A concise highlight reel of important datasets we're tracking across markets, DeFi, NFTs, and macro trends....

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....

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...

A brief comparison on dYdX & Perpetual Protocol's recent traction, in addition to updates on MCDEX, Futureswap, Vega and Injective....

In this report, we demystify the world of Lunacia and analyze potential opportunities in the Land market....

Since it launched in December, Perp Protocol has facilitated $20B in total trading volume and generated $20M in protocol earnings. V1 has clearly been a success. Here's what you can come to expect out...

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...

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....

A concise highlight reel of important datasets we're keeping an eye on across markets, DeFi, NFTs, and macro trends....

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....

Axie’s 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....

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?...

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There is no excerpt because this is a protected post....

There is no excerpt because this is a protected post....

There is no excerpt because this is a protected post....

Liquidity is spreading across layer 1s and 2s as multi-chain becomes the new norm. Meet the bridge builders seeking to keep liquidity liquid....

Lending protocols within DeFi predominantly use fixed interest rate models to price loans. In this report, we explore an alternative pricing solution which we believe to be more capital efficient and...

Lending protocols within DeFi predominantly use fixed interest rate models to price loans. In this report, we explore an alternative pricing solution which we believe to be more capital efficient and...

Chainlink has long dominated the oracle sector but will this continue as viable competitors emerge to challenge it?...