Reports54 results
China FUD Piles Up, Hash Rate Exodus, And Miners Selling
China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....
3 Min
Infrastructure
Jun 2021
3 Min
Infrastructure
Jun 2021
Is the Bitcoin Bull Run Over?
A look into key data points for Bitcoin and what they say....
4 Min
DeFi
Jun 2021
Gas Price Lows, MakerDAO Revenue, the Rise of Fantom
Ethereum gas prices hit YTD low, Fantom shows signs of life, MakerDAO's run rate growth continues to impress....
2 Min
DAO
May 2021
What You Should Know About MEV and How It Affects Gas Costs
An introduction to MEV and the different approaches in tackling it....
7 Min
Block Production
Apr 2021
On-Chain Metrics Suggest Positive Momentum For BTC
Bitcoin is coming off a strong Q1. These on-chain metrics may suggest that trend will continue....
5 Min
Infrastructure
Apr 2021
Bitcoin Can Help Save The Planet
Bitcoin mining can be an important catalyst for the green revolution because it subsidizes the production of renewable energy, filling the void left by many governments around the world....
6 Min
Miners
Mar 2021
The Curious Case of Fully Diluted Valuations
In this piece, I touch on the intricacies behind fully diluted valuations and why understanding them early in an asset’s lifecycle can help guide better decisions based off risk/reward....
8 Min
Infrastructure
Dec 2020
Update: Ethereum's Network Activity
In this piece, we provide updates on the rate of ETH deposits vs. ETH supply issuance, the latest Beacon Chain stats, and metrics for assessing Ethereum’s network health....
4 Min
Infrastructure
Dec 2020
The Bitcoin Bull Case: 2021 & Beyond
Market cycle forecasts leveraging UTXO analysis, institutional demand, and a conducive macro backdrop make the bullish setup for Bitcoin over the next 12 months hard to ignore....
1 Min
Infrastructure
Dec 2020
ETH 2.0 and Ethereum Ecosystem Analysis
We dive into the kick-off of the multi-year transition to ETH 2.0. The launch has partially fueled an ETH rally for which we dig into deeper and we also cover the growth of DeFi underpinning the succe...
2 Min
Infrastructure
Dec 2020
THORChain ($RUNE)
Almost exactly a year ago, our team sent our Institutional clients a deep-dive report on THORChain, highlighting its native asset $RUNE. Today, we make that report public....
1 Min
Infrastructure
Dec 2020
The Shift to Layer 2: A Potential Disruption Catalyst for the AMM Ecosystem
Layer two solutions such as optimistic and zero-knowledge rollups promise reduced latency and cost, but these present a further liquidity fragmentation problem as AMMs will need to launch copies of th...
5 Min
Layer 2 / L2
Nov 2020
Do Vested Rewards Work?
Liquidity incentive programs have become a cornerstone of growth strategies for projects in the space. Today, let’s take a look at an important question: do vested rewards work?...
8 Min
Infrastructure
Oct 2020
Bitcoin Outlook 9/21/2020
In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in...
1 Min
DeFi
Sep 2020
The Smallest Market Everyone Knows About
Last month, our own Kevin Kelly was asked to write a contributor piece for Global Macro Investor, Raoul Pal’s flagship research service. The report is packed with charts and interesting perspective on...
1 Min
DeFi
Sep 2020
Reimagining The PowerPool
What if we redesigned PowerPool as a liquidity pool rather than a lending protocol? LP shares effectively become an ETF token for the DeFi sector, with PowerPool acting as the governance layer built o...
7 Min
Indices
Sep 2020
A Power Play For PowerPool
PowerPool might capture a sizable governance stake in the top DeFi projects across the sector. With a slight change to their strategy, it could even become a governance blackhole....
5 Min
Infrastructure
Aug 2020
SushiSwap Takes a Shot at Uniswap
SushiSwap has hit the scene to compete with Uniswap, one of the most popular decentralized exchanges on Ethereum....
3 Min
Infrastructure
Aug 2020
Floods and Mining in China
China has been experiencing historic levels of rainfall and flooding. With 70% of Bitcoin's hashrate originating from the country, what impact is this having on mining?...
4 Min
Infrastructure
Aug 2020