– What time is it?
– It's the perfect time for Wednesday research! ⏰

Market
➖ CoinShares: Digital Asset Fund Flows Weekly
➖ CoinGecko: Southeast Asia’s Crypto Interest Led by 2 Countries
➖ CoinBase: What is past is prologue
➖ SSRN: FinTech: Finance, Technology and Regulation - Introduction
➖ SSRN: Contagion and Loss Redistribution in Crypto Asset Markets: Modelling the Intersection of DeFi and CeFi
➖ Binance: Navigating Crypto: Industry Map
➖ Binance: Institutional Crypto Outlook Survey
➖ Footprint: Crypto in Japan: Industry Trends and Future Prospects
➖ CoinStats: The Psychology of ‘Aping In’: Decoding Crypto Investment Behavior

Blockchains & networks
➖ Crypto.com: Layer-0: Infrastructure For Customised Blockchains
➖ Crypto.com: The Development of ZK Rollups
➖ Coinmarketcap: What Is opBNB? BNB Chain's Optimistic Layer 2 Chain
➖ SSRN: Do Smart Contracts Incur Higher Transaction Costs than Traditional Contracts?

DeFi
➖ CoinStats: The Importance of TVL in DeFi Staking
➖ Binance: Data Insights: Liquid Staking and LSDFi Heat Up
➖ Glassnode: The Surge in Liquid Staking

Tokens & cryptocurrencies
➖ Binance: Pendle (PENDLE)
➖ CoinStats: Stablecoins: Sustainability of Their Pegs

AI
➖ CoinGecko: Crypto vs. AI Jobs Search Trends
➖ CoinStats: Top 5 AI Crypto Trading Bots to Maximize Your Profits

NFT & GameFi
➖ SSRN: A Data-Driven Analysis on NFT Auctions: Assessment, Opportunities and Fraudulent Activities
➖ Footprint: Exploring the Potential of Japanese Crypto Games
➖ Footprint: NFTs in Japan: Key Projects and Features
➖ Simetri: Alphaverse

I’ll be joining AMA EP8 organized by Hailstone Labs to speak about community building and investment opportunities later today.

So tune in if you’re interested 😉

https://twitter.com/i/spaces/1ZkKzXbZypLJv/peek

Introducing a new Wednesday research compilation 🔥

Market
➖ CoinShares: Digital Asset Fund Flows Weekly
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ Crypto.com: Research Roundup Newsletter
➖ CoinGecko: Crypto Interest in Africa Still Nascent
➖ Binance: Monthly Market Insights - July 2023
➖ Cointelegraph: Investor Insights Report - ETF Filings Revitalize the Industry in June
➖ Glassnode: Finance Bridge: Edition #2
➖ Galaxy: Ethereum All Core Developers Execution Call #165 Writeup
➖ Galaxy: Top Stories of the Week - 7/7
➖ Bitwise: Welcome to the Mainstream Era of Crypto

Tokens & currencies
➖ SSRN: An Anatomy of Cryptocurrency Sentiment
➖ Binance: Arkham (ARKM)
➖ Glassnode: Stuck in the Middle

Blockchains & networks
➖ SSRN: Financial and Informational Integration Through Oracle Networks

GameFi & NFTs
➖ Simetri: Alphaverse

How to make a crypto project known to tens of thousands of users?

List your project on the most important dappstores and analytical platforms:

1) Defilama - is the largest TVL aggregator for DeFi;

2) Token Terminal - is a platform that aggregates financial data on the leading blockchains and decentralized applications;

3) Nansen Portfolio - is an analytical platform for tracking blockchains, DAPPs;

4) Debank - web3 portfolio tracker and Dapp Store;

5) DappRadar - is a catalog of crypto projects: blockchains, marketplaces, lendings, games, dexes, bridges, aggregators and others;

6) Alchemy DAPPs - a Dapp Store for web3 projects;

7) DeFi - web3 portfolio tracker and Dapp Store;

8) BitKeep Dapp Store - Dapp Store and a catalog of "task to earn" platforms.

9) Defi Prime - Dapp Store for crypto projects.

Add your project to blockchain ecosystem platforms:

Arbitrum Portal

Optimism Ecosystem Hub

BNB Chain Projects

Polygon ecosystem

And others depending on the blockchain on which your DAPP is deployed.

