Reports569 results
π The Memes by 6529 Memes are more than just images overlaid with text that make people laugh. Memes have [β¦]...
7 Min
Art
Jan 2023
In our Year Ahead report for DeFi, we examined the thesis for so-called DeFi blue chips and their ability to bounce back from a tough year. Aave is one of those projects, and one that virtually everyo...
14 Min
Lending / Borrowing
Jan 2023
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, r...
41 Min
Infrastructure
Jan 2023
π The ETH Liquid Staking Derivative Wars To stake ETH, users have to run validator nodes on Ethereum, which comes [β¦]...
7 Min
Layer 2 / L2
Jan 2023
Executive Summary Web3 gaming β an ever-changing term simply defined as video games with varying levels of embedded blockchain-based mechanics [β¦]...
Games
Jan 2023
π Sunsetting The Delphi Daily During periods of lower activity, it becomes more important to focus on the broader [β¦]...
7 Min
Layer 2 / L2
Jan 2023
π
Welcome! In a new blog post, Sam-Bankman Fried (SBF) has doubled down on his innocence. Meanwhile, Genesis owes its [β¦]...
5 Min
NFTs
Jan 2023
π
Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas [β¦]...
4 Min
Layer 1 / L1
Jan 2023
π
Welcome! Barry Silbert speaks on Genesis in a letter to shareholders as Gemini officially ends the Earn program. Today, [β¦]...
5 Min
null
Jan 2023
π
Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing [β¦]...
4 Min
Macro & Markets
Jan 2023
In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....
15 Min
Liquid Staking
Jan 2023
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Welcome! Genesis considers filing for bankruptcy after firing 30% of its staff. Elsewhere, Kyle Davies of the infamous Three [β¦]...
4 Min
NFT Marketplace
Jan 2023
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Welcome! The U.S. Department of Justice is seizing Sam-Bankman Friedβs Robinhood shares. Elsewhere, Genesis tells clients that it needs [β¦]...
4 Min
Perpetual Futures
Jan 2023
We titled this yearβs report The Great Reset because we believe thatβs what 2022 represented for crypto β a great reset in prices, expectations, and speculative interest all across the industry. Every...
DeFi
Jan 2023
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Welcome! We hope you enjoyed your break as much as we did. Hereβs to a great year in 2023! [β¦]...
5 Min
Infrastructure
Jan 2023
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Welcome! A major Bitcoin mining company has filed for bankruptcy. Meanwhile, SBF can be extradited to the US as [β¦]...
4 Min
Spot Exchange
Dec 2022
2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this yearβs washout was a necessary reset. Sizable c...
55 Min
Global Macro Themes
Dec 2022
π
Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past [β¦]...
4 Min
Infrastructure
Dec 2022
π
Welcome! Voyager has found a new buyer and you wonβt believe who it is. Elsewhere, Grayscale considers returning a [β¦]...
4 Min
Macro & Markets
Dec 2022
π
Welcome! A former U.S. President is launching an NFT collection and a committee to represent creditors in the FTX [β¦]...
4 Min
NFTs
Dec 2022

















