Crypto research
Data-driven analysis on blockchains, decentralized applications, and market segments
- The fundamentals of Manta Pacific
The fundamentals of Manta Pacific
In this week's research piece, we focus on the current state of Manta Pacific's product, financials, usage, competition, and more! Manta Pacific is a L2 smart contract platform for decentralized applications on Ethereum.
- The fundamentals of zkSync
The fundamentals of zkSync
In this week's research piece, we focus on the current state of zkSync's product, financials, usage, competition, and more! zkSync is an upstart zero-knowledge Ethereum rollup/L2 blockchain.
- Crypto's evolution: beyond speculation and towards fundamentals
Crypto's evolution: beyond speculation and towards fundamentals
There are many parallels between crypto, past innovations, and investor psychology. With this comes the move away from speculation and narrative-based investing toward value and fundamentals-based investing as the industry matures.
- The fundamentals of Avalanche
The fundamentals of Avalanche
In this week's research piece, we focus on the current state of Avalanche's product, business model, financials, usage, competition, and more! Avalanche is a smart contract platform for decentralized applications (a blockchain). Avalanche was founded by Emin Gün Sirer and launched in 2019.
- The fundamentals of Base
The fundamentals of Base
In this week's research piece, we focus on the current state of Base's product, business model, financials, usage, competition, and more! Base is a L2 smart contract platform for decentralized applications on Ethereum. Base was founded by the Coinbase team and launched in 2023.
- The fundamentals of Arbitrum
The fundamentals of Arbitrum
In this week's research piece, we focus on the current state of Arbitrum's product, business model, financials, usage, competition, and more! Arbitrum is a L2 smart contract platform for decentralized applications on Ethereum. Arbitrum was founded by Offchain Labs and launched in 2021.
- The benefits of a vertically integrated data pipeline: why data providers reported different trading volumes for Uniswap
The benefits of a vertically integrated data pipeline: why data providers reported different trading volumes for Uniswap
Two weeks ago, a handful of data providers and media outlets reported that Uniswap had experienced a recent surge in trading volume.
- The Fundamentals of Chronicle Protocol
The Fundamentals of Chronicle Protocol
This research piece focuses on Chronicle Protocol, currently the exclusive Oracle for MakerDAO and the second-largest Oracle by total value secured. Let’s dig in!
- Come for the points, stay for the frens
Come for the points, stay for the frens
This week's research piece focuses on friend.tech, an up-and-coming web3 social media application.