Crypto research
Data-driven analysis on blockchains, decentralized applications, and market segments
The state of Filecoin: A decentralized storage network
Filecoin is a decentralized peer-to-peer network that allows its users to store and retrieve data on the internet. It is an open platform and a market economy that connects people who have excess storage space with people who want to store data.
The state of Optimism: An Ethereum Layer 2 scaling solution
Optimism is a scaling solution that increases Ethereum’s throughput by performing some computation off-chain. In technical jargon, Optimism is an optimistic rollup.
The state of Ethereum Name Service (ENS)
Ethereum Name Service (ENS) is a naming system on the Ethereum blockchain. It improves the user experience of Ethereum by connecting human-readable names to machine-readable addresses.
The state of Cosmos: A scalable network of application-specific blockchains
Cosmos is a network of blockchains that can securely communicate between each other to transfer data and value. The team behind Cosmos envisions a scalable network of application-specific blockchains.
The state of Euler: A permissionless lending protocol
Euler is a lending protocol that allows users to borrow and lend almost any token on the Ethereum blockchain in a permissionless manner.
The state of Centrifuge: Bringing real-world assets to DeFi
Centrifuge recently secured a Polkadot parachain slot with its promise to bridge the gap between real-world assets (RWAs) and decentralized finance (DeFi).
Crypto tokens are productive assets
The cash flows of a protocol are eventually directed to its token holders
Why crypto is a lot different today than in 2017
In short: many protocols have evolved from R&D phase startups into cash flow-generating businesses
How should investors assess the performance of AMMs?
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