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This month’s musing will be devoted to analyzing vibes. You might think, what’s the point of wasting time on, uh, “vibes?” Shouldn’t we focus on more important stuff like numbers, charts, and math? We...
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30 Min
Global Macro Themes
Jun 2023
So to hear our current thoughts, please reread our March Chartbook and go back to sleep.
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27 Min
Macro & Markets
May 2023
The last time we analyzed this chart was during the January iteration of the Chartbook, as crypto markets...During the January iteration of the Chartbook, we noted that “For the first time in over 12 months, the...
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26 Min
Macro & Markets
Apr 2023
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and...increase in global liquidity driven by China’s PBoC and the Fed, which we noted in our January 2023 Chartbook...
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19 Min
NFTs
Mar 2023
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and...In our last iteration of The Chartbook, we were in the midst of the FTX collapse, with BTC breaking down...
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15 Min
Macro & Markets
Feb 2023
Wishful Thinking – Monthly Chartbook February 2023
Chartbook is a collection of interesting charts and...
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8 Min
Cash-Backed (Custodian) Stablecoins
Mar 2023
Another Year, Another Rally
This month’s edition of Chartbook with contributions from Jason, Joo, Teng...
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7 Min
Stablecoins
Feb 2023
Introduction
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across...Keeping with the theme of previous iterations of The Chartbook, we ask ourselves the same high-level...Over the previous two Chartbook iterations, we have noted the cyclicality of crypto markets as we head...This concludes the November 2022 Chartbook.
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19 Min
Macro & Markets
Dec 2022
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and...Macro Outlook
Keeping with the theme of previous iterations of The Chartbook, we ask ourselves the same...It is important to note that while this did not occur in October, during the purview of this Chartbook...
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20 Min
Macro & Markets
Nov 2022
⚡Monthly Chartbook – Uncertainty Post-FTX Collapse
In a year seemingly filled with black swan event...
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4 Min
Spot Exchange
Dec 2022
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and...& Gaming Sector Breakdown
Macro Outlook
Keeping with the theme of previous iterations of The Chartbook...This month’s Monthly Chartbook focuses on the macro outlook, market structure & on-chain observations...
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21 Min
Macro & Markets
Oct 2022
...fan tokens while our Research team looks at some macro conditions highlighted in our latest monthly chartbook...⚡ Monthly Chartbook – Inflation Cooperates, But Is It Enough?
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4 Min
Sports
Nov 2022
⚡ Monthly Chartbook – Inflation Cooperates, But Is It Enough?
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4 Min
Macro & Markets
Nov 2022
Reality
The Aftermath of FTX’s Downfall
November 2022 Chartbook- Uncertainty Reigns Supreme...
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55 Min
Global Macro Themes
Dec 2022
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and...NFTs & Gaming Sector Breakdown
Macro Outlook
Keeping with the theme of previous iterations of The Chartbook...During last month’s chartbook, legacy markets found themselves nearing the tail end of the recent bear...
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24 Min
Macro & Markets
Sep 2022
⚡ Monthly Chartbook – Falling Out of the Merge
Has anything changed on the macro front given that...
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3 Min
Macro & Markets
Oct 2022
⚡ Monthly Chartbook – Falling Out of the Merge
Chicken bonds were recently launched on the back...
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5 Min
Proof-of-Stake
Oct 2022
Reality
The Aftermath of FTX’s Downfall
November 2022 Chartbook: Uncertainty Reigns Supreme Post-FTX...
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DeFi
Jan 2023
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and...
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22 Min
Macro & Markets
Aug 2022
...options for the first time ever following the announcement of The Merge timeline (as we noted in August’s Chartbook...
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9 Min
Macro & Markets
Sep 2022