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Monthly Chartbook - AI Narrative Takes the Wheel
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...
30 Min
Global Macro Themes
Jun 2023
Monthly Chartbook - A New Consensus?
So to hear our current thoughts, please reread our March Chartbook and go back to sleep.
27 Min
Macro & Markets
May 2023
Monthly Chartbook - Spring Crossroads
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...
26 Min
Macro & Markets
Apr 2023
Monthly Chartbook - Wishful Thinking
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...
19 Min
NFTs
Mar 2023
Monthly Chartbook - Another Year, Another Rally
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...
15 Min
Macro & Markets
Feb 2023
USDC De-Pegs & Bitcoin Rallies
Wishful Thinking – Monthly Chartbook February 2023 Chartbook is a collection of interesting charts and...
8 Min
Cash-Backed (Custodian) Stablecoins
Mar 2023
SEC vs. BUSD by Paxos
Another Year, Another Rally This month’s edition of Chartbook with contributions from Jason, Joo, Teng...
7 Min
Stablecoins
Feb 2023
Monthly Chartbook - Uncertainty Reigns Supreme Post-FTX Collapse
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.
19 Min
Macro & Markets
Dec 2022
Monthly Chartbook - Inflation Cooperates, But Is It Enough?
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...
20 Min
Macro & Markets
Nov 2022
Binance Sees USD Outflows of $5B as Users Withdraw Funds
⚡Monthly Chartbook – Uncertainty Post-FTX Collapse In a year seemingly filled with black swan event...
4 Min
Spot Exchange
Dec 2022
Monthly Chartbook - Falling Out of the Merge
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...
21 Min
Macro & Markets
Oct 2022
Football Fan Tokens Crater as the FIFA World Cup 2022 Begins
...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?
4 Min
Sports
Nov 2022
BTC Volatility Contracts as Market Awaits Clarity
⚡ Monthly Chartbook – Inflation Cooperates, But Is It Enough?
4 Min
Macro & Markets
Nov 2022
The Year Ahead for Markets
Reality The Aftermath of FTX’s Downfall November 2022 Chartbook- Uncertainty Reigns Supreme...
55 Min
Global Macro Themes
Dec 2022
Monthly Chartbook - The End of The Summer Doldrums
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...
24 Min
Macro & Markets
Sep 2022
Does History Suggest Price Volatility for BTC Ahead?
⚡ Monthly Chartbook – Falling Out of the Merge Has anything changed on the macro front given that...
3 Min
Macro & Markets
Oct 2022
ETH Turns Deflationary as Users Rush to Mint XEN Tokens
⚡ Monthly Chartbook – Falling Out of the Merge Chicken bonds were recently launched on the back...
5 Min
Proof-of-Stake
Oct 2022
The Great Reset: Navigating Crypto in 2023
Reality The Aftermath of FTX’s Downfall November 2022 Chartbook: Uncertainty Reigns Supreme Post-FTX...
DeFi
Jan 2023
Monthly Chartbook - Crypto vs. Macro Battle Heats Up
The Monthly Chartbook is a collection of interesting charts and trends we’re watching across crypto and...
22 Min
Macro & Markets
Aug 2022
Post-Merge Fallout: A Closer Look Into Price and Issuance
...options for the first time ever following the announcement of The Merge timeline (as we noted in August’s Chartbook...
9 Min
Macro & Markets
Sep 2022