Weekly newsletter
Data-driven research on crypto
Insights without noise — for the fundamentals focused investor.
Our mission is to help you focus on what matters. We provide weekly, curated, data-driven overviews of key market developments and expert opinions in written, audio, and video formats
  1. TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang
    TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang

    TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang

    In this episode, we’re joined by Cosmo Jiang, Portfolio Manager at Pantera Capital to discuss the details behind Pantera’s largest investment ever, into The Open Network – or TON – the Layer 1 network originally designed by Telegram.

  2. The Rainmakers of the Crypto Market
    The Rainmakers of the Crypto Market

    The Rainmakers of the Crypto Market

    This week’s newsletter focuses on protocols (blockchains & decentralized applications) that generate the most fees. We’ll learn that analyzing only one chart from the Terminal can tell us a lot about the industry dynamics in the crypto market.

  3. Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen
    Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen

    Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen

    In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton. We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual.

  4. Token Terminal brings Immutable’s onchain data in front of 300,000 institutional customers
    Token Terminal brings Immutable’s onchain data in front of 300,000 institutional customers

    Token Terminal brings Immutable’s onchain data in front of 300,000 institutional customers

    Token Terminal has completed its integration of Immutable zkEVM, Immutable X, and Immutable Orderbook (“Immutable”) to enable institutional-grade onchain analytics for the Immutable ecosystem. This integration improves the accessibility of Immutable’s onchain data to enable more informed decision-making for all stakeholders in the ecosystem.

  5. The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base
    The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base

    The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base

    In this episode, we’re joined by Jesse Pollak, the Creator of Base. Our conversation dives into the details behind moving Coinbase onchain, building Base as a ‘company within a company’, and combining the strengths of Coinbase and Optimism to create a global onchain economy.

  6. Analyzing the Evolving Blockchain Landscape With VanEck
    Analyzing the Evolving Blockchain Landscape With VanEck

    Analyzing the Evolving Blockchain Landscape With VanEck

    Matthew Sigel, Head of Digital Assets Research at VanEck – a global investment management firm with over $100 billion in assets under management – joined us to discuss the current state of blockchain fundamentals.

  7. Uniswap’s Multichain Expansion Is Ethereum-Aligned
    Uniswap’s Multichain Expansion Is Ethereum-Aligned

    Uniswap’s Multichain Expansion Is Ethereum-Aligned

    This week’s newsletter visualizes Uniswap’s growth and expansion from a single-chain to a multichain DEX. We go through Uniswap’s key financial and usage metrics, and break down the aggregate figures by chain. The chain-level datasets on Token Terminal offer valuable depth to the analysis of individual projects.