Oregon Blockchain Group

April Recap—Work across Venture Capital, Engineering, and Research. @audreyjhud @jenlb04 @jacobcordova22 @xaviervortigern @anna_debarro

Pitch Spotlight: @pumpcade This pitch spotlight covers the $PUMPCADE report presented by Braydon Perko, Salem Alfassam, Mateusz Palusinski. Pumpcade is a Solana-based parimutuel prediction market platform that lets users bet on ultra-short outcomes (60 seconds to 30 minutes) directly inside livestream chats and webpages, instead of standalone forecasting sites like Polymarket or Kalshi. Founded in September 2025 by Harrison Leggio out of a Pump.fun Twitch Plays experiment, the project has raised $6M in 12 days from Pump.fun, Jump Crypto, and Foundation Capital ahead of its Q2 2026 mainnet launch. The core thesis centers on a catalyst-rich entry point where the market is still pricing a closed-beta testnet token days before audit completion, open beta (scaling from ~500 to 50K+ users), and mainnet launch with Pump.fun co-marketing. $PUMPCADE launched as a fair launch with a fully circulating supply, zero emissions, and a USDC-funded buyback-and-burn Value Engine, meaning every dollar of platform usage mechanically reduces supply with no dilution offsetting it. Institutional allocations from the $5M seed are locked through May 2027, keeping near-term supply pressure off the table. Monte Carlo modeling produces a base case median of ~$0.071 (~2x) and a bull case of ~$0.877 (~25x) contingent on viral adoption, with the entire thesis hinging on whether post-mainnet usage materializes to spin the burn engine. The group recommended a 3.0 ETH Buy, funded by rotating out of $SYRUP and $ETH into a higher-asymmetry, catalyst-stacked position. Shoutout to Mateusz, Braydon, and Salem for an awesome pitch!

Every generation has a financial awakening. For GenZ, it’s crypto. Over the past few months, we’ve held 25 workshops for 1000+ students at universities like Harvard Business School, LSE and more, teaching them to truly own it. Now we’re making it official. Introducing Tangem Campus.

.@wintermute_t has officially announced their Summer 2026 Internship. Apply for this highly touted internship below 👇

Excited to officially launch and lead the Prediction Markets Sector at @oregonblock, focused on finding market edge through live trade research, thesis building, and probabilistic thinking. To kick things off, we just published our first two market breakdowns on Medium: Week 6: @uo.blockchain/oregon-blockchain-group-prediction-markets-week-6-theses-38c79506af15" target="_blank" rel="nofollow noopener">medium.com/@uo.blockchain… Week 7: @uo.blockchain/oregon-blockchain-group-prediction-markets-week-7-theses-5c93532cb1f0" target="_blank" rel="nofollow noopener">medium.com/@uo.blockchain… Trying to build one of the strongest student prediction market communities out there. 👀 What’s one market you think is currently being mispriced? #PredictionMarkets #Crypto #Research #Macro #Blockchain #UniversityofOregon

New feature drop with Finn Fuji from @oregonblock Realistic trading bots- Sniper, Whale, Noise, and Retail now live on the DASMAC order book sim youtube.com/watch?v=8SbOEj…

Fourth @colosseum update live and we shipped the orderbook visualization to the market sim page Watching @finnam0n and @EthanTerrero from @oregonblock bring this to life has been something else So, when sim levels update, you're not just watching the numbers snap in, you can actually see the book shift in real time Bids and asks breathing. the market alive This is what building feels like youtube.com/watch?v=KXSsQR…

This week we’re spotlighting Armaan Hajar (@hajar_armaan) from our research team! It’s been awesome getting to see Armaan’s work at the intersection of blockchain, ML, and healthcare — he’s training ML models across decentralized data sources to help detect early-stage osteoarthritis in patients with ACL injuries. Aside from his research, Armaan is a Barry Goldwater Scholar and an incoming Amazon SWE Intern, with the goal of contributing to real patient studies and clinical applications!

