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

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

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

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

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

The evolution of Web3 governance reward systems, straight from a16z.

In mid-October, a16z dropped an unnoticed gem: a comprehensive exploration of DeFi governance models.

Which gov systems will drive the next-gen DeFi protocols and what options do they unlock?

Deep dive ↓

Twitter link

Now is the time to summarize Uptober by reading the research! 🍂

General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ SSRN: Artificial Intelligence and Digital Economy: Divergent Realities
➖ ConsenSys: MetaMask Adds Privacy-Preserving Security Alerts that Aim to Prevent Billions from Being Stolen
➖ Footprint: What Is Crypto Reference Data and Why It Matters
➖ Galaxy: Ethereum All Core Developers Execution Call #173 Writeup
➖ Galaxy: Top Stories of the Week - 10/27

Market
➖ CoinGecko: Most Profitable Crypto Bots
➖ CoinGecko: Is Uptober Real? 10 Years of Crypto Markets in October
➖ Coinbase: Tokenization and the New Market Cycle
➖ SSRN: Automated Market Makers and the Value of Adaptive Fees
➖ Footprint: Unlocking the Money Flow in the Crypto World

Tokens & currencies
➖ Coinbase: Weekly: Bitcoin Momentum
➖ SSRN: Global Trends in Central Bank Digital Currencies
➖ Footprint: What Is MetaMosaic: Your Single Source of Truth (SSoT) for Crypto

Blockchains & networks
➖ 4pillars: Zetachain: Building The Omnichain Thesis
➖ Coinmarketcap: What Is ChainGPT (CGPT)? The Blockchain-Powered AI Product Suite
➖ ConsenSys: Ethereum Evolved: Dencun Upgrade Part 2, EIP-7044 & EIP-7045

GameFi & NFTs
➖ ConsenSys: Yinkore: The Digital Artist Bridging Law, Art, and Web3