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,...
MARCRO & MARKET
VIEW ALLDecoding 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,...
Fed Rate Cut Incoming: Historical Market Reactions and What to Expect Next!
As the Federal Reserve prepares for an imminent rate cut, many investors view this move as a potential bullish signal for the markets. But...
Key Takeaways From BofA Global Fund Manager Survey
The latest Bank of America survey, which engaged 189 institutional fund managers overseeing a staggering $508 billion in assets, unveils crucial data to guide...
Infrastructure
VIEW ALLExplore 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...
Key Factors Fueling Base’s Growth in 2024
Base, Coinbase’s Layer 2 solution built on the Optimism stack, has witnessed explosive growth, positioning itself as one of the leading Layer 2 (L2)...
Towards Privacy-Centric Internet
1. Privacy in the Digital Age: The DePIN Movement
Today's digital communication landscape is filled with potential privacy pitfalls. Every click and message can be...
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 ALLThe 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...
Opportunity for sUSDe from Ethereum ETF Approval
1. USDe & sUSDe
1.1. Overview
Ethena Labs offers USDe, a synthetic US Dollar (USD) that aims to serve as a crypto-native "Internet Bond." The key...
OTHERS
VIEW ALLHigh 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...
Mastering Market Sentiment in Low Liquidity Markets (P.1)
In the fast-paced world of crypto trading, market sentiment plays a crucial role in driving price action. Understanding how this sentiment evolves and reacts...