Recent increases in global liquidity have been a driving factor in this year's market rally. There is evidence supporting potential trend continuation in the coming weeks, as there are still multiple headwinds that could drag on markets as we move closer to late Q1/Q2. Funding liquidity will remain a key risk throughout the year, especially for high-growth industries (like crypto). We've noted that the move to a more expansionary global liquidity environment is the most important catalyst for a renewed and sustainable bull run in our view.
When playing a new game, the first thing people usually do is learn the rules and game mechanics. Sometimes there are very few rules and the mechanics are simple. Other times, the game is more dynamic, accompanied by more complex rules and mechanics. Certain games even have different rulesets for different players.
Frax Finance is a household name for seasoned DeFi users. In the last year, they’ve launched Fraxlend and Fraxswap alongside several other products. This post will look at Frax’s newer product launches and examine their traction.
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.
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.
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.
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.