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Overcoming The Limits of Scale in Virtual Worlds
Spatial Partitioning Spatial Partitioning (SP) is a dynamic zoning framework popularized by metaverse...Game code logic does not naturally include the spatial coordinates needed to operationalize SP....This means that for SP to work, games must be (re)developed from scratch and can require specific coding...
53 Min
Gaming
Aug 2024
Splinterlands and the Emergence of Yield Guild's SubDAOs
SPS holders can stake their tokens in the Splinterlands staking contract to earn yield....The majority of SPS is set to end up in the hands of the Splinterlands community....partners/advisors, and the SPS private sale....We explore the SPS airdrop point system in the section below.
13 Min
Gaming
Jan 2022
ZKsync & Elastic Network's Q1 Wrapped: Ecosystem & Development Highlights
...the ZK Stack, companies and developers can tailor the blockchain architecture of ZK Chains to their specific...specialization....Each ZK Chain is fully customizable, leveraging the ZK Stack to meet specific use case requirements....Specializing in consumer crypto, Abstract prioritizes UX, aiming to combine the best of web2 with the...
19 Min
Infrastructure
May 2025
Monthly Chartbook - Falling Out of the Merge
As the prices between ETH spot and perp markets diverged, so did the funding rates....Historically speaking, when the BVOL falls below a value of 25, a large spike in volatility tends to...game tokens in this comparison finished the quarter with a net negative performance, except JEWEL and SPS...
21 Min
Macro & Markets
Oct 2022
Algo Stablecoins Shake, Rainbow Bridge, & Lens Protocol's Tokenized Social Graph
...offering to be rated by a credit rating agency. https://medium.com/compound-finance/compound-treasury-sp-credit-rating...
8 Min
Social Media
May 2022
The State of NFT Lending — Opportunities & Risks
It’s a speculative play, but one that could pay off....NFT Lending Aggregators Spice Finance Spice Finance is an NFT lending aggregator protocol that enables...users to deposit ETH into specialized vaults....Each Spice Vault is tailored to implement a unique lending approach in the NFT space.
36 Min
NFTs
Sep 2023
The House Always Wins: Why Speculation is the Theme of the Decade
Speculation has always had two engines....The Specter of Speculation Benjamin Graham, Warren Buffett’s teacher, learned the difference between...Call this construction speculation....Call this lottery speculation....Crypto also creates speculators....Speculation has always had two engines. One is technology, which rearranges what is possible.
56 Min
Macro & Markets
Oct 2026
Sport.Fun: Reimagining the Fantasy Sports Frontier
Introduction Sport.Fun, the company behind Football.Fun, is a skill-based sports experience that blends...The simplest way to understand Sport.Fun is as a prediction economy centered around sports, where your...From a product and growth perspective, the closest parallels to Sport.Fun are the daily fantasy sports...
15 Min
Gaming
Dec 2025
Market Musings - Reawakening The Animal Spirits
With respect to markets, a lot has happened over the last few weeks, both from a macro and crypto specific...The animal spirits are reawakening and the next few months look to be much more exciting than the last...After attending last week’s conference, speaking with and listening to those building within the Solana...
16 Min
Macro & Markets
Oct 2024
Sports, Gambling and Web3
The Value of Sports Sports are of incredible value to local communities....sports IPs from the West....This speaks to the rapid spreading of sports betting in the US, which can largely be attributed to relentless...Companies like DraftKings and FanDuel have aggressively started sponsoring sports broadcasts or sports-themed...
24 Min
Gaming
Apr 2024
Monthly Chartbook - Spring Crossroads
At the same time, risk assets are holding up well (SPX +7% YTD, HY spreads near the middle of their 1...Spillover into the financial periphery is also visible....As a result, USDT now commands a 65% market share in the centralized stablecoin space....Further, Paraspace’s increased flexibility and highly attractive interest rates have spurred its TVL...
26 Min
Macro & Markets
Apr 2023
The Gotchiverse - Aavegotchi's Gaming Spirit
REALM parcels function as land that contains deposits of varying Alchemica resources and building space...Lenders set personalized terms of agreement (percentage split of rewards, fees, lending period) in a...Within the Gotchiverse, GLTR is burned to speed up crafting and upgrading Installations on REALM parcels...
13 Min
Gaming
Apr 2023
ENS Registrations Spike, DAO Banking, Resource Extraction In The Metaverse
Chart of The Day: ENS Daily Registrations Spike Ethereum Name Service (ENS) is a decentralized domain...Daily ENS registrations have spiked recently, reaching over 30k new addresses on July 4th....The spike in registrations could likely be due to the ENS address 000.eth being bought for a record-breaking...
10 Min
Layer 1 / L1
Jul 2022
Are Infinity Pools the Next Big Speculation Primitive?
...are bold claims that would surely make it a noteworthy addition to the decentralized leverage trading space...a powerful tool. dYdX creates a CEX-like experience with its funding mechanism, use of an external spot...The payoff of the LP position is highly compatible with spot ETH exposure, making repayment of the LP...
12 Min
AMM
Mar 2023
Evmos Relaunches, SPool Farms, & Aurora's Ecosystem
Chart of The Day: Evmos Relaunches to TVL Spike After an unsuccessful upgrade during its initial launch...Genesis Incentives Program for the Genesis Spools entails a rewards pool of 3M SPOOL tokens The new...Genesis Spools went live on April 26 and will continue for 3 months Spool currently supports the following...
9 Min
Layer 1 / L1
May 2022
Axie Core Leads to Spike in Transaction Volume
🎮 Axie Core Leads to Spike in Transaction Volume Axie transaction volume spiked 1,061% to hit $10.5M...Kevin O’Leary got paid $15MM to be FTX spokesperson… – Genevieve Roch-Decter, CFA (@GRDecter) Dec 8,...
4 Min
NFTs & Gaming
Dec 2022
DEX Volume Spikes After FTX Collapse
Elsewhere, Netflix is planning to dip its toes into the gaming space as it appears to be developing an...Netflix plans to break into the gaming space, appearing to develop an AAA PC shooter game at its new...📊 DEX Volume Spikes After FTX Collapse Weekly DEX volume across all chains increased 146% from...
3 Min
Spot Exchange
Nov 2022
Is the Football Fan Token Space Heating Up?
📊 Is the Football Fan Token Space Heating Up?...One of the most anticipated sporting events of the year, the FIFA World Cup 2022, is set to begin on...⚡GMX’s Success Spawns Competition, But Can They Keep Up?...Perpetual futures are one of the most traded instruments within crypto, with volumes that dwarf spot...
4 Min
Macro & Markets
Oct 2022
GMX's Success Spawns Competition, But Can They Keep Up?
The pool acts as the liquidity source for all spot and leveraged trades....We’ll dive into specific differences in the next section....All three protocols have no spread on BTC/ETH/AVAX, and a small spread on other long-tail assets....LPs pocket the spreads, adding an additional source of yield for them.
21 Min
Perpetual Futures
Oct 2022
Daily NFT Transactions Spike On Solana After y00ts NFT Mint
FTX is looking to raise capital, Solana’s NFT ecosystem records a spike, and our Research team brings...📊 Daily NFT Transactions Spike On Solana After y00ts NFT Mint Solana experienced a 372% increase...This massive spike occurred just as the ‘y00ts: mint t00bs’ NFT collection was released.
4 Min
NFTs
Sep 2022