Institutional-Grade Analysis, In-depth Insights, Animoca Brands Research

Animoca Brands Research

Institutional-Grade Analysis, In-depth Insights

Animoca Brands Corporation Ltd. is a Hong Kong-based game software company and venture capital company

Crypto

<ul><li>The on-chain real-world asset (RWA) market (ex-stablecoins) has grown to an estimated $24.8B (+57.9% YTD), validated by the presence of institutional giants like BlackRock, Franklin Templeton, and Apollo.</li><li>Despite this surge, the current market is a small fraction of the $400T+ estimated “blue-sky” addressable TradFi market, highlighting a significant runway for growth.</li><li>The on-chain market is currently dominated by two asset classes that offer utility.</li></ul>

The on-chain real-world asset (RWA) market (ex-stablecoins) has grown to an estimated $24.8B (+57.9% YTD), validated by the presence of institutional giants like BlackRock, Franklin Templeton, and Apollo.Despite this surge, the current market is a small fraction of the $400T+ estimated “blue-sky” addressable TradFi market, highlighting a significant runway for growth.The on-chain market is currently dominated by two asset classes that offer utility.

Tokenized Real-World Assets (Part 1): Landscape & Value Chain

Podcast on ETFs, Trillions

Trillions

Podcast on ETFs

Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and delight you in the process.

<ul><li>4imprint's order is backed by a 360-degree guarantee, arrives as expected and on time, with free samples, expert support, and total confidence</li><li>Ether, unlike Bitcoin, is seen as a 90s tech stock that could potentially change the tech and internet industry</li><li>Ether ETFs have doubled in assets in one month, reaching about 20 billion total, but still only make up 13% of Bitcoin ETF assets</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

4imprint's order is backed by a 360-degree guarantee, arrives as expected and on time, with free samples, expert support, and total confidenceEther, unlike Bitcoin, is seen as a 90s tech stock that could potentially change the tech and internet industryEther ETFs have doubled in assets in one month, reaching about 20 billion total, but still only make up 13% of Bitcoin ETF assetsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

<ul><li>Alongside the technological development in our era in almost every aspect of our daily lives, one could argue that it would be inevitable such digital emergence to make also its appearance on financial services as is the case with digital coins.</li><li>More specifically, Bitcoin and Ethereum, which both capture on a significant scale the meaning of digitalized finance not only on monetary value but also on a historical perspective through their developmental process since their initial issue, could be considered the epitome of financial-technological innovation.</li><li>Both respectively, should be analyzed on a financial basis through the course of their history to achieve a deepest comprehension of their functionality and usage by examining the main factors contributing to Bitcoin and Ethereum’s rise and general fluctuation over the past.</li></ul>

Alongside the technological development in our era in almost every aspect of our daily lives, one could argue that it would be inevitable such digital emergence to make also its appearance on financial services as is the case with digital coins.More specifically, Bitcoin and Ethereum, which both capture on a significant scale the meaning of digitalized finance not only on monetary value but also on a historical perspective through their developmental process since their initial issue, could be considered the epitome of financial-technological innovation.Both respectively, should be analyzed on a financial basis through the course of their history to achieve a deepest comprehension of their functionality and usage by examining the main factors contributing to Bitcoin and Ethereum’s rise and general fluctuation over the past.

Specialising in Fintech - Research and Development, Kiitot

Tatja Karkkainen

Specialising in Fintech - Research and Development

Kiitot

Tatja specialises in digital assets and machine learning. She has authored a number of academic papers relating to network effects, financial inclusion, crypto futures and FOMO. Her interest lies especially in predicting long term value. She has had a long and successful track record in institutional investor relationship management, IT and alternative investments. PhD in (Finance) Fintech, MA in Politics, BA in International Relations and Politics. CAIA, IMC, Series 3.

<ul>
<li>Sui commands an ~US$11 bn market cap (FDV US$34 bn) barely two years after launch, yet real‑world usage is still embryonic. </li>
<li>Claimed throughput of 297 k TPS contrasts with currently observed ~48 TPS (peak 335). </li>
<li>A restrictive validator set, modest staking yields, looming token unlocks, and limited developer traction undermine the decentralisation and growth narrative.</li>
</ul>


Sui commands an ~US$11 bn market cap (FDV US$34 bn) barely two years after launch, yet real‑world usage is still embryonic. 
Claimed throughput of 297 k TPS contrasts with currently observed ~48 TPS (peak 335). 
A restrictive validator set, modest staking yields, looming token unlocks, and limited developer traction undermine the decentralisation and growth narrative.


Sui (SUI): High Valuation, Early‑Stage Adoption

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

<ul>
<li>Market inefficiencies persist in crypto markets, particularly in cross-exchange arbitrage and futures basis trading</li>
<li>Traditional factor models can be adapted for cryptocurrency markets with size, momentum, and liquidity factors showing statistical significance</li>
<li>On-Chain metrics provide unique alpha signals unavailable in traditional markets</li>
</ul>


Market inefficiencies persist in crypto markets, particularly in cross-exchange arbitrage and futures basis trading
Traditional factor models can be adapted for cryptocurrency markets with size, momentum, and liquidity factors showing statistical significance
On-Chain metrics provide unique alpha signals unavailable in traditional markets


New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

United States

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

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Ethereum (XETUSD CURNCY)

Tokenized Real-World Assets (Part 1): Landscape & Value Chain

The on-chain real-world asset (RWA) market (ex-stablecoins) has grown to an estimated $24.8B (+57.9% YTD), validated by the presence of...

Animoca Brands Research

Ether ETFs Finally Wake Up

Trillions podcast hosts Joel Weber and Eric Balchunas discuss the rise of Ether, which has doubled in value in the past three months and is seen as...

Trillions

Bitcoin & Ethereum - June 10, 2025

More specifically, Bitcoin and Ethereum, which both capture on a significant scale the meaning of digitalized finance not only on monetary value...

VRS (Valuation & Research Specialists)

Sui (SUI): High Valuation, Early‑Stage Adoption

Despite a high market cap, Sui's real-world usage is still low due to awkward network economy and participant incentive design, limited...

Tatja Karkkainen

New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

AI Agent Deep Dive! Not enough time to READ 👀? Check out the AI Agent Deep Dive Discussion of this Paper on Youtube: https://youtu.be...

William Mann

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tokenized Real-World Assets (Part 1): Landscape & Value Chain

The on-chain real-world asset (RWA) market (ex-stablecoins) has grown to an estimated $24.8B (+57.9% YTD), validated by the presence of...

Animoca Brands Research

Ether ETFs Finally Wake Up

Trillions podcast hosts Joel Weber and Eric Balchunas discuss the rise of Ether, which has doubled in value in the past three months and is seen as...

Trillions

Bitcoin & Ethereum - June 10, 2025

More specifically, Bitcoin and Ethereum, which both capture on a significant scale the meaning of digitalized finance not only on monetary value...

VRS (Valuation & Research Specialists)

Sui (SUI): High Valuation, Early‑Stage Adoption

​Despite a high market cap, Sui's real-world usage is still low due to awkward network economy and participant incentive design, limited...

Tatja Karkkainen

New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

AI Agent Deep Dive! Not enough time to READ 👀? Check out the AI Agent Deep Dive Discussion of this Paper on Youtube: https://youtu.be...

William Mann

Despite a high market cap, Sui's real-world usage is still low due to awkward network economy and participant incentive design, limited...