Insights Reports Archive - Page 11 of 16

Market Commentary

Punks & Dunks, NFT Volumes Soar

After a frenzied but brief start to the year, NFTs have come roaring back in recent weeks, with record sales volumes, soaring corporate and venture investment, and a general re-entry into the cultural zeitgeist. We review NFT basics, analyze recent trends, and posit what the future may hold.

Market Commentary

Stablecoins in the Crosshairs

After years of speculation, the largest stablecoin issuers have finally released more information on their reserves. We analyze these reserves and examine stablecoin risk in general.

Market Commentary

DeFi Summer 2.0: Don’t Call it a Comeback

After falling 45% from its peak in May, DeFi total value locked has come roaring back to near-peak levels, leading some to call for a potential DeFi Summer 2.0. Alternative measures of DeFi activity, however, suggest it never left.

Market Commentary

1559 Let It Burn

In this week’s Chart of the Week, we review Ethereum’s EIP-1559, which went live on mainet on August 5th and includes fee burns that could make ETH deflationary.

Market Commentary

Crypto Commentary: July

After three consecutive monthly declines, Bitcoin came roaring back in July, increasing 19% for the month. Positive news began to percolate, particularly later in the month.

Market Commentary

Axie Infinity Goes Parabolic

In this week’s Chart of the Week, we review Axie Infinity’s meteoric rise, which has seen revenues and the AXS token increase 65x and 10x, respectively, since the beginning of June.

Market Commentary

Trading Desk Market Update: 7/27

BTC is trading above $38,000 and ETH above $2,300. Notable gainers in the last 24hrs are AXS, CHSB, and OKB.

Market Commentary

Crypto Commentary: June

While the regulatory pressures mounted, June did have its fair share of good – even historic – news. Case in point is El Salvador, which officially made Bitcoin legal tender.

GSR Updates

GSR: The big drop in crypto knocked a lot of leverage out of the system

Co-founder of GSR Rich Rosenblum talked to CNBC this morning about the recent sell-off in bitcoin, as well as China’s crackdown on crypto trading and mining.

Market Commentary

Crypto Commentary: May

Bitcoin began the month at $57,000 and has since endured substantial selling pressure leading to a monthly low of $30,000 on May 19th. Bitcoin is now hovering in the $32,000 to $39,000 range. Ethereum is currently settling at $2,500 after reaching an all-time high of over $4,100.