Category

Crypto

Sep 30
0

Daily Brief Crypto: Exchanges’ Next Phase: Reaching the Mainstream and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Exchanges’ Next Phase: Reaching the Mainstream
  • Tokenized Real-World Assets: Could Vaults Solve the DeFi Integration Challenge?

Exchanges’ Next Phase: Reaching the Mainstream

By Animoca Brands Research

  • Exchanges have evolved from simple matching engines into platforms offering custody, derivatives, and broader asset management, gradually becoming the main gateway into crypto.
  • Yet the traditional model has hit a ceiling, with user growth slowing and expansion momentum fading.
  • Mainstream adoption faces clear barriers.

Tokenized Real-World Assets: Could Vaults Solve the DeFi Integration Challenge?

By Animoca Brands Research

  • 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 TradFi giants like BlackRock, Franklin Templeton, Invesco, UBS, and Apollo.
  • The key challenge hindering DeFi scale is not creating tokenized assets, but distributing them to the DeFi ecosystem.
  • This bottleneck is a complex knot of regulatory fragmentation and requirements, the inability of permissioned assets to integrate with permissionless DeFi protocols, multi-platform interoperability, information asymmetry for investors, and attracting sufficient demand.

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Sep 27
0

Daily Brief Crypto: State of Tokenized Stocks (September 2025) and more

By | Crypto, Daily Briefs

In today’s briefing:

  • State of Tokenized Stocks (September 2025)

State of Tokenized Stocks (September 2025)

By Animoca Brands Research

  • Tokenized Stocks Show Strong On-Chain Supply Growth: The tokenized stocks on-chain market value (ex-EXOD) has grown to an estimated $127M, up 14x YTD (as of 6 Sep 2025; $342M inclusive of EXOD), driven by the launch of Backed’s xStocks and Ondo Global Markets.
  • Are Tokenized Stocks Real Stocks? The two main stock tokenization models are synthetic structure and native issuance.
  • Both provide exposure to the return of the underlying stock, but native issuance aims to give investors true ownership rights.

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Sep 18
0

Daily Brief Crypto: ARAI: Agentic AI for In-Game Play and Beyond and more

By | Crypto, Daily Briefs

In today’s briefing:

  • ARAI: Agentic AI for In-Game Play and Beyond

ARAI: Agentic AI for In-Game Play and Beyond

By Animoca Brands Research

  • The ARAI team’s game products, the 0xAstra intended to address the cross-chain liquidity issue through a gamefied user experience.
  • The newly added AI layer, ARAI system, is planned for the sophisticated cross-chain games as a co-pilot, with the potential to be deployed in other games in the future
  • The first release, Astra Game 1, transforms chain interactions—such as bridging and swapping—into engaging explorations of interstellar planets, where players mine resources, construct bases, produce armies, and customize weapons to dominate the galaxy.

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Sep 13
0

Daily Brief Crypto: Intuition Protocol: Building the Internet’s Trust Layer and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Intuition Protocol: Building the Internet’s Trust Layer

Intuition Protocol: Building the Internet’s Trust Layer

By Delphi Digital

  • The report explores Intuition Protocol, a decentralized trust layer designed to solve the internet’s core challenge: how information is discovered, validated, and shared.
  • Unlike centralized Web2 platforms or binary prediction markets, Intuition introduces Token Curated Graphs built from Atoms (unique data identifiers) and Triples (relationships between them).
  • By aligning economic incentives, social capital, and portable data structures, the protocol turns knowledge into an asset class—one that individuals, communities, and AI agents can own, curate, and monetize.

