Cosmo Jiang - Unpacking Digital Asset Treasuries - [Making Markets, EP.70]
Cosmo Giang of Pantera Capital discusses the role of digital asset treasury companies in the crypto ecosystem, highlighting Solana as their largest...
553 Views
Interpreting Circulating Supply Effects on Token Valuation: MC Vs FDV
Fully Diluted Valuation (FDV) and Market Capitalisation (MC), while subject to various externalities, are often used as reference points for token...
640 Views
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...
505 Views
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...
543 Views
New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets
AI Agent Deep Dive! Not enough time to READ đź‘€? Check out the AI Agent Deep Dive Discussion of this Paper on Youtube: https://youtu.be...
1.2k Views