$NMR spiked 190% after @JPMorganAM's $500M commitment.In our latest report, we value $NMR via a revenue framework with:- AUM growth scenarios- Hedge fund return assumptions- Discretionary buyback analysisRead today: https://t.co/CVvdmtRRDD https://t.co/88Vd1VbCGzJake (@immutablejacob):.@numerai's $NMR spiked 190% after @JPMorganAM's $500M commitment.within 24 hours:> $NMR market cap rose from $60M to $174M> trading volume spiked to $1.24B, up from $5-10M daily in prior weeksbut, is $NMR's current price just ...

Stablecoin Market Trends - Plasma's XPL attracts over $8 billion in TVL [1][2] - Phantom introduces its own stablecoin CASH [1][2] - Stripe expands its stable-as-a-service offering [1][2] Stablecoin Flows - Total USD inflows to stablecoins fell 49% this week [2]

Investment Focus - The report identifies leading crypto investors for 2025 [1]

View all investors: https://t.co/8uvPnEBQ2s ...

RT Fluid 🌊 (@0xfluid)Fluid is the fastest DEX on @ethereum to reach $100B 🌊Insights by @DrxlEth, shared on @MessariCrypto ...

Circle has expanded its $635 million tokenized treasury fund to include Solana https://t.co/QfmDEUNrkz ...

Crypto NeobanksJack (@Jack55750):Sam explains why Crypto companies are racing to build the biggest Neobank product“It’s a generational trade, I’m incredibly bullish on whoever wins the neobank race. Neobanks are just the financializatoin of the internet, it makes sense to build on crypto rails” https://t.co/b45kPIiJzG ...

VisionSys AI, a Nasdaq-listed firm focused on AI, announced a $2 billion $SOL treasury strategy. https://t.co/pONGNka7na ...

Phantom's mindshare jumped 1,400% after announcing CASH as the first stablecoin on Stripe's Open Issuance platform. https://t.co/KnnLewqhdQ ...

Valuation Metrics - Crypto marketcap (excluding $BTC & stables) trades at approximately 250x Price-to-Sales (P/S) ratio [1] - Nasdaq trades at 625% (6.25x) P/S ratio [1] - S&P 500 trades at 336% (3.36x) P/S ratio [1] Market Sentiment - Crypto valuations are primarily driven by monetary premiums rather than fundamentals, despite the rise of the "revenue meta" [1] - The majority of capital is in crypto [1]