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....

🌅 Welcome! SBF will testify to the U.S. House Committee on Financial Services tomorrow. Meanwhile, Binance responds to a recent […]...

The total market cap for all gaming-related tokens hit roughly $7.4B at the end of November, representing a 17% increase from September, according to CoinGecko. However, as we will illustrate in this...

Join us as we discuss recent price action, Maple Finance's troubles, what on-chain metrics say about the markets, DAO treasury ranks, how insightful bridge flows are, and more....

🌅 Welcome! SBF may be subpoenaed by the U.S. House Committee on Financial Services and separately faces a market manipulation […]...

Gaming was a primary driver of the 2021 mania, yet it has given way to cold realism as we move into the trough of disillusionment....

🌅 Welcome! SEC Chairman Gary Gensler continues to talk about crypto regulations and Genesis tells clients that the path forward […]...

🌅 Welcome! The Alameda investment portfolio has been leaked while Ledger is launching a hardware wallet with an interactive touch-screen. […]...

In this report, we look to highlight some key opportunities and challenges for DeFi and spell out the reasons we remain optimistic that DeFi will thrive....