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Sep 12
0

Daily Brief Crypto: IoTeX: The Open Ecosystem for Real-World AI and more

By | Crypto, Daily Briefs

In today’s briefing:

  • IoTeX: The Open Ecosystem for Real-World AI

IoTeX: The Open Ecosystem for Real-World AI

By Animoca Brands Research

  • The market for real-world AI is projected to be a significant driver of both enterprise and consumer AI adoption. While the enterprise AI market size is estimated to reach $450 billion by 2030, targeting industries such as manufacturing, logistics, healthcare, energy, and finance, the consumer AI market size is projected to reach $674.49 billion by 2030.
  • IoTeX is a modular L1 blockchain and middleware platform connecting various centralized and decentralized real-world data sources to AI models and applications.  It empowers a decentralized agentic economy by enabling secure, scalable, and privacy-focused interactions between devices, humans, dapps, and AI agents.
  • IoTeX’s unique strength lies in its three-layered real-world AI tech stack: data ingestion layer for connecting various centralized and decentralized data sources (APIs, modular DePIN infrastructure), data verification & processing layer for data aggregation, formatting, indexing, and proving (Quicksilver), and Adaptive AI core layer for domain-specific and foundation model training and AI inferences (Realm).

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Sep 11
0

Daily Brief Crypto: Tether Gold (XAUt): Mildly Bullish Outlook – Hard-Asset Exposure with 24/7 Liquidity and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Tether Gold (XAUt): Mildly Bullish Outlook – Hard-Asset Exposure with 24/7 Liquidity

Tether Gold (XAUt): Mildly Bullish Outlook – Hard-Asset Exposure with 24/7 Liquidity

By Tatja Karkkainen

  • Shows cointegration with traditional gold assets but trades 24/7, on-chain
  • Plays into the growing interest in on-chain real world assets (RWAs)
  • For on-chain portfolios, a small XAUt sleeve can cut volatility and drawdowns.

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Sep 03
0

Daily Brief Crypto: InfoFi Overview: Competition for the Best Attention Asset. and more

By | Crypto, Daily Briefs

In today’s briefing:

  • InfoFi Overview: Competition for the Best Attention Asset.

InfoFi Overview: Competition for the Best Attention Asset.

By Animoca Brands Research

  • InfoFi’s recent success, driven by Kaito and its Yapper leaderboard, has significantly advanced the measurement of attention for crypto projects.
  • This innovation has created a more effective attention marketplace that connects crypto marketers with social media influencers.
  • The success of crypto projects depends heavily on their popularity in the capital market, both before token generation and after launch.

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Sep 02
0

Daily Brief Crypto: Somnia: Building for the Future of Onchain Applications and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Somnia: Building for the Future of Onchain Applications

Somnia: Building for the Future of Onchain Applications

By Delphi Digital

  • The report highlights how Somnia is addressing the long-standing challenges that have hindered blockchain gaming — from network congestion and unpredictable gas fees to poor user experience and security risks.
  • While most blockchains struggle to support complex, consumer-grade apps, Somnia introduces an EVM-compatible network specifically optimized for gaming and other high-throughput use cases.
  • By rethinking infrastructure at the base layer, Somnia enables scalability, predictable costs, and seamless UX, laying the foundation for richer onchain applications.

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Aug 29
0

Daily Brief Crypto: Maple Finance (SYRUP) – Underwritten and Collateralised DeFi Lending on Ethereum. and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Maple Finance (SYRUP) – Underwritten and Collateralised DeFi Lending on Ethereum.

Maple Finance (SYRUP) – Underwritten and Collateralised DeFi Lending on Ethereum.

By Tatja Karkkainen

  • Maple is establishing itself one of the largest on-chain credit venues, with deposits locked in at $2.1 bn and US$1.24 bn lent.
  • Pool delegates have skin in the game and underwriting lets pre-qualified trading firms borrow at 30-80 % lower collateral ratios than market while keeping lenders senior and over-collateralised.
  • Pool delegates in a ramp phase to build client books. Structured credit structures are planned.

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Aug 25
0

Daily Brief Crypto: Tokenized Real-World Assets (Part 1): Landscape & Value Chain and more

By | Crypto, Daily Briefs

In today’s briefing:

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

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

By Animoca Brands Research

  • 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.

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