Once integrated, ask the team to post a new listing on twitter!

Gm, Legends!

I’ve launched my DS community; consider it as a hub of structured alpha, news, and research with some networking advantages.

Will be very happy to welcome you there!

https://discord.gg/nNhjwfD2gB

A great way to end a challenging day is reading Wednesday research! ☕️

General
➖ Coingecko: 2023 Q2 Crypto Industry Report
➖ Coinbase: Themes for Second Half 2023
➖ Coinbase: Ripple Ruling
➖ Binance: Crypto Data Tools: What You Need to Know
➖ Bitwise: Crypto Market Quarterly Review (Q2 2023)

Market
➖ CoinShares: Digital Asset Fund Manager Survey - July 2
➖ Galaxy: Ethereum All Core Developers Consensus Call #113 Writeup
➖ Galaxy: Crypto & Blockchain Venture Capital - Q2 2023

Blockchains & networks
➖ SSRN: 'Zero Cost' Majority Attacks on Permissionless Blockchains

Tokens & cryptocurrencies
➖ Glassnode: Choppy and Sideways
➖ Coinstats: Bitcoin Rainbow Charts: How Do They Work

DeFi
➖ Coinstats: What Is ApeSwap: Deep Dive Into the One-Stop DeFi Hub

The last week of July brings a multitude of new research 🙌🏻

General
➖ SSRN: Financial Uncertainty and the Cross-Section of Cryptocurrency Returns
➖ Binance: Half-Year Report 2023
➖ Binance: Real-World Assets: State of the Market
➖ Galaxy: Ethereum All Core Developers Execution Call #166 Writeup
➖ Galaxy: Top Stories of the Week - 7/21

Market
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ Coingecko: Crypto-friendly Banks: Top Banks that Support Crypto Trading
➖ Glassnode: Whale Watching

Blockchains & networks
➖ Coinmarketcap: What Is Linea Network? Consensys' ZkEVM Rollup Network

Tokens & currencies
➖ Binance: First Digital USD (FDUSD)

DeFi
➖ SSRN: Governing Decentralized Finance (DeFi)

GameFi & NFTs
➖ Coingecko: The NFT Crash: Blue Chip NFT Floor Prices Down 83%
➖ Coingecko: Most Profitable NFT Projects by Royalty Earnings
➖ SSRN: Non-Fruitful Token? Market Reactions to NFT-related Disclosures
➖ SSRN: Selection-Neglect in the NFT Bubble
➖ SSRN: Don’t Miss Out on NFTs?! A Sentiment-Based Analysis of the Early NFT Market
➖ Simetri: Alphaverse

Giving you a scroll with weekly Wednesday research 📜

General
➖ CoinShares: CoinShares Announces Q2 2023 Results
➖ CoinGecko: Most Popular Crypto Hot Wallets for Self-Custody (2023)
➖ Galaxy: Learnings from EthCC[6]: Ethereum’s Governance Conundrum
➖ Galaxy: Ethereum All Core Developers Consensus Call #114 Writeup
➖ Coinbase: What’s Next for Macro?

Market
➖ Crypto.com: Crypto Market Sizing Report H1 2023
➖ SSRN: Dynamic Function Market Maker (DFMM)
➖ SSRN: Tax Reporting as Regulation of Digital Financial Market
➖ SSRN: Predicting Cryptocurrency Prices Model Using a Stacked Sparse Autoencoder and Bayesian Optimization
➖ Binance: Q2 State of Crypto: Market Pulse

Blockchains & networks
➖ SSRN: Blockchain Banks and the Global Systematically Important Protocol (G-SIP) Framework
➖ SSRN: Cybercrime on the Ethereum Blockchain
➖SSRN: Enhancing Portfolio Performance with Crypto Tokens: a Correlation Network Analysis

Tokens & currencies
➖ CoinGecko: Telegram Bot Mania's Impact On Cryptocurrencies
➖ SSRN: Do the Bitcoin’s Scaling Solutions Work? An Empirical Analysis of Segwit Policy Change
➖ Binance: Sei (SEI)
➖ Binance: CyberConnect (CYBER)

DeFi
➖ Crypto.com: Real-World Assets: Bringing Real-World Value to DeFi
➖ Coinbase: Curve Finance Exploit and DeFi Implications
➖ Glassnode: Is DeFi Back in Business?

