Top Results369 results
Finding the Fun in Fundamentals #1 - Mythical Games
The following case study also works as a stark reminder of the large performance gap between leading...has made a bet that the NFT trading tax, and to a lesser extent feelings of ownership and collector wealth...Notably, the studio states that they believe players are not incentivized by profits but rather portfolio wealth...
13 Min
Gaming
Mar 2025
The Year Ahead for Markets 2025
Despite all the recent rhetoric around cutting the fiscal deficit, the gap between total government spending...predicted that higher-level figures — like TVL and market cap — would lag but eventually close the gap...If Solana is able to continue growing faster than Ethereum, we expect SOL to close the gap with ETH on...→ speculation → wealth creation.
90 Min
Macro & Markets
Dec 2024
Zenrock: Paving the Path in dMPC
While many solutions have been developed to address this gap, they often face critical shortcomings such...Wrapped Bitcoin Landscape Wrapped tokens are digital assets designed to bridge the interoperability gap...
12 Min
Cross-Chain
Feb 2025
Squads' Expansion from Multisigs to Crypto-Native Fintech Infrastructure
Fuse Card eliminates the need to interact with traditional banking rails directly and narrows the gap...The upcoming Fuse Card bridges the gap between crypto and the physical world, while the Squads API opens...
26 Min
Infrastructure
Feb 2025
An Ode To Bitcoin
...then extended this analysis to include capital inflows from other potential sources, like individual wealth...transact in and store; that had the potential to attract large pools of capital (investors/funds, offshore wealth...
12 Min
Other
Dec 2024
The Year Ahead for AI + DePIN 2025
All the speculation has created immense wealth but also drawn warnings of a mania....The upshot for markets is that AI will drive wealth creation across a much broader swath of society than...In plain English — AI will create orders of magnitude more wealth than past technology waves due to its...
122 Min
Artificial Intelligence
Dec 2024
Aptos: Infrastructure for the Financial Internet
Just like computers used Moore’s law, disruptive innovations close the gap to surpass established technologies...Aptos is trying to bridge this gap.
30 Min
Infrastructure
Apr 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
In fact, Robinhood just recently rolled out their very own “Robinhood Strategies”, a low cost wealth...
26 Min
DeFi
Apr 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Helios Overview – How Galaxy Can Fill Power Supply Demand Gap Helios’s characteristics render it ideal...for AI use-cases, allowing Galaxy to fill the hyperscale demand gap: Massive Scale at a Single Location...
32 Min
Macro & Markets
Jun 2025
MON Protocol - Primed for IP Expansion
The gap is extremely wide compared to tokens like Pixels or Big Time, which have up to 50x deeper order...
16 Min
Gaming
Apr 2025
Market Musings - Uncertainty Permeates The Market
Short term game plan: Watching price action (perp and spot participation) should BTC close the gap back...
13 Min
Macro & Markets
Feb 2025
Falling Upwards
The longer we stay here, the sharper sentiment needs to catch up Every day sentiment lags → the “gap...There are two theoretical ways to close that gap: Price declines to meet low sentiment (bearish alignment...And according to the model, that gap doesn’t close on its own.
5 Min
Macro & Markets
May 2025
Investing Beyond Human Labor
Wealth once earned by human workers will instead flow disproportionately toward those who own critical...AI infrastructure, significantly increasing incentives for strategic wealth accumulation....For example, two investors owning 10% and 11% of total wealth, respectively, might see the wealthier...
9 Min
Artificial Intelligence
Mar 2025
Dog Days of Summer
The consensus was that a rising BTC price always resulted in a trickle-down wealth effect for ETH and...The only problem is that the wealth effect from these BTC ETF flows has been siloed to BTC and hasn’t...The upshot is the wealth effect from a rising BTC price is diminished.
34 Min
Macro & Markets
Jul 2024
The Stablecoin Manifesto
...unstable currencies or restrictive capital controls, stablecoins provide a crucial tool for preserving wealth...They only provide financing for larger receivables or bundles of receivables, leaving a huge gap in the...
45 Min
Stablecoins
Nov 2024
Market Musings - New Year, More Volatility
2025 Short term game plan: Watching price action (perp and spot participation) should BTC close the gap...
13 Min
Macro & Markets
Jan 2025
DeAI’s Path Forward: Trust & Efficiency
Bridging the Gap: Hybrid Tactics Although extra large context windows resolve many legacy retrieval bottlenecks...
22 Min
AI
May 2025
The Year Ahead for Gaming 2025
...their liquid token investments, institutions have had to recalibrate their approach as the valuation gap...trajectory: Can large-scale projects like OTG or MaplestoryU successfully launch tokens that both create wealth...The sentiment gap between Web3 and traditional gaming widens, as mainstream gamers and developers remain...
61 Min
Gaming
Dec 2024
The Fat App Thesis: An Inflection Point in Value Accrual
In this report we’ll touch on additional factors that further widen the value accrual gap and transition...
43 Min
Layer 1 / L1
Apr 2025
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
Union Chain, an institutional grade RWA L2 powered by the ZK stack, targeting SEA Goal: bridge the gap...
19 Min
Infrastructure
May 2025