Reports1483 results
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Welcome! In a new blog post, Sam-Bankman Fried (SBF) has doubled down on his innocence. Meanwhile, Genesis owes its [β¦]...
5 Min
NFTs
Jan 2023
Unlike fungible tokens, which capture value from products but donβt create value directly, NFTs are often the products themselves -- consider Fidenzas, CryptoPunks, and music NFTs. This makes the toke...
22 Min
NFTs
Jan 2023
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Welcome! The FTX bankruptcy attorney claims to have found over $5B in assets. Have they checked all the sofas [β¦]...
4 Min
Layer 1 / L1
Jan 2023
The past year was a tumultuous one for Bitcoin, with usage stagnating and miners facing increasing pressure. But there were positives as well, like the introduction of Taro....
14 Min
Proof-of-Work
Jan 2023
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Welcome! Barry Silbert speaks on Genesis in a letter to shareholders as Gemini officially ends the Earn program. Today, [β¦]...
5 Min
null
Jan 2023
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Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing [β¦]...
4 Min
Macro & Markets
Jan 2023
In this report, we analyze the ETH staking market from a business and financial perspective. The end goal of this exercise is to try and ascertain these protocols' potential for value generation....
15 Min
Liquid Staking
Jan 2023
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Welcome! Genesis considers filing for bankruptcy after firing 30% of its staff. Elsewhere, Kyle Davies of the infamous Three [β¦]...
4 Min
NFT Marketplace
Jan 2023
Join us as we discuss the most important themes, narratives, and projects to look for in 2023....
1 Min
Macro & Markets
Jan 2023
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Welcome! The U.S. Department of Justice is seizing Sam-Bankman Friedβs Robinhood shares. Elsewhere, Genesis tells clients that it needs [β¦]...
4 Min
Perpetual Futures
Jan 2023
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 Q4βs overall perform...
14 Min
Gaming
Jan 2023
We titled this yearβs report The Great Reset because we believe thatβs what 2022 represented for crypto β a great reset in prices, expectations, and speculative interest all across the industry. Every...
DeFi
Jan 2023
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Welcome! We hope you enjoyed your break as much as we did. Hereβs to a great year in 2023! [β¦]...
5 Min
Infrastructure
Jan 2023
Although protocols using RWAs currently comprise a small part of DeFi, the potential of this sector has a high ceiling....
11 Min
Money Markets
Jan 2023
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...
36 Min
Storage
Dec 2022
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Welcome! A major Bitcoin mining company has filed for bankruptcy. Meanwhile, SBF can be extradited to the US as [β¦]...
4 Min
Spot Exchange
Dec 2022
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 yearβs washout was a necessary reset. Sizable c...
55 Min
Global Macro Themes
Dec 2022
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Welcome! BlockFi is may restart withdrawals for certain customers while FTX considers asking third parties to voluntarily return past [β¦]...
4 Min
Infrastructure
Dec 2022
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?...
16 Min
Gaming
Dec 2022
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Welcome! Voyager has found a new buyer and you wonβt believe who it is. Elsewhere, Grayscale considers returning a [β¦]...
4 Min
Macro & Markets
Dec 2022