Animoca Brands Research
@animocaresearch
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Empowering Web3 with data-driven insights. Research by Animoca Brands @animocabrands
Joined September 2022
2025 1H Listing Report 1️⃣Binance Alpha, @binance launched in 1H 2025, evolved from wallet-only to a 2.0 version integrating Binance liquidity into DEX trading, followed by Alpha points incentives. 2️⃣Alpha prioritized tokens with FDV under $100M, outperforming other exchanges
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In short, Kite is a payment-first L1 blockchain with integrated middleware for authentication and reputation, offering SDK-based services to external AI agents.
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GoKite! 🪁 Author: @shuang_log2pi ; mingr@animocabrands.com Read here: https://t.co/dHYOpSafvu Download:
docsend.com
DocSend helps you communicate more effectively by telling you what happens to content after you send them and letting you keep control in real time.
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🎙��� In this podcast episode, we're diving into altcoin public company treasuries, including: 🔎 What are DATs? 💰 Why are companies buying altcoins? 🛠️ How does the financial engineering work? 🎧 Listen now: [ https://t.co/S5twzYmw4d] Spotify: [ https://t.co/5FPPQ64odN]
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Every game chases players. My Pet Hooligan built its own. Web3 and AI made it possible. Read full report: https://t.co/POkFEIXWCA
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Everyone loves a $1B FDV narrative. Reality check: MC drives valuation, not your Excel fantasy. We ran regressions on 800+ tokens — early FDVs are float illusions. > Early stage: FDV inflated by small float. > Mature stage: MC becomes the true anchor. TL;DR — markets price
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The USD Stablecoin Issuing Business: Learnings from the USDH Bidding War TL;DR 1/ @HyperliquidX a popular decentralized exchange, recently initiated an open Request for Proposal (RFP) for issuers of its native stablecoin, #USDH. The requirements for issuers were clear: they
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A decade ago, KOLs were geeks. Five years ago, they were interpreters. Today, they are engines of capital.
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CEX和DEX的对抗已经是过去式了。 现在真正的问题是：谁能成为那个“全景交易所”？把交易、钱包、托管和应用都融合在一起。 我们��份新报告，带你看清交易所未来如何一步步进化成加密世界的门户。 重点包括： • 用户增长为什么停滞 • Web2用户入场的痛点 • CEX和DEX的融合趋势 • 全景交易所的崛起
CEX vs DEX is yesterday’s fight. The real question: Who will become the universal exchange for crypto, where trading, wallets, custody, and apps converge ? Our new report maps the future of exchanges as they morph into full-scale super-apps. We explores: • Why user growth has
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CEX vs DEX is yesterday’s fight. The real question: Who will become the universal exchange for crypto, where trading, wallets, custody, and apps converge ? Our new report maps the future of exchanges as they morph into full-scale super-apps. We explores: • Why user growth has
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Tokenized RWAs: Distribution and demand are key challenges to #DeFi adoption. Could synthetic vaults solve it? In our latest report: 🔎 🧩 Key Challenges: The main hurdle isn't creating tokenized RWAs, but distributing them. This is a complex knot of regulatory fragmentation,
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📊 xStocks & Ondo Global Markets tokenized stocks trading volume on select exchanges: Gate @Gate showing relatively high numbers @krakenfx @Bybit_Official @kucoincom @MEXC_Official
📈 The tokenized stocks on-chain market value is up 14x YTD, to $127 million (as of 6 Sep 2025; ex-EXOD; $342M inclusive of EXOD). In our latest report: 🧵 🔎 Are tokenized stocks real stocks? 📊 Backed’s xStocks & Ondo Global Markets account for 95% of the market @xStocksFi
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See you at Portfolio Day by @AnimocaBrands? A signature gathering for our portfolio companies, investors and partners during the week of @token2049 📍 Singapore 🗓️ September 30 I 13:30 - 17:30 🔗 https://t.co/KOEFRfq7c1
#AnimocaPortfolioDay
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📈 Tokenized stocks on-chain market value up substantially YTD (albeit from low base)
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