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robotics

The Chip That Already Sees Everywhere

Why $AMBA is the sneaky good edge AI play. Ambarella already won its market with 45 million chips deployed. Now that market is expanding into every physical AI application on the planet, from doorbells to humanoid robots.

Jul 16 min read
macro · Jun 15

OpenRouter might have undercut its own pitch

macro · Apr 2

The American Oil Paradox

signals · Mar 25

The Crowd Is Right. And Wrong.

signals · Mar 25

The Algorithm Wall Street Missed

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macroMar 2318m

The Crowd Knew Before the Bombs Fell

A real-money crowd intelligence model of the Hormuz price cascade — and why Day 22 is the most important day left. Polymarket confirmed 10 consecutive US/Israel strike days. Brent crude 100-day price model with five phase dissection.

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onchainMar 2014m

Friday Market Brief - Focus on BTC

Full 12-month on-chain analysis via Glassnode. BTC at $69,923, down 43% from the Aug $123K ATH. MVRV Z at 0.54 (fair value), NUPL at 0.22 (hope/fear), LTH supply re-accumulating at 14.57M BTC. The floor looks solid, the ceiling is far.

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signals
Mar 16
8m

Bitcoin Market Color — Polymarket · Mar 16, 2026

Live prediction market probabilities across 30+ active BTC markets with $25M+ total volume. The crowd puts a ~57% chance BTC stays below $100k at year-end while pricing a 68% chance of another dip to $55k.

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macroMar 1614m

Market Color — Mar 16, 2026: FOMC Eve

BTC breaks $73k on a spot-driven move. ETH surges +5.8%. Prediction markets price Miran FOMC dissent at 99%. HYPE funding deepens to -0.0056%. The stage is set for tomorrow's statement.

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signalsMar 168m

Introducing Impact Market: A New Framework for Crypto Intelligence

Prediction markets, on-chain options, and order flow have converged into a single signal layer. Impact Market is our framework for reading it. Today, we open the beta.

Colorful financial graph lines displayed on a black screen showing market data and trends.
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macroMar 1512m

Market Color — Mar 15, 2026: The Compressed Spring

Live derivatives data from Derive MCP and prediction markets from Polymarket. BTC held $70k while S&P hit 2026 low. Funding rates near-zero. HYPE short squeeze setup. FOMC Mar 17-18 is the catalyst.

Bitcoin coins in front of a rising financial graph, symbolizing market growth and investment potential.
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