GameFi & NFTs
➖ SSRN: Perpetual Futures in NFTs
➖ Footprint: Web3 Gaming Analytics Gamers Should Take Note of

The new Wednesday research is ready, frens ✨

General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ CoinShares: Alpha Navigator: Quest for Alpha [July 2023]
➖ Coinbase: Weekly: Debt Serious
➖ Binance: Telegram Bots: Exploring the Landscape
➖ Binance: Monthly Market Insights - August 2023
➖ Blockchain Research Lab: Unlocking Environmental Sustainability through Regenerative Finance (ReFi): The Transformative Synergy of Web3 and AI Technologies
➖ Galaxy: Ethereum All Core Developers Execution Call #167 Writeup
➖ Galaxy: Top Stories of the Week - 8/04
➖ Galaxy: Platform Case Study: Chaos Labs' Communications & Press

Market
➖ Coingecko: Market Share of Centralized Crypto Exchanges, by Trading Volume
➖ Coingecko: Top 10 Public Companies Holding Bitcoin: Entry Price vs. Current Value (2023)
➖ Glassnode: Volatility Crush

DeFi
➖ SSRN: An Economic Model of a Decentralized Exchange with Concentrated Liquidity
➖ SSRN: Learning from DeFi: Would Automated Market Makers Improve Equity Trading?
➖ SSRN: Decentralized Autonomous Organizations (DAO) – A Market Meta Analysis

GameFi & NFTs
➖ Coingecko: Top NFT Blockchains By Market Share & Trading Volume
➖ Coingecko: The Top 15 NFT Traders Have Profited $299M
➖ Coinmarketcap: Decentralized Casinos: The Crypto GambleFi Narrative
➖ Footprint: Gamefi: a Gaming Paradigm Shift or Another Bubble about to Burst?
➖ Simetri: Alphaverse

Today is Thurday — the perfect time to read new crypto research! 🧐

General
➖ Crypto.com: Research Roundup Newsletter [July 2023]
➖ Coinmarketcap: What Is Base? The Ultimate Guide to the Base Ecosystem
➖ Coinbase: Weekly: Onchain Summer
➖ SSRN: Web3 Reputation: Introducing Dynamic Incentives into Distributed Networks
➖ Galaxy: Ethereum All Core Developers Consensus Call #115 Writeup
➖ Galaxy: Top Stories of the Week - 8/11

Market
➖ SSRN: Trading and Wealth Evolution in the Proof of Stake Protocol
➖ Cointelegraph: Investor Insights Report - ETF Momentum Runs Out and Markets Enter Summer Slump
➖ Glassnode: Exhaustion and Apathy

Tokens & currencies
➖ Coinbase: Bitcoin: Navigating Economic Shifts and Financial Challenges
➖ Coinstats: Will LTC Price Rally After Halving

DeFi
➖ SSRN: International Business and Decentralized Finance

GameFi & NFTs
➖ Coingecko: Worst NFT Liquidations: Debtor Lost $195K by Defaulting
➖ Footprint: Web3 Gaming Analytics for Investors

New batch of Wednesday research has came out! 🙌🏻

General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ Coingecko: Household Electricity Costs to Mine 1 Bitcoin at Home, Around the World
➖ Coingecko: Top 15 TikTok Crypto Hashtags Achieved 115B Views
➖ Coinmarketcap: What Is Friend.tech? The Hottest New Social App on Base
➖ Coinmarketcap: What Is CyberConnect?
➖ SSRN: Social Learning and Sentiment Contagion in the Bitcoin Market
➖ Binance: A Primer on Account Abstraction
➖ Simetri: Alphaverse
➖ Galaxy: Ethereum All Core Developers Execution Call #168 Writeup
➖ Galaxy: Top Stories of the Week — 8/18

Market
➖ Coingecko: Most Profitable Binance Launchpad Projects
➖ Coingecko: Top 25 friend.tech Accounts by Royalty Earnings
➖ Coinbase: Weekly: Still Defensive
➖ SSRN: Initial Coin Offerings: A Review
➖ SSRN: The Covid Shock, the Rise of DeFi, and Bitcoin's Increasing Market Risk
➖ Galaxy: Trading Takes

Tokens & currencies
➖ SSRN: Potential Points of Failure for Stablecoins
➖ SSRN: How Much Vulnerable is a Cryptocurrency?
➖ Glassnode: Bitcoin Flash Crash
➖ Galaxy: Bitcoin Mining Mid-Year Report Webinar

DeFi
➖ SSRN: Decentralized Finance (DeFi): Foundations, Applications, Potentials, and Challenges

GameFi & NFTs
➖ SSRN: Suspicious Trading in Nonfungible Tokens (NFTs)

Survivooor Moments

We find ourselves in the depths of the bear market, where on-chain activity is dwindling, people are exiting the space, and even devoted enthusiasts are feeling bored.

