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.
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 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.
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 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 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 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.
The Week On-chain The Week On-Chain (Week 21, 2021) The Bitcoin market has experienced a tremendous deleveraging, with prices falling over 50%, and on-chain entities taking historical losses.
Ethereum and DeFi DeFi Uncovered: Farming With Stablecoins An overview of the stablecoin landscape and opportunities for turning idle stablecoins into productive yield-generating assets.
The Week On-chain The Week On-chain (Week 20, 2021) As Elon Musk reverses his Bitcoin sentiment, new entrants panic sell and long term holders step in to hold the line.
Bitcoin Analysis & Research Bitcoin's On-chain Market Cycles All market cycles are unique, but the human response to profit, loss and incentives can be strangely predictable. The trick is knowing what to look for in the data, on-chain.
Ethereum and DeFi DeFi Uncovered: The State of DeFi An analysis of key metrics that describe the adoption, stickiness, and explosive growth of the DeFi ecosystem.
The Week On-chain The Week On-chain (Week 19, 2021) Bitcoin consolidation continues as miners accumulate and supply on OTC desks drains. Meanwhile ETH benefits from capital rotation to new ATHs.
The Week On-chain The Week On-chain (Week 18, 2021) Bitcoin has bounced from the correction lows, as Tether supply hits ATH, coins mature and Ethereum on-chain activity spikes higher.
The Week On-chain The Week On-chain (Week 17, 2021) Bitcoin price continues to slide lower as on-chain signals weak hands are being shaken out, and strong hands are holding strong.
Product Bitcoin On-Chain Exchange Metrics: The Good, The Bad, The Ugly In the present work, we give insights into the importance of analyzing exchange activity, the processes of accurately tracking exchange addresses, and the caveats that come with exchange data.
The Week On-chain The Week On-chain (Week 16, 2021) Bitcoin rallies to new ATHs before selling off by over 18%. This follows a slew of narratives around Coinbase, hash-rate black-outs and billions in liquidations.
The Week On-chain The Week On-chain (Week 15, 2021) Bitcoin strong hands hold on, stablecoin supply expands, and cyclical metrics remain elevated but not overheated...yet
The Week On-chain The Week On-chain (Week 14, 2021) Bitcoin solidifies its position as a $1 Trillion asset as on-chain indicators signal market confidence.
The Week On-chain The Week On-chain (Week 13, 2021) Bitcoin continues to trade above $50k as long term holders dramatically slow their spending, and a new class of HODLers are forged.
The Week On-chain The Week On-chain (Week 12, 2021) Bitcoin consolidates above $53.6k as on-chain metrics suggest conditions are similar to the second half or later stages of a bull market.
