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. 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.

  2. 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.

  3. 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.