Reports1427 results
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
Yuga Labs: From PFPs to Games - Where Does It Go From Here?
At some point, Yuga Labs understood that it could not perpetually release additional NFTs or minor perks in order to maintain user engagement and the FOMO-driven high valuations. Thus, the company adj...
37 Min
Gaming
Aug 2023
Pro Crypto Insider Talks - July 2023
In July's Crypto Insider Talks, Ash Bennington, Raoul Pal, and Kevin Kelly discuss key topics: Ripple ruling and its market implications, pending BTC ETFs, potential of Coinbase's $COIN in a bull mark...
1 Min
Layer 1 / L1
Jul 2023
Worldcoin
Worldcoin Founder of OpenAI, Sam Altman, has launched Worldcoin, his attempt at solving the sybil problem. A Sybil Attack is […]...
6 Min
Data
Jul 2023
The Huge Cultural Opportunity in Bitcoin Ordinals
Imagine the first artist who smeared pigment on a cave wall. They didn't have a paintbrush or palette, but they had a medium of expression, and with it, they told stories that have lasted millennia....
37 Min
NFTs
Jul 2023
DYDX Valuation Analysis & DEX Perps Comparison
Self-custody and censorship resistance are seldom the deciding factors for the average user selecting a crypto exchange. The collapse of FTX created a window of opportunity that DEXs have thus far fai...
40 Min
Derivatives
Jul 2023
Show Me The Money
Show Me The Money New types of narratives are emerging in a maturing industry. These narratives share a common denominator, […]...
7 Min
DeFi
Jul 2023
And Then You Win
And Then You Win In a blow to the SEC, a judge has ruled the XRP is not a security. […]...
5 Min
Policy
Jul 2023
Catalysts Stacking Up - Will Narratives Drive Fundamentals?
Narratives are meeting places for minds. They are how we make sense of our confusing, intimidating, and seemingly random world. Humans have been inventing narratives since at least the time of ancient...
44 Min
Macro & Markets
Jul 2023