Top Results775 results
Beyond the $HYPE: An Objective Analysis of Hyperliquid
Given this unique topology, the following analysis will employ a sum-of-the-parts approach that values...Technical Risk: There are a handful of technical risks associated with building on the HyperEVM....Adding additional ticker auction revenue, using a 30% discount rate to reflect HL’s execution/technical...
17 Min
DeFi
Feb 2025
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
Shuffle ($SHFL) fundamental analysis: Transparent cash distributions, defensive characteristics, and...
19 Min
Betting
Jul 2025
Bigger Than Binance: How Pump.fun's $1.3B Raise Sets Up Crypto's Most Hated Rally
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...
30 Min
DeFi
Jul 2025
Shortcuts To Scale: How Enso Seeks To Reshape dApp Development
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...
31 Min
Infrastructure
May 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
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...
26 Min
AI
May 2025
Humanity Protocol: The Identity Solution Going after Meta
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...
31 Min
AI
Jun 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
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.
20 Min
Other
May 2025
Aptos: Infrastructure for the Financial Internet
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...
30 Min
Infrastructure
Apr 2025
An Ode To Bitcoin
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...
12 Min
Other
Dec 2024
Avalanche L1s: Powering the Future of Appchains
...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...
22 Min
Infrastructure
Jun 2025
State of the Charts
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...
3 Min
Macro & Markets
Apr 2025
Trump's Liberation Day: Market Update Live Stream
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...
2 Min
Macro & Markets
Apr 2025
The Battle of the AI Agent Frameworks
...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...
50 Min
Artificial Intelligence
Feb 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...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...
24 Min
Layer 1 / L1
Apr 2025
Finding the Fun in Fundamentals #1 - Mythical Games
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...
13 Min
Gaming
Mar 2025
Dev.Fun: Leading AI Vibe Coding Platform on Solana with 20,000+ Applications Live
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...
1 Min
AI
Jul 2025
Is The Market Carnage Over?
...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...
2 Min
Macro & Markets
Mar 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
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...
19 Min
Infrastructure
May 2025
The Year Ahead for AI + DePIN 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...
122 Min
Artificial Intelligence
Dec 2024
MegaETH: Performance to Compete With TradFi
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...
21 Min
Layer 2 / L2
Jan 2025