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
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
Discord
Join the REAP, SOW. Discord Server!
REAP, SOW is a community of passionate Web3 enthusiasts who are eager to gain access to structured information. | 1244 members
❤8👍3
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
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
🔥11
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
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
👍6❤1
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
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
❤5👍2
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
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
🔥7
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
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
👍9
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)
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)
👍6🔥1
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
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
❤7
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.
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.
👍6🔥1
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
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
❤7
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.
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.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
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…
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…
🔥4❤1
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
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
🔥4❤1
Forwarded from Decentralized | Analytics
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
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
Telegraph
A deep dive into L2 solutions
What L2 solutions exist, and what is happening there now? According to the L2Beat, the cumulative TVL of all solutions is $9.5B, of which 80.36% belongs to Arbitrum and Optimism.
👍3❤1🔥1
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
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
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price.” © Warren Buffett
But how do you spot a wonderful company at a fair price?
I've dived into the rabbit hole of stock evaluation to build my ultimate framework…
But how do you spot a wonderful company at a fair price?
I've dived into the rabbit hole of stock evaluation to build my ultimate framework…
❤3
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
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
🔥7❤3
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
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
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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
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
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Start the Uptober with the research 🔥
General
➖ Coinshares: Digital Asset Bi-Weekly Digest
➖ Coinbase: Weekly: Constructive for Q4
➖ SSRN: Cross-Exchange Crypto Risk: A High-Frequency Dynamic Network Perspective
➖ Galaxy: Ethereum All Core Developers Execution Call #171 Writeup
Market
➖ Coinshares: Digital Asset Fund Manager Survey
➖ Coingecko: Top Crypto Venture Capital Investors Worldwide
➖ SSRN: A Review of Crypto-Trading Infrastructure
➖ Cointelegraph: Tempered Expectations After Bulls Lose Ground In August
➖ Galaxy: Trading Takes
Blockchains & networks
➖ Ethereum: Dencun Upgrade and Proto-Danksharding
➖ Consensys: A Guide To Bonsai Tries in 2023
➖ Galaxy: Bitcoin Inscriptions & Ordinals: A Maturing Ecosystem
DeFi
➖ Glassnode: stETH's Effect on Ethereum
General
➖ Coinshares: Digital Asset Bi-Weekly Digest
➖ Coinbase: Weekly: Constructive for Q4
➖ SSRN: Cross-Exchange Crypto Risk: A High-Frequency Dynamic Network Perspective
➖ Galaxy: Ethereum All Core Developers Execution Call #171 Writeup
Market
➖ Coinshares: Digital Asset Fund Manager Survey
➖ Coingecko: Top Crypto Venture Capital Investors Worldwide
➖ SSRN: A Review of Crypto-Trading Infrastructure
➖ Cointelegraph: Tempered Expectations After Bulls Lose Ground In August
➖ Galaxy: Trading Takes
Blockchains & networks
➖ Ethereum: Dencun Upgrade and Proto-Danksharding
➖ Consensys: A Guide To Bonsai Tries in 2023
➖ Galaxy: Bitcoin Inscriptions & Ordinals: A Maturing Ecosystem
DeFi
➖ Glassnode: stETH's Effect on Ethereum
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The only thing better than a bouquet of autumn leaves is a bouquet of research! 🍁
General
➖ Crypto.com: Alpha Navigator: Quest for Alpha [September 2023]
➖ Crypto.com: Research Roundup Newsletter [September 2023]
➖ Galaxy: Ethereum All Core Developers Consensus Call #119 Writeup
➖ Galaxy: Top Stories of the Week - 10/6
Market
➖ Coinbase: Confronting the Malaise
➖ SSRN: Asymmetric Information in Blockchain-Based Fundraising: From ICOs to INOs
➖ Glassnode: Capital Flows, Exchanges and Altseason
➖ Galaxy: Overview of On-Chain RWAs and the Forces Propelling their Growth
Tokens & currencies
➖ SSRN: Understanding the Volatility of Cryptocurrencies: A Clustering Algorithm-Based Approach
Blockchains & networks
➖ 4pillars: Polygon Ecosystem Roundup (September, 2023)
➖ Crypto.com: Ethereum: Dencun Upgrade and Proto-Danksharding
➖ SSRN: A Proposal for a Layer-2 CBDC on a Rollup
➖ Galaxy: Zero-Knowledge Proofs: The Magic Key to Identity Privacy
GameFi & NFTs
➖ Coingecko: Who Invests in Metaverse Land & Why? 4 Types of Metaverse Real Estate Investors
General
➖ Crypto.com: Alpha Navigator: Quest for Alpha [September 2023]
➖ Crypto.com: Research Roundup Newsletter [September 2023]
➖ Galaxy: Ethereum All Core Developers Consensus Call #119 Writeup
➖ Galaxy: Top Stories of the Week - 10/6
Market
➖ Coinbase: Confronting the Malaise
➖ SSRN: Asymmetric Information in Blockchain-Based Fundraising: From ICOs to INOs
➖ Glassnode: Capital Flows, Exchanges and Altseason
➖ Galaxy: Overview of On-Chain RWAs and the Forces Propelling their Growth
Tokens & currencies
➖ SSRN: Understanding the Volatility of Cryptocurrencies: A Clustering Algorithm-Based Approach
Blockchains & networks
➖ 4pillars: Polygon Ecosystem Roundup (September, 2023)
➖ Crypto.com: Ethereum: Dencun Upgrade and Proto-Danksharding
➖ SSRN: A Proposal for a Layer-2 CBDC on a Rollup
➖ Galaxy: Zero-Knowledge Proofs: The Magic Key to Identity Privacy
GameFi & NFTs
➖ Coingecko: Who Invests in Metaverse Land & Why? 4 Types of Metaverse Real Estate Investors
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Mid-week is the best time to read new crypto research 📖
General
➖ Coinshares: Digital Asset Bi-Weekly Digest
➖ Binance: Demystifying the Intent-Centric Thesis
➖ Consensys: Eche Emole: A Visionary’s Journey from Lagos to the Digital Nation
➖ Galaxy: Ethereum All Core Developers Execution Call #172 Writeup
➖ Galaxy: Top Stories of the Week - 10/13
Market
➖ Coinbase: Monthly Outlook: Ready, set … wait?
