The Week Onchain Newsletter The Merge: A Feat of Engineering This week saw the successful deployment of one of the most impressive feats of engineering in the blockchain industry: The Ethereum Merge. We explore it as it happened, on-chain.
Ethereum and DeFi Before the Merge: Analysing the Ethereum Beacon Chain With the Ethereum Merge on the horizon, we dive into Ethereum a suite of new metrics which describe Proof-of-Stake consensus, and profile the performance of the Beacon Chain since genesis.
Market Pulse Market Pulse: ETH 2.0 Stakers Are Underwater The Ethereum 2.0 upgrade is one of the most anticipated, and most watched events in digital asset industry. However, with staked ETH locked up, and market prices declining over 75%, the vast majority of stakers are now firmly underwater on their position.
Ethereum and DeFi The Great DeFi Deleveraging The Ethereum DeFi market is undergoing a dramatic deleveraging, with over $124B in capital flushed out in just six weeks. The Ethereum investor base is now heavily underwater on spot positions, and is locking in historically large realized losses.
Product A Short History of the Etherverse We deep dive into Ethereum's most prominent use cases by quantifying gas consumption across major token, protocol, and transaction categories. Our analysis shines a light on the complexity and ever-evolving nature of the Ethereum ecosystem.
Ethereum and DeFi DeFi Uncovered: DeFi Valuations Dislocate As a predominantly leverage driven correction hits the market, we continue to see expansion in DeFi protocol usage, whilst token valuations struggle to keep pace.
Ethereum and DeFi DeFi Uncovered: What's Next for DeFi? NFTs continue to command an impressive lead in Ethereum ecosystem attention. We explore whether this attention is leaking back into the DeFi sector.
Ethereum and DeFi DeFi Uncovered: Hints of a Multichain Future Interest in alternative smart contract chains hits a new stride in the past weeks, as the prices of Avalanche, Solana and Terra explode higher.
Ethereum and DeFi DeFi Uncovered: The Battle for Attention DeFi flirts with renewed growth as NFTs lead capital back into the Ethereum ecosystem.
Ethereum and DeFi DeFi Uncovered: Hunting for Value A framework for finding value in DeFi governance tokens.
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.
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.
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.
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.
Ethereum and DeFi DeFi Uncovered: DeFi Showing Signs of Life Governance tokens rebound as pockets of DeFi show resilience.
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?
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.
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.
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.
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.
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.
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.
Ethereum and DeFi Avalanche: The New DeFi Blockchain Explained The launch of the Avalanche-Ethereum Bridge has attracted much attention from the DeFi community. We examine the new protocol and its implications for DeFi.
Ethereum and DeFi DeFi Attacks: Flash Loans and Centralized Price Oracles DeFi protocols are facing a wave of attacks that use flash loans to target vulnerabilities in smart contracts. The most common exploit relies on centralized price oracles.
Analysis & Research Filecoin’s Economic Failure: Are Miners Really On Strike? The long-awaited Filecoin network has finally launched. But immediately after its arrival, there are already claims of a miner strike and failed economic model, amid other controversies.
