Reports1426 results
Why Things Will Get Crazier [Crypto Insider Talks - Oct. 2024]
Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....
Macro & Markets
5 days ago
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
Welcome to another Market Musings, spooky szn edition. Sixteen years ago, to the day, one of the most innovative and influential papers in the 21st century was published and began to permeate the...
14 Min
Macro & Markets
Oct 2024
Elixir: Democratizing Liquidity Provisioning in the Age of Orderbooks
Elixir enables anyone to provide order-book liquidity. In the same way that Uniswap democratized access to liquidity provisioning via AMMs, Elixir wants to do the same for order-books....
14 Min
Orderbook
Oct 2024
DeAI IV: The Agentic Economy
The agentic economy may prove to be the most lucrative investment theme of our generation. With the value of your labor going to zero, the train only leaves the station once. The industrial revolution...
63 Min
Artificial Intelligence
Oct 2024
Market Musings - Game Time For Crypto Markets
Much of the last few Market Musings has been focused on the shifting tides in macro land. And rightfully so – a lot has materially changed over the last several weeks. For those who haven’t had a...
16 Min
Macro & Markets
Oct 2024
Off The Grid - Web3 Gaming's Biggest Launch
Off The Grid - Web3’s first ever true AAA title - just launched on PC, PS5 and Xbox, marking the most exciting gaming release of this cycle. With top streamers like Ninja or Ludwig playing a Web3 game...
18 Min
Gaming
Oct 2024
The Fat Wallet Thesis
Protocols and applications are “thinning-out”, freeing up more room for whoever owns the end user. The “Fat Wallet Thesis” asserts that as the ultimate front-end, no one is better positioned to re-cap...
32 Min
Wallets
Oct 2024
Markets Will Save The World
This report explores how prediction markets and futarchy harness the general intelligence of markets and why they are two of the most powerful ideas to come out of crypto since Bitcoin and Ethereum....
66 Min
DeFi
Oct 2024
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly are back to discuss the latest trends in macro and crypto....
Macro & Markets
Oct 2024
Market Musings - Reawakening The Animal Spirits
It’s good to be back in the saddle after a brief hiatus while attending industry conferences in Singapore. If you haven’t had a chance to read my conference takeaways, you can find them on the Alpha F...
16 Min
Macro & Markets
Oct 2024
The Inefficient Market Hypothesis
In this report, we will take a practical look at some of the most inefficient markets that exist today and draw parallels to crypto apps exploring solutions. We will unpack zkTLS and discuss why it is...
43 Min
DeFi
Sep 2024
Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
Recently, there has been an increasing focus on value accrual within blockchain networks. In this memo, we will explore Arbitrum’s […]...
16 Min
Layer 2 / L2
Sep 2024
Mid Year Gaming Review
After heating up in Q4 2023, Web3 gaming has gone through a volatile 2024 so far. However, the growing number of experienced teams getting closer to launching their products is an encouraging sign for...
18 Min
Gaming
Sep 2024
Market Musings - A Tale of Two Markets
When we compare traditional markets to crypto markets, the difference is clear. 2024 has essentially turned into a tale of two markets. On one hand, TradFi markets look generally fine. We see near...
12 Min
Macro & Markets
Sep 2024
NFT Memo - Metas Worth Paying Attention To
Despite an overall decline in NFT markets, creators keep adapting to current metas, and new narratives emerge. On the one hand, some NFT collections embraced memecoining to the point where they develo...
19 Min
NFTs
Sep 2024
Paladin of the Solana Round Table
The report discusses Paladin, a solution designed to combat predatory MEV while allowing validators, stakers to capture maximum proceeds from other MEV opportunities. We dive deeper into the Paladin b...
21 Min
DeFi
Sep 2024
A New Dawn for Web3 MMOs: Incentivized UA and ServerFi
Introduction The video games industry has seen many defining genres throughout the years, but few have had as rich and […]...
31 Min
Gaming
Sep 2024
A New Framework For Understanding Moats In Crypto Markets
In an industry where the laws of competition are inherently accelerated, the concept of a moat is profoundly important. However, we currently lack the right frameworks for understanding moats, and dow...
36 Min
DeFi
Aug 2024
Market Musings - Eternal Chop
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market. A year ago, Jerome Powell took the stage...
10 Min
Macro & Markets
Aug 2024
DeAI III: Composable Compute
Software is eating the world. AI is eating software. AI is largely the combination of data, compute and talent. The entity or network which most effectively organizes these resources is set to own the...
39 Min
Artificial Intelligence
Aug 2024