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If the current trend continues, we estimate that ~69% of the AXS circulating supply could end up in the...
Report
7 Min
Games
Jul 2021
Macro & Markets
Aug 2019
, we noted this was “largely driven by China’s PBoC and, to a lesser extent, the Fed” and that this trend...The year-over-year change in China’s credit impulse continues to trend higher, and history shows similar...
Report
7 Min
Global Macro Themes
May 2023
Infrastructure
Mar 2019
Overtook Crypto in Worldwide Interest
“NFT” searches recently crossed “Crypto” according to worldwide Google...search trends.
Report
3 Min
NFTs
Dec 2021
Ahhh I’m Getting Liquidated As a major correction sent ETH falling from $3.2k to $2.5k in the past week, on-chain […]...
Report
3 Min
Layer 1 / L1
Jan 2022
Options Trends & Opportunities
We noticed some interesting activity going on in the options...ETH Option Trends
“Cash Secured Puts – As rate hike odds decrease and Ethereum prices stabilize, option...Popular incumbents like GOOGL and AMZN have fallen 10-15% since the start of the year, whereas other...
Report
7 Min
Macro & Markets
Jan 2022
Stablecoin Growth On the Rise Stablecoins grew substantially the past month, with the Top 5 Stablecoin Marketcap growing from $129B […]...
Report
3 Min
DeFi
Dec 2021
...expanding and penetrating into the long term grouping in a potentially bullish fashion; it told us trend...
Report
6 Min
Derivatives
Feb 2022
But if the trend is a generalized shift away from centralized exchanges, then DEXes across the board...This trend isn’t too surprising given the fundamental growth Axie has seen, and AXS’ monster rally over...
Report
4 Min
NFTs & Gaming
Jul 2021
This isn’t to say AXS won’t or can’t fall from here — but watching the trend in fundamental data (and..., much cheaper as ETH’s price in USD falls (ETH price against USD declines > gas required in ETH trends...Two protocols that stand to benefit considerably from this trend are @LidoFinance and @anchor_protocol...
Report
5 Min
NFTs & Gaming
Jul 2021
...amp; P2E
DAOs
NFTS
Brands & Creators x Web3
Divergence of “Macro Crypto” and Web3 Secular Trends...The Scalability Wars
Alternative L1s were among the most dominant trends in 2021, with names like LUNA...We strongly believe this trend will continue on the back of a few major catalysts that have paved their...
Report
40 Min
DeFi
Jan 2022
While there appears to be a clear trend, I‘d argue not much has changed, just the meta.
Alpha Insight
2 Min
DeFi
Mar 2024
Trader Joe’s activity have been trending up this month.
Alpha Insight
1 Min
AMM
May 2023
In early February, we wrote about the turnaround in the global liquidity cycle and its influence on the market’s strong start to the year.
Since then, the broad crypto market is up ~14%, largely driv...
Alpha Insight
2 Min
Macro & Markets
May 2023
...as we noted in our Markets Year Ahead report – we’ve been tracking signs of a reversal in liquidity trends...
Alpha Insight
1 Min
Macro & Markets
Jan 2023
One of the most widely used market proverbs is that “the trend is your friend”....But wait, if the trend is my friend and if an asset is trending because everyone is jumping onto it,...Everyone who’s spent over a cycle in crypto knows that the coins that trend early tend to continue outperforming...
Alpha Insight
3 Min
Macro & Markets
Oct 2023
What topics or trends are you most excited about heading into next year?...What topics or trends are you most excited about?
Alpha Insight
2 Min
Macro & Markets
Oct 2023
Yeah I think that zklogin is one of the better shots/architectures at getting retail adoption. Sui’s main issue right now isn’t the tech, I’m a fan of everything they’re doing there. They just don’t r...
Alpha Insight
1 Min
Layer 1 / L1
Apr 2024
Last week, Google announced its new NFT/blockchain policy for Android-based apps....Google is clearly trying to capitalize on Apple’s more restrictive blockchain policies and become the...
Alpha Insight
2 Min
Gaming
Jul 2023

