In light of these circumstances, I have created a free to mint NFT collection that captures both the brightest and darkest moments of 2023.

WAGMI, Survivooor.

Mint an NFT for free here: https://zora.co/collect/zora:0xcdd74db62dd91450e6d06db107d1f9057360091a/activity

The new marketing thesis: How to launch an effective influencer campaign after the latest updates to the X algorithm.

Hightlights:
• Threads are dead, long live the tweets!
• RTs won't boost visibility anymore.
• The danger of Engage-to-Win quests.

Check it out here.

New crypto research 🙃

General
➖ SSRN: Measuring Crypto Literacy
➖ SSRN: Challenges and Prospects of Cryptocurrency in Islamic Finance in Nigeria
➖ SSRN: The Effectiveness of Volatility Control Strategies in Incorporating Crypto or Digital Assets Into Portfolios
➖ Coinmarketcap: What Is SocialFi? The Latest Crypto Narrative
➖ Glassnode: Introducing Cointime Economics
➖ Blockchain Research Lab: Retail Investors in the Crypto-Metaverse: A New Frontier in Digital Real Estate
➖ Blockchain Research Lab: Blockchain Research Lab receives grant from the DZ BANK Stiftung
➖ Galaxy: Top Stories of the Week - 8/25

Market
➖ Coingecko: How Has MicroStrategy's Bitcoin Holdings Evolved, Since 2019?
➖ Coingecko: Global CBDC Development: First Movers & Progress
➖ Glassnode: Evaluating Exchange Risk
➖ Coinbase: Weekly: Back to the Futures
➖ SSRN: The Shift from Private Money into 'Unlimited' CBDCs: An Unviable Development or a Chance for Reform and New Opportunities?
➖ SSRN: Inflation Expectation and Cryptocurrency Investment

Blockchains & networks
➖ Coingecko: Fastest Growing Layer 2 Blockchains
➖ SSRN: Blockchain Price vs. Quantity Controls
➖ Binance: Ethereum’s Rollups are Centralized. A Look Into Decentralized Sequencers
➖ Galaxy: Ethereum All Core Developers Consensus Call #116 Writeup

Tokens & currencies
➖ Binance: Emerging Stablecoins: Latest Developments
➖ Bitwise: Bitcoin’s Role in a Traditional Portfolio

Building and delivering in the current market feels like planting trees in a desert: challenging, costly, and disheartening.

I want to support bear market builders.

For my next investment memo, I'll dedicate it to a project chosen by the users.

How to make it happen? Follow the instructions in my new tweet.

First September research is here 🍂

General
➖ Crypto.com: Alpha Navigator: Quest for Alpha [August 2023]
➖ Crypto.com: Research Roundup Newsletter [August 2023]
➖ Coinmarketcap: What Is SocialFi? The Latest Crypto Narrative
➖ Footprint: How AI Converges with Web3 — Insights From Navy, CEO of Footprint Analytics
➖ Galaxy: Ethereum All Core Developers Execution Call #169 Writeup
➖ Galaxy: Top Stories of the Week - 9/1

Market
➖ Glassnode: Tracking Sentiment via Liquidity Pools
➖ Galaxy: IRS Broker Rule Proposal Puts DeFi in Tough Spot

Blockchains & networks
➖ Binance: Ethereum: Beyond The Merge
➖ Footprint: Exploring Starknet: the Rising Star of Layer 2 Solutions for Ethereum

Tokens & cryptocurrencies
➖ Crypto.com: Decentralised Stablecoins

GameFi & NFTs
➖ SSRN: Taxing the Metaverse

L2 state, what happens in the layer two ecosystems?

