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. 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.

  2. 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.

  3. 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.

  4. 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.

  5. Asset Tokenization, the Return of the Incumbents?
    Asset Tokenization, the Return of the Incumbents?

    Asset Tokenization, the Return of the Incumbents?

    This week’s newsletter focuses on asset tokenization and the impact it could end up having on the crypto markets. We explore (i) how asset tokenization works, (ii) why incumbent companies might have an edge in leveraging blockchains, and (iii) what’s actually happening onchain today.

  6. Token Terminal brings Celo's onchain data in front of 300,000 institutional customers
    Token Terminal brings Celo's onchain data in front of 300,000 institutional customers

    Token Terminal brings Celo's onchain data in front of 300,000 institutional customers

    Token Terminal has completed its integration of Celo to enable institutional-grade onchain analytics for the Celo network. This integration improves the accessibility of Celo’s onchain data to enable more informed decision-making for all stakeholders in the ecosystem.

  7. Analyst Coverage – The Rise of The Open Network (TON)
    Analyst Coverage – The Rise of The Open Network (TON)

    Analyst Coverage – The Rise of The Open Network (TON)

    The Open Network (TON) blockchain has gained considerable traction recently and has become one of the more interesting projects this year. From new user growth and network activity, to token distribution and trading volume, TON has achieved new all-time highs in many different areas, and continues to gain momentum.

  8. Ethereum – The “Dividend” King of Crypto
    Ethereum – The “Dividend” King of Crypto

    Ethereum – The “Dividend” King of Crypto

    This week's newsletter dives into the economics of Ethereum. We provide a step-by-step explanation of how the Ethereum network is able to turn a profit. Further, we take a look at how Ethereum benchmarks against some of the leading financial services and technology companies in terms of dividend and buyback yields – two profit distribution-related metrics that are well-known in traditional finance, but rarely talked about in crypto.