Top Results775 results
Given this unique topology, the following analysis will employ a sum-of-the-parts approach that values...Technical Risk: There are a handful of technical risks associated with building on the HyperEVM....Adding additional ticker auction revenue, using a 30% discount rate to reflect HL’s execution/technical...
Report
17 Min
DeFi
Feb 2025
Shuffle ($SHFL) fundamental analysis: Transparent cash distributions, defensive characteristics, and...
Report
19 Min
Betting
Jul 2025
Our analysis modeled a sizable 12% airdrop, but the team could opt for a smaller initial distribution...Our valuation analysis also supports this contrarian view....Deep dive analysis: How Pump.fun's $1.3B raise at maximum pessimism creates crypto's most compelling...
Report
30 Min
DeFi
Jul 2025
Instead of agile sprints, they navigate a technical obstacle course that transforms promising ideas into...The promise of “permissionless composability” often ends up as a technical hurdle in practice....These technical hurdles have undermined app development to a severe degree, but they’re only part of...
Report
31 Min
Infrastructure
May 2025
If you want to take a closer look, the code is open-sourced and the technical details have been published...REV is not exactly the same as revenue, but for this analysis we’ll use them synonymously. ...Assumptions
For simplicity, revenue, user growth, and inflation will serve as the foundation of this analysis...
Report
26 Min
AI
May 2025
In this report, we’ll discuss Humanity Protocol’s technical architecture, economic model, and scaling...Biometric Verification
Humanity combines palm print analysis with palm+vein recognition to create a dual-layer...Integration requires minimal technical expertise through pre-built software libraries that work with...
Report
31 Min
AI
Jun 2025
Technical Execution
Securitize is a chain-agnostic protocol by definition, but has thus far focused mainly...Technical Execution
On the surface, Inkchain is just like any other Optimism-based L2....Technical Architecture
Dinari’s dShares operate through a mint-burn mechanism.
Report
20 Min
Other
May 2025
The most important downstream implication of this is that Aptos can avoid technical debt that compounds...Lasting dominance heavily depends on the speed of integrating technical improvements....Aptos’ ability to upgrade ensures the platform responds to new technical breakthroughs, developer needs...
Report
30 Min
Infrastructure
Apr 2025
Aside from the technical breakthroughs it represents, at a more fundamental level, Bitcoin is an idea...We then extended this analysis to include capital inflows from other potential sources, like individual...The analysis below shows the risk-return profile of several allocation scenarios, measured from January...
Report
12 Min
Other
Dec 2024
...validators to participate in both the Primary Network and the individual L1 also introduced another layer of technical...New Economic and Technical Sovereignty
In a dynamic, fast-moving industry like crypto, flexibility is...Here are the key improvements summarized:
Enterprises building on Avalanche L1s
With this technical...
Report
22 Min
Infrastructure
Jun 2025
In this post, I will provide some technical analysis of the major L1s by means of index breadth conditions...Technicals Strategy Matrix
Let’s run a small handful of technical strategies on the Top 10 crypto assets...
Alpha Insight
3 Min
Macro & Markets
Apr 2025
Stream summary
Press Conference Analysis
I monitored Trump’s press conference announcing reciprocal...varied responses create more uncertainty in markets despite the supposed clarity of the announcement
Technical...Analysis
Bitcoin rejected at the 200-day moving average, a key technical level
Currently trading below...
Alpha Insight
2 Min
Macro & Markets
Apr 2025
...more cost-effective versions of comparable quality at a fraction of the cost…
Source: DeepSeek R1 Technical...It works for now—essentially as a prototype tool that enables a non-technical user to spin up a basic...Implementation Transparency
A significant limitation is the lack of public code repositories or technical...
Report
50 Min
Artificial Intelligence
Feb 2025
Along the way, we’ll evaluate Story’s positioning in the market, technical design, real-world use cases...assets and activities with off-chain legal and financial systems
Together, these pieces form the technical...To reduce friction for both developers and non-technical users, the protocol provides two complementary...
Report
24 Min
Layer 1 / L1
Apr 2025
An Analysis of NFL Rivals
Rivals is a stylized American Football game that features asynchronous PvP...The analysis explores their key products, monetization strategies, and the broader challenges they face...
Report
13 Min
Gaming
Mar 2025
Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to...They cover technical architecture, distribution strategies, monetization paths, and why Solana is their...
Alpha Insight
1 Min
AI
Jul 2025
...market conditions
Various perspectives shared on market cycles and liquidity factors
Discussion of technical...market implications
Comments on the evolving relationship between TradFi and crypto
Industry Dynamics
Analysis...factors affecting the crypto space
Panelists share perspectives on long-term industry development
Technical...
Alpha Insight
2 Min
Macro & Markets
Mar 2025
In addition to direct funding, developers have access to go-to-market & technical support....Looking ahead, executing on the technical roadmap and planned DevEx improvements throughout 2025 will...Clearly, the ZKsync team has a good grasp of what technical integrations to prioritize and is aligned...
Report
19 Min
Infrastructure
May 2025
Artificial Analysis
As a result, the open source community finds itself highly reliant on the benevolence...been astonishingly human: literally .1% in pithy tweet quality, album drops, virtual art, investment analysis...And while much of the analysis will touch on US industry, where legacy infrastructure and a shifting...
Report
122 Min
Artificial Intelligence
Dec 2024
Technical Innovations
MegaETH brings in a number of architectural innovations to reduce latency and increase...Instead, its technical components, tradeoff choice is primarily meant for applications that want to focus...In contrast, rollups—despite their supposed technical advantages—are failing to match Solana’s throughput...
Report
21 Min
Layer 2 / L2
Jan 2025