ChainFeeds’ July 14 research digest pulled together five major themes shaping current crypto and adjacent markets. One report argued Ethereum’s investment case is shifting as Layer 2 growth, lower mainnet fee capture and weak on-chain yield change how ETH should be valued. Another, citing BlackRock and Morningstar data, said the current AI rally has not matched the late-stage surge of the dot-com bubble, even as some long-term valuation gauges have returned to historically stretched levels. The digest also featured comments from Multicoin Capital managing partner Tushar Jain, who said he believes the crypto market has bottomed and outlined why he favors Solana, Hyperliquid and Zcash in this cycle. On the AI side, IOSG examined why financial institutions are pushing back against public large language models and why private AI demand is rising, with attention on TEE, OHTTP, end-to-end encryption, FHE and agent workflows. The final piece focused on tokenized gold and argued the next phase for on-chain real-world assets is not just bringing assets on-chain, but turning idle holdings into productive positions through structured strategies such as covered calls.

5thScape, an Ethereum-based VR gaming platform, has raised over $1.5M in its presale. The project aims to build a complete VR ecosystem including games, headsets, and chairs, with its native token 5SCAPE serving as the ecosystem currency. The 12-round presale has a $15M hard cap, and the VR market is booming with a 22.7% CAGR.

Ethereum-based VR gaming platform 5thScape has raised over $1.5 million in its presale phase, aiming to build a full VR ecosystem with games, hardware, and token utility.

Multiple valuation signals are flashing red for the S&P 500, with the CAPE ratio near dot-com bubble territory, the Buffett Indicator at extreme highs, and index concentration increasingly dominated by mega-cap tech. Wall Street remains split between bubble concerns and AI-driven earnings optimism.

Ethereum-based VR gaming project 5th Scape has raised over $5 million in its ICO. The project combines VR games, hardware ambitions, and a creator marketplace, but its long-term outlook still depends on product execution, listings, and broader VR market growth.

Bloomberg macro strategist Simon White warns inflation will peak at 3.5% then drop to 2.8%, but market complacency reminiscent of the 1970s is dangerous. Geopolitical risks, high stock valuations, and sticky food/energy inflation pose major threats.

Bloomberg macro strategist Simon White expects inflation to peak at 3.5% before dropping to 2.8%, but warns market complacency mirrors the 1970s. Geopolitical risks, high stock valuations, and food inflation pressures threaten market stability.

Bloomberg macro strategist Simon White warns inflation will peak at 3.5% then drop to 2.8%, but market complacency echoes the 1970s. Geopolitical risks, high stock valuations, and sticky food/energy inflation pose tail risks for crypto and other assets.