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...topics that we discussed this week include:
CPI recap+market reaction
BOE pension fund situation
Rising retail...
Report
1 Min
Macro & Markets
Oct 2022
📊 CryptoPunks x Tiffany Pre-Sale: The First 24 Hours
Tiffany & Co., American luxury retailer...On August 3, a pre-sale raised 300 ETH by offering 100 NFTiffs for 30 ETH each.
Report
4 Min
Fashion
Aug 2022
State of the Market
NFT trading volumes continue to decline through May, with weekly OpenSea sales hitting...This sale is for NFTs that can be used in the Illuvium: Zero mobile game (which is different from the...The sale will be conducted on the IlluviDex marketplace via a Dutch Auction for Tier 1 – 4 lands....There is a lot of land for sale.
Report
12 Min
NFTs
Jun 2022
OpenSea sales volumes crept up slightly this week to $1.4B, a decent showing in a relatively slow week...Solana has the 2nd highest volume of NFT sales by chain after Ethereum....A few key highlights from the sale:
The sale took over 2 hours to sell out, causing massive congestion...Gas prices stayed above 5,000 gwei throughout the sale.
Report
12 Min
NFTs
May 2022
State of the Market
There has been a modest rise in total NFT sales volume this week, partially due...$APE proceeds from the sale will be locked for 1 year....The private whitelist sale is already live and it is trading on the secondary market....It will be conducting a public sale via a Dutch Auction on 27 Apr.
Report
12 Min
NFTs
Apr 2022
...bottoming stance seems to discount an entirely new investor group that has appeared in the last two years: retail...Retail investors are no less sophisticated than traditional market participants – AMC and GameStop prove...Not only that, but the last two years have taught retail about liquidity, QE, and interest rates.
Alpha Insight
2 Min
Macro & Markets
Apr 2023
We know crypto is a retail-centric market....It’s been painfully clear that retail is the dominating market force....space favorably again, does the current market environment not represent a significant opportunity for retail...In the end, each investor — retail or institutional — needs to have their own thesis for how the space...
Alpha Insight
3 Min
DeFi
Aug 2023
The FTX Estate is said to have completed its second tranche of ~1.8M SOL ($232M) in the range of $95-110. This is a much smaller discount to spot price than the earlier round of $64.
The next round...
Alpha Insight
1 Min
Layer 1 / L1
Apr 2024
Earlier this week, Art Blocks had a huge spike in sales volume, hitting > $1 million for the first...It’s too early if say if this will become a sustained trend, but these high sales at a renowned auction...
Alpha Insight
1 Min
NFTs
May 2023
...electronic music duo Disclosure to discuss NFTs, its impact on the music industry, and their recent Face sale...
Media
NFTs & Gaming
Mar 2021
There will be 3 different drops made available for sale to players depending on their objectives:
𝗣𝗹𝗮𝘆𝗲𝗿...
Alpha Insight
3 Min
NFTs
Oct 2023
Today’s Digest
The Bitcoin derivatives market is coming back to life, and retail sentiment fell at record...Funding back at normal, retail spooked, and DeFi keeping chugging along.
Report
3 Min
DeFi
May 2021
State of the Market
Marketplace volumes remain relatively steady this week, with OpenSea weekly sales...Coinbase NFT is still in invite-only beta, with <$1M in sales over the past week....Wall Street Journal recently published an article stating that NFT sales are “flatlining” and have been...The public sale is via a raffle.
Report
11 Min
NFTs
May 2022
State of the Market
NFT sales volumes remain anemic, with little change over the previous week....OpenSea is doing about $325M in weekly sales or ~$45M daily....Even though sales volumes have come down a lot since earlier in the year, it is still a great business...On some days, there are no sales on SuperRare’s marketplace.
Report
13 Min
NFTs
Jun 2022
...is a fairly bearish signal as this can be indicative of whales and institutions taking profit while retail...Stablecoins, retail accumulating BTC, demand to mine ETH, and Lightning Network's sudden growth.
Report
4 Min
DeFi
Aug 2021
NFTs are Seeing New Buyers, Even as Volume Slows
NFT daily sales volumes have been on a downtrend since...biggest NFT collections on secondary markets, some of which have experienced substantial decreases in sales...However, SuperRare stands out when it comes to big-ticket sales....On 6 occasions, SuperRare surpassed $100k+ in daily average sale price.
Report
3 Min
NFT Marketplace
Nov 2021
Polygon Search Trend Erupts
Google trends indicates Polygon is garnering attention from retail users...Now, Sir Tim will offer the source code for the Web as an NFT in a historic one-off sale....Polygon is capturing retail attention, a ray of hope for BTC bulls, and UNI's detached price movement...
Report
3 Min
Macro & Markets
Jun 2021
State of the Market
Total sales volumes has fallen slightly this week, with OpenSea sales volume at...Here’s how wild it was:
In less than a week, Moonbirds has done more in sales volume (~$230M) than all...The team has chosen to conduct the sale unusually, starting with a whitelist sale followed by a Dutch...
Report
12 Min
NFTs
Apr 2022
The company is expected to grow sales by ~17% over the next 12 months and trades at 10.8x forward sales...So far, a majority of Coinbase’s trading revenues have come from retail customers; Coinbase charges retail...Maintaining and growing a strong retail base will be critical for the foreseeable future to support the...
Report
11 Min
Macro & Markets
Apr 2021
Network
Helium is a project building a nationwide (now expanding globally) IoT network through the sale...of nodes to retail users....the United States – being the first project to essentially blanket the U.S. in IoT coverage through a retail...focused on the domestic market, but has since begun to expand its IoT network globally through the sale...
Report
6 Min
Infrastructure
Aug 2020



















