Introduction Axie Infinity, having pioneered the concept of Play-to-Earn, experienced a meteoric rise in Q3 of this year. It now […]...

Market Update The broader crypto market is seeing a slight pullback after the weekend run-up, seemingly weighed down by traditional […]...

Market Update Crypto has been in the green for two consecutive days now. Unlike yesterday, today’s bounce on majors actually […]...

ETH burns, Axie's inflection point, and DeFi narratives....

Market Update Today’s daily was inspired by the Delphi Chartbook — a monthly initiative to update our subscribers on each […]...

A concise highlight reel of important datasets we're tracking across markets, DeFi, NFTs, and macro trends....

Market Update Today has been a rather sleepy day in the market, with the majors starting to consolidate at resistance […]...

An update from the world of DeFi and NFTs....

We recently hosted our live, bi-weekly analyst call on July 20th, where we discussed our outlook for Crypto markets, Axie and recent notes & reports exclusively for our Institutional.members....

Market Update Today’s been a sleepy day for BTC, with today’s candle barely visible. NFT project tokens have continued to […]...

In this report, we demystify the world of Lunacia and analyze potential opportunities in the Land market....

AXS and SAND shorts...

Strong player growth and a booming game economy have resulted in Axie becoming the most profitable dApp in crypto. If the current trend continues, we estimate that ~69% of the AXS circulating supply c...

Funny business on BTC futures, DeFi hopium, Axie's relentless growth, and Meebit's just may be cool again....

A look at recent Bitcoin market data, how revenge shorts are paying a fortune to AXS and SAND longs, and Polygon's declining numbers....

DeFi finally stages a relief rally, Axie's numbers keep getting better, investing in NFTs, and Maker's reliance on stablecoins....

A concise highlight reel of important datasets we're keeping an eye on across markets, DeFi, NFTs, and macro trends....

In this post, we analyze the supply/demand dynamics of Axie breeding, discuss the impact of Axie Scholars, and highlight key upcoming developments to keep an eye on....

Axie’s community treasury has grown from less than $1M to over $14M in ~2 months from breeding and marketplace fees, implying a P/E ratio of 7.59....

On a day that marks the monthly close, the market appears indecisive and rangebound even with strong performance across the board yesterday....