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 On-chain 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 On-chain 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 On-chain 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 On-chain 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 On-chain 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.
The Week On-chain Newsletter The Week On-chain (Week 24, 2021) Bitcoin becomes legal tender in El Salvador, whilst the market remains uncertain over macro direction. On-chain, Long and Short term investors are taking opposing sides of the trade.
The Week On-chain Newsletter The Week On-chain (Week 23, 2021) The market remains uncertain about bullish or bearish conditions govern, as on-chain activity and value settlement falls dramatically.
Ethereum and DeFi DeFi Uncovered: Experimental Lending Platforms A dive into the nascent markets emerging from experimentation in DeFi lending. We explore some of the heightened rewards that can emerge from elevated risk.
The Week On-chain Newsletter The Week On-chain (Week 22, 2021) The Bitcoin market has become a battleground between bulls and bears, as we analyse on-chain sentiment for Long-term and Short-term holders.
Bitcoin Analysis & Research Surveying the May 2021 Sell-off After one of the most dramatic sell-offs in Bitcoin history, the conviction of investors has been put to the test, and we assess the markets response on-chain.
Ethereum and DeFi DeFi Uncovered: Navigating the Crash DeFi has shown strength amidst increased market volatility. We explore the impact of broad selling on the health of DeFi and token valuations.
