Reports1433 results
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 breakdown of ETH's market structure, fundamentals, and key upcoming catalysts....
DeFi
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
Analyzing BTC and ETH quarterly returns, BTC's correlation to gold & stocks, and fading the HODLers....
3 Min
Macro & Markets
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
On a day that marks the monthly close, the market appears indecisive and rangebound even with strong performance across the board yesterday....
3 Min
DeFi
Jun 2021
1 Min
Music
Jun 2021
BTC speculators are capitulating on spot holdings, DeFi rates follow DeFi prices, USDC expands its market share, and OpenSea sustains high monthly volumes....
4 Min
DeFi
Jun 2021
With the recent launch of Convex, more and more CRV is being locked up in governance. How long until there's no more CRV available to lock up?...
4 Min
Vaults
Jun 2021
China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....
3 Min
DeFi
Jun 2021
1 Min
NFT Marketplace
Jun 2021
DeFi user growth falls, Yearn user growth rises, and the search for high DeFi yields....
4 Min
DeFi
Jun 2021
Quarterly derivative expiration, funding turns negative, futures volume shoots up, and the state of CryptoPunks....
3 Min
DeFi
Jun 2021
2 Min
Games
Jun 2021
Bitcoin futures data signals hope, reading into BTC's implied volatility, and hash rates for Bitcoin and Ethereum....
3 Min
DeFi
Jun 2021
China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....
3 Min
Infrastructure
Jun 2021
1 Min
Services
Jun 2021
An update on Bitcoin market structure....
3 Min
Infrastructure
Jun 2021