Newsletter The Week On-Chain (Week 47, 2020) With prices exceeding $18,000 for the first time since 2017, BTC looks poised to break its previous all-time high. Meanwhile, plummeting exchange balances support the narrative that investors intend to hodl.
Insights DeFi Attacks: Flash Loans and Centralized Price Oracles DeFi protocols are facing a wave of attacks that use flash loans to target vulnerabilities in smart contracts. The most common exploit relies on centralized price oracles.
Insights Quantifying Short-Term and Long-Term Holder Bitcoin Supply We introduce a new methodology to classify Bitcoin supply owned by long-term investors and short-term traders, and create a set of on-chain metrics that show when these two investor types are in a state of profit or loss.
Newsletter The Week On-Chain (Week 46, 2020) BTC saw continued gains throughout Week 46, rising above $16k for the first time since January 2018. Meanwhile, Ethereum looks poised to launch the first stage of ETH2.0 before the end of 2020.
Newsletter The Week On-Chain (Week 45, 2020) BTC has continued its impressive streak, hitting $15k over the past week and showing few signs of slowing down. On-chain metrics suggest that it has more room to grow before reaching the next top.
Newsletter The Week On-Chain (Week 44, 2020) BTC continued gaining momentum over Week 44, ending the week up over 5%. But despite these gains, a drop in on-chain fundamentals may prevent bitcoin from decoupling from traditional markets.
Newsletter The Week On-Chain (Week 43, 2020) Bitcoin saw some impressive gains over Week 43, surpassing $13,000 and staying confidently above that price point into this week. Its on-chain fundamentals remain strong, and it appears to be deviating from traditional financial market trends.
Insights Filecoin’s Economic Failure: Are Miners Really On Strike? The long-awaited Filecoin network has finally launched. But immediately after its arrival, there are already claims of a miner strike and failed economic model, amid other controversies.
Newsletter The Week On-Chain (Week 42, 2020) Bitcoin's on-chain fundamentals decreased slightly during Week 42, but its price saw a small increase. Overall BTC remains largely stable, unable to break out without a decoupling from traditional financial markets.
Insights AAVE Token: An Analysis of Migration and Staking Aave - one of Ethereum's most popular lending platforms - is currently migrating from the LEND token to the AAVE token. Its new staking model promises favorable rewards for a relatively safe investment.
Newsletter The Week On-Chain (Week 41, 2020) Bitcoin saw growth in both its on-chain fundamentals and price across Week 41, with increased adoption and support above $11k for the first time since August.
Newsletter The Week On-Chain (Week 40, 2020) Despite a number of potentially unsettling events over the past week, BTC has remained largely stable at over $10,000, and its on-chain fundamentals are still strong.
Newsletter The Week On-Chain (Week 39, 2020) BTC has mostly recovered after dropping rapidly on Monday in response to the stock market. While its fundamentals remain strong, its correlation with traditional markets is limiting price growth.
Insights The UNI Token: Is Uniswap Really Decentralized? The UNI token aims to transition Uniswap into a decentralized, community-owned protocol - but the team hasn't been fully transparent about the path to decentralization.
Newsletter The Week On-Chain (Week 38, 2020) Bitcoin's on-chain fundamentals grew stronger during Week 38, but Monday morning's stock market drop threatens to wipe out the gains from the past week.
Insights Pickle Finance: The Tastiest New Yield Farming Protocol Among a deluge of food tokens and copycat projects, Pickle Finance has set itself apart with its ambitious plan to bring stablecoins closer to their pegs using its PICKLE token and "pickle jars".
Newsletter The Week On-Chain (Week 37, 2020) Bitcoin's on-chain fundamentals are slipping slowly as its price stagnates around $10k. Meanwhile, activity within the Ethereum ecosystem is continually picking up.
Insights SUSHI Token Economics: The Impact of Inflation In a short amount of time, the SUSHI token has seen a spectacular rise and a drastic fall. But beyond the hype and FUD, what are the fundamentals behind the token's value?
Newsletter The Week On-Chain (Week 36, 2020) Despite continued strong on-chain fundamentals, BTC lost over 11% of its value in Week 36 - but it still outperformed altcoins, which took an even larger tumble.
Insights Sushi vs. Unicorn: The Rise (And Fall?) of Uniswap Uniswap has long been one of Ethereum's favorite projects. But the emergence of SushiSwap may be threatening its very existence.
Newsletter The Week On-Chain (Week 35, 2020) As the DeFi ecosystem continues to grow, BTC is losing market dominance. Despite largely healthy fundamentals, its growth potential seems unable to match the latest innovations in crypto.
Newsletter The Week On-Chain (Week 34, 2020) After touching $12k yet again, BTC has dropped back down into the mid-11000s. Altcoins are also losing market cap as the boom of the past few weeks slows down.
Newsletter The Week On-Chain (Week 33, 2020) BTC is still testing $12k as crypto's collective market cap continues to rise. On-chain fundamentals remain strong, but DeFi appears to be receiving more attention than bitcoin in the current market.
Insights How DeFi is Driving The Spike in Ethereum's Gas Price The amount of fees being spent on Ethereum has reached an all-time high. What is driving this gas price spike, and what part do arbitrage bots have to play?
Newsletter The Week On-Chain (Week 32, 2020) With BTC now testing the $12k price point, it seems as though the next bull market may have begun. However, with on-chain fundamentals slowing slightly, investors should stay wary.
