Reports1436 results
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
The Crypto Conspiracy
The Crypto Conspiracy Suddenly, financial titans of the world have collectively decided that it’s time to enter crypto. BlackRock has […]...
7 Min
Asset Management
Jun 2023
NFT Debrief - June 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: Blend captures 93% of the NFT borrow volume market share, facilitating over $650M in volume. Nike Virtual Studios collaborates wi...
20 Min
NFTs
Jun 2023
BlackRock
BlackRock The SEC is suing Ripple and the lawsuit is expected to come to fruition soon. Ripple’s lawyers have been […]...
12 Min
Asset Management
Jun 2023
Maverick Takes Aim at the DEX Landscape
There’s a brand new DEX in town, and it’s quietly sitting among Ethereum’s top 5 DEXs by volume. Maverick Protocol has been off to a great start since its recent launch on Ethereum and zkSync....
11 Min
AMM
Jun 2023
Battle for Supremacy: Blur vs. OpenSea Pro
Over the past eight months, OpenSea, the once-dominant leader in the NFT marketplace realm, has found itself in a challenging situation. This predicament unfolded when Blur - an NFT marketplace and ag...
14 Min
NFT Marketplace
Jun 2023