Hodl Research

Insights into the digital assets market in an accessible and unbiased way.

Part of the @hodl_group

[Hodl Ventures @hodl_ventures]

@HyperliquidX is the talk of the town and one of the fastest growing crypto platforms of recent times.

The team envisions to build the on-chain "house of finance", but how far have they actually come to fulfil this ambition?

Let's have a look 👇
🧵(1/13)

[Hodl Ventures @hodl_ventures]

(1/8) Last year, we took a position in one of our high-conviction bets @maplefinance. This is why we believe $SYRUP will do really well and has the chance to reshape Decentralized Finance #DeFi .

[Hodl Research @hodl_research]

Last month, $GUN, the native token in the game
@playoffthegrid was launched. With roughly 500.000 active addresses per day, unique high-quality graphics, and actual interesting gameplay, it has the potential to shape the future of how we see blockchain gaming. Curious to see its potential? Read more in our article: https://t.co/iJi8sB0s4E

@GunzillaGames @GUNbyGUNZ #playoffthegrid

[Hodl Funds @hodl_funds]

Next week, our team will be heading to Token2049 in Dubai! Are you attending or in the area and curious about the opportunities of investing in digital assets funds? Send us a message and let's meet up!📩

#token2049 #dubai #digitalassets

[Hodl Research @hodl_research]

Here we are, three months later, and the $TRUMP token has lost roughly 70% of its value since. Are you tired of winning yet? This week, 40 million tokens will start to unlock linearly from the vesting schedule, causing more concerns among investors. Wondering why? Read this in our article from January!👇
https://t.co/o6HhfYIr85

[Hodl Research @hodl_research]

In 2024, the market witnessed the introduction of Bitcoin and Ethereum to traditional U.S. financial markets through their respective ETFs. Although both assets experienced a rough start, they have attracted billions of dollars.

Now, the market is witnessing increasingly more asset managers seeking other altcoin ETFs, but what is the current state of these applications? Read more about this development in our latest article:
https://t.co/vRVzDqxaJC

[Hodl Research @hodl_research]

(6/6) Read our full article: https://t.co/W4hsV3uovV

[Hodl Research @hodl_research]

(1/6) 🧵📈 In the volatile crypto world, one asset class has emerged as an anchor of stability: #stablecoins. These fiat-pegged digital tokens have grown from niche experiments into a market exceeding $220 billion and now represent over 1% of the U.S. M2 money supply.

[Hodl Research @hodl_research]

(5/6) However, market dynamics are shifting—USDT’s share has declined from 73% to 64%, while USDC’s has risen from 20% to 25%. Notably, emerging stablecoins like Ethena’s USDe and Sky Protocol’s USDS have swiftly grown to multi-billion scales, intensifying competition in the sector.

[Hodl Research @hodl_research]

(5/5) Read our full article: https://t.co/OrfRebMqJi

[Hodl Research @hodl_research]

(1/5) 🧵💡HyperTokenization: How @pumpdotfun is shaping the @Solana Ecosystem

Since its launch in January 2024, https://t.co/C1smQSw96m has redefined how tokens are created on the Solana blockchain. 👇

#Hodl #DigitalAssets #Solana #Crypto

[Hodl Research @hodl_research]

(4/5) At its peak, https://t.co/C1smQSw96m was launching tens of thousands of tokens daily. Early January 2025 saw around 45,000 tokens minted in a single day, with one recorded peak approaching 75,000 tokens.

[Hodl Research @hodl_research]

(4/4) Read our full article and our expectations: https://t.co/Ftb1SDtLp7

[Hodl Research @hodl_research]

(1/4) 🧵🇺🇸 The Race for a Strategic Bitcoin Reserve in the U.S.

A few years ago, the idea of a U.S. #Bitcoin Strategic Reserve seemed unlikely. Now, it's becoming a serious discussion. Senator Cynthia Lummis is advocating for a national reserve, while others push for state-level initiatives. But how far has this idea actually progressed? 👇

#Hodl #Crypto #DigitalAssets #USPolicy

[Hodl Research @hodl_research]

(3/4) In total, 25 states have proposed legislation. In the illustration below you can see the current state of the reserve. As observed, Pennsylvania, North Dakota, and Wyoming have rejected the first proposals.