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To Liquidity and Beyond - 6 charts that explain why BTC is coiled for a breakout
USD stablecoin supply has begun rising again....USD Stablecoin Supply: Quiet Expansion, Real Signal Total USD stablecoin supply has reversed from its...Supply continues to rise steady and it confirms that crypto-native liquidity is coming back online and...When supply increases, it means there is more capital waiting to be deployed.
5 Min
Macro & Markets
Jun 2025
Briber's Four Forces
Liquity v2: take two is starting to take off, with BOLD eclipsing the v2.1 circulating supply....a governance token of their own) for $105 of a highly volatile incentive token that emits 1% of its supply...At $40M supply, BOLD is too niche to fully benefit from this (the market likely won’t price BOLD incentives...
11 Min
DeFi
Jul 2025
Noice: Making Cents of InfoFi
Powered by Kaito, Loud distributed 45% of its token supply to users who promote Loud in a first-of-its-kind...
16 Min
DeFi
Jun 2025
April Showers… May Flowers? - Macro & Markets May 2025
If demand for sovereign debt wanes — as debt supply continues to expand — liquidity issues will almost...It also removes circulating ETH from the market, converting it into long-term staked supply....Stablecoin Flows: Net Expansion Driven by USDT, USDC Stablecoin supply expanded modestly in May, with...
25 Min
Macro & Markets
Jun 2025
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
Despite aggressive buyback and burn mechanics – with nearly 60% of RLB’s original supply already retired...Compounding the issue, with the entire supply distributed, the Rollbit team had no flexibility left to...While there is still 9% of supply reserved for a third airdrop, this structure has created a far more...
19 Min
Betting
Jul 2025
Market Musings - Uncertainty Permeates The Market
Upcoming Token Unlocks Token unlocks and overall token supply continue to be important dynamics and themes...projects with large token unlocks struggling relative to industry benchmarks or competitors without these supply...This dynamic was part of one of the big themes from last year – the supply demand imbalance between tokens...
13 Min
Macro & Markets
Feb 2025
The Future of Order-Book Liquidity (Part II - deUSD)
Users are able to browse different markets, assess their respective APYs, and supply liquidity accordingly...incentive from APs to constantly capture arbitrage opportunities and rebalance the pool means that deUSD supply...The allocation of genesis ELX supply and respective vesting parameters are as follows: Community: 41%...
12 Min
Orderbook
May 2025
MegaETH: Performance to Compete With TradFi
It has increased the Stablecoin supply on Solana by almost double....Base alone, averaging roughly 20 MGas/s, uses about 11 KB/s—fully one-third of the total supply....Base and Worldcoin together consume 55% of the blob supply, and are expecting to 10x their usage in coming...years which needs blob supply to increase of some serious improvements in compression.
21 Min
Layer 2 / L2
Jan 2025
Finding the Fun in Fundamentals #2 - Wemade
Each has a strict maximum supply, and when a token reaches its supply cap (which is solely driven by...WEMIX was delisted in 2022 due to a discrepancy between its actual and reported circulating supply.
18 Min
Gaming
Jun 2025
A Proposed SEC Interim Safe Harbor Framework
...would be used to establish the outer limit of the securities laws application to a broader portion of supply...(which could extend to full supply if holding conditions are met)....by the Initial Development Group and Related Persons to ensure no more than [20]% of the Total Token Supply...
20 Min
Policy
Mar 2025
Programmable Asset Ledgers Will Eat The World
Unlike traditional commodity markets where pricing dynamically adjusts according to supply and demand...Entrants: How easy is it for new competitors to enter the market, diluting profitability by increasing supply...The third structural advantage of the DePin model is in its ability to more granularly match supply and...
25 Min
DeFi
Mar 2025
Avalanche L1s: Powering the Future of Appchains
This gives AVAX an elastic supply model that correlates directly to network activity. ...Over time, this creates a deflationary pressure on the token supply that could lead to long-term price...While the circulating supply is ~418m, the current max supply of AVAX is ~715m tokens, with 4.6m already...
22 Min
Infrastructure
Jun 2025
Liquity v2: Evolving Onchain Leverage
Where is that first big surge to 400M BOLD supply coming from?...would likely be dedicated to growing BOLD supply....BOLD supply is confined to 200M, and LQTY is valued like modern MKR at $0.29....BOLD supply fails growth stalls at 450M....BOLD reaches 800M supply.
20 Min
Debt-Backed (CDP) Stablecoins
Nov 2024
DeAI’s Path Forward: Trust & Efficiency
...critical trust and scalability gaps that threaten AI’s momentum and risk eroding capital-efficient supply...on cryptographic assurances, economic penalties for dishonesty, and borderless liquidity for compute supply...$330 billion in planned capital expenditure for 2025, analysts foresee an inevitable surplus of GPU supply...
22 Min
AI
May 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
For token supply, I used an adjusted $HYPE supply that reflects total supply net of foundation + grants...This is done to arrive at a more reasonable FDV as not all token supply is created equal....Using the adjusted token supply, we arrive at a NPV of $18.91 — implying $HYPE is fairly valued with...
17 Min
DeFi
Feb 2025
BERA Continues Weakness Into Unlock @ 12:30pm UTC
There is also 2% of BERA supply that is airdropped.
1 Min
Layer 1 / L1
May 2025
The Upcoming Rise of Humanoid Robotics
Supply chains are getting faster, components are getting a lot cheaper, and all of the bottlenecks previously...For humanoids this means companies that supply things like powerful actuators, specialized bearings,...The supply chains for most components are still deeply tied to China and Southeast Asia, and reshoring...
7 Min
Global Macro Themes
May 2025
Metaplex DAO to Make ~50-55k SOL ($6-7M) April 25
This revenue is used to buyback MPLX tokens off the market, effectively lowering the circulating supply...TO date, Metaplex has repurchased ~6% of supply....As it stands now, they are buying back -0.5%-1.0% of their supply a month, which puts it at anywhere...
3 Min
Infrastructure
Apr 2025
Celestia's Roadmap: $TIA Time, or is DA a Commodity?
Opposite to Celestia, in Ethereum, fees fluctuate with blobs demand, but the supply ceiling is hardcoded...$TIA Tokenomics: Who Pays, Who Dumps To finalize, let’s look at the supply, distribution, and unlock...Total Supply: 1B $TIA Circulating Supply: 588M currently. ~250M at launch, with gradual unlocking* Inflation...
47 Min
Layer 1 / L1
Apr 2025
Bigger Than Binance: How Pump.fun's $1.3B Raise Sets Up Crypto's Most Hated Rally
When examining Pump at its $4 billion FDV with realistic circulating supply assumptions, the valuation...Assuming 33% circulating supply, Pump would trade at just 2.45x market cap/revenue—a dramatic discount...Assuming 33% circulating supply, Pump would trade at just 1.68x market cap/revenue, far below the peer...
30 Min
DeFi
Jul 2025