Alpha Insights

Lens Throwing Up Numbers
By
Anil Lulla•
Lens Protocol, the Polygon (and soon zkSync) web3 social media platform, has been throwing up impressive numbers lately. Although smaller […]
Lens Protocol Research Reports

Social MediaThe Rise of Lens Protocol in 2023
By
Anil Lulla•
Crypto-native social media is revving up to bring the competition to web2 social media. In this report, we explore Lens Protocol, the open-source, web3 social graph. The protocol has seen a substantial spike in monthly transactions and users since the beginning of 2023.

Social MediaThe DeSocial Protocols
By
Anil Lulla•
If you have been using social media platforms in the last decade, you have probably noticed that they are fumbling. This has been most apparent on Twitter. From arbitrary censoring of competitor links in tweets, to nonstop bots and spam across platforms to arbitrary banning or sudden changes in API access - using Twitter has never been so miserable.

Lending / BorrowingAave: A Review Of The Fundamentals
By
Anil Lulla•
In our Year Ahead report for DeFi, we examined the thesis for so-called DeFi blue chips and their ability to bounce back from a tough year. Aave is one of those projects, and one that virtually everyone in crypto is aware of.
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