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Market Troubles, ETH Deflation, NFTs Cool Off
Historic First Deflationary Day On the 3rd of September, ETH had its first deflationary day, which means...The biggest culprit for ETH’s deflationary day is the recent NFT frenzy.
3 Min
NFTs
Sep 2021
ETH Turns Deflationary as Users Rush to Mint XEN Tokens
Today, we take a look at ETH’s recent deflationary streak and our Research team examines chicken bonds...📊 ETH Turns Deflationary as Users Rush to Mint XEN Tokens Over the past 4 days, a total of 11.2K...As a result, ETH has turned deflationary since the protocol has only minted a total of 6.5K ETH over...
5 Min
Proof-of-Stake
Oct 2022
ETH Supply Turns Net Deflationary Since the Merge
Today, we examine ETH supply turning net deflationary and our Research team dives deep into Pyth, a new...📊 ETH Supply Turns Net Net Deflationary Since the Merge Total ETH supply has turned net deflationary...Many have pointed to the deflation caused by recent market events as evidence that a sustained increase...
5 Min
Proof-of-Stake
Nov 2022
The Dark Night Rises - Part 1
If we look outside, Japan is in the midst of a currency crisis, China is battling serious deflation pressures...China is trying to fight deflationary pressures, unlike the inflationary pressures being fought in the...it would give the PBOC more breathing room to provide more stimulus and credit support to stave off deflation...
23 Min
Macro & Markets
Jul 2024
Rolling the Dice on Rollbit Fundamentals
This can be seen in the increasing trend on the 7-day moving average deflation rates, which picked up...The sensitivity tables above show supply deflation rates for RLB based on our Bear/Base/Bull cases at...In a scenario where the RLB price drops but buybacks remain consistent, the deflation rate will rise,...
23 Min
Betting
Dec 2023
The Decade Ahead
Initial inflationary spike in inputs, followed by massive deflation in services and then goods....In the long run, my hope is that the deflation brought on by AI will lead to a recovery in fertility.
22 Min
AI
Jul 2026
DeAI’s Path Forward: Trust & Efficiency
DeAI’s Economic Impact CapEx deflation and crypto-economic incentives are coming together to form a compelling...network More validators → richer distributed training & higher RoG Loop closes → further hardware deflation...
22 Min
AI
May 2025
Has Inflation Peaked?
...where we are headed. of the low inflation world are changing… …central banks are done with fighting deflation...with asset price inflation, and are now fighting inflation with asset price deflation.
10 Min
Macro & Markets
Aug 2022
Monthly Chartbook - Wishful Thinking
This mix should lead to a significant deflationary impulse....The hot PCE print surprised the market, with many expecting deflationary signals like falling freight...Source: Employ America Many analysts expected auto production to rebound in 2023 and drive outsized deflation...
19 Min
NFTs
Mar 2023
Stablecoin Boosts, LTHs in Pain, ETH Burns in Jan, Genie vs Gem
Incoming Ethereum burns from EIP-1559 flared up in the month so far, resulting in the largest daily deflation...
3 Min
DeFi
Jan 2022
Valuing Layer 1s - Memes, Money, or More?
Denomination matters too: ETH staking – future cashflows are in a deflating currency in ETH (making...If you denominate in ETH, you’ll happily stack your increasingly deflating asset....The second half weights the real yield of holders not staking (i.e., they lose inflation or gain deflation...
30 Min
Proof-of-Stake
Apr 2022
Otherdeed Burns, Looming Signals, & Intro to Webaverse
...the bullish narratives surrounding ETH like the Merge and “ultrasound money” and its transition to a deflationary...here, especially as more people recognize the opportunity to earn higher real yields denominated in a deflationary...Denomination matters too… ETH staking – future cashflows are in a deflating currency in ETH (making...
6 Min
NFTs
May 2022
Undervalued & Under Pressure
...the bullish narratives surrounding ETH like the Merge and “ultrasound money” and its transition to a deflationary...here, especially as more people recognize the opportunity to earn higher real yields denominated in a deflationary...Denomination matters too… ETH staking – future cashflows are in a deflating currency in ETH (making...
10 Min
Perpetual Futures
Apr 2022
ETH2 Staking, Airdrops, & The Platypus Wars
Furthermore, the merge will turn ETH into a deflationary asset, with a simulated yearly net deflation...
4 Min
Macro & Markets
Mar 2022
Mantle 2.0: Merging DeFi with CeFi?
...that being said, much of the future price action of MNT will rely heavily on the extent of buybacks, deflation...
31 Min
Financial Market Themes
Sep 2025
The Year Ahead for Markets - 2024
China is one to watch going forward — it looks poised to take the liquidity baton in its battle against deflation...officials in the world’s second-largest economy have been staring down the double barrel threat of deflation...Ethereum implemented EIP-1559 — “the burn” — to make ETH a deflationary asset.
76 Min
Macro & Markets
Dec 2023
Closing the Loop: The Self-Driving Lab Landscape
Automation deflates discovery toward commodity while the back end (trials, regulatory navigation, and...Venture-funded entrants are raising capital specifically to deflate this layer.
18 Min
Artificial Intelligence
Jul 2026
Catalysts Stacking Up - Will Narratives Drive Fundamentals?
In fact, the world’s second-largest economy — China — is now fighting the risk of deflation....China is one to watch going forward — it looks poised to take the liquidity baton in its battle against deflation...
44 Min
Macro & Markets
Jul 2023
ENS Soars, Whirlpool Farms, & Valuing L1s
The second half weights the real yield of holders not staking (i.e., they lose inflation or gain deflation...
5 Min
Layer 1 / L1
Apr 2022
Onboarding Players through IP
EA embraced this early on and have been deflating player accounts through their 5% trading fee since...
23 Min
Gaming
Mar 2024