Top Results653 results
...recover to prior cycle highs and three years all in all for price to go from its cycle bottom to a new...cycle top....recovery to the previous cycle high (Q4 2024)....at play – the business cycle....Each of the last three business cycles has been an excellent predictor of crypto market cycles, and we...
Report
35 Min
Macro & Markets
Aug 2023
Last cycle, this was NFTs....Last cycle, even the majors drew down over -70%....Unlike previous cycles, where individual enthusiasts and crypto natives dominated, the 2021 cycle saw...of crypto cycles past....Breaking The Mold
We believe there is a good chance this cycle will continue deviating from prior cycles...
Report
17 Min
Macro & Markets
Mar 2024
cycle – only to be proven that once again, it remains intact....Historically, each cycle has followed a distinct four-phase arc....Liquidity Cycles and Macro Overlays
The 4-year cycle has always been more than just a function of Bitcoin...The 4 year cycle
2....market year hasn’t derailed the Halving Cycles Theory one bit.
Alpha Insight
7 Min
Macro & Markets
Jul 2025
Asset Management
Mar 2019
Layer 1 / L1
Jan 2019
Layer 1 / L1
Dec 2018
Arbitrum-native projects such as GMX have outperformed during the bear cycle and rekindled the spirit...
Report
11 Min
Perpetual Futures
Feb 2023
But now it seems like the cycle is starting in a way that mirrors how previous ones ended....We saw this last cycle with ETH and ETH memes and we are seeing it this cycle with SOL and SOL memes...Additionally, there are very big differences between this current cycle and cycles past; the interest...
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16 Min
Macro & Markets
Oct 2024
Market Update (01:55)
Early Stage Projects We’re Watching (14:00)
Which Sectors Will Catch on Next Cycle...watching, the FTX fallout for NFT and gaming projects, sectors that could be prominent in the next cycle...
Report
1 Min
Macro & Markets
Nov 2022
Intro
This report has everything you need to know about Zora, the most polarizing project of the cycle...Virtuals case study
Virtuals built the most powerful flywheel of the cycle to date....Zora and TBA push aligns with the mania phase of the cycle, offering retail a fun experience with crypto...Zora has all the makings of this cycle’s premier speculation vehicle.
Report
40 Min
DeFi
Aug 2025
Introduction
Many had written off Solana as yet another hyped L1 narrative play from this cycle....Many had written off Solana as yet another hyped L1 narrative play from this cycle.
Report
10 Min
Macro & Markets
Jan 2023
BTC’s price usually runs up into the halving — like we’ve seen this cycle — and then takes a breather...Just like prior cycles, this next highly-anticipated halving falls almost exactly 18 months after BTC...’s prior cycle bottom....And so far, BTC’s performance is right on pace with past cycles.
Report
7 Min
Macro & Markets
Apr 2024
Bitcoin still tracking, you know, it’s it’s prior cycles in part because a lot of the prior cycles have...It’s normal in the business cycle....So there is, I think the most similar cycle to this one is the 1617 cycle....like the everything code cycle is right....There’s been a lot of new cycle people there.
Report
Macro & Markets
Jul 2024
We saw — what appears to be — the end of the Fed’s tightening cycle....Like prior cycles, this highly anticipated event will come almost exactly 18 months after its prior cycle...Last cycle, Solana pumped too fast....peaks of the last three crypto market cycles.
Report
76 Min
Macro & Markets
Dec 2023
Remember, this most recent cycle was the first in which everyone was ‘really’ paying attention with the...Leader
Staying alive is arguably the most important lesson that crypto participants learn from one cycle...hesitate to use 2023 and the aftermath of the bear market to position itself for the coming market cycle...
Report
7 Min
Macro & Markets
Feb 2024
...stands as one of Web3 gaming’s best chances to reach and resonate with a mainstream Web2 audience this cycle...true AAA title - just launched on PC, PS5 and Xbox, marking the most exciting gaming release of this cycle...
Report
18 Min
Gaming
Oct 2024
Projects like Big Time and Shrapnel kick-started the hype cycle in Q4 2023 and were quickly followed...As this cycle perpetuates, gaming will continue to be crypto’s best Trojan horse....speculation surrounding the first game that showed signs of meaningful player traction during this cycle...
Report
18 Min
Gaming
Sep 2024
Pay Attention to Fundamentals
Last cycle, memecoins were mostly a joke....This cycle, they’re still funny but their price action is no laughing matter....Last cycle, Shiba Inu coin (SHIB) executed this playbook well....But this cycle, memecoin derivatives have hit another level....This trend will continue this entire cycle IMO
1. ⏫Memes do Great
2.
Report
33 Min
Financial Market Themes
May 2024
There is a recursive theme that’s inherent in the value cycle of a successful protocol layer which hinges...L1s have been launching at exponentially higher FDVs than the ones from previous cycles....The next cycle won’t be led by chains racing to 100,000 TPS.
Report
43 Min
Layer 1 / L1
Apr 2025
cycles....liquidity cycles....In past cycles, everything traded together....But this cycle has felt less ambitious....Coincidentally, the current market cycle is the first cycle in which interest rates began at elevated...
Report
90 Min
Macro & Markets
Dec 2024