on capital markets – some sort of cheap...
Report
9 Min
Policy
Apr 2025
However, due to all this progress, DeFi has primarily been confined to users with capital....Incentives: Why Would Anyone Risk Capital or Repay Loans?...Goldfinch brought DeFi capital into real-world markets, pioneering a two-tier lending model that has...This ensures lenders do not miss out on yield if their capital sits idly in 3Jane’s pools.
Report
18 Min
DeFi
Jul 2025
M&A and capital raising advisory), lending, sales and OTC trading, and asset mgmt....Its former owner Argo Blockchain (a Bitcoin miner) was in desperate need of capital and sold the facility...Not only does this result in Galaxy possessing the adequate capital to fund the equity portion of its...
Report
32 Min
Macro & Markets
Jun 2025
Internet Capital Markets – Capturing the Narrative
The launch comes timely with the recent meta of internet...capital markets....We’ve seen just how difficult it is for early startup/project founders to raise capital and for real...But with Gavel, teams and new protocols may now actually be able to efficiently raise capital via fair...
Alpha Insight
7 Min
AMM
May 2025
These companies blend capital markets access with digital asset exposure....The intended flywheel is straightforward:
Raise capital below net asset value
Acquire and stake ETH...Both are deploying capital to acquire, stake, and monetize their SOL reserves, effectively turning into...hub, covering legal frameworks, capital access, and builder incentives.
Report
25 Min
Macro & Markets
Jun 2025