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An Update on DeFi Markets
One interesting finding is that the majority of DeFi tokens have underperformed FTX’s DEFIPERP index....into an index for Solana and Ethereum DeFi tokens....The index includes SOL as well, which introduces some inconsistency as it isn’t exactly a DeFi index.
8 Min
Asset Management
Sep 2021
Market Note: DeFi's Resurgence?
Due to the nature of DeFi token launch dates, price history, etc., we have opted to use Binance’s DEFIPERP...
11 Min
Macro & Markets
Mar 2023
Revenge Of The Greenback
DXY Continues Its Stranglehold It should come as no surprise that the Dollar Index (DXY) appears in our...β€œThe last week has seen the S&P500 index lose key psychological and structural support around 4000...At the time of writing, the index has officially moved into bear market territory, defined as a 20% drawdown...
8 Min
Macro & Markets
May 2022
Jupiter: A Gassed Up Giant
...generating DeFi protocols ever built, assembled entirely through organic growth, product velocity, and indexing...generating DeFi protocols ever built, assembled entirely through organic growth, product velocity, and indexing...generating DeFi protocols ever built, assembled entirely through organic growth, product velocity, and indexing...
DeFi
Apr 2026
ETHGas: Institutional Blockspace on Ethereum
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18 Min
Infrastructure
Oct 2026
Market Musings - A Tale of Two Markets
Despite the lack of new highs, we still see nearly 70% of the index trading above the 200 day moving...average indicating significant index participation in the long term bullish trend....We see nearly 70% of the SP500 Index trading above its long term moving averages, indicating decent participation...
12 Min
Macro & Markets
Sep 2024
Task Markets
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32 Min
DeFi
Aug 2026
Covalent: On-chain Data Meets Agency
They’ve scaled their indexing capabilities since 2020 to over 100 chains and have all major and emerging...chains indexed....Covalent’s GoldRush is its flagship product, providing comprehensive, indexed blockchain data across...This server acts as a bridge between their indexed data and agent systems.
13 Min
Infrastructure
Jun 2025
The State Of Tokenized Stocks
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4 Min
Spot Exchange
Aug 2026
JTX: Solana’s New Trading Layer
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22 Min
DeFi
Jul 2026
The Emerging Onchain Equity Market
: 6px; display: flex; gap: 3px; opacity: 0; transition: opacity 0.15s ease; pointer-events: none; z-index...important; z-index: 1 !important; grid-column: auto !important; grid-row: auto !...Or easily bundle a few tokens into a custom, auto-rebalanced index of your own with no management fees...
30 Min
DeFi
Sep 2026
MetaDAO: Beyond The Token Sale
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22 Min
DeFi
Sep 2026
Avalanche Is the Business Chain for Real-World Finance
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33 Min
Infrastructure
Aug 2026
Closing the Loop: The Self-Driving Lab Landscape
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18 Min
Artificial Intelligence
Jul 2026
The Crowded Book
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29 Min
Macro & Markets
Aug 2026
DYDX Valuation Analysis & DEX Perps Comparison
...the same long asset: e.g., ETH Index might be paired with an ETH/USDC LP or BTC Index with a BTC/USDT...Index token paired solely with stablecoins: e.g., ETH Index paired only with USDC in an LP....Altcoin index token paired with ETH/stablecoin LP: e.g., BNB Index token paired with ETH (as the long...
40 Min
Derivatives
Jul 2023
PoUW: Can Computation Become Consensus?
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40 Min
Infrastructure
Sep 2026
Evaluating the AI Labs of China
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30 Min
Artificial Intelligence
Aug 2026
Market Musings - Through The Fire And Flames
The Nikkei 225 and the TOPIX Index (the two major Japanese stock market benchmarks) both fell more than...Volatility Index Comes Alive Extreme market uncertainty and indiscriminate global de-risking is usually...5, 2024 At one point, the VIX was up over 40 pointsβ€” the largest intraday move on record since the index...
14 Min
Macro & Markets
Aug 2024
Your Guide to Ordinals and BRC-20s
For Ordinals to work, Ordinal indexers are needed....To exchange inscriptions between two parties, both entities must run the same indexer....Currently, the vast majority of projects is using the ord indexer to avoid compatibility issues which...The value proposition: A decentralized and open-source indexer.
22 Min
BRC-20 / Ordinals
Feb 2024