Top Results1022 results
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Internet capital markets (ICM) is the new narrative taking CT by storm....The ICM tagline is something along the lines of “fluid and permissionless capital formation for decentralized...“internet capital markets” bro they are literally just memecoins pic.twitter.com/tnm7j4OIzv — Steve (...TL;DR: Internet capital markets appears to be a hollow narrative.
5 Min
DeFi
May 2025
TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network
Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they’re democratizing subnet funding and their fi...
1 Min
AI
May 2025
Bigger Than Binance: How Pump.fun's $1.3B Raise Sets Up Crypto's Most Hated Rally
It would be capital-intensive without exponentially growing their existing business, and they’d lose...Hyperliquid lacks venture investors entirely....comfortable knowing the team’s 23.8% allocation is locked and the 38.9% reserved for future emissions has no venture...
30 Min
DeFi
Jul 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
Capital flooded in....But vaults and capital curation aren’t new to crypto....Aave’s approach to capital allocation is what you might call Curation 1.0: capital efficient on the surface...In this sense, Morpho can be seen as abstract infrastructure for capital allocation rather than a capital...And that capital is starting to respond.
26 Min
DeFi
Apr 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
M&A and capital raising advisory), lending, sales and OTC trading, and asset mgmt....Its former owner Argo Blockchain (a Bitcoin miner) was in desperate need of capital and sold the facility...Center Owners and Operators Nasdaq Uplisting Impact Galaxy initially went public on the Toronto TSX Venture...
32 Min
Macro & Markets
Jun 2025
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
Adding to these concerns, rumors have emerged that the team is launching a new crypto casino venture,...were to continue to trade flat, the yield is compelling but significant downside can erode initial capital...Outside of liquidity constraints, nothing prevents mercenary capital from buying before Friday draws...
19 Min
Betting
Jul 2025
A Proposed SEC Interim Safe Harbor Framework
...with a larger working group that includes representatives from 20+ crypto foundations, labs teams, venture...capital firms, staking providers, advocacy organizations, and law firms, who share the position that...impose lockups and other restrictions on Tokens held by Related Parties and those issued pursuant to capital...
20 Min
Policy
Mar 2025
Zenrock: Paving the Path in dMPC
In DeFi, wrapped tokens enhance liquidity by making capital from one blockchain available on others,...BitGo’s wBTC First introduced in 2019, as a joint venture between BitGo, Kyber Network, and Ren, Wrapped...
12 Min
Cross-Chain
Feb 2025
The Year Ahead for Gaming 2025
The institutional landscape has undergone its own evolution, particularly in response to shifting venture...Funds now face decisions between venture rounds valued at $30-150M and liquid tokens with no lockups,...A Buyers Market Given the disconnect between venture valuations and liquid token performance, the current...
61 Min
Gaming
Dec 2024
The Fat App Thesis: An Inflection Point in Value Accrual
The following graph by Syncracy Capital perfectly illustrates this: ETH trading at over a 300x multiple...In many cases, MEV is the result of inefficiencies and imbalances in onchain capital markets....This is true of traditional capital markets too, where market makers, arbitrageurs, and high-frequency...
43 Min
Layer 1 / L1
Apr 2025
Hope Metric : Macro Signal Monday (05-19-2025)
Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...Weekly flows fell 33.9% – capital flows are decelerating but remain net positive....The two-week decline marks a clear cooling of capital via ETFs.
4 Min
Macro & Markets
May 2025
The Public Crypto Accumulator Era - Part 1
It is becoming a programmable treasury layer; a capital strategy for public companies....As these companies raise capital and acquire more digital assets, their NAV grows....Reframing Ethereum as a Capital Reserve Asset While SharpLink exemplifies the capital markets route to...
31 Min
Macro & Markets
Jun 2025
Hope Metric : Macro Signal Monday (06-02-2025)
Macro Signal Monday sets the tone for BTC capital flows at the start of the week. ...Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...This liquidity parking behavior mirrors the March peak, which was followed by a capital redeployment...
7 Min
Macro & Markets
Jun 2025
ZKsync & The Elastic Network Endgame
...the seamless interoperability, asset transfers and function calls are supported by robust security, capital...Tradable: Onchain Private Credit Market Tradable is a high-profile joint venture between Victory Park...Capital, a private credit fund with $9B in originations, and Spring Labs, a blockchain data security..., Janus Henderson, and ParaFi Capital.
39 Min
Infrastructure
Jan 2025
Where will the Capital Flow in SUI Ecosystem?
As someone who’s been tracking L1 ecosystems for a while, I’ve noticed a pattern of how capital flows...With such low token dilution in the ecosystem, when that capital finally starts flowing from L1 profits...These could be the ones to watch when the capital starts moving downstream: DEEP – Surprisingly Highly...
5 Min
Layer 1 / L1
Jan 2025
Macro Signal Monday: BTC Sentiment, Flows, and Macro Align as Market Eyes Breakout (06/16/2025)
Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...BTC / ETH ETF Flow Context ETF flows returned in force last week, marking a potential shift in capital...
6 Min
Macro & Markets
Jun 2025
Exploring Base's Role in the Growing Onchain Economy
Onchain Metrics Total Onchain TVL Total Value Locked (TVL) is a metric used to assess the amount of capital...Presently, the best metric to view is total RWA growth, as it depicts real capital at stake onchain. ...It is important to acknowledge, that the majority of outflows experienced by Ethereum were mainly capital...
35 Min
Layer 2 / L2
Nov 2024
Hope Metric : Macro Signal Monday (05-12-2025)
Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context...accumulation remains aggressive on a week-over-week basis, and global trade de-escalation supports capital...
3 Min
Macro & Markets
May 2025
The Battle of the AI Agent Frameworks
Web3 equips agents with verifiability, sovereignty, and web native payments / capital markets, providing...Given its stage, I view REI as early venture risk with public market liquidity; the distribution of outcomes...I continue to believe that on-chain payments, internet capital markets, and software based governance...
50 Min
Artificial Intelligence
Feb 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
If these incentives result in more capital being supplied on a net basis, then they are effective....Echelon has $290 mn in supplied capital and $78 mn in active loans, giving it a global utilization rate...In terms of capital supplied, Echelon’s biggest markets are sBTC, USDC, and sUSDe.
39 Min
Infrastructure
Jun 2025