Ondo: Product Line, Competitive Landscape, and Token Valuation of a Leading RWA Project
In this crypto cycle, where innovation has largely stal …
Ondo: Product Line, Competitive Landscape, and Token Valuation of a Leading RWA Project Read More »
Projects
Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part III)
In the previously published first and second parts of & …
Sifting for Gold: Identifying Long-Term Investment Targets Through Market Cycles (2025 Edition – Part I)
Introduction: Altcoin Bear Market – Fundamental Investi …
The Underrated Gem of Solana Summer: Is Metaplex Undervalued Amid the Meme Frenzy?
Introduction If we were to name the Layer 1 blockchain …
The Underrated Gem of Solana Summer: Is Metaplex Undervalued Amid the Meme Frenzy? Read More »
Revisiting Ethena: After an 80% plunge, is ENA still positioned in the undervalued strike zone?
Introduction Ethena stands out as a rare phenomenon in …
Unveiling Polymarket: The Positioning, Expansion, and Shadows of Crypto Prediction Markets
Data valid through October 8, 2024 TL; DR In a narrow s …
The Next ICP? Quilibrium Brings A New Narrative for Decentralized Computing
Please note: As Quilibrium’s mainnet has not yet …
The Next ICP? Quilibrium Brings A New Narrative for Decentralized Computing Read More »
A New Solana-based AI + DePIN Project: A Brief Analysis of Upcoming-Tokenlaunch IO.NET
Introduction In our last report, we mentioned that comp …
A New Solana-based AI + DePIN Project: A Brief Analysis of Upcoming-Tokenlaunch IO.NET Read More »
Gelato: A Veteran in Web3 Developer Services Embarks on a RaaS Journey
Investment Thesis Gelato has been deeply involved in th …
Gelato: A Veteran in Web3 Developer Services Embarks on a RaaS Journey Read More »
