blockchains if designed correctly are a 0-to-1 step change for how finance is facilitated globallythe current archaic systems are slow and inefficient & will be replacedhowever, it is unclear who makes most money from this: tradfi companies or crypto native protocolsMike Tep (@TepMike):@blknoiz06 GM. Can you explain it to us "primitives". Dumb it down, please. ...

Core Insights - The article presents a comparison between Atlassian (NASDAQ: TEAM) and GitLab (NASDAQ: GTLB), highlighting their strong positions in the SaaS sector and similar verticals [1]. Group 1: Company Comparison - Both Atlassian and GitLab are ranked highly in the SaaS scorecard, indicating their competitive performance in the software as a service market [1]. - The analysis focuses on the strengths and weaknesses of each company, providing insights into their market strategies and potential growth [1]. Group 2: Analyst Background - The author has an MBA in Management and a B.S. in Finance, with additional training in credit at New York University, showcasing a strong educational background in finance [1]. - The author holds the Financial Risk Manager (FRM) designation, indicating expertise in risk management within financial contexts [1].

⛓️🌐 What is meant by a blockchain's GDP?▪️ The GDP metric measures the USD value of what end users pay in Fees to interact with a chain’s applications in a given period of time. The GDP metric excludes gas fees paid to the underlying chain.▪️ An onchain transaction by an application’s end user is classified as a Fee whenever the application is entitled to apply a take rate (0-100%) on it. The GDP metric takes into account the total Fee paid by the end user.▪️ Example: a borrower on Aave pays $100 in interes ...

RT The Rollup (@therollupco)NEW EP: Why AI Agents Need Better Blockchain Data with Marcel FohrmannWhile the hype of the narrative has slowed, the developments in ai x cryptoIn today's episode, @ayyyeandy sits down with @I_1337_I from @helloSQD to cover:> Why Current Data Infra Can't Scale> SQD's "Airbnb of Databases" Model> Why Institutional Players Are Taking Crypto Data Seriously> The Fight to Keep AI DecentralizedFull episode links below.Timestamps:00:00 Intro00:59 Magic Ad01:27 Starknet Ad01:53 Marcel’s ...

Industry Overview - The technology services industry is mature, with demand for services in good shape, and revenues, income, and cash flows are expected to gradually return to pre-pandemic levels, enabling stable dividends for most players [1] - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and AI, with companies adopting generative AI, machine learning, and data science to gain competitive advantages [4] - The business software industry is benefiting from strong demand for multi-cloud-enabled software solutions as companies transition from legacy platforms to modern cloud-based infrastructure [4] Company Highlights AppLovin Corp. (APP) - AppLovin is a software-based platform for mobile app developers, enhancing marketing and monetization of apps [6] - The introduction of AI-powered AXON 2.0 technology and strategic expansion in gaming studios have significantly boosted revenue growth [7] - AppLovin's expected revenue and earnings growth rates for the current year are 16% and 84.8%, respectively, with a Zacks Consensus Estimate for current-year earnings improving by 0.1% in the last seven days [8] - The average short-term price target for AppLovin shares indicates a potential increase of 37% from the last closing price of $341.64, with a maximum upside of 90.3% [8] Duolingo Inc. (DUOL) - Duolingo operates as a mobile learning platform offering courses in 40 different languages and provides a digital language proficiency assessment exam [10] - The company utilizes AI applications to personalize and automate the learning process, with tools like Birdbrain analyzing real-time user performance [11] - Duolingo's expected revenue and earnings growth rates for the current year are 33.5% and 54.3%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 2.1% over the last 60 days [12] - The average short-term price target for Duolingo shares indicates a potential increase of 24% from the last closing price of $391.86, with a maximum upside of 53.1% [12]

source:https://t.co/yn8PQNyFgVRYAN SΞAN ADAMS - rsa.eth 🦄 (@RyanSAdams):The ETH thesis for @fundstrat is simple.He's frontrunning ETH accumulation by the banks."Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it https://t.co/MyyJz94rXw ...

Check out which blockchain is benefitting from the flow of money through crypto bridges and which is bleeding this year in a report by @godbole17.https://t.co/TEpelw5ViV ...

Does that calls for a blockchain-based digital identity? Find out:https://t.co/rikrzHEjmQ ...

payments is one of the blatantly obvious usecases where blockchains are substantially better than existing systemssuper bullish on teams like @sphere_labs executing hereSolana (@solana):"Visa and Mastercard generated a combined $64B in revenue across 400B transactions last year. If these 400B transactions were executed on Solana, total fee revenue would be closer to $400M, a 99% reduction in cost to merchants." -@FoundationCapjust use Solana. https://t.co/mEExDuvocc ...

"If blockchain is already modernizing fund infrastructure, the next frontier is even more exciting: using the technology to build products that couldn’t exist before."Opinion @TuongvyLe12https://t.co/qOp8WmQkdq ...