Releases
Infrastructure
In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, revenue potential, smart contract wallets, account abstraction, MPC wallets, and more.
Layer 2 / L2
🔍 The ETH Liquid Staking Derivative Wars To stake ETH, users have to run validator nodes on Ethereum, which comes […]
Markets
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 billion-dollar asset has inspired renewed attention and, with it, plenty of opportunities.
Markets
Bull v Bear is our new premium macro livestream with analysis from Head of Research, Kevin Kelly and Market Associate, Jason Pagoulatos. They cover the charts of the week, the main market talking points and give their bullish or bearish takes on upcoming events. Every episode, the Bull or Bear emerges victorious.
Games
Executive Summary Web3 gaming – an ever-changing term simply defined as video games with varying levels of embedded blockchain-based mechanics […]
Options
Thales is leveraging the power of parimutuel markets to build easy-to-understand derivatives, prediction markets, and sports betting. This report will analyze what makes Thales unique from its predecessors and evaluate its potential as a killer app.
Markets
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 subsequent widespread fears of contagion and potential knock-on effects.
Markets
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.
AMM
The issues that plagued centralized exchanges (CEX) in their infancy have still not been eradicated. In the grand scheme of things, we’ve made some vast improvements to CEX performance. Some are better than others, but every subsequent collapse in the industry gets bigger and more bizarre.
Layer 2 / L2
🌇 Sunsetting The Delphi Daily During periods of lower activity, it becomes more important to focus on the broader […]
NFT Marketplace
OpenSea transacted $242.2M in November compared to $295.8M in October, representing an 18% decrease over the previous month. There were notable developments in the broader NFT ecosystem, however.
NFTs
🌅 Welcome! In a new blog post, Sam-Bankman Fried (SBF) has doubled down on his innocence. Meanwhile, Genesis owes its […]