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.
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.
