Crypto research

Data-driven analysis on blockchains, decentralized applications, and market segments

  1. 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.

  2. 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.

  3. 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.

  4. The Ethereum Investment Framework
    The Ethereum Investment Framework

    The Ethereum Investment Framework

    The Ethereum Investment Framework is a non-technical, approachable guide for everything related to understanding and valuing Ethereum. Use this report to step out of the weeds and get a clear, high-level view of the space from onchain data and first principles.

  5. 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!