Reports1421 results
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
Getting a BIT Mantle
Mantle Network positions itself as a modular L2 that brings together features like modular data availability, MPC, and decentralized sequencers to achieve high scalability and improved user experience...
15 Min
Layer 2 / L2
Jul 2023
June Gaming Roundup
Despite the total number of deals in June falling by 47% compared to May, the total funding raised remained relatively stable ($89.4M vs. $85.8M). That said, Mythical Games’ $37M Series C1 round of fu...
12 Min
Gaming
Jul 2023
A Primer for Fully On-Chain Games
If you believe blockchain’s role in gaming is to evolve beyond an incremental value add, then a natural path of progression for many projects will be towards an end-state that is fully on-chain. This...
29 Min
Gaming
Jun 2023
DeFi Summer
DeFi Summer Four years ago, DeFi “Blue-Chips” such as lending protocol AAVE and derivatives protocol Synthetix put in their all-time […]...
11 Min
DeFi
Jun 2023
BRC-20s: The Past, Present, and Future
For the first time in a long time, Bitcoin seems to have the potential to develop an exciting and vibrant digital economy. BRC-20s have breathed new life into Bitcoin, and people would be remiss to ig...
25 Min
Layer 1 / L1
Jun 2023
Market Note: The Surprising Interplay of AI & Cryptocurrencies
A recent and dramatic surge in artificial intelligence innovation has likened the field to a Cambrian explosion. AI went from the realm of science fiction for many to something rapidly approaching rea...
14 Min
Artificial Intelligence
Jun 2023