“[Inflation] has proven darn near impossible to beat without significant economic weakness.” This point is worth reiterating, and one we raised in our Markets Year Ahead report: “Unfortunately, the best antidote for stubbornly high inflation is a r... Read more

As we see the pull towards the Ethereum ecosystem increases, the need for interoperability between chains is more prevalent than ever. In our zk-bridge report, we highlighted a few projects working on developing a bridging solution aimed at proving t... Read more

It’s interesting to note that the volume and users on SudoSwap hasn’t picked up much in the past few weeks. This is despite the launch of the SUDO token, which is now transferrable and can be traded. One likely reason for this is that majority of l... Read more

The “No Landing” camp is getting larger by the day as more market pundits are starting to believe a recession won’t be in the cards this year. This begs the question: is the worst actually behind us? This argument has some merit as we’re seeing *pot... Read more

At the start of February, the range of the rolling 30 day correlations among all unique asset pairs in the Delphi L1 index was tightly concentrated above +0.5. Ever since, however, the dispersion has been steadily increasing. Viewed another way, usi... Read more

Increasingly, China is softening its once-hawkish stance on crypto. Bloomberg ran a piece yesterday on Hong Kong’s efforts to woo crypto businesses back to help reestablish the city’s ‘financial center of Asia’ bona fides. Notably, this push has be... Read more

Coinbase had an ominous tweet an hour ago, just a date of Feb 23rd and a blue dot. Around the same time, Optimism released this: Is Coinbase launching their own L2 based off of the Optimism codebase? Tomorrow we’ll find out. If it does, expect the n... Read more

The S&P 500 Index on Tuesday experienced its largest daily loss of 2023. In 2022, there were 23 daily losses that exceeded -2.0%, while 2021 only saw 5 such occurrences. The Volatility Index (VIX) just printed its strongest 3-day return in more than... Read more

Interesting to see how dramatic the selloff has been in NFT marketplace tokens following their sizable runups heading into the BLUR airdrop. X2Y2 and LOOKS were among this year’s big gainers through the first 6 weeks of 2023, but most (if not all) of... Read more