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

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>U.S. “Crypto Week”—GENIUS Act signed, CLARITY + anti-CBDC bills advanced—promises fresh stable-coin liquidity, yet practical impacts will lag the market’s rapid pricing.</li>
<li>Bitcoin touched a $123k ATH on $19 bn YTD ETF inflows, while ETH and SOL still sit 20–30 % below prior highs despite Q2 gains of +35% and +24%.</li>
<li>Altcoins caught up fast—XRP led the charge, ETH also outpaced BTC, while SOL trailed peers—showing a brisk, uneven rotation away from Bitcoin dominance.</li>
</ul>


U.S. “Crypto Week”—GENIUS Act signed, CLARITY + anti-CBDC bills advanced—promises fresh stable-coin liquidity, yet practical impacts will lag the market’s rapid pricing.
Bitcoin touched a $123k ATH on $19 bn YTD ETF inflows, while ETH and SOL still sit 20–30 % below prior highs despite Q2 gains of +35% and +24%.
Altcoins caught up fast—XRP led the charge, ETH also outpaced BTC, while SOL trailed peers—showing a brisk, uneven rotation away from Bitcoin dominance.


Crypto Week Unleashes a Bitcoin Blitz and Sparks the Altcoin Catch-Up

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

Crypto Research and Data, Delphi Digital

Delphi Digital

Crypto Research and Data

Institutional-Grade Crypto Research & Data

Delphi Digital seeks to produce unbiased, actionable content for our clients on critical themes affecting digital assets and distributed ledger technology. Our team is committed to providing investors and institutions with key insights through a diverse suite of products including individual project analysis, bespoke research, and tailored consulting services.

<ul>
<li>Zenrock addresses critical blockchain interoperability challenges through its distributed Multi-Party Computation (dMPC) technology.</li>
<li>While existing cross-chain solutions handle significant volumes, they remain vulnerable to security breaches, as evidenced by recent attacks resulting in losses over $965 million.</li>
<li>Built on zrChain and zrSign, Zenrock's dMPC network offers a decentralized, trust-minimized solution for cross-chain communication.</li>
</ul>


Zenrock addresses critical blockchain interoperability challenges through its distributed Multi-Party Computation (dMPC) technology.
While existing cross-chain solutions handle significant volumes, they remain vulnerable to security breaches, as evidenced by recent attacks resulting in losses over $965 million.
Built on zrChain and zrSign, Zenrock's dMPC network offers a decentralized, trust-minimized solution for cross-chain communication.


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Solana (SOL 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

Crypto Week Unleashes a Bitcoin Blitz and Sparks the Altcoin Catch-Up

A data-driven look at how Washington’s Crypto Week and record ETF inflows are tilting Bitcoin dominance, fuelling altcoin catch-up trades.

Mint Finance

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

Zenrock: Paving the Path in DMPC

Zenrock addresses critical blockchain interoperability challenges through its distributed Multi-Party Computation (dMPC) technology.

Delphi Digital

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

Crypto Week Unleashes a Bitcoin Blitz and Sparks the Altcoin Catch-Up

A data-driven look at how Washington’s Crypto Week and record ETF inflows are tilting Bitcoin dominance, fuelling altcoin catch-up trades.

Mint Finance

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

Zenrock: Paving the Path in DMPC

Zenrock addresses critical blockchain interoperability challenges through its distributed Multi-Party Computation (dMPC) technology.

Delphi Digital

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