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The above chart is canonical but somewhat overcomplicates the psychology at play.
Report
17 Min
Macro & Markets
Mar 2024
...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″]...
Report
1 Min
DeFi
May 2020
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
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
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...
Report
9 Min
Games
Jul 2021
Infrastructure
Jun 2019
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...
Report
14 Min
Macro & Markets
Apr 2022
...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
...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
...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
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
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.
Report
11 Min
NFTs
Aug 2022
Topics Covered:
2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly
5:45 – Bitcoin ETF, Funds...
Report
1 Min
Layer 1 / L1
Feb 2021
3 Min
Macro & Markets
Apr 2025
Welcome to our third installment of Charts of the Week. Check out last week’s drop here.
Alpha Insight
3 Min
Global Macro Themes
Jul 2023
Welcome to our second installment of Charts of the Week. To see last week’s edition, click here....This week saw a fairly depressing chart make the rounds on CT, showing new crypto startups nuking amid...share of Bitcoin supply held/traded by U.S. entities has experienced a notable uptick (see YTD flows chart...
Alpha Insight
6 Min
Macro & Markets
Jul 2023
...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
Welcome to the first installment of Charts of the Week, a new weekly series where we cover the coolest...charts in the world....And without further ado, let’s get to some charts!...of the Fed’s preferred inflation gauges — is nearing the Fed’s self-proclaimed inflation target of 2%...
Alpha Insight
4 Min
Financial Market Themes
Jun 2023