As we reach the midpoint of 2024, Greythorn Asset Management has been actively engaged in a variety of initiatives, leveraging in-depth research and community engagement to advance understanding and development within the cryptocurrency and blockchain sectors. Here’s a recap of our activities and achievements over the past six months:
Research & Publications:
The current crypto environment is marked by a bleak sentiment despite recent rallies. However, given the persistent volatility in the crypto market, continuous research is essential to stay updated on the latest trends and developments. Our research will cover current BTC trends, analyses of key and innovative projects, and assessments of the macroeconomic environment to refine our investment strategies. Additionally, at the end of each month, we will provide a comprehensive analysis of the crypto market to help our audience gain a better understanding of the evolving landscape.
At Greythorn, we pride ourselves on being at the cutting edge of the cryptocurrency market, consistently delivering insightful analyses and staying ahead of market trends. Over the past six months, we’ve conducted in-depth research across various segments of the crypto ecosystem.
Market Trends: Understanding market trends is crucial for making informed investment decisions. By analyzing major movements like Bitcoin’s market dynamics and the impact of memecoins, we provide valuable insights that help navigate the volatile crypto market.
- Bitcoin: Evolving Bitcoin: DeFi Opportunities and Scalability Solutions (https://0xgreythorn.medium.com/evolving-bitcoin-defi-opportunities-and-scalability-solutions-9cec180f88a1)
- Memecoins: Greythorn Research: The ERA of Memecoin. (https://0xgreythorn.medium.com/greythorn-research-the-era-of-memecoin-c3be25b7f3ec)
Web3 Social and Gaming: Web3 is revolutionizing social interactions and gaming by introducing decentralization and user ownership. Our research in this area explores the potential of blockchain technology to transform social platforms and gaming experiences.
- Shrapnel ($SHRAP): An Exploration into Shrapnel: GameFi’s New Frontier in AAA Gaming Innovation (https://0xgreythorn.medium.com/an-exploration-into-shrapnel-gamefis-new-frontier-in-aaa-gaming-innovation-7fcc24ac6327)
- XAI ($XAI): An Exploration into Gaming with Blockchain Integration: XAI ($XAI)
(https://medium.com/@0xgreythorn/an-exploration-into-gaming-with-blockchain-integration-xai-xai-982cdfc750fc) - Friend-Tech:A Final Shot at Shaping the Future of Social Media
https://medium.com/@0xgreythorn/friend-tech-a-final-shot-at-shaping-the-future-of-social-media-ac2f7fb07110 - Toncoin ($TON): Toncoin’s Journey to Becoming a Top 10 Cryptocurrency
https://medium.com/@0xgreythorn/rising-high-toncoins-journey-to-becoming-a-top-10-cryptocurrency-5afd1b73c6dd
DeFi: Decentralized Finance (DeFi) is a rapidly growing sector that aims to create a more open, transparent, and accessible financial system. Our focus on DeFi projects helps us identify groundbreaking financial innovations and investment opportunities.
- [LSD Derivative Projects] Exploring the Horizon: In-Depth Analysis of LSD Derivative Projects and Future Opportunities in DeFi https://0xgreythorn.medium.com/exploring-the-horizon-in-depth-analysis-of-lsd-derivative-projects-and-future-opportunities-in-a27f84ebf8ff
Prisma Finance : Evaluation of its impact on decentralized finance.
Restake Finance: Insight into restaking mechanisms and benefits.
Lybra Finance: Assessing its contributions to the DeFi sector.
- Neutron : Exploring its decentralized infrastructure.
Neutron: The new Inter-Blockchain DeFi Core of the IBC Ecosystem https://medium.com/@0xgreythorn/neutron-the-new-inter-blockchain-defi-core-of-the-ibc-ecosystem-c2c400e51154 - Picasso Network: Analysis of its innovative DeFi solutions.
