In this report, we take a look at how the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts into BTC with the favorable macro environment. We dive i...

Breaking down the state of the crypto market....

We dive into the kick-off of the multi-year transition to ETH 2.0. The launch has partially fueled an ETH rally for which we dig into deeper and we also cover the growth of DeFi underpinning the succe...

The developments made during the bear market are paying off. Innovation on Ethereum continues at a torrid pace thanks to the composability of lego blocks built in DeFi. In this issue, we dive into var...

In this report, we analyze the increased usage on Ethereum and explain the impacts of the continuation of yield farming and experimentation on various sectors ranging from DEXs to stablecoins. We also...

Balance Sheet Analysis Note: USDT and TUSD are not included in this analysis as there is no detailed...This analysis can reduce information asymmetry, preventing excessive losses during events like USDC’s...

Given this unique topology, the following analysis will employ a sum-of-the-parts approach that values...Technical Risk: There are a handful of technical risks associated with building on the HyperEVM....While both VMs are technically secured by the same HyperBFT consensus, their execution characteristics...

A comprehensive analysis of Blur, including potential cash flows and valuations that can be tied to the...Despite the technical improvements, Sudoswap has not been able to find a product-market fit....it has achieved very minimal traction after being live for a year, indicating that a lot of product/technical...Our analysis paints an optimistic picture.

For this analysis, we took a conservative approach, assuming 60% of the esGMX supply reaches circulation...For this analysis, 100% of fees are included as earnings....Vertex’s UX is impressive, and the technical achievements are undeniable...., Ashwath Balakrishnan, and Brian McRae for editing; and to Christian Cioce for assisting with data analysis...

Technicals Strategy Matrix Most of the Top 15 are showing persistent bullish conditions, the most notable...

BTC’s Bullish Flip A few months back, we introduced our technical indicators strategy to detect bullish...Looking deeper into how BTC performs when these two technical indicators register a bullish signal, we...RSI Breadth Remains Subdued It’s interesting to see in the Technicals Matrix above that there is no current...

IBC, pioneered by Cosmos, is a bridging standard that also technically competes with Zetachain....Additional Charts & Analysis...

Since my last alpha feed post, Pengu has basically dumped and revived in the span of a few months. This post provides an update on Pengu changes and examines what might be driving the recent volatilit...

Recent Parallel Timeframe & Move Magnitude The synchronized timing supports direct comparative beta analysis...

DeFi perps might have the most momentum of any crypto subsector at the moment. Several DEXs are simultaneously on the verge of major improvements that appear to put their offerings on par with CEXs....

Colin Evran (Ecosystem Lead at Protocol Labs) and ZX (Cryptoeconomics Lead At Protocol Labs) for a technical...