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April Showers… May Flowers? - Macro & Markets May 2025
Macro Thematics As May draws to a close and we navigate into the back half of 2025, the global macro...
25 Min
Macro & Markets
Jun 2025
Delphi Daily - 7th May 2025
Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...power value chain. https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights...
4 Min
Other
May 2025
Delphi Daily - 5th May 2025
Welcome to Delphi Daily, your concise roundup of the research, insights and reads shared in the members...
3 Min
Other
May 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
Private DeFi One of the more revealing insights from Paradigm and Allium’s recent study on TradFi’s interest...They can crowdsource decisions on product tweaks, ad designs, or content choices, getting data-driven insights...
30 Min
Infrastructure
Apr 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
...higher quality launches — pump.fun (@pumpdotfun) March 20, 2025 Their fee structure offers further insights...
16 Min
DeFi
May 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
Q1 – Key Insights Institutional adoption accelerates with Deutsche Bank, UBS PoC, WonderFi, and Tradable...
19 Min
Infrastructure
May 2025
DeAI’s Path Forward: Trust & Efficiency
Although the insights presented in DecodingTrust (June 2023) are outdated, they still highlight the stakes...By aligning their operational decisions and investments with these insights, participants can set themselves...
22 Min
AI
May 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
I’ve highlighted several key market dynamics and insights to evaluate WLD’s potential trajectory in the...
26 Min
AI
May 2025
Are Investors Too Bearish Now?
In “normal” times, these reports tend to have a few interesting insights, but it’s usually smaller incremental...
3 Min
Macro & Markets
Apr 2025
Covalent: On-chain Data Meets Agency
...on-chain indexed through Covalent’s GoldRush APIs—enables agents to consistently generate actionable insights...
13 Min
Infrastructure
Jun 2025
MON Protocol - Primed for IP Expansion
Retention and session length data provide valuable insights, especially since players received no incentives...
16 Min
Gaming
Apr 2025
The Battle of the AI Agent Frameworks
Split computation between AI and blockchain environments ERCData, a new standard for storing AI insights...ReiNetwork0x is building on @arkham‘s intelligence infrastructure This powers access to data and enhances insights...*I also appreciate the feedback from Twill, Ceteris, Luke, and Jose as well and insights from Don and...
50 Min
Artificial Intelligence
Feb 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
Source: CB Insights, TrendlineHQ   The Candidates There are numerous protocols and projects positioning...
20 Min
Other
May 2025
What went on during Steam Next Fest - June Edition
This was so that I could see how the rankings changed over time and hopefully gain some insights on patterns...
8 Min
Gaming
Jun 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
...visibility into market dynamics and pricing data, allowing it to provide unparalleled levels of data insights...demonstrate the correlation between on-chain wallet activity and user spending patterns, providing valuable insights...
44 Min
Gaming
Feb 2025
Subs Dot Fun: Tokenized Reddit
As members contribute insights, data, and discussions, the subagent adds to its knowledge base and rewards...
7 Min
Social Media
Apr 2025
zkVerify: Optimizing ZK Proof Verification At Scale
As projected by Fortune Business Insights, the market is forecasted to grow to $42.48B by 2030....Similarly, Fortune Business Insights forecasts digital identity to have a market size growth from $30.81B...
63 Min
Infrastructure
Jan 2025
Key Takeaways From Steam Next Fest 2025
However, it does provide some interesting insights, along with some great case studies of best practices...
4 Min
Gaming
Mar 2025
Off The Grid - Web3 Gaming's Biggest Launch
...matchmaking while having access to a vast amount of player-specific data provides the team with unique insights...and metrics from this first month will help forecast OTG’s short-term success and provide valuable insights...
18 Min
Gaming
Oct 2024
One Week Later: Story Thesis Revisited
...was able to generate genuinely useful, coherent, and contextually relevant discussion questions and insights...
8 Min
Infrastructure
Apr 2025