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Has Inflation Peaked?
Whereas, the Nasdaq and S&P both closed ~2% above Tuesday....Wednesday’s news also led to a decline in UST 2-year yields, a weaker US dollar, and a sharp drop in...Concerns over services inflation and a potential wage-price spiral are a threat to the peak inflation...Has Inflation Peaked?
10 Min
Macro & Markets
Aug 2022
Reserve & Celo - Part 2
...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
Bitcoin Is Not An Inflation Hedge
Inflation is Eating the World Inflation....Bitcoin is Not an Inflation Hedge It’s easy to point fingers in hindsight....There’s an important difference between inflation (as is commonly measured by indicators like CPI) and...At the time, many were still holding onto the narrative that BTC was an inflation hedge, even as CPI...
9 Min
Macro & Markets
Jul 2022
Monthly Chartbook - Inflation Cooperates, But Is It Enough?
Powell reaffirmed his stance once again, stating the committee’s desire to curb inflation at seemingly...Prior to this year, the longest amount of time BTC spent below the 200-week MA was only 2 weeks....With stETH yielding ~4-6% and Aave borrow rates at ~2%, this nets a +2-4% yield on every loop.
20 Min
Macro & Markets
Nov 2022
Axie Part 2 - Gamer Economics
Axie floor prices increased from 0.03 ETH to around ~0.066 ETH, and MEO 2 Axie prices rose from 0.084...flat throughout the month while Mystic 1 Axie floor price grew from 5.5 ETH to 9.99 ETH and Mystic 2...
9 Min
Games
Jul 2021
Layer 2: Rollups
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...
1 Min
Infrastructure
Dec 2020
Chad Rallies, Inflation, & The Policymakers Conundrum
...see their developer update) To summarize, Axie is nixing daily quest and PVE rewards to combat SLP inflation...Inflation Risk – Damned If You Do, Damned If You Don’t While some may argue crypto operates independent...Real yields have continued to rise (driven by higher nominal yields and stagnant inflation expectations...
11 Min
Macro & Markets
Feb 2022
Infrastructure
Jun 2019
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
Finding the Fun in Fundamentals #2 - Wemade
This price-gated mechanism intends to safeguard against inflation and selling pressure....The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...
18 Min
Gaming
Jun 2025
BTC Production Cost, Bitcoin as Inflation Hedge, and Fuel Deep Dive
Bitcoin Is Not An Inflation Hedge [Excerpt from a Delphi Insights report] It’s easy to point fingers...There’s an important difference between inflation (as is commonly measured by indicators like CPI) and...At the time, many were still holding onto the narrative that BTC was an inflation hedge, even as CPI...
6 Min
Infrastructure
Jul 2022
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...It has 2 modes of operation; fast and slow.
24 Min
Layer 1 / L1
Sep 2023
Coordination, Public Goods and Crypto (Part 2)
...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)
...mathematical demonstration of the sub-optimality of the 1p1v system in provisioning public goods, see page...
11 Min
Asset Management
Nov 2020
Zetachain Part 2: The Opportunity Ahead for Omnichain Applications
App Building Opportunities Zetachain’s ability to support smart contracts and connect to heterogeneous chains – including the Bitcoin blockchain – […]...
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.
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...discussing recent Bitcoin developments related to MicroStrategy’s debt offering, BTC ETF approval and inflation...
1 Min
Layer 1 / L1
Feb 2021
Best Antidote for Inflation is Recession
“[Inflation] has proven darn near impossible to beat without significant economic weakness.”...we raised in our Markets Year Ahead report: “Unfortunately, the best antidote for stubbornly high inflation...is a recession, and the Fed knows that…The Fed’s credibility rests on its ability to rein in inflation...
1 Min
Macro & Markets
Feb 2023
World Update (2 Months Later)
...high level numbers as of the mid-May (the 18th to be exact): And now (July 28): In just over 2...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
2 New NFT Standards You Should Know About
...leverage NFTs in the future. 1) Limit Break’s compatible token contracts for programmable royalties 2)...
3 Min
Gaming
May 2023