Reports1415 results
Return of the Coins
Crypto Markets Take Center Stage The much-anticipated debate between ‘Uptober’ and ‘Octover’ came to a head in spectacular fashion. The […]...
27 Min
Financial Market Themes
Nov 2023
What Should Crypto Do About Consumer Fraud?
On October 23, 2023, CoinDesk gathered a group of industry leaders for an intensive private roundtable on how crypto can […]...
14 Min
Policy
Nov 2023
Bitcoin Gaming & The Power Of Nano-Transactions
Blockchain is inherently a financial innovation, originally designed to facilitate the self-custody of funds and trustless transfer or value. What isn’t widely discussed is how, in our pursuit of prog...
22 Min
Gaming
Nov 2023
Brands & NFTs: How Web3 Is A Game Changer For Brand Growth
Introduction It’s tough to be a brand today. In today’s hyper-connected, digital-first world, brands face a plethora of challenges as […]...
37 Min
NFTs
Nov 2023
More Than Just Governance: Unpacking Value Accrual Mechanisms
The mechanisms for value accrual can differ significantly across various tokens. This report aims to scrutinize four distinct models of value accrual implemented by tokens, draw comparisons among them...
27 Min
DeFi
Oct 2023
Through the Fire - Will the Rubber Meet the Road?
We’re getting closer to the point where the rubber will meet the road. We’ve written plenty on the bull case […]...
19 Min
Macro & Markets
Oct 2023
WTF Is Anoma? Part 3: WTF is Typhon?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
28 Min
Layer 1 / L1
Oct 2023
Why Asia Will Lead Web3 Gaming: Learnings From Token2049 & KBW
Foreword The number of well-funded blockchain games that are opening their doors to the public with playable builds is swelling. […]...
42 Min
Gaming
Oct 2023
The State of NFT Lending — Opportunities & Risks
Introduction Exactly one year ago, we wrote about how credit markets for NFTs were developing and why they would be […]...
36 Min
NFTs
Sep 2023
WTF Is Anoma? Part 2: WTF Are Intent-Based Apps?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
24 Min
Layer 1 / L1
Sep 2023
Friend.Tech Continues Making Waves
This report serves as a partial update of a previous report written by Ceteris, ‘Came for the Tech, Stayed for […]...
7 Min
Social Media
Sep 2023
The Future of On-Chain Liquidity
Introduction Despite the adoption of Automated Market Makers (AMMs) in the DeFi space, numerous problems persist. Liquidity providers(LPs) enter the […]...
31 Min
Spot Exchange
Sep 2023
Coinbase: From Sleeping Giant To Industry Leader
A Certified OG Coinbase was founded on June 20th, 2012. That same day, the price of BTC hit $6.65. It […]...
45 Min
Financial Market Themes
Sep 2023
Came for the Tech, Stayed for the Friends
In our “Reflecting on EthCC” report, we mentioned how most of the crypto discourse has been about the infra layer as opposed to the application layer. Friend.tech, a new social app launched on Coinbas...
30 Min
Social Media
Aug 2023
Opportunities in Web3 Mobile Gaming
Mobile is the dominant global gaming platform. The proliferation of fast wireless internet and comparatively low hardware costs are all key factors that are driving widespread adoption. It has been re...
34 Min
Gaming
Aug 2023
WTF Is Anoma? Part 1: WTF Are Intents?
What is Anoma? This is a surprisingly hard question to answer. Anoma is not a blockchain. Or, more accurately, not just a blockchain. Anoma is an architecture....
23 Min
Layer 1 / L1
Aug 2023
Blur: A Fundamental Analysis of NFT Marketplaces
Is the NFT market gasping its last breath? A quick glance at the plummeting prices of the so-called "blue-chip" NFTs might lead you to believe so. Indeed, since the start of the year, the market has o...
33 Min
NFT Marketplace
Aug 2023
The Looming Opportunity With Decentralized Stablecoins
Stablecoins are an integral part of crypto, with a total market capitalization of $124B. Despite the increasing adoption of DeFi, the majority of the stablecoin market is held by centralized stablecoi...
30 Min
Stablecoins
Aug 2023
Ghosts of Cycles Past - The Early Innings of a New Cycle?
To outsiders, crypto may lack rhyme and rhythm. But spend enough time doomscrolling on CT, and you begin to notice a method to the madness. Crypto is just like every other asset — driven by the whims...
35 Min
Macro & Markets
Aug 2023
Reflecting on EthCC
In our “Year Ahead for Infrastructure” report, we predicted 2023 would be “the year of infrastructure,” and after the conference week in Paris it’s clear this has become true, almost too true. Paris w...
34 Min
Infrastructure
Aug 2023