Reports478 results
Keep’s tBTC: Re-entering the Race
On the back of Keep Network re-launching tBTC, we take a look at the latest developments and what to expect given the high demand for tokenized BTC on Ethereum....
6 Min
Layer 1 / L1
Sep 2020
Bitcoin Outlook 9/21/2020
In this report, we dig into Bitcoin’s outlook amidst an uncertain macro backdrop. We unpack notable long-term miner, exchange, and holder base metrics, as well as touch on where Bitcoin could move in...
1 Min
DeFi
Sep 2020
Fork Defense Strategies in DeFi
Competitive strategy is now critical to crypto projects and founders who aspire to build something valuable, defensible, and lasting in our space. A special Guest Post by Ian from the IDEO team!...
13 Min
Infrastructure
Sep 2020
The Smallest Market Everyone Knows About
Last month, our own Kevin Kelly was asked to write a contributor piece for Global Macro Investor, Raoul Pal’s flagship research service. The report is packed with charts and interesting perspective on...
1 Min
DeFi
Sep 2020
Reimagining The PowerPool
What if we redesigned PowerPool as a liquidity pool rather than a lending protocol? LP shares effectively become an ETF token for the DeFi sector, with PowerPool acting as the governance layer built o...
7 Min
Indices
Sep 2020
Low-Mid Market Cap DMR
This dashboard monitors all projects with market caps of greater than $1M, deriving a DMR rating representing the ratio of developer activity to the project's market cap, and displaying here all proje...
1 Min
Infrastructure
Sep 2020
A Collection of ETH Supply Sinks
With ETH locked in DeFi, Phase 0 of ETH 2.0, and now the newly created yETH Vaults, we take a look at the increasing ETH supply sinks and the dynamic between them....
4 Min
Infrastructure
Sep 2020
A Power Play For PowerPool
PowerPool might capture a sizable governance stake in the top DeFi projects across the sector. With a slight change to their strategy, it could even become a governance blackhole....
5 Min
Infrastructure
Aug 2020
SushiSwap Takes a Shot at Uniswap
SushiSwap has hit the scene to compete with Uniswap, one of the most popular decentralized exchanges on Ethereum....
3 Min
Infrastructure
Aug 2020
The Race to Layer 2s Is Underway
While Layer 2 will bring incredible benefits for individual applications as they are ported over, it initially will most likely impair the composability we all cherish between these projects ....
3 Min
Infrastructure
Aug 2020
Helium and Melon Update: Cautious Traction
Given the positive action around Helium and Melon, we feel as though it is time for a quick update on both. With positive price action for both Helium (HNT, ~$0.20 to $2) and Melon Protocol (MLN, $5 t...
6 Min
Infrastructure
Aug 2020
Floods and Mining in China
China has been experiencing historic levels of rainfall and flooding. With 70% of Bitcoin's hashrate originating from the country, what impact is this having on mining?...
4 Min
Infrastructure
Aug 2020
DEX Wars and Aggregation Theory
Aggregation Theory by Ben Thompson describes how the internet changed value capture in business. We explore how this applies to DEXs....
5 Min
DeFi
Aug 2020
The State of Ethereum 2020
Our inaugural monthly Ethereum Ecosystem Analysis report - special edition for ETH's 5th birthday. We dig into the Ethereum ecosystem led by DeFi and unpack the latest on the road to Eth 2.0....
1 Min
DeFi
Jul 2020
Is FTX's Serum The DeFi Cure?
We look at FTX's Serum Project launch and the effect this may have on the broader DeFi space...
5 Min
Infrastructure
Jul 2020
Yield Farming Is Musical Chairs At 100MPH
We’re back in the manic phase of crypto, where it’s too hard to keep up with the latest DeFi liquidity mining (yield farming) play. By the time you visit a project’s site, their token is already up an...
4 Min
DeFi
Jul 2020
Curve: Hypergrowth Stablecoin Exchange
Volume on Curve has picked up, in part due to yield farming activities....
6 Min
DeFi
Jul 2020
Infrastructure
Jun 2020
Bitcoin & Market Update
Bitcoin has been trading in a relatively tight range over the last month, spending a vast majority of time between low $9,000s and $10k....
Analytics
Jun 2020
King Dollar Isn't Dead Yet
The US dollar sits at the heart of nearly every major macro trend at the moment....
6 Min
Analytics
Jun 2020