Join us as we discuss the most important themes, narratives, and projects to look for in 2023....

🌅 Welcome! The U.S. Department of Justice is seizing Sam-Bankman Fried’s Robinhood shares. Elsewhere, Genesis tells clients that it needs […]...

There is little in the way of bullish news when it comes to the current state of Web3 gaming. With that in mind, we'll go over what happened in the markets and zoom out to look at Q4’s overall perform...

We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every...

🌅 Welcome! We hope you enjoyed your break as much as we did. Here’s to a great year in 2023! […]...

Although protocols using RWAs currently comprise a small part of DeFi, the potential of this sector has a high ceiling....

There is much myth and mystery surrounding Urbit. Is it an OS? Is it a social network? Is it worth looking into? This report throws back the veil on this mysterious project and sheds some light on wha...

🌅 Welcome! A major Bitcoin mining company has filed for bankruptcy. Meanwhile, SBF can be extradited to the US as […]...

2022 was The Great Reset for crypto. Overly hyped trends and mass speculation pushed the crypto market far out over its skis by the end of 2021, so this year’s washout was a necessary reset. Sizable c...

🌅 Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past […]...

Polygon has consistently grabbed headlines with mainstream partnerships, a $450M venture raise, and a $1B investment into scaling solutions. But how has Polygon's gaming ecosystem fared?...

🌅 Welcome! Voyager has found a new buyer and you won’t believe who it is. Elsewhere, Grayscale considers returning a […]...

OpenSea transacted $242.2M in November compared to $295.8M in October, representing an 18% decrease over the previous month. There were notable developments in the broader NFT ecosystem, however....

Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more....

🌅 Welcome! A former U.S. President is launching an NFT collection and a committee to represent creditors in the FTX […]...

The reasons for the monumental collapse of FTX still aren't entirely clear. There are numerous theories that speculate on what went down. Yet, nothing can be said with absolute certainty. That said, s...

🌅 Welcome! MetaMask is partnering with one of the world’s largest digital payment platforms and SBF may have just seen […]...

A popular takeaway regarding the FTX drama has been that this was not a DeFi problem, but a TradFi one. It’s absolutely true that custody risks apply to CEXs and not DeFi. Yet, given the size of the c...

🌅 Welcome! Today, SBF was indicted by a grand jury on charges of committing or conspiring to commit fraud, along […]...

Has anything changed on the macro front given the macro-driven bear market? This month, the answer is…we’re getting closer....