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[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″]...
Report
1 Min
DeFi
May 2020
BTC consecutively recorded it’s best Q1 and worst Q2 performance since 2014....But BTC had one of its best runs in Q4 2020 and Q1 2021, recording a gain of 169% and 103% respectively...and Apr. 2021....HODLers Accumulate, But Don’t Be Fooled
For the first time since Nov. 2020, HODLers are net buyers...
Report
3 Min
Macro & Markets
Jul 2021
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...
Report
1 Min
Infrastructure
Dec 2020
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...
Report
9 Min
Games
Jul 2021
Infrastructure
Jun 2019
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)...
Report
18 Min
Gaming
Jun 2025
...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...
Report
11 Min
Asset Management
Nov 2020
...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...
Report
11 Min
Asset Management
Nov 2020
...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,...
Report
5 Min
Layer 2 / L2
Nov 2020
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.
Report
24 Min
Layer 1 / L1
Sep 2023
...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...
Report
47 Min
Layer 1 / L1
Jan 2024
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.
Report
11 Min
NFTs
Aug 2022
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...
Report
1 Min
Layer 1 / L1
Feb 2021
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...
Alpha Insight
6 Min
Artificial Intelligence
Jul 2025
Chromie Squiggles are at their lowest floor price in ETH terms since June 2022.
Alpha Insight
1 Min
NFTs
Mar 2024
...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...
Alpha Insight
3 Min
Gaming
May 2023
While it’s obvious that Avalanche is taking a page out of Polygon’s playbook (ie. incentivize blue-chip...As of 8/23/21 we #hodl ~108,992 bitcoins acquired for ~$2.918 billion at an average price of ~$26,769...$MSTRhttps://t.co/8jUlJImJbO
— Michael Saylor⚡️ (@michael_saylor) August 24, 2021
A thread on leveraged..., 2021...
Report
3 Min
Infrastructure
Aug 2021
Even when they peaked in 2020, they barely surpassed the prior high from 2017....the 2021 bull market....The lack of growth could be partly due to the influence of the hodl narrative — people buying Bitcoin...Either way, low transactional growth from 2018 to 2023 is a cause for concern.
Report
4 Min
Layer 1 / L1
Jan 2023
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].
Media
2 Min
NFTs
Sep 2021
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...
Alpha Insight
1 Min
Macro & Markets
Mar 2025


















