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Reserve & Celo - Part 2
[pdf-embedder url=”https://storage.googleapis.com/members-portal-bucket/uploads/2020/07/Research-Report-Reserve-Celo-Part...-2-5-31-2020.pdf” title=”Research Report – Reserve & Celo – Part 2 – 5 31 2020″]...
1 Min
DeFi
May 2020
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...In order to unlock the next phase of growth, the scaling torch has been passed over to Layer 2s, led...
1 Min
Infrastructure
Dec 2020
Axie Part 2 - Gamer Economics
SLP supply peaked at 584mil on 29th May and had a short period of deflation....On 28th June it stood at 484mil, a 100mil(-17%) supply decrease in 30 days....Small Love Potion (SLP) has seen a significant growth in price of +712% YTD as of June 28th....Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...
9 Min
Games
Jul 2021
Infrastructure
Jun 2019
Finding the Fun in Fundamentals #2 - Wemade
From 2019 to 2024, gross revenue grew from ₩113.6 billion ($87 million) to ₩711.9 billion ($547 million...However, even after recording a ₩308.1 billion ($237 million) net profit in 2021, the company posted...steep losses in 2022 and 2023, at -₩185.8 billion (-$143 million) and -₩206.7 billion (-$159 million)...
18 Min
Gaming
Jun 2025
Coordination, Public Goods and Crypto (Part 2)
...century, yet the amounts of money raised to acquire these seats have gone up astronomically to $1.2B in 2017...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Coordination, Public Goods and Crypto (Part 2)
...century, yet the amounts of money raised to acquire these seats have gone up astronomically to $1.2B in 2017...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
The Shift to Layer 2: A Potential Disruption Catalyst for the AMM Ecosystem
...and then encourage liquidity providers to move over from the main pool to the layer 2 equivalent....Ideally a user executing a swap on the ETH-USDC pool on Unipig (Uniswap fork on the Optimism layer 2)...Ideally as a user, regardless of whether interacting with the ETH-USDC pool on layer 1 or on layer 2,...
5 Min
Layer 2 / L2
Nov 2020
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
Part 2 – Applications In Part 1 we have overviewed Anoma’s intents and seen how they compare to Ethereum-style...“Part 2: WTF are intent-based apps?”...has 2 sections; First, we take a look at some existing intent-based apps across various verticals that...User 0xea wanted to sell 48,942 USDC and receive at least 26.66 ETH.
24 Min
Layer 1 / L1
Sep 2023
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
...the inscription technology by building a simple order book DEX for BRC-20 tokens....BRC-20’s on this DEX trade against sUSDT....The limited edition NFT collection boasted tiers ranging from $10K to $200K....Actual activity on Ordinals saw a significant spike between May and Sept 2023, averaging over 200K inscribed...
47 Min
Layer 1 / L1
Jan 2024
BAYC Gets BendDAO-ed & Internet Game Season 2
Internet Game is an interactive entertainment platform that is launching its Season 2, titled “Bear Market...There are 2 parts to the games....Part 2 is a live finale with 3 multi-player games hosted by Gmoney & Leah Lamarr....The Sandbox announces the start of Alpha Season 3 on August 24....Fractional raises $20M funding round, rebrands to Tessera.
11 Min
NFTs
Aug 2022
2/17 Analyst Call: BTC, Terra, Cosmos, NXM, NFTs, and Aggregators
Topics Covered: 2:05 – MicroStrategy’s Bitcoin Blueprint with Kevin Kelly 5:45 – Bitcoin ETF, Funds...& Futures with Kevin Kelly 6:27 – Inflation Expectations with Kevin Kelly 8:55 – Mirror & Terra...Cosmos IBC Launch with Medio Demarco 15:50 – How Nexus Can Incentivize Auditors with Medio Demarco 21...
1 Min
Layer 1 / L1
Feb 2021
Rumors of the DXY Death Are Greatly Exaggerated
First, the DXY bounced off the critical support at 100 twice in 2023....The double bottom is reminiscent of the DXY bounce in Jan 2021 and June 2021 before it went on a historic...
2 Min
Macro & Markets
May 2023
World Update (2 Months Later)
In just over 2 months, adoption metrics have grown considerably: Total unique humans (orb-verified)...World App users grew 16% from 26.7M to 30.9M, maintaining the ~2:1 ratio between app downloads and completed...For now, the gap between user demand (evidenced by the 2:1 app-to-verification ratio) and Orb availability...
6 Min
Artificial Intelligence
Jul 2025
Revenge Of The Greenback
DXY Continues Its Stranglehold It should come as no surprise that the Dollar Index (DXY) appears in our...DXY was 95 when the 2022 calendar year began....We can see three previous ‘boom and bust’ cycles for equity markets below; 2000, 2008, and 2022.
8 Min
Macro & Markets
May 2022
Chromie Squiggles at nearly 2-year low
Chromie Squiggles are at their lowest floor price in ETH terms since June 2022.
1 Min
NFTs
Mar 2024
2 New NFT Standards You Should Know About
...leverage NFTs in the future. 1) Limit Break’s compatible token contracts for programmable royalties 2)...s=20 Limit Break, the creators of Digidaigaku, and proponents of the Free-to-Own NFT structure believe...
3 Min
Gaming
May 2023
NFT Culture Series Ep. 2: Cooper Turley, It’s All About Culture
Cooper (00:00:24): Not enough....Cooper (00:21:09): I had another comment like … Tom (00:21:14): Oh, sorry. Yeah, sorry....Cooper (00:25:21): Yeah....Cooper (01:03:20): Yep, that’s exactly right. Tom (01:03:22): That’s pretty cool....Cooper (01:04:23): This man just asked me to rapid fire Loot. [crosstalk 01:04:27].
2 Min
NFTs
Sep 2021
Better Now? -Market Update 3/2/2025
As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...
1 Min
Macro & Markets
Mar 2025
My Stacks Journey Part 2 - How It Works
As readers know, Stacks is a Layer 2 that brings smart contracts to Bitcoin....Called Nakamoto, the update is coming sometime in 2023 – probably Q4....The whitepaper states this is currently proposed at 60% – meaning that if $200M of STX is stacked and...In 2023, Stacks averaged around 8.9K daily transactions on their chain.
7 Min
Layer 2 / L2
Jul 2023