◆ ARCHIVE
esportforge
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Circle Prices IPO at $26 – The USDC Math
Float, lock-up window, and what the USDC reserve composition implies for run-rate.
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Binance vs OKX Volume Divergence
What MiCA compliance is doing to flow - and where the lost volume is rotating.
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EigenLayer Withdrawal Update – At a Cost
Withdrawals open after the latest patch but the slashing rules cut both ways.
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Bitcoin Halving: One Year On, What the Data Shows
Hashrate, miner economics, and the post-cycle behavior the talking heads got wrong.
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Tether’s Quarterly Treasuries Hit $124B
The headline figure plus the context most reporters miss on rehypothecation and yield strategy.
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Memecoin Graveyard 2026 – Bleaker Than Retail Thinks
Of 47K launched in 2025, 89% are functionally dead. The 2026 cohort is worse.
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ARM Q3 Results – Datacenter Royalties Outpace Mobile
For the first time, datacenter licensing revenue passes mobile. The chart only goes one direction.
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TSMC’s Arizona Fab 2 Hits Volume
4nm production live in Phoenix - the first big customers and what shipped.
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Razer Private-Equity Buyout Rumor – Who and at What Multiple
Three PE firms running due diligence at a $4.8-5.4B range, a 30-45% premium.
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Meta’s Smart-Glasses Rev Share Leaks – Creators Get 36%
Ray-Ban Display monetization split: creators 36%, Meta 50%, the rest to platforms.
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AMD MI450 Roadmap and the Hyperscaler Bake-off
Q4 2026 sample, Q1 2027 ramp, 384GB HBM4 - the AI accelerator landscape just shifted.