Token Terminal Research

Token Terminal Research

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  1. Bitcoin, Macro, and the Fundamentals of Digital Asset Investing With Jamie Coutts From Real Vision
    Bitcoin, Macro, and the Fundamentals of Digital Asset Investing With Jamie Coutts From Real Vision

    Bitcoin, Macro, and the Fundamentals of Digital Asset Investing With Jamie Coutts From Real Vision

    In this episode, we’re joined by Jamie Coutts, Chief Crypto Analyst at Real Vision, a financial knowledge and education platform founded in 2014. Real Vision provides honest financial insights from industry experts, along with market tools, an AI concierge, charting, note-taking, and access to a community of like-minded investors.

  2. AggLayer: Polygon's Vision for the Internet of Value | Interview with Sandeep Nailwal & Marc Boiron
    AggLayer: Polygon's Vision for the Internet of Value | Interview with Sandeep Nailwal & Marc Boiron

    AggLayer: Polygon's Vision for the Internet of Value | Interview with Sandeep Nailwal & Marc Boiron

    We were recently joined by Sandeep Nailwal and Marc Boiron from Polygon on our Fundamentals podcast to discuss the technological and economic aspects of the evolving blockchain landscape. During our discussion, we focused on AggLayer, Polygon’s solution for an infinitely scalable blockchain ecosystem that aims to provide economic sovereignty for individual chains while ensuring unified liquidity and interoperability.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

  10. 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.

  11. Navigating the Crypto Frontier with Bitwise
     Navigating the Crypto Frontier with Bitwise

    Navigating the Crypto Frontier with Bitwise

    Ryan Rasmussen, Senior Crypto Research Analyst at Bitwise – the world's largest crypto index fund manager – joined us to discuss the current state of institutional interest towards crypto as an asset class.

  12. The Fundamentals of Tron
    The Fundamentals of Tron

    The Fundamentals of Tron

    A data-driven look into Tron’s onchain financials & alternative KPIs.

  13. Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis
    Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis

    Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis

    Tune in as Token Terminal and Bloomberg explore the relatively uncharted territory of onchain data. The team will talk about the sources and interpretation of this emerging form of financial data, it's unique characteristics, and how it fits into investor analysis.

  14. Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | Fundamentals ep.85
    Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | Fundamentals ep.85

    Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | Fundamentals ep.85

    In this episode, we’re joined by Arthur Breitman, the Co-Founder of Tezos, a layer 1 blockchain. We focus on what sets Tezos apart from other blockchains on the market, and how they stack up in terms of performance, network activity, economics, and more. We speak about the network's current use cases, and vision for the future.

  15. Weekly fundamentals – Blockchains (L2)
    Weekly fundamentals – Blockchains (L2)

    Weekly fundamentals – Blockchains (L2)

    The latest from Token Terminal: new listings, metrics, and datasets. Stay informed with data-driven insights from Token Terminal PRO, and discover the latest updates to our API and Data Room offerings.

  16. The fundamentals of Manta Pacific
    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.

  17. Weekly fundamentals – Exploring the liquid (re)staking market sector
    Weekly fundamentals – Exploring the liquid (re)staking market sector

    Weekly fundamentals – Exploring the liquid (re)staking market sector

    The latest from Token Terminal: new listings, metrics, and datasets. Stay informed with data-driven insights from Token Terminal Pro, and discover the latest updates to our API and Data Room offerings.

  18. Weekly fundamentals – Incentives fueling growth across the board
    Weekly fundamentals – Incentives fueling growth across the board

    Weekly fundamentals – Incentives fueling growth across the board

    The latest from Token Terminal: new listings, metrics, and datasets. Stay informed with data-driven insights from Token Terminal Pro, and discover the latest updates to our API and Data Room offerings.

  19. The fundamentals of zkSync
    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.

  20. Manta Network – Modular innovation, Celestia DA, ZK apps, New Paradigm, and more | Fundamentals ep.84
    Manta Network – Modular innovation, Celestia DA, ZK apps, New Paradigm, and more | Fundamentals ep.84

    Manta Network – Modular innovation, Celestia DA, ZK apps, New Paradigm, and more | Fundamentals ep.84

    In this episode, we’re joined by Kenny Li, the Co-Founder of Manta Network, the modular ecosystem for ZK applications. Manta offers two networks, Manta Pacific, the first EVM-equivalent ZK-application platform that is scalable and secure through Celestia DA and Polygon zkEVM - and Manta Atlantic which is a ZK L1 chain on Polkadot.