A deep dive into L2 solutions: Optimism superchain concept, Base rapid growth, and a list of Layer 2 solutions to be launched in 2023-2024:

⬇️

https://telegra.ph/A-deep-dive-into-L2-solutions-09-02

Incredible companies at a fair price 🏗

Just posted a thread on how we can use stock valuation practices to find great companies at a low price in DeFi.

https://twitter.com/stacy_muur/status/1699740823242375630

Weekly research is on the way! 🚀

General
➖ Coinmarketcap: What Is Aerodrome? L2 Base's Liquidity Hub
➖ Coinbase: Weekly: (Not Quite) Back from Summer
➖ SSRN: Blockchain Privacy and Regulatory Compliance: Towards a Practical Equilibrium
➖ Galaxy: Ethereum All Core Developers Consensus Call #117 Writeup
➖ Galaxy: Top Stories of the Week - 9/8

Market
➖ Coingecko: Market Share of Crypto Derivatives Exchanges, by Trading Volume
➖ Coingecko: Top Crypto ETFs & ETPs in the World
➖ Coinbase: Quarterly Outlook: Crypto Markets in 10 Charts
➖ Binance: Monthly Market Insights - September 2023
➖ Glassnode: Liquidity Drought

Tokens & currencies
➖ Coinshares: A Little Bitcoin Goes A Long Way
➖ SSRN: Are Stablecoins the Money Market Mutual Funds of the Future?

GameFi & NFTs
➖ SSRN: The Potential of Blockchain Technology in Building the Decentralized World of Metaverse: a Scientometric Study and Study Clusters in the Metaverse Field

Spend this day reading new research 📖

General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ Coingecko: What Can You Buy with 1 Bitcoin at Yearly Peak Prices?
➖ Coingecko: The Cost of an iPhone in Bitcoin and Ether, Over The Years
➖ SSRN: Arbitrage Opportunities and Efficiency Tests in Crypto Derivatives
➖ SSRN: How Carbon Is Priced in Cryptocurrencies
➖ SSRN: Blockchain Tokens, Price Volatility, and Active User Base: An Empirical Analysis Based on Tokenomics
➖ SSRN: Adoption of Digital Currencies by Central Banks: A Cross Country Perspective
➖ Binance: Navigating Crypto: Industry Map
➖ Galaxy: Paths Toward Reducing Validator Set Size Growth
➖ Galaxy: Ethereum All Core Developers Execution Call #170 Writeup
➖ Galaxy: Top Stories of the Week - 9/15

Market
➖ Coingecko: FTX's Top 10 Crypto Holdings
➖ Coinbase: Weekly: Disassociation
➖ Cointelegraph: Tempered Expectations After Bulls Lose Ground In August
➖ Glassnode: Finance Bridge: Edition #4
➖ Glassnode: The Foundational On-chain Metric: The Realized Cap
➖ Glassnode: Investor Confidence Slides

Blockchains & networks
➖ Footprint: Unleashing the Power of ZkSync Era: a New Era of Layer-2 Scaling

GameFi & NFTs
➖ Coingecko: Top NFT Whales Worth $4 Million to $19 Million Each
➖ SSRN: Non-Investment Finance in an NFT World

Today's crypto research is ready for reading! 📖

General
➖ Coingecko: Top 50 Crypto Funding Rounds Raised $170M to $900M Each
➖ Coinbase: Weekly: Awaiting Action
➖ Galaxy: Ethereum All Core Developers Consensus Call #118 Writeup
➖ Galaxy: Top Stories of the Week - 9/22

Market
➖ Coingecko: 12 Largest Spot & Futures Bitcoin ETFs
➖ SSRN: Pricing Perpetual Futures
➖ Glassnode: Inscriptions, Mempools and Miners

DeFi
➖ SSRN: Understanding Defi Through the Lens of a Production-Network Model

Blockchains & networks
➖ Coingecko: Ethereum Liquid Staking Report 2023
➖ SSRN: In Code We Trust? The Role of Blockchain Audits in Cryptocurrency Markets
➖ SSRN: Is Ethereum Proof of Stake Sustainable? — Considering from the Perspective of Competition Among Smart Contract Platforms
➖ Binance: The OP Stack: What's New?
➖ Galaxy: Optimism & Arbitrum: Tracking Decentralization Progress

GameFi & NFTs
➖ Coingecko: Top Video Game Companies Have Their Sights Set on Web3
➖ Coingecko: Most Popular NFTs: Top Collections People are Watching