Record Debt Levels: What Does It Mean for Consumer Spending and the Economy?
Consumer debt has hit record highs, raising concerns about the future of U.S. spending and economic growth. As debt pressures grow, will U.S. households...
MARCRO & MARKET
VIEW ALLRecord Debt Levels: What Does It Mean for Consumer Spending and the Economy?
Consumer debt has hit record highs, raising concerns about the future of U.S. spending and economic growth. As debt pressures grow, will U.S. households...
Bitcoin’s Resilience Amid Market Volatility in Q3 2024
1. Highlights
Despite market volatility and external pressures, Bitcoin demonstrated resilience, with a 54.1% year-to-date return, affirming its role as a stable investment asset.
Key projects...
Decoding the Data: Is the U.S. Labor Market Signaling a Recession?
The U.S. labor market has become the focal point in the debate over whether the U.S. is facing a recession. In our latest study,...
Infrastructure
VIEW ALLSoFi In-depth Analysis: Farcaster, Cyberconnect, Lens Protocol
1. Key points - Takeaways
Farcaster is a leading protocol with close up is Lens Protocol in terms of DAU & Protocol revenue;
Farcaster is open...
Why BlackRock is Bullish on Bitcoin?
BlackRock's endorsement of Bitcoin signals a profound shift in how institutional investors approach digital assets. No longer viewed solely as a speculative asset, Bitcoin...
Explore investing thesis on decentralized computing market: Gensyn
1. Introduction: The New Era of Compute Power
We are entering a new industrial revolution driven by intelligence rather than machinery. The world’s hunger for...
NFT
VIEW ALLLayer-2 Ethereum Platform Abstract: The Strategic Move Behind Pudgy Penguins’ $11 Million Fundraise
Pudgy Penguins parent company, Igloo Inc., has secured $11 million in funding to develop Abstract, a new Ethereum Layer-2 blockchain. This move is driven...
Blur – from Zero to Hero
1. Market Context
During the peak period of NFTs from the beginning of 2021 to mid-2022, the renowned NFT exchange OpenSea was always regarded as...
The debate surrounding royalty fees – Are the motivations of NFT Creators being eliminated?
1. What are royalties, and why do we care?
For those involved in the NFT market, you are surely familiar with the concept of royalty...
Defi
VIEW ALLMetaDEX – Unlocking the Future of DEX Tokenomics
DEXs are the backbone of the DeFi ecosystem, enabling permissionless trading, liquidity provision, and governance without centralized intermediaries. As the DeFi landscape evolves, the...
The Polymarket Debate: A Betting Platform or A Tool for Insight Analytics
As of early August 2024, Polymarket has witnessed a substantial increase in activity, with monthly user transactions nearing 54,000, setting a record for the...
The Bull Case for Aave
1. Overview
Aave is a decentralized, over-collateralized lending platform that has become a cornerstone of the DeFi ecosystem. It enables users to borrow debt against...
OTHERS
VIEW ALLMetaDEX – Unlocking the Future of DEX Tokenomics
DEXs are the backbone of the DeFi ecosystem, enabling permissionless trading, liquidity provision, and governance without centralized intermediaries. As the DeFi landscape evolves, the...
High FDV Low Float token model how we get here?
1. Why did this FDV meta happen in the first place?
What’s behind this low float high FDV craze? Several factors are at play
FactorsSub-factorsReasonInvestmentValuationThis is...
Fostering a Lasting Influence on SocialFi
SocialFi emerged as a promising trend, offering users control over their data and interactions. However, by late 2024, these platforms have struggled to maintain...