TraderMagz Research

Crypto Infrastructure

Every TraderMagz research note on Crypto Infrastructure — thesis, what is priced in, and the live terminal state.

All 11 Macro and Rates 2 AI Infrastructure 2 Crypto Infrastructure 1 Healthcare AI 1 Semicap & Foundry 1 Retail Brokerage & Tokenization 1 AI Power & Nuclear 1 Retail L2s & Launchpads 1 AI Memory 1

Crypto Infrastructure 09 Oct 2026 12 min read

Pyth: Why We Are Holding the Oracle That Prices Tokenization

Pyth has turned a free DeFi oracle into a paid market-data business, with ARR up about 11x in nine months to $11.5M and every DAO revenue dollar now buying PYTH. We hold it for the tokenization cycle and add on weakness, but the price already assumes strong growth and a 27% float increase lands in May 2027.

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