An Exploration into PICASSO NETWORK: Staking on Solana https://medium.com/@0xgreythorn/an-exploration-into-picasso-network-restaking-on-solana-eb78b7db0a32 - Magpie XYZ : Investigating its unique approach to DeFi.
Unlocking DeFi’s Potential: Magpie’s Strategic Alliance with EigenLayer and the Rise of Eigenpie https://medium.com/@0xgreythorn/unlocking-defis-potential-magpie-s-strategic-alliance-with-eigenlayer-and-the-rise-of-eigenpie-e71711023613 - Jupiter: Understanding its role in the DeFi ecosystem.
Jupiter: Boosting Solana’s Liquidity Infrastructure https://medium.com/p/25aec1c41a85 - Sanctum : Detailed study of its staking solutions.
Sanctum Research — Part 1 https://0xgreythorn.medium.com/sanctum-research-part-1-02cd70ded25c - EthenaLabs : Exploring its contributions to DeFi advancements.
Stablecoin Evolution: USDe’s Impact on Decentralized Finance https://medium.com/@0xgreythorn/stablecoin-evolution-usdes-impact-on-decentralized-finance-574cdae26a46 - AltLayer : Analysis of its layer-2 scaling solutions.
The Impact of Rollup-as-a-Service on Scalability with AltLayer https://medium.com/@0xgreythorn/the-impact-of-rollup-as-a-service-on-scalability-with-altlayer-7186727231f5 - Hyperlane : Understanding its interoperability solutions in DeFi.
Hyperlane’s Vision for a Permissionless Bridge Across Blockchains. https://medium.com/@0xgreythorn/hyperlanes-vision-for-a-permissionless-bridge-across-blockchains-0e3377303ca1
AI: Artificial Intelligence (AI) is becoming increasingly integrated with blockchain technology, offering new ways to enhance efficiency, security, and functionality. Our research delves into AI-driven blockchain solutions to uncover their transformative potential.
- HyperOracle : Insights into AI-driven blockchain solutions.
Introducing HyperOracle’s zkOracle: Paving the Way for Onchain AI and ML with opML https://medium.com/@0xgreythorn/introducing-hyperoracles-zkoracle-paving-the-way-for-onchain-ai-and-ml-with-opml-abdc0a15192b - Bittensor : Exploring decentralized AI networks.
Bittensor: The Rise of Decentralized AI https://medium.com/p/a5941a0cdaeb - Arweave : Examining its data storage innovations.
Arweave: Capturing Market Opportunity with AO Computer https://medium.com/@0xgreythorn/arweave-capturing-market-opportunity-with-ao-computer-4d325397319d - Spectral : Analysis of AI applications in blockchain.
Spectral’s Inference-Powered Web3 Vision https://medium.com/p/a1019d52720f - MorpheusAI : Insights into the integration of AI in crypto.
The Role of MorpheusAI’s Fair-Launch Network of AI Agents https://0xgreythorn.medium.com/the-role-of-morpheusais-fair-launch-network-of-ai-agents-d8e1d62adbbd
DePIN and RWA: Decentralized Physical Infrastructure Networks (DePIN) and Real World Assets (RWA) are bridging the gap between the physical and digital worlds. By tokenizing real-world assets and creating decentralized infrastructure, these projects open up new avenues for investment and innovation.
- Io.net : Understanding its decentralized internet infrastructure.
Io.Net’s Revolutionary GPU Cloud https://medium.com/@0xgreythorn/io-nets-revolutionary-gpu-cloud-f18c06b944e4 - Saga : Exploring its real-world asset tokenization.
Saga: Advancing Modular Blockchain Capabilities in the Gaming Sector https://0xgreythorn.medium.com/saga-advancing-modular-blockchain-capabilities-in-the-gaming-sector-1b3c2abfd659 - Dusk : Examining its privacy-focused blockchain solutions.
