Welcome to our monthly coverage of NFTs and the metaverse. This month: OpenSea Pro, Starbucks Odyssey, and the fierce competition for pro NFT traders....
Uniswap has a cumulative total of ~$1T volume, often competing with CEXs like Coinbase for volume on major pairs. Uniswap views CEXs as its primary competitor rather than other DEXs. The Uniswap commu...
Despite the Fed’s best intentions, its messaging is muddled and its monetary policy is contradictory - a combination that’s having a significantly negative impact on the market and threatens to worsen...
Heavily inspired by Tamagotchi digital pets, Aavegotchis are NFT collectibles that enjoy the on-chain benefits of DAOs, DeFi, and gaming. Aavegotchi was birthed from an Aave ecosystem grant and reside...
Since Ethereum's Beacon chain went live at the end of 2020, over 18M ETH or 15% of the total supply has been staked in a deposit-only staking system. In this report, we consider the implication of the...
The ubiquity of smartphones and social media platforms has revolutionized visual storytelling, with photographs playing a central role in this transformation. NFTs have emerged as a potent resource fo...
We have reached the end of the first quarter of 2023! In this month’s edition of the Gaming Roundup, we will take a look at the markets and how gaming assets have performed over the past three months....
TreasureDAO is the 5th largest entity on Arbitrum by transactions and log occurrences. This report will outline the past, present, and potential future for one of the most promising Web3 gaming ecosys...
Edge is a repeatable process in which a trader can expect to make money over time, net of costs and fees. In other words, edge can be thought of as a trading process with positive expected value. Expe...
The world has been enthralled by AI this year, and for good reason; AI is a species-level shift that could shape the rest of our lives. Riding on this theme, AI art is poised to be one of the defining...
Price action following the COVID crash saw DeFi outperform pretty much every asset. Since then, DeFi has generally not shown any meaningful strength against the rest of the crypto market. That is, unt...
Raoul Pal, Kevin Kelly, and Ash Bennington engage in a comprehensive discussion on the current state of the crypto market, stablecoins, and the global economy....
We’ve been saying for months that access to funding is the biggest risk to the crypto industry this year. Never has that been more relevant than right now given the events of the last few days....
Trader Joe’s LB introduced a novel innovation that created an alternative model of concentrated liquidity and provides more flexibility for LPs. Its unique implementation of a constant sum invariant w...
In the past twelve months, we have seen a flurry of policy papers reflecting the universal acknowledgment that we are at an impasse in the United States. We can universally agree that crypto is in nee...