After a miserable 2022 for risk assets, 2023 opened on the opposite foot. Risk assets rose considerably across the board, in large part due to recent increases in global liquidity driven by China’s PB...

Many had written off Solana as yet another hyped L1 narrative play from this cycle. However, the most recent rally has left many market participants sidelined and speechless. The “up only” regime on a...

Before the first murmurs of an “echo bubble” could be heard, LTC began its move higher while the broader market struggled to maintain its footing. Seemingly nothing was immune to the FTX implosion and...

Join this week's call with our research analysts to discuss crypto developer data, the echo bubble thesis, X2Y2's NFT lending growth, liquid staking derivatives, and more....

🌅 Welcome! DCG is closing down its wealth management business that had $3.5B in AUM. The SEC is also probing […]...

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

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

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....

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...

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 […]...

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! A crypto lender is leaving the United States due to a lack of regulatory clarity and a decentralized […]...

Tokens are an integral part of crypto projects. Over the years, the way token economies are designed has changed considerably, becoming increasingly complex. They can help a good project prosper but f...

Join us as we discuss SUAVE from Flashbots, how DeFi trading infrastructure can be improved, Uniswap's NFT plans, RPC alternatives, Frax's staked ETH growth, and more....

🌅 Welcome! Following an attack, Aave has temporarily suspended markets for assets with low liquidity and high volatility.  Elsewhere, the […]...

Join us as we dissect the fallout from the FTX collapse and how the industry can move forward....

Join us as we discuss early stage projects we're watching, the FTX fallout for NFT and gaming projects, sectors that could be prominent in the next cycle, and debate how effective proof of reserves wi...

This month’s Monthly Chartbook focuses on the macro outlook, market structure & on-chain observations, L1s, L2s, & DeFi analysis, and an NFTs & gaming sector breakdown....

🌅 Welcome! Bloomberg reports that FTX customers have a slim chance of recovering balances. Elsewhere, Binance creates a recovery fund […]...