From Real to Digital: The Blockchain RWA Surge https://medium.com/@0xgreythorn/from-real-to-digital-the-blockchain-rwa-surge-dcd6b49be874 - Ondo：Ondo’s Role in Unlocking Market Opportunities through Tokenisation https://0xgreythorn.medium.com/ondos-role-in-unlocking-market-opportunities-through-tokenisation-8c50515c78b3
- IX Swap ：Revolutionizing RWA Liquidity: An IX Swap Deep Dive https://0xgreythorn.medium.com/revolutionizing-rwa-liquidity-an-ix-swap-deep-dive-97fd5ab29fe1
At Greythorn, we are committed to providing our clients and the broader community with the latest insights and analyses, ensuring we remain at the forefront of the ever-evolving crypto landscape. Stay tuned for more cutting-edge research and publications from our dedicated team.
Community Engagement and Events
- Trade’s Talk Series: Hosted multiple episodes discussing various aspects of the crypto market, providing both English and Chinese content to cater to our diverse audience.
- Space Meetings: Focused on thematic discussions such as market trends, the future of blockchain technologies, and specific project deep dives.
Throughout the first half of 2024, Greythorn has organized and participated in several key events, starting with ScalingX 2024 is The Future x Greythorn in January. This was followed by the Solana Meetup in Melbourne and the Aus DeFi Association’s meeting in February. We also explored new horizons with the “Explore Alphas in Dragon Year” event in Singapore, in collaboration with Kronos and ScalingX.
March was a particularly active month with events such as BittensorHub Asia in Singapore, The Solana Ecosystem Call in Melbourne, and a collaborative session with Webseaofficial in Singapore. We also engaged with the academic community through the Fudan University Singapore Alumni Association.
April saw us hosting the rt.solidity — A Clojure DSL session at EthMelbourne, recapping the Australia DeFi Summit, and connecting with the MEL IT Community at JR Academy. The culmination of our first-half efforts was the Funds Management and Crypto event in Melbourne, co-hosted with Hatchstone in June.
Through these diverse and impactful events, Greythorn continues to lead in the exploration and dissemination of knowledge in the crypto and IT sectors, reinforcing our position as a key player in the industry.
Looking Forward
The next half of 2024 promises to be just as eventful, with planned research publications on emerging technologies and continued participation in key industry events. We aim to keep providing valuable insights and fostering community discussions that advance the blockchain and crypto sectors.
Join us as we continue to explore, analyze, and lead in the ever-evolving blockchain landscape. Stay updated by following our Twitter and visiting our Medium for the latest research and market insights.
At Greythorn, we are more than just observers — we are active participants shaping the future of digital finance.
Disclaimer
This presentation has been prepared by Greythorn Asset Management Pty Ltd (ABN 96 621 995 659) (Greythorn). The information in this presentation should be regarded as general information only rather than investment advice and financial advice. It is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to participate in any particular trading strategy. In preparing this document Greythorn did not take into account the investment objectives, financial circumstance or particular needs of any recipient who receives or reads it. Before making any investment decisions, recipients of this presentation should consider their own personal circumstances and seek professional advice from their accountant, lawyer or other professional adviser. This presentation contains statements, opinions, projections, forecasts and other material (forward looking statements), based on various assumptions. Greythorn is not obliged to update the information. Those assumptions may or may not prove to be correct. None of Greythorn, its officers, employees, agents, advisers or any other person named in this presentation makes any representation as to the accuracy or likelihood of fulfilment of any forward looking statements or any of the assumptions upon which they are based. Greythorn and its officers, employees, agents and advisers give no warranty, representation or guarantee as to the accuracy, completeness or reliability of the information contained in this presentation. None of Greythorn and its officers, employees, agents and advisers accept, to the extent permitted by law, responsibility for any loss, claim, damages, costs or expenses arising out of, or in connection with, the information contained in this presentation. This presentation is the property of Greythorn. By receiving this presentation, the recipient agrees to keep its content confidential and agrees not to copy, supply, disseminate or disclose any information in relation to its content without written consent.
