A deep dive into Aztec’s mission, ecosystem, and how programmable privacy is reshaping what’s possible on Ethereum.
Keep up with the latest research from the Artemis team.
Blockchain data presents unique challenges that don’t exist outside of crypto.
Stablecoins are real. We team up with Dragonfly and Castle Island Ventures to answer WHAT stablecoins are being used for by working with 20 stablecoin companies.
A deep dive into ether.fi's evolution from a simple staking fund to a comprehensive DeFi banking platform
Why ETH Is the Reserve Asset of the Onchain Economy.
Total Economic Activity is a better metric in our opinion compared to REV, Chain Fees to measuring and valuing blockchains.
Hyperliquid, a consensus long, has outperformed Bitcoin YTD up 50% versus BTC at 13.5%. We share a valuation model for Hyperliquid.
The natural conclusion is to long Coinbase after Circle's ~10x since IPO. We help articulate the downside and risks associated with Coinbase at $77B.
We deep dive into Strategy (fka MicroStrategy)—the architect of the Bitcoin treasury company model.
As part of our weekly fundamentals, we deep dive CoreWeave, a leading AI Hyperscaler.
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