Analysis

A collection of 255 posts

Article

Solana's Past, Present and Future

Where is Solana now... and where is it headed?

Article

The L2 Pivot

The competition settles on Ethereum

Article

Choose Your Bull Market Character Class

Get ready for the newest release of Crypto™

Article

America vs. NFTs?

Is the SEC coming for your NFT startup?

Article

Top 10 Rug Pulls

What to learn from the worst rugs of all time

Article

Decentralizing Today's Top L2s

Where Ethereum's most popular L2s still need to level-up

Article

Can friend.tech Go Mainstream?

friend.tech blew up over the weekend; is SocialFi a thing now?

Article

David's Take: A Hitchhiker's Guide to Riding an MEV Bot

The 'offchain signed orders' meta

Investing

5 Crypto Startups to Watch Right Now

VCs backed plenty of startups last month; here are the ones we're most bullish on.

Article

Stopping Bridge Hacks

Bridges keep getting hacked; how can we build them better?

Article

DeFi's Contagion Curveball

$110 million in at-risk loans could trigger a nightmare liquidation cascade

Article

David’s Takeaways from EthCC 2023

We're Ready.

Article

A World of Controversy for Worldcoin

WLD is live, but is this proof-of-personhood project worth supporting?

Article

FedNow or FedNever?

The Fed's tech push is a step towards further tyranny

Article

The Ethereum Q2 2023 Report

Today, we dig into one not-so-simple question: How is Ethereum doing?

Article

Is XRP Doing Anything Interesting?

Has the investment thesis changed for XRP?

Article

The Winners and Losers of Today's XRP Judgment

We unpack today's SEC v. Ripple Labs summary judgment

Article

What's Next for Liquid Staking?

Cooking Up the Future of LSDs

Article

Do VCs Still Care About Crypto?

We dig into Q2 crypto venture funding and pull out some particularly interesting plays

Article

8 NFT Projects That Will Survive The Bear

Our chief NFT analyst makes his picks

Article

Tracking the LayerZero Opportunity

We unpack LayerZero: a protocol that wants blockchains to get cozier with each other.

Article

8 Early Tokens That We're Aping

We asked team members and subscribers one simple question: what are you buying?

Article

Zuzalu and Ethereum’s Infinite Frontier

David descends on Montenegro to learn about AI, longevity, decentralized science, and more!

Article

Wall Street Wants Bitcoin

After an altcoin crackdown, institutions are ready to make their bets on Bitcoin.

Article

10 Altcoins That Will Survive The Bear

The ten altcoins our Senior Analyst is watching closely.