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The above chart is canonical but somewhat overcomplicates the psychology at play.
Report
17 Min
Macro & Markets
Mar 2024
...the fundamental question of how to create enough demand-side pressure for CROW to support a healthy chart...The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
Report
18 Min
Gaming
Jun 2025
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.
Report
24 Min
Layer 1 / L1
Sep 2023
As you can see from the chart above, fees spiked to a massive level of over 200 BTC per day for an extremely...(Chart on NFT volume by type of NFT)
Take, for instance, the idea of tokenizing a rare 1-of-1 piece of...
Report
47 Min
Layer 1 / L1
Jan 2024
Chart of the Week – The SEC Won’t Let Me Be, Or Let Me Be Me
Anyone who’s hung around the cryptoverse...Let’s look at the charts below from the lens of the market participants and order types discussed above...The below chart combines several of the topics discussed above, and in the referenced Market Insights...
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14 Min
Macro & Markets
Apr 2022
The Good [Charts], The Bad [Charts], and the Ugly [Charts]
The good news is so far we’ve seen strong...Note: the chart below uses trading days on Bloomberg....But if you look at a chart of several of those same asset classes normalized against the growth of the...
Report
6 Min
Macro & Markets
Jun 2021
The chart above speaks to the dynamics of the Axie breeding economy....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...
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9 Min
Games
Jul 2021
We have added SudoSwap (in yellow) to the list of marketplaces we track on this chart, as we expect it...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.
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11 Min
NFTs
Aug 2022
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...
Report
1 Min
Infrastructure
Dec 2020
...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″]...
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1 Min
DeFi
May 2020
...high level numbers as of the mid-May (the 18th to be exact):
And now (July 28):
In just over 2...World App users grew 16% from 26.7M to 30.9M, maintaining the ~2:1 ratio between app downloads and completed...For now, the gap between user demand (evidenced by the 2:1 app-to-verification ratio) and Orb availability...
Alpha Insight
6 Min
Artificial Intelligence
Jul 2025
...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,...
Report
5 Min
Layer 2 / L2
Nov 2020
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
Report
11 Min
Asset Management
Nov 2020
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
Report
11 Min
Asset Management
Nov 2020
From the chart, if inverse DXY (purple line) rallies, BTC rallies....has stayed consistent for five months and until it breaks it’s one of the cleanest signals to watch.
2....in August 2025, DXY is coming up from below and retesting that same level this time as resistance.
2...Scenario 2: If DXY breaks and holds above 100, that changes the story.
Alpha Insight
5 Min
Macro & Markets
Aug 2025
Topics Covered:
2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly
5:45 – Bitcoin ETF, Funds...
Report
1 Min
Layer 1 / L1
Feb 2021
If and when this level breaks, the window for BTC to expand opens up quickly.
2.
Alpha Insight
5 Min
Macro & Markets
Jun 2025
Infrastructure
Jun 2019
Chart of The Day: Gas Spend Surges in March on L2 Activity
Layer-2 rollups post all their transactional...Chart of The Day: Gas Spend Surges in March on L2 Activity Layer-2 rollups post all their transactional...
Report
5 Min
DeFi
Apr 2022
Its 2% depth on Bybit – an indicator that tries to evaluate the required liquidity to move a token by...2% – is just $3.5k-$4.5k, with even lower depth on Bitget ($2k-$3k) and KuCoin/MEXC ($1.2k-$1.8k)....be confirmed), all in-game payments would unlock discounts when using the token on an external web page...
Report
16 Min
Gaming
Apr 2025