1. Recommendation & Position Summary
Bubblemaps is an emerging on-chain analytics platform with a competitive edge in visualizing complex on-chain data into intuitive insights. It...
1. GENIUS Overview
S. 394 – formally the “Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act of 2025” – was introduced on 4 Feb 2025 by Sens. Bill Hagerty (R‑TN), Tim Scott (R‑SC),...
TL;DR
The U.S. Tariff 2.0 is broader and harsher than the 2018-2019 tariffs, but its primary target remains China. This will impact GDP, inflation, investment,...
Ethereum has solidified its position as a leading blockchain platform with a remarkable November performance and a transformative roadmap for its future. Driven by...
TL;DR
Usual Protocol is a decentralized stablecoin issuance platform focused on converting tokenized Real-World Assets (RWAs) into the $USD0 stablecoin.
This innovative model is community-centric, sharing...
1. Introduction
Aptos has positioned itself as a next-generation blockchain protocol, built upon the technical expertise and regulatory insights developed during Meta’s Diem project. As...
The NFT market is undergoing a tumultuous period, with trading volumes experiencing a sharp decline, reaching their lowest levels since 2021. In this challenging...
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...
1. Executive Summary
Token Overview
Ticker: $Pendle
Current Price: $2.29
Market Cap: $378M
FDV: $591M
Sector: Yield Trading
TLDR;
Founded in 2022, Pendle is a pioneering project in the "yield trading" sector....
1. TLDR;
The core essentials of the market are Decentralized Exchanges (DEXs) and Lending platforms. These two sectors consistently attract significant capital inflows into various...
TLDR
Puffer Finance: A Promising Project with Significant Growth Potential in the Liquid ETH Restaking Sector
Puffer Finance is a project with strong backing, including direct...
1. Recommendation & Position Summary
Bubblemaps is an emerging on-chain analytics platform with a competitive edge in visualizing complex on-chain data into intuitive insights. It...
1. Executive Summary
Token Overview
Ticker: $INIT
Sector: Layer 1
TLDR;
Initia: A Modular L1 Blockchain Paving the Way for Native Rollups
Initia is a pioneering modular Layer 1 blockchain...
1. Executive Summary
Token Overview
Ticker: $WAL
Sector: Blockchain Storage
Investment Thesis
Walrus Protocol offers a pioneering data storage solution on the Sui ecosystem with low storage costs. It...
