Reports759 results
Layer 1 tokens have been in the spotlight lately, with AVAX on a tear while LUNA and SOL hit all [β¦]...
6 Min
Derivatives
Aug 2021
Lido is the current market leader in the liquid staking space and, as of now, the race isn't very close.Β Will this dominance continue? The data indicates that Lido may just be warming up....
10 Min
Liquid Staking
Aug 2021
The Effect of Farming Incentives dYdXβs total volume increased from about $10 mn a day to over $250 mn a [β¦]...
4 Min
Perpetual Futures
Aug 2021
NFT sales and trading volumes have surged to all-time highs in recent months. Surprisingly, not all NFT marketplaces are seeing [β¦]...
8 Min
NFT Marketplace
Aug 2021
Optimism might still be in its infancy, but Uniswap V3 and Synthetix are preparing it for prime time....
9 Min
Layer 1 / L1
Aug 2021
Opyn and Ribbon have had a symbiotic relationship, with Ribbon's added functionality helping to bolster Opyn's utility. But what does the future have in store for these two protocols?...
7 Min
Options
Aug 2021
A concise highlight reel of important datasets we're tracking across markets, DeFi, NFTs, and macro trends....
1 Min
DeFi
Jul 2021
We recently hosted our live, bi-weekly analyst call on July 20th, where we discussed our outlook for Crypto markets, Axie and recent notes & reports exclusively for our Institutional.members....
1 Min
Layer 1 / L1
Jul 2021
We're excited to provide a large update on THORChain, which we present in 3 parts. First, we share our brief assessment on the recent unfortunate exploit. Next, we analyze historical THORChain MCCN da...
21 Min
Layer 1 / L1
Jul 2021
A brief comparison on dYdX & Perpetual Protocol's recent traction, in addition to updates on MCDEX, Futureswap, Vega and Injective....
6 Min
Perpetual Futures
Jul 2021
In this report, we demystify the world of Lunacia and analyze potential opportunities in the Land market....
8 Min
Games
Jul 2021
Since it launched in December, Perp Protocol has facilitated $20B in total trading volume and generated $20M in protocol earnings.Β V1 has clearly been a success. Here's what you can come to expect out...
7 Min
Perpetual Futures
Jul 2021
Strong player growth and a booming game economy have resulted in Axie becoming the most profitable dApp in crypto. If the current trend continues, we estimate that ~69% of the AXS circulating supply c...
7 Min
Games
Jul 2021
When will Alpha shake off its hangover from the Iron Bank exploit? Here are a few reasons an Alpha re-rating could be on the horizon....
5 Min
Money Markets
Jul 2021
A concise highlight reel of important datasets we're keeping an eye on across markets, DeFi, NFTs, and macro trends....
1 Min
DeFi
Jul 2021
In this post, we analyze the supply/demand dynamics of Axie breeding, discuss the impact of Axie Scholars, and highlight key upcoming developments to keep an eye on....
9 Min
Games
Jul 2021
Axieβs community treasury has grown from less than $1M to over $14M in ~2 months from breeding and marketplace fees, implying a P/E ratio of 7.59....
12 Min
Games
Jul 2021
After much anticipation, EIP-1559 is set to go live next month. In this post, we'll attempt to answer the question on everyone's mind - will it turn ETH net deflationary and, if so, when?...
9 Min
Infrastructure
Jun 2021
1 Min
Music
Jun 2021
1 Min
NFT Marketplace
Jun 2021