➖ Coinbase: Weekly: Future Tense
➖ SSRN: Decentralized Token Economy Theory
➖ Galaxy: Crypto & Blockchain Venture Capital – Q3 2023
DeFi
➖ Galaxy: Backing Parsec to Make DeFi Transparent Block by Block
Blockchains & networks
➖ SSRN: Defining Smart Contracts
➖ SSRN: Practical and Fast Intensive Validation on Blockchain
➖ Consensys: Ethereum Evolved: Dencun Upgrade Part 1, EIP-5656 & EIP-6780
➖ Coindesk: Hybrid Blockchain for the Enterprise
➖ Galaxy: Zero-Knowledge Proofs: The Magic Key to Identity Privacy
Tokens & cryptocurrencies
➖ SSRN: Solving for Secondary RWA Liquidity
➖ Glassnode: Finance Bridge: Edition #5
➖ Glassnode: The Cycle of Bitcoin Changing Hands
GameFi & NFTs
➖ SSRN: Analyzing Nft Product Designwith Consumer Perception
General
➖ Coinshares: Digital Asset Bi-Weekly Digest
➖ Binance: Demystifying the Intent-Centric Thesis
➖ Consensys: Eche Emole: A Visionary’s Journey from Lagos to the Digital Nation
➖ Galaxy: Ethereum All Core Developers Execution Call #172 Writeup
➖ Galaxy: Top Stories of the Week - 10/13
Market
➖ Coinbase: Monthly Outlook: Ready, set … wait?
➖ Coinbase: Weekly: Future Tense
➖ SSRN: Decentralized Token Economy Theory
➖ Galaxy: Crypto & Blockchain Venture Capital – Q3 2023
DeFi
➖ Galaxy: Backing Parsec to Make DeFi Transparent Block by Block
Blockchains & networks
➖ SSRN: Defining Smart Contracts
➖ SSRN: Practical and Fast Intensive Validation on Blockchain
➖ Consensys: Ethereum Evolved: Dencun Upgrade Part 1, EIP-5656 & EIP-6780
➖ Coindesk: Hybrid Blockchain for the Enterprise
➖ Galaxy: Zero-Knowledge Proofs: The Magic Key to Identity Privacy
Tokens & cryptocurrencies
➖ SSRN: Solving for Secondary RWA Liquidity
➖ Glassnode: Finance Bridge: Edition #5
➖ Glassnode: The Cycle of Bitcoin Changing Hands
GameFi & NFTs
➖ SSRN: Analyzing Nft Product Designwith Consumer Perception
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Let's dive into this week's new research 🌊
General
➖ CoinGecko: 2023 Q3 Crypto Industry Report
➖ Binance: Q3 State of Crypto: Market Pulse
➖ Glassnode: Ethereum All Core Developers Consensus Call #120 Writeup
➖ Glassnode: Top Stories of the Week - 10/20
➖ Bitwise: Crypto Market Quarterly Review (Q3 2023)
Market
➖ Coinbase: Weekly: Liquidity Drain
➖ SSRN: A 2023 Primer for Crypto Credit Markets
➖ Glassnode: A Breath of Fresh Air
DeFi
➖ ConsenSys: Consensys Responds to the AMF’s Discussion on Decentralized Finance
➖ ConsenSys: Consensys Responds to IOSCO’s Policy Recommendations for Decentralized Finance
Blockchains & networks
➖ 4pillars: Invest Your Time in EIPs
➖ Coinbase: Blockchain Bridges: Navigating a Fragmented Universe
➖ Galaxy: Scaling Blockchains: The Modularity Thesis
Tokens & currencies
➖ SSRN: Central Bank Digital Currency and Corporate Cash Holdings: Evidence from China’s e-CNY pilot
➖ Binance: Neutron (NTRN)
➖ ConsenSys: The Evolution of Token Design
GameFi & NFTs
➖ SSRN: A Brief History of NFTs
General
➖ CoinGecko: 2023 Q3 Crypto Industry Report
➖ Binance: Q3 State of Crypto: Market Pulse
➖ Glassnode: Ethereum All Core Developers Consensus Call #120 Writeup
➖ Glassnode: Top Stories of the Week - 10/20
➖ Bitwise: Crypto Market Quarterly Review (Q3 2023)
Market
➖ Coinbase: Weekly: Liquidity Drain
➖ SSRN: A 2023 Primer for Crypto Credit Markets
➖ Glassnode: A Breath of Fresh Air
DeFi
➖ ConsenSys: Consensys Responds to the AMF’s Discussion on Decentralized Finance
➖ ConsenSys: Consensys Responds to IOSCO’s Policy Recommendations for Decentralized Finance
Blockchains & networks
➖ 4pillars: Invest Your Time in EIPs
➖ Coinbase: Blockchain Bridges: Navigating a Fragmented Universe
➖ Galaxy: Scaling Blockchains: The Modularity Thesis
Tokens & currencies
➖ SSRN: Central Bank Digital Currency and Corporate Cash Holdings: Evidence from China’s e-CNY pilot
➖ Binance: Neutron (NTRN)
➖ ConsenSys: The Evolution of Token Design
GameFi & NFTs
➖ SSRN: A Brief History of NFTs
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