Reports1436 results
Finding the Edge
Edge is a repeatable process in which a trader can expect to make money over time, net of costs and fees. In other words, edge can be thought of as a trading process with positive expected value. Expe...
24 Min
Financial Market Themes
Mar 2023
Braindrops: Pioneering the AI Art Movement
The world has been enthralled by AI this year, and for good reason; AI is a species-level shift that could shape the rest of our lives. Riding on this theme, AI art is poised to be one of the defining...
15 Min
NFTs
Mar 2023
Market Note: DeFi's Resurgence?
Price action following the COVID crash saw DeFi outperform pretty much every asset. Since then, DeFi has generally not shown any meaningful strength against the rest of the crypto market. That is, unt...
11 Min
Macro & Markets
Mar 2023
The Arbitrum Airdrop Is Finally Here
🔍 The Arbitrum Airdrop Is Finally Here Tomorrow, Arbitrum will launch the ARB token and airdrop 12.75% of its supply, […]...
9 Min
Layer 2 / L2
Mar 2023
USDC De-Pegs & Bitcoin Rallies
🔍 USDC De-Pegs & Bitcoin Rallies If you haven’t been living under a rock, you’re probably inundated with headlines spelling […]...
8 Min
Cash-Backed (Custodian) Stablecoins
Mar 2023
Pro Crypto Insider Talks - March 2023
Raoul Pal, Kevin Kelly, and Ash Bennington engage in a comprehensive discussion on the current state of the crypto market, stablecoins, and the global economy....
2 Min
Macro & Markets
Mar 2023
Avoiding the Real Banking Iceberg
We’ve been saying for months that access to funding is the biggest risk to the crypto industry this year. Never has that been more relevant than right now given the events of the last few days....
38 Min
Global Macro Themes
Mar 2023
Trader Joe's Novel Take on Concentrated Liquidity
Trader Joe’s LB introduced a novel innovation that created an alternative model of concentrated liquidity and provides more flexibility for LPs. Its unique implementation of a constant sum invariant w...
9 Min
AMM
Mar 2023
NFT Debrief - March 2023
Welcome to our monthly coverage of NFTs and the metaverse. This month: Bitcoin Ordinals, Cool Cats, and the meteoric rise of Checks NFTs....
20 Min
NFTs
Mar 2023
Policy Paper Series (Part 1): Reframing How We Look at a Crypto Legislative Solution
In the past twelve months, we have seen a flurry of policy papers reflecting the universal acknowledgment that we are at an impasse in the United States. We can universally agree that crypto is in nee...
35 Min
Policy
Mar 2023
Everybody Needs *******
Blockchain infrastructure can be broadly summarized in three verticals: scalability, privacy, and UX. In this post, we’re going to dive into privacy....
37 Min
Infrastructure
Mar 2023
Analyzing Market Behavior for Key Airdrops
Airdrops are one of the most sought-after events for users of on-chain projects. It’s the distribution of a protocol’s token, often to historical users. The aim is to reward loyal users and encourage...
17 Min
Asset Management
Mar 2023
Monthly Chartbook - Wishful Thinking
Investors are people, and they, too, underestimate the likelihood (and duration) of bad things happening. So far, 2023 is shaping up to be a case study in this kind of wishful thinking....
19 Min
NFTs
Mar 2023
Are Infinity Pools the Next Big Speculation Primitive?
Implementing leverage in crypto is not easy. Many current platforms use middle-term solutions or large off-chain components. Crypto leverage trading therefore lacks the composability and permissionles...
12 Min
AMM
Mar 2023
Botto: The Decentralized AI Artist
The field of generative AI has rapidly evolved in recent years and is already being used for a variety of different purposes. One of the most intriguing applications is in the realm of art. With the a...
16 Min
NFTs
Mar 2023
Brace Yourselves, Shanghai Is Coming
Do you hear that? That’s the sound of 17M ETH getting ready to be withdrawn from staking, nearly $30B of ETH supply previously locked up coming onto the market ready to be sold. Or at least, this is w...
21 Min
Liquid Staking
Mar 2023
Bitcoin: More Than Just Digital Gold?
🔍 Bitcoin: More Than Just Digital Gold? In just the span of 1 month, over 100,000 Bitcoin Ordinals were inscribed […]...
7 Min
Layer 1 / L1
Mar 2023
MakerDAO's 2022 Fundamentals
All in all, 2022 was a year of survival for Maker. Their fundamentals took significant hits, but so did the rest of the market. Their dominance in the stablecoin sector is as of yet unchallenged, and...
12 Min
Debt-Backed (CDP) Stablecoins
Mar 2023
February Gaming Roundup
In this month’s edition of the Web3 Gaming Roundup, we will take a look at the sector’s performance over the 28 days of February as well as highlight some points of interest....
17 Min
Gaming
Mar 2023
Enforceable Creator Royalties
The NFT market has grown exponentially since its inception, with NFT exchanges participating in an escalating war. To siphon users from each other, creators have become collateral damage as exchanges...
12 Min
NFTs
Mar 2023