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Infrastructure
Mar 2019
Layer 1 / L1
Mar 2019
Dispersion reigns supreme. This is a post to try and understand why....This means dispersion.
Welcome to fiscal dominance.
Alpha Insight
5 Min
Macro & Markets
Jun 2024
Ever since, however, the dispersion has been steadily increasing....Ever since, however, the dispersion has...
Alpha Insight
1 Min
Indices
Feb 2023
A few months back I posted this chart below on the much talked about dispersion we’ve seen in crypto...
Alpha Insight
2 Min
Macro & Markets
Jun 2024
The conversation discusses the recent market volatility and the dispersion effect in the cryptocurrency...
Media
55 Min
DeFi
Apr 2024
This market pullback continues to show the same signs of the dispersion that have been present throughout...crypto natives heavily allocated to areas outside of BTC, it is likely that we will continue to see dispersion...
Report
12 Min
Macro & Markets
Jun 2024
@davidlawant
Winners & Losers
The second major theme of 2024 is market dispersion....This dispersion has served as a wake-up call for crypto markets that have grown accustomed to everything...More mature markets experience dispersion all the time — just look at the big tech stonks and the rest...The last “why dispersion” theory is retail — err, the lack thereof.
Report
34 Min
Macro & Markets
Jul 2024
Alts Suffer & Dispersion Continues
Last week’s market flush is a small blip when looking at BTC price...Last week’s market pullback has been yet another example of the dispersion that we have seen throughout...many crypto natives heavily allocated to areas outside of BTC, it is likely that we continue to see dispersion...
Report
9 Min
Macro & Markets
Jun 2024
Altcoin recoveries were anything but evenly distributed, with more signs of dispersion in crypto markets...
Report
1 Min
Macro & Markets
Jun 2024
The DAO tokens would be used to claim their portion of the dispersed treasuries.
Report
9 Min
DAO
Jan 2022
There are some valid points to this argument, including the notable dispersion in performance we’ve seen...Since late June, we’ve seen correlations abate a bit as return dispersion widened.
Report
11 Min
Global Macro Themes
Aug 2022
The dispersion of returns across quarters and years is irregular, indicating that there’s no real pattern...
Report
3 Min
Macro & Markets
Jul 2021
There are some valid points to this argument, including the notable dispersion in performance we’ve seen...
Report
5 Min
Macro & Markets
Aug 2022
...qvkmqgPtrp
— 3xLiquidated 🎢 (@3xliquidated) August 7, 2024
As we noted in the Dog Days of Summer, dispersion...Was it all macro led due to the bank of japan hiking, does dispersion get even worse from here, and what...
Report
14 Min
Macro & Markets
Aug 2024
I have articulated this view many times in the past and why it has resulted in the performance dispersion...the next several weeks will be indicative of the market appetite and if we will continue to see the dispersion...
Report
14 Min
Macro & Markets
Oct 2024
With internationally dispersed validators, it takes longer for messages to travel between them and thus...Colocation reduces latency by ~46% vs. international dispersion
50 validators is the limit before seeing...
Report
15 Min
Orderbook
Sep 2022
As more blockchain platforms and protocols have emerged, assets have been dispersed across these chains...
Report
12 Min
Cross-Chain
Feb 2025
...building a treasury makes much more sense as the project can build a balance sheet, add optionality (burn, disperse...
Report
10 Min
Stablecoins
Sep 2020
Was it all macro led due to the BoJ hiking, does dispersion get even worse from here, and what’s the...
Report
10 Min
Macro & Markets
Aug 2024