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Return of the Coins
Only 28% of analysts have a buy recommendation on COIN — among the 30 tracked by Bloomberg — so it still...
27 Min
Financial Market Themes
Nov 2023
King $COIN Marches On
At present, COIN finds itself once again trading into the all important psychological region of $200,...
7 Min
Macro & Markets
Feb 2024
Zora: Can't Stop Coining
Zora’s introduces two types of ERC-20 tokens: creator coins (one per user profile) and content coins...Coins protocol: Zora’s tokenization & liquidity infra on Base. ERC-20 creator/content coins....Content coins are paired with creator coins, and creator coins are paired with ZORA.
40 Min
DeFi
Aug 2025
Curve's Growth, DeFi's Dilemma, & Meme Coins
It’s Happening, Again Dog coins are mooning again, which has historically been a pretty good indication...The first time dog coins went wild was Apr. – May. this year, and quickly cratered as crypto markets...In early Sept., dog coins were all the rage again and the broader crypto market saw a fairly deep de-leveraging...
3 Min
Vaults
Oct 2021
Dog Coins, Liquidations, and Metamask's Fee Capture
DOGE inspired ERC-20 memecoins dominate Uniswap volume, leveraged traders flushed across crypto, and Metamask's monetization comes good....
2 Min
DeFi
May 2021
ETH Rebounds, Banker Joe Launch, Perps & CEX Coins
ETH/BTC Rebounds From Key Support From Oversold Regions After days of hovering at the bottom of the 0.06 to 0.08 […]...
3 Min
DeFi
Oct 2021
Stable Coin Supply Explosion
Stable coins come in many different forms, but fiat-backed absolutely dominate market share....The fiat-backed stable coin subset is further dominated by tether (USDT), typically making up over 80%...of the fiat-backed stable coin supply....March kicked off the growth in stable coin supply and it has yet to slow down.
2 Min
Stablecoins
Apr 2020
Social Tokens: The Rise of the Coin’s E-Den Syndicate
For those of you that might not know Marguerite deCourcelle, more commonly referred to as Coin Artist...At the time of redemption, the coins were worth $50,000. ...This past Saturday, Marguerite launched her social token called $COIN – a welcome addition to the growing...“Coin’s E-Den is the first ever Neon District syndicate and largely a social experiment.
4 Min
NFTs & Gaming
Sep 2020
Gaming
Feb 2019
An Ode To Bitcoin
Going Six years after our original “State of Bitcoin” report, that asset is now worth ~$100,000 per coin...journey, its value proposition, and the potential future of the cryptocurrency as it reaches $100,000 per coin...
12 Min
Other
Dec 2024
Pro Crypto Insider Talks - July 2023
...discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase’s $COIN...discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN...
1 Min
Layer 1 / L1
Jul 2023
Monthly Chartbook - When It Rains, It Pours [February 2022]
When It Rains, It Pours Surprisingly, the saying “when it rains, it pours” was first coined by advertising...Supply Adjusted Dormancy is the average number of days destroyed per coin transacted and is defined as...the ratio of coin days destroyed divided by total transfer volume.
33 Min
Macro & Markets
Mar 2022
NFT Memo - Metas Worth Paying Attention To
...hand, some NFT collections embraced memecoining to the point where they developed synergies with these coins...
19 Min
NFTs
Sep 2024
SHIB & DOGE Face Off as Gas Prices Rise
Most of the crypto market was sidelined by liquidations, while dog coin connoisseurs showed up in a big...As the market bounced back today, the dog coin surge could be a symptom of investors developing a higher...As the two dog coins faced off today, DOGE bounced upward while SHIB wound up remaining relatively flat...
2 Min
Infrastructure
Oct 2021
Dog Days of Summer
This is really just a fancy way of saying that a couple of coins went up a lot, some coins went up a...little, and most coins actually went down....One idea is to buy coins with the highest mindshare....And almost all of the hot new coins are on Solana.
34 Min
Macro & Markets
Jul 2024
An Update on DeFi Markets
Market Update With L1 szn taking hold of crypto markets, DeFi coins have fallen out of favor over the...HOLYPERP, which is an index of SOL, FTT, SRM, and RAY has outperformed individual coins with the exception...FTT isn’t a DeFi token, but we included it in the comparison since it’s a “Sam coin.”...
8 Min
Asset Management
Sep 2021
Polygon Shines, Perpetual Protocol's Growth, and Uniswap Capital Efficiency
Data Digest Polygon continues to grow as BSC stagnates DeFi coins led relief rally Uniswap v2 vs v3...Despite the US session opening with a sell off, these DeFi coins are still up over the past 2 days....Polygon continues to grow as BSC stagnates and DeFi coins leads relief rally.
2 Min
DeFi
May 2021
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
In fact, at its peak in November of last year, Pump-related assets (coins launched on Pump.fun) made...up nearly 60% of all monthly DEX activity on Solana, meaning that coins launched on Pump.fun generated...While coins that already graduated to Raydium will continue trading there, memecoin capital rotates fast...
16 Min
DeFi
May 2025
Market Musings - April Showers Bring May Flowers
A prime example of this can be seen in NOT Coin’s continued outperformance on a week-over-week basis....This contrasts sharply with coins like $NOT or $PEOPLE, which gained our attention last week....Since then, both coins have had outstanding weeks, with $NOT up over 150% and $PEOPLE up nearly 50%.
8 Min
Macro & Markets
Jun 2024
Longs Wiped Out, Market Rebound, and DeFi Orderbooks Shine
Longs wiped out as market turns red, DeFi coins lead the recovery, and decentralized orderbook protocols...
2 Min
DeFi
May 2021