Reports1433 results
4 Min
DeFi
Jul 2021
4 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
Market Update Todayβs been a sleepy day for BTC, with todayβs candle barely visible. NFT project tokens have continued to [β¦]...
5 Min
NFTs & Gaming
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
Futures contracts saved from backwardation, Perpetual Protocol's road to PMF, and CryptoPunk ownership...
5 Min
DeFi
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
3 Min
Infrastructure
Jul 2021
Insights from the options markets, and (potentially) crypto's first countercyclical asset....
5 Min
DeFi
Jul 2021
In this report, we demystify the world of Lunacia and analyze potential opportunities in the Land market....
8 Min
Games
Jul 2021
5 Min
NFTs & Gaming
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
How Bitcoin fares against legacy assets, sign of market indecision, and a small jolt to the Lightning Network....
4 Min
Channels
Jul 2021
Bitcoin's struggles may continue barring an unexpected catalyst or drastic change in policy, but on-chain indicators support our long-term conviction in BTC....
13 Min
DeFi
Jul 2021
BTC speculators take a big hit, OpenSea is the Uniswap of NFTs, and an analysis of Uniswap LP products....
4 Min
NFT Marketplace
Jul 2021
Funny business on BTC futures, DeFi hopium, Axie's relentless growth, and Meebit's just may be cool again....
4 Min
DeFi
Jul 2021
Shorts on Bitfinex are back at it, Axie leads dApp revenue, ENS registrations hit all-time high, and OlympusDAO's ascent....
3 Min
Asset Management
Jul 2021
A look at recent Bitcoin market data, how revenge shorts are paying a fortune to AXS and SAND longs, and Polygon's declining numbers....
4 Min
DeFi
Jul 2021
DeFi finally stages a relief rally, Axie's numbers keep getting better, investing in NFTs, and Maker's reliance on stablecoins....
3 Min
DeFi
Jul 2021