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Many people were not verified in time, or had to repeat the verification process, and ended up missing...prompted further concerns about the tokens remaining locked up on the platform for an extended period of time...
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9 Min
Layer 1 / L1
Oct 2020
“We found that accepting crypto delivers higher average order values, often 2–2.5 times higher....In time, we may well see the granularity of qualification criteria for stream interaction and engagement...a fascinating opportunity to stimulate engagement and game the Twitch rankings to bootstrap eyeball time...
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4 Min
Gaming
Jul 2020
Since then, the SPX is up about 40%, with BTC up about 160% over the same time period, further cementing...the notion that global liquidity is a fundamental driver of risk assets (something that long time readers...“Up only” and “up often” on any meaningful time horizon, there is no stopping this train....And it will certainly take time.
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16 Min
Macro & Markets
Oct 2024
...enshrined DAS, lazybridging… It’s basically Ethereum’s five-year roadmap, but live today: Short block times...to $500M+ in potential annual revenue, these product lines could add 1.5x-2x upside over a 5-7 year horizon...But they failed at that time.
The goal isn’t to replace ETH, or maybe it is, who knows.
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47 Min
Layer 1 / L1
Apr 2025
...turns, BTC and the rest of the crypto market will be one of the biggest beneficiaries as we’ve seen in times...the crypto market higher, breaking out of a multi-month consolidation as it eyes $60k for the first time...Zooming out, it’s interesting that BTC’s prior peaks tended to occur around the same time Chinese tech...
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16 Min
Derivatives
Oct 2021
It’s about time....📊 Coinbase Share Price Hits an All-Time Low
Coinbase share price has reached an all-time low of...Nevertheless, the exchange has continued to hit all-time lows, currently trading at a market cap below...now and preparing it for the next cycle which begs the question of what one should do during these times...
Report
4 Min
Spot Exchange
Dec 2022
📊 GMX Outperforms As It Approaches An All-Time High
Despite bearish market conditions, GMX has...Currently, GMX is just 8% away from an all-time high. ...The token is approaching an all-time high for the third time in the last year.
Report
2 Min
Macro & Markets
Dec 2022
Roughly 24hrs ago, Big Time, a blockchain-powered MMO, launched its token on select CEXs....couple of things I want to cover, including why I believe this could very well spell the end of Big Time...The token price could be propped up by limiting the circulating supply for a time, but it will inevitably...This is almost exactly what has happened in Big Time.
Alpha Insight
5 Min
Gaming
Oct 2023
Thinking of launching a PFP project today? Stop. Price chart below is from Momoguro, which is helmed by a 9x Emmy-winning studio.
Its extremely tough to launch a new PFP project that intends to beco...
Alpha Insight
1 Min
NFTs
Mar 2023
Fascist governments like Italy and Germany at the time lent aid to Fascists in Spain....And what it looks like is that the world is heading to a time of increased conflict and deglobalization...of peace, and we have no idea how they will weather an increasingly fractured world – and it is high time...
Alpha Insight
6 Min
Global Macro Themes
Sep 2023
But as BTC sits just above its prior all time highs, most majors well below their respective highs, I...
Alpha Insight
2 Min
Macro & Markets
Mar 2024
This is not the first time an NFT collection has done this (the most notorious example being Remilio,...For those that haven’t spent time in the trenches, these are often full of copypastas and “raids” – holders...Maybe this time it’s different.
Alpha Insight
3 Min
NFTs
Aug 2024
...includes:
Upgraded infrastructure
Improved spread model that will ensure more competitive pricing in times...
Alpha Insight
3 Min
Derivatives
Oct 2023
In our season finale of Bull vs. Bear, we dissect the recent market selloffs, spotlighting tokens that performed well. As we ponder on endings, we also cast our gaze forward, predicting what the next...
Media
30 Min
Macro & Markets
Aug 2023
The next big pump came around the time Elon Musk officially took over Twitter....But a physical DOGE coin is literally being sent to the moon in two weeks’ time, followed by the DOGE...However, that was not the case this time around, and instead, we find DOGE grinding up against that lost...
Alpha Insight
2 Min
Macro & Markets
Dec 2023
Weyl famously wrote Radical Markets, one of the most original and creative economic treatises of our time...
Media
Macro & Markets
Dec 2020
Building off Jason’s earlier post, BTC has officially broken to a new intraday all-time high....been a reliable guide throughout this current cycle, so it’s interesting to note what happened last time...Many “alts” outperformed during this time, and this is when the OG meme coin – DOGE – really found its...
Alpha Insight
3 Min
Macro & Markets
Mar 2024
The conversation discusses the recent market volatility and the dispersion effect in the cryptocurrency market. The hosts speculate on whether the recent market drop is the low point or if it will go...
Media
55 Min
DeFi
Apr 2024
Could it be in two weeks time things change? Maybe. Or could it be in four weeks time?...Awesome, that was a much shorter answer this time around....It’s interesting this time rise....What is different this time?
Bucking time horizon, bamboo. Stop doing this....The market freaks out about stuff, but give it time.
Media
50 Min
Macro & Markets
Feb 2025
Key Takeaways
S&P 500 is down 8% from all-time highs with potential for 10-15% total drawdown if...similar to the Japanese Yen carry trade unwind from August 2024
Bitcoin rejected at 90K range multiple times...volume gaps in 70-80K region with market structure clearly broken
ETH trading with a 1-handle for first time...
Alpha Insight
3 Min
Macro & Markets
Mar 2025

















