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Reserve & Celo - Part 2
...https://storage.googleapis.com/members-portal-bucket/uploads/2020/07/Research-Report-Reserve-Celo-Part-2-...5-31-2020.pdf” title=”Research Report – Reserve & Celo – Part 2 – 5 31 2020″]...
1 Min
DeFi
May 2020
Axie Part 2 - Gamer Economics
Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...flat throughout the month while Mystic 1 Axie floor price grew from 5.5 ETH to 9.99 ETH and Mystic 2...
9 Min
Games
Jul 2021
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...
1 Min
Infrastructure
Dec 2020
Infrastructure
Jun 2019
The Shift to Layer 2: A Potential Disruption Catalyst for the AMM Ecosystem
...and then encourage liquidity providers to move over from the main pool to the layer 2 equivalent....Ideally a user executing a swap on the ETH-USDC pool on Unipig (Uniswap fork on the Optimism layer 2)...Ideally as a user, regardless of whether interacting with the ETH-USDC pool on layer 1 or on layer 2,...
5 Min
Layer 2 / L2
Nov 2020
Finding the Fun in Fundamentals #2 - Wemade
The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
Part 2 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...It has 2 modes of operation; fast and slow.
24 Min
Layer 1 / L1
Sep 2023
Coordination, Public Goods and Crypto (Part 2)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
RSK uses merge mining with Bitcoin, meaning it inherits some level of Bitcoin security....BPro, a leveraged Bitcoin token with passive income. DoC is a Bitcoin-based stablecoin....Sovryn Zero allows 0% interest loans on Bitcoin and its Bitcoin-backed stablecoin, ZUSD....of exciting things in Bitcoin.
47 Min
Layer 1 / L1
Jan 2024
The State of Bitcoin
Long-term value potential and analysis of Bitcoin...
Infrastructure
Dec 2018
The State Of Bitcoin
Bitcoin Ordinals kicked off an entirely new concept and Bitcoin sub-market....and not all existing just adding more). 2....Bitcoin miners are a fundamental part of the Bitcoin ecosystem....Bitcoin and Bitcoiners are famously skeptical of additions to Bitcoin core protocol....Bitcoin’s core premise.
28 Min
Layer 1 / L1
Feb 2024
BAYC Gets BendDAO-ed & Internet Game Season 2
Internet Game is an interactive entertainment platform that is launching its Season 2, titled “Bear Market...There are 2 parts to the games....Part 2 is a live finale with 3 multi-player games hosted by Gmoney & Leah Lamarr.
11 Min
NFTs
Aug 2022
Bitcoin's Global Breakout
As I said on @SquawkCNBC this morning, the supply/demand dynamic in bitcoin right now is off-the-hook...Bitcoin is the cool kid on the block again…much to the dismay of gold bugs.  ...
5 Min
Macro & Markets
Mar 2024
Embracing Bitcoin's Volatility
Key Takeaways Bitcoin is capturing the mind share of younger generations because of its volatility and...Some argue bitcoin’s latest parabolic move is stealing market share from gold but that’s only the tip...Which is why Bitcoin is so fascinating to them....Bitcoin Running Ahead of Schedule Bitcoin wasted no time in the new year, kicking off 2021 with a +35%...
5 Min
Macro & Markets
Jan 2021
Is Bitcoin Eating the World?
Is Bitcoin Eating the World?...Bitcoin has leapt back into the limelight after taking a backseat to the “summer of DeFi” craze....Bitcoin was not the only asset taking a hit....Bitcoin, however, is new to most....But bitcoin won’t be shackled to playing just one role.
5 Min
Data
Oct 2020
What's Up With Bitcoin?
Insights from the Bitcoin options market.
2 Min
DeFi
May 2021
Bitcoin's Seasonal Struggles
For more in-depth detail and context, be sure to check out our latest Bitcoin Outlook published just...Seasonality Struggles The early months of a new year are typically the most challenging for bitcoin,...But working off the data we do have, the argument for bitcoin’s Q1 weakness is likely two-fold.
4 Min
Spot Exchange
Jan 2021
Bitcoin for Advisors [Presentation]
I had the privilege of presenting at CoinDesk’s Bitcoin for Advisors conference earlier this week....The title of the session was “Global Macro Outlook and What It Means for Bitcoin”; needless to say I...Slide 2: Dearth of NON-SOVEREIGN Safe Havens There’s much debate over the impact of >$3.5T in net..., “Global Macro Outlook and What It Means for Bitcoin”.
7 Min
DeFi
Nov 2020
The State of Bitcoin 2020
Eighteen months after our inaugural State of Bitcoin report and our conviction in the long-term value...proposition of Bitcoin is as strong as ever....We strongly believe Bitcoin offers several key advantages over traditional safe haven assets, which will...Within The State of Bitcoin 2020, our team dives into all this and more!
1 Min
Proof-of-Work
May 2020