  21. MarketVector™ – Digital asset indexing & the Fundamental Index Suite | Fundamentals ep.83
    MarketVector™ – Digital asset indexing & the Fundamental Index Suite | Fundamentals ep.83

    MarketVector™ – Digital asset indexing & the Fundamental Index Suite | Fundamentals ep.83

    In this episode, we’re joined by Martin Leinweber, Digital Asset Strategist at MarketVector, for an insightful discussion on digital asset indexing. MarketVector and Token Terminal have been working together to provide institutions, advisors, and investors with access to investable products that track the breadth of data available in web3 and on blockchains.

  22. Weekly fundamentals – Manta Pacific is now live on Token Terminal!
    Weekly fundamentals – Manta Pacific is now live on Token Terminal!

    Weekly fundamentals – Manta Pacific is now live on Token Terminal!

    The latest from Token Terminal: new listings, metrics, and datasets. Stay informed with data-driven insights from Token Terminal Pro, and discover the latest updates to our API and Data Room offerings.

  23. Weekly fundamentals – zkSync Era is now live on Token Terminal!
    Weekly fundamentals – zkSync Era is now live on Token Terminal!

    Weekly fundamentals – zkSync Era is now live on Token Terminal!

    The latest from Token Terminal: new listings, metrics, and datasets. Stay informed with data-driven insights from Token Terminal Pro, and discover the latest updates to our API and Data Room offerings.

  24. Crypto's evolution: beyond speculation and towards fundamentals
    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.

  25. Yearn Vaults V3
    Yearn Vaults V3

    Yearn Vaults V3

    This article provides an introduction to Yearn Vaults V3. Core contributor, corn, walks us through Yearn's go-to-market strategy with Vaults V3 and how they decided to go with Polygon PoS, the key differences between V2 and V3 Vaults, the purpose of Vaults V3, fees, and the first ever Yearn hackathon!

  26. Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80
    Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80

    Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80

    In this episode, we’re joined by Alex Wettermann, the Head of Gaming at Shima Capital – an early stage VC firm investing in disruptive web3 companies. Alex gives us an overview of the current state of the web3 gaming market, and walk us through the key trends, challenges and potential opportunities within the space.

  27. ether.fi launches eETH: non-custodial staking and native restaking
    ether.fi launches eETH: non-custodial staking and native restaking

    ether.fi launches eETH: non-custodial staking and native restaking

    This article provides an introduction to ether.fi's liquid staking token: eETH. Founder & CEO Mike Silagadze walks us through what makes eETH unique, how native restaking works, and how users can earn loyalty points from both ether.fi and EigenLayer.

  28. Forta: Web3 security challenges and how Forta solves them
    Forta: Web3 security challenges and how Forta solves them

    Forta: Web3 security challenges and how Forta solves them

    This article sheds light on the critical security challenges facing Web3, and provides an overview of how Forta is addressing these issues, as presented by Head of Ecosystem Andrew Beal.

  29. The fundamentals of Avalanche
    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.

  30. Angle's stEUR: Earn the Euro risk-free rate onchain
    Angle's stEUR: Earn the Euro risk-free rate onchain

    Angle's stEUR: Earn the Euro risk-free rate onchain

    Pablo Veyrat, the Co-Founder of Angle, walks us through how stEUR is critical in the vision Angle is trying to push for, by laying down the permissionless and fully transparent foundations for a Euro risk-free rate onchain.

  31. RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78
    RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78

    RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78

    In this episode, we’re joined by Viktor Fischer, the Founder and CEO of RockawayX – a venture capital firm backing leading web3 funds and founders. We dive into the details around the current state of the crypto market, RockawayX's unique position as builders, and users, in addition to being investors.

  32. The fundamentals of Base
    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.

  33. The fundamentals of Arbitrum
    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.

  34. The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!
    The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!

    The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!

    On this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'.

  35. The Fundamentals of Chronicle Protocol
    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!