FTX Research Reports

Global Macro ThemesThe Year Ahead for Markets
By
Anil Lulla•
2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable corrections are healthy for long-term secular uptrends.

OrderbookA Nuanced Approach to Estimating Mark-to-Market Crypto-Asset Values
By
Anil Lulla•
The reasons for the monumental collapse of FTX still aren't entirely clear. There are numerous theories that speculate on what went down. Yet, nothing can be said with absolute certainty. That said, several pieces of this puzzle have been uncovered, and there’s one that stands out clearly.

NFTsMonthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
By
Anil Lulla•
Has anything changed on the macro front given the macro-driven bear market? This month, the answer is…we’re getting closer.

Macro & MarketsCrypto Insider Talks: The FTX Aftermath
By
Anil Lulla•
Join us as we dissect the fallout from the FTX collapse and how the industry can move forward.

Macro & MarketsDelphi Office Hours Call (November 17th, 2022)
By
Anil Lulla•
Join us as we discuss early stage projects we're watching, the FTX fallout for NFT and gaming projects, sectors that could be prominent in the next cycle, and debate how effective proof of reserves will be.

Financial Market ThemesThe Aftermath of FTX's Downfall
By
Anil Lulla•
We broke down the FTX collapse and what it means for the industry going forward.
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