@HackMIT Just sent and email, @oregonblock would love to show out

April Recap—Work across Venture Capital, Engineering, and Research. @audreyjhud @jenlb04 @jacobcordova22 @xaviervortigern @anna_debarro

Excited to share my first prediction as an analyst with the @oregonblock prediction market team My call: BTC is more likely to reach $90K in the next two weeks than fall back to the $70K zone. The thesis comes down to three things: 1. BTC just broke out of its multi-month ascending trading channel and is pressing right up against the 200-day EMA (~$82,228). The breakout itself signals momentum shifting bullish, and a daily close above the 200 EMA flips the regime entirely. These breakouts tend to accelerate, so $90K isn't a stretch. 2. Middle East de-escalation. Iran responded to the US peace proposal Sunday and looks to wind the conflict down. BTC follows global macro — this is a tailwind. 3. Got a gut feelin (I’m a perma bull)

Tokens are not Equities. Almost all DeFi tokens fail to capture the true value of stablecoin growth. @SkyEcosystem has put on a masterclass in putting token holders first. Read more on how the intertwinement of tokenomics and product have made $SKY one of the most attractive bets in DeFi. artemis.ai/cordovajacob04…

A lecture at the University of Oregon earlier this week 🇺🇸 @oregonblock In the end, every student walked out with a Tangem Wallet to practice what they'd learned. Big thanks to our Ambassador, Jess, for being our lecturer.

@Tangem @PhoenixRise2019 Thank you guys for coming out!

@cam_coleman1 @ETHGlobal @worldnetwork @artemis The goat

America is facing a bureaucratic nightmare with SNAP benefits This implementation will save the US over $7 Billion YoY We built this at the @ETHGlobal hackathon in Cannes, and won the @worldnetwork track Read the article about it artemis.ai/camcoleman/art… #artemisAI @artemis

My first published article on @artemis for their DormDAOxArtemis Research Competition! Taking an objective look at the 2025 AI Action Plan. artemis.ai/e1thom/article… #artemisAI @oregonblock

Pitch Spotlight: @CantonNetwork This pitch spotlight covers the $CC report presented by Jennifer Barnett, Jacob Cordova, and Audrey Hudspeth. Canton is a privacy-enabled Layer 1 built by Digital Asset for institutional finance, using a proof-of-stakeholder consensus where only the parties to a transaction validate it. Launched in 2023, the network now processes over $6T in tokenized assets, with DTCC, JPMorgan's Kinexys, and Tradeweb all building on top. The core thesis surfaced a structural disconnect between network adoption and $CC value capture. The burn-mint equilibrium is engineered for price stability rather than appreciation, with supply adjusting dynamically to absorb demand, and even bull-case modeling shows $CC capturing under 0.2% of a projected $18.9T TAM by 2034. Most high-value institutional activity happens inside private subnets that don't trigger synchronizer burns, while the Global Synchronizer Foundation captures 58.1% of daily emissions, meaning outside holders absorb dilution while insiders compound the upside. The group recommended No Buy, framing $CC as a utility token built for settlement stability rather than a return-generating asset fit for a VC portfolio. Big shoutout to Jennifer, Jacob, and Audrey for a well-researched pitch!

This past week, 12 of our members had the chance to go on our annual site visit to New York City!

Members got to meet with leading teams across crypto infrastructure, trading, data, and digital assets. Having the opportunity to connect with individuals at firms including Allium (@AlliumLabs), Turnkey (@turnkeyhq), Artemis (@artemis), Galaxy (@galaxyhq), Solana (@SolanaSkyline), NBA (@NBA), Gemini (@Gemini) and Hype (@HypeHQ), made for an incredible experience. It was especially valuable to hear directly from those in the industry across various disciplines, hearing how the workforce is ever-changing, and what we should do as students to stand out and continue to improve our skills.  Beyond the site visits, the group enjoyed an OBG alumni dinner and explored the many sights and experiences NYC has to offer! Another great NYC trip, shoutout to everyone who let us tour their awesome offices, our alumni and our faculty advisor Alex Murray. We're already looking forward to being back next year!

🚨BREAKING: @Solana economic activity surpasses $1 trillion in Q1 2026 for the first time in history.