The Week On-chain The Week On-chain (Week 34, 2021) Bitcoin has continued to rally to new multi-month highs despite an uptick in distribution, spending by older coins, and a divergence in on-chain activity.
The Week On-chain The Week On-chain (Week 33, 2021) The Bitcoin market powers higher, supported by a growing body of evidence on-chain that a bullish disbelief rally is in effect.
Ethereum and DeFi DeFi Uncovered: Hunting for Value A framework for finding value in DeFi governance tokens.
The Week On-chain 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 On-chain 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 On-chain 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 On-chain 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 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 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 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。
