In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions vying for adoption. We’ve seen already the scalability limitations of Ethereum today. In o...

We dive into the kick-off of the multi-year transition to ETH 2.0. The launch has partially fueled an ETH rally for which we dig into deeper and we also cover the growth of DeFi underpinning the succe...

This first mover advantage combined with simple onboarding and backing could give Optimism enough adoption by the time that zero knowledge proof solutions are sufficiently mature that the network effe...

Layer two solutions such as optimistic and zero-knowledge rollups promise reduced latency and cost, but these present a further liquidity fragmentation problem as AMMs will need to launch copies of th...

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...

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 ....

StarkWare is one of the most important projects in crypto that doesn't get talked about nearly enough....

For our June 2020 analyst call, we spent time covering Facebook's Libra stablecoin; what that means for crypto, Layer 2 scaling solutions on Ethereum, Uniswap & Kyper Network Update, and a recap o...