Trader Joe’s activity have been trending up this month. According to token terminal, number of active users is up from ~3k to over 15.2k in the last 90 days representing over a 5 fold increase. Fees generated in the last 24h by Trader Joe has overt... Read more

*Hits Blunt. What if ETH is all priced in? It seems crazy to think, but hear me out. Everyone, and I mean everyone, is bullish on ETH. Since the merge and move to PoS, other than some salty comments from Bitcoin maximalists, I haven’t seen a bear... Read more

With the recent explosion of BRC-20 transactions on Bitcoin, I thought it would be interesting to provide (more of an informational dump) on the historical makeup of transaction types on Ethereum. The stacked column chart above displays the relative... Read more

We often focus on the Fed as the biggest liquidity provider in the public sector. But the Treasury will likely play a role as well as monetary and fiscal policymakers align on a key objective: maintaining the stability of a functional U.S. Treasury m... Read more

In the May 10th activity feed post, CPI Print Meets Expectations, we noted a few key points: “Inflation slowed for the 10th consecutive month, with CPI coming in at roughly 4.9%, slightly lower than the 5.0% expectations.” “As noted in the tweet, w... Read more

Earlier this week, Art Blocks had a huge spike in sales volume, hitting > $1 million for the first time since March. This is quite impressive, considering how we are in a deep NFT bear market. Source: NFTstatistics (@punk9059) This was spurred by a... Read more

It has been amazing to watch the pace of BRC-20 growth. BRC-20s have gone from an experimental idea to a fully-fledged token standard, complete with markets and wallets, in a few weeks. Stably announced today that they are leveraging the BRC-20 stand... Read more

Today was one of the most interesting days with regard to MANY assets and general market price action. Many numbers went up… but is that a good thing? Most notably, of course, was Nvidia’s blow out earnings, catapulting the stock to new all time hig... Read more

Hi everyone, I wanted to share a takeaway on each of our last few podcast episodes. Sharing a digestible takeaway on each one so you can pick those which most interest you EigenLayer: Restaking staked ETH on the supply side to help secure middleware... Read more

Recent Research 📊 Market Note: INJ – 5/23 The day of the Avalanche Rush announcement led to a 28% gain for the AVAX token, followed by a nearly sixfold surge in price over the subsequent three months. This success didn’t go unnoticed, prompting o... Read more