Recent Research 📊 Bull vs. Bear – FOMC: Credibility Crisis – 5/3 In Market Matters, we delve into the Fed’s credibility, exploring their capacity to maintain higher rates for longer and whether they’ll need to reactively cut rates swiftly if thin... Read more

Not to be overshadowed by Powell and the FOMC announcement today, here are some governance threads I recommend you follow. ENS April 2023 Financials As I have said, DAOs should be better at posting financial statements. Expecting users and token ho... Read more

Since the ~$15.5k bottom in November 2022, Bitcoin has witnessed a more than formidable recovery. By late April, BTC nearly doubled in price from its November low. And since the start of 2023, it is up 72%. In comparison, ETH posted a 55% recovery,... Read more

Stanley Druckenmiller spoke recently at the 2023 NBIM Annual Investment Conference and was interviewed by Nicolai Tangen, the CEO of Norges Bank Investment Management. Norges Bank manages the Norwegian Sovereign Wealth Fund, which is the largest pub... Read more

The funding landscape for the Web3 gaming sector continues on a downward trend that started in Q1 2022, with both funding and the number of deals announced falling roughly 50% compared to March. However, this is not a trend exclusive to Web3 gaming.... Read more

To follow on Yun Heng’s post on “Blur’s New Product Suite: Blend”, it’s been really interesting to observe user behaviors since its launch… Blend is providing borrowers the highest LTV + lowest APRs for loans — subsidizing it with $BLUR tokens. It’s... Read more

Blend is a novel peer-to-peer lending protocol developed by Paradigm researchers and implemented by Blur that allows users to borrow ETH by leveraging their NFTs. What sets Blend apart from other lending protocols in the NFTfi space is its unique de... Read more

In early February, we wrote about the turnaround in the global liquidity cycle and its influence on the market’s strong start to the year. Since then, the broad crypto market is up ~14%, largely driven by BTC and ETH, which have gained 25% and 15%,... Read more

Ethereum activity is skyrocketing as memecoins take off. Memecoins are pervasive. They’re on Ethereum mainnet, L2s, and other chains. But the ones on Ethereum are the ones going wild right now. With EIP-1559, all Ethereum activity translates to a ma... Read more

Google search trends indicate that queries for Sui Network have reached an all-time high in anticipation of its mainnet launch tomorrow. This well-awaited Layer 1 launch presents an opportunity to delve deeper into the token economics and determine... Read more