The Week Onchain Newsletter The Week On-chain (Week 32, 2021) The market rallies higher as indications of a Bitcoin on-chain supply squeeze take shape, and Ethereum successfully rolls out EIP1559.
Ethereum and DeFi NFTs and Gaming Lead the ETH Rally We map out the basics of the NFT space, and assess the volume and demand metrics describing its meteoric growth.
The Week Onchain Newsletter The Week On-chain (Week 31, 2021) As the Bitcoin market rallies over $42k, we analyse the spending and accumulation behaviour of entities on-chain.
Ethereum and DeFi DeFi Uncovered: Exploring the Sushi Ecosystem As the DeFi market continues to demonstrate a risk off appetite, we embark on a deep dive assessment of the fundamentals and performance of the Sushi project.
The Week Onchain Newsletter The Week On-chain (Week 30, 2021) The Bitcoin market has experienced a strong rally off the back of a short squeeze returning many coin holders to profitability.
Ethereum and DeFi DeFi Uncovered: Adjusting to the New Normal As DeFi continues its downward move, we present a short-term bearish but medium-term bullish case.
The Week Onchain Newsletter The Week on-chain (Week 29, 2021) As the probability for high Bitcoin market volatility increases, we analyse the Bull and Bear cases using market and on-chain metrics.
Ethereum and DeFi DeFi Uncovered: Finding Alternative Sources of Yield As crypto continues its sideways walk, finding alternative sources of yield become attractive in an environment of depressed rates.
The Week Onchain Newsletter The Week On-chain (Week 28, 2021) The Bitcoin market squeezes into a tight trading range and we assess a range of market indicators for sentiment and volatility triggers.
Ethereum and DeFi DeFi Uncovered: DeFi Showing Signs of Life Governance tokens rebound as pockets of DeFi show resilience.
The Week Onchain Newsletter The Week On-chain (Week 27, 2021) The Great Hash-power Migration is underway as an estimated 50% of Bitcoin miners are offline and on the move. We assess the magnitude of this event observed in the on-chain data.
Ethereum and DeFi DeFi Uncovered: Experiments in Money and Value DeFi's reliance on USD presents a tangled web of risk. Is DeFi on a path to create something better/new, or is DeFi destined to be an incremental improvement to legacy finance?
The Week Onchain Newsletter The Week On-chain (Week 26, 2021) The Bitcoin market continues to fight for support as mining sell pressure increases, institutional demand remains slow, and a second capitulation occurs.
Chinese 链上周报（2021年第25周） 随着中国比特币算力的激烈震动，链上活动已经回落到12个月以来的水平。 本周，比特币市场在价格和链上活动方面继续表现出相对疲软。价格在最近的盘整范围内波动，从周初的高点41,295美元，下降到周末的低点33,818美元。
Ethereum and DeFi DeFi Uncovered: Activity on DeFi Stalls Despite activity on Ethereum DeFi stalling, protocol liquidity and product releases continue to drive the ecosystem forward.
The Week Onchain Newsletter The Week On-chain (Week 25, 2021) On-chain activity has fallen back to levels not seen in twelve months, just as a seismic shift in Bitcoin hash-rate commences in China.
链上周报（2021年第24周） 萨尔瓦多承认比特币为法币，而市场宏观方向仍然不确定。在链上，长线和短线投资者采取截然相反的交易策略。 比特币又一次踏入了未知的领域。本周，萨尔瓦多正式通过承认比特币为法定货币的法案，这对该行业来说是一个真正的历史性时刻。看起来很有可能下一个主要的挖矿能源来源将是火山能。这在你2021年的宾果卡上吗？
Ethereum and DeFi DeFi Uncovered: Does DeFi Outperform ETH? We asses how the risk-adjusted performance of active and passive DeFi strategies compare to the benchmark of holding spot ETH.
