Reports156 results
Out From Chaos Comes THORSynths
We're excited to provide a large update on THORChain, which we present in 3 parts. First, we share our brief assessment on the recent unfortunate exploit. Next, we analyze historical THORChain MCCN da...
21 Min
Layer 1 / L1
Jul 2021
Futures Catch a Bid, CME Traders Go Ham, Punk Ownership Decentralizes
Futures contracts saved from backwardation, Perpetual Protocol's road to PMF, and CryptoPunk ownership...
5 Min
DeFi
Jul 2021
An Update on DeFi Perps
A brief comparison on dYdX & Perpetual Protocol's recent traction, in addition to updates on MCDEX, Futureswap, Vega and Injective....
6 Min
Perpetual Futures
Jul 2021
Market Volatility and Resilient OHMies
Insights from the options markets, and (potentially) crypto's first countercyclical asset....
5 Min
DeFi
Jul 2021
PERP 2.0: Redesigning A Success
Since it launched in December, Perp Protocol has facilitated $20B in total trading volume and generated $20M in protocol earnings.Β V1 has clearly been a success. Here's what you can come to expect out...
7 Min
Perpetual Futures
Jul 2021
Bitcoin Rundown: Market Indecision, Legacy Correlations, And a Lightning Boost
How Bitcoin fares against legacy assets, sign of market indecision, and a small jolt to the Lightning Network....
4 Min
Channels
Jul 2021
Range-Bound Bitcoin, Opportunity or Bull Trap? (July '21 Outlook)
Bitcoin's struggles may continue barring an unexpected catalyst or drastic change in policy, but on-chain indicators support our long-term conviction in BTC....
13 Min
DeFi
Jul 2021
Bitcoin Futures, DeFi Hopium, and the NFT Resurgence
Funny business on BTC futures, DeFi hopium, Axie's relentless growth, and Meebit's just may be cool again....
4 Min
DeFi
Jul 2021
Axie Shorts Stack Up, BTC Options, Polygon's Contraction
A look at recent Bitcoin market data, how revenge shorts are paying a fortune to AXS and SAND longs, and Polygon's declining numbers....
4 Min
DeFi
Jul 2021
Ethereum Update - June 2021
A breakdown of ETH's market structure, fundamentals, and key upcoming catalysts....
DeFi
Jul 2021
DeFi Update: Users, Yields, and Establishing Resilience
DeFi user growth falls, Yearn user growth rises, and the search for high DeFi yields....
4 Min
DeFi
Jun 2021
Bitcoin Derivatives Rundown, The State of CryptoPunks
Quarterly derivative expiration, funding turns negative, futures volume shoots up, and the state of CryptoPunks....
3 Min
DeFi
Jun 2021
What BTC Derivatives Data is Saying, Hash Rate Declines, and a Silver Lining for Ethereum
Bitcoin futures data signals hope, reading into BTC's implied volatility, and hash rates for Bitcoin and Ethereum....
3 Min
DeFi
Jun 2021
China FUD Piles Up, Hash Rate Exodus, And Miners Selling
China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization....
3 Min
Infrastructure
Jun 2021
3 Min
Infrastructure
Jun 2021
More Bitcoin Hopium, Yearn Won't Stop, And Polygon DEX Volume
BTC HODLers are kicking back into action, BTC options are ticking up again, Yearn's fundamentals detach from YFI price, and Polygon DEXes recover fast....
3 Min
DeFi
Jun 2021
ETH 2.0 Won't Stop, Sushiswap Loses Pace, and BTC Futures Basis Back on Track
KSM and SOL lead the bounce, BTC basis is positive again, Sushiswap loses market share, and ETH 2.0 zooms past 100K deposits....
3 Min
Infrastructure
Jun 2021
Mixed Trading Signals For BTC, Terra and Ethereum DeFi Undervalued, Ether Supply In Smart Contracts
Mixed Trading Signals For BTC, Terra and Ethereum DeFi Undervalued, Ether Supply In Smart Contracts...
3 Min
Infrastructure
Jun 2021
BTC on Ethereum Won't Slow Down, Mixed Signals from Spot and Derivatives Market
ETH/BTC nearly retraces dip, Convex and Yearn's battle for veCRV, and receding spot volume....
4 Min
DeFi
Jun 2021
ETH/BTC Correlation, Sentiment Reversals, and Flight to ETH DeFi
May's worst hit tokens, ETH/BTC correlation peaking, bullish options flows, and Ethereum DeFi....
3 Min
DeFi
Jun 2021