| Report | Date↓ | Authors | Type | Subscription Tier | Tags |
|---|---|---|---|---|---|
| State of Avalanche Q4 2025 | Jan 29, 2026 |  | Quarterly Reports | -- | Layer-1 · RWA · Quarterly Reports |
| State of Avalanche Q3 2025 | Nov 12, 2025 |  | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| State of Avalanche Q2 2025 | Jul 24, 2025 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| Crypto Venture Weekly: June 30-July 4, 2025 | Jul 7, 2025 |   | Standard Reports | -- | Fundraising |
| Fading Faith in the Monetary Premium | Jun 18, 2025 |  | Standard Reports | Pro | Layer-1 · Valuations |
| Three Ways to Value a Layer-1: REV, Monetary Premium, and Security Demand | Jun 6, 2025 |  | Standard Reports | Pro | Valuations · Layer-1 |
| State of Avalanche Q1 2025 | May 28, 2025 |  | Quarterly Reports | -- | Quarterly Reports · Layer-1 · Interoperability |
| State of Avalanche Q4 2024 | Feb 13, 2025 | | Quarterly Reports | -- | Layer-1 · Interoperability · Quarterly Reports |
| State of Avalanche Q3 2024 | Dec 2, 2024 | | Quarterly Reports | -- | Layer-1 · Interoperability · Quarterly Reports |
| Fee Sensitivity Analysis: Predicting ACP-125's Impact on Avalanche Network Activity | Nov 7, 2024 |  | -- | -- | -- |
| AVAX’s Value Capture Problem & Off The Grid | Oct 18, 2024 |  | -- | Pro | -- |
| State of Avalanche Q2 2024 | Sep 12, 2024 |  | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| State of Smart Contract Platforms Q2 2024 | Jul 12, 2024 |  | Deep Dives | Pro | Layer-2 · Layer-1 |
| Avalanche: An Economic Analysis of ACP-77 | Jun 7, 2024 |  | -- | -- | Layer-1 |
| State of Avalanche Q1 2024 | Apr 23, 2024 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| State of Smart Contract Platforms Q1 2024 | Apr 12, 2024 | | Deep Dives | Pro | Layer-2 · Layer-1 |
| The Avalanche Ecosystem: An Analysis of Subnet Adoption | Apr 9, 2024 |  | -- | -- | -- |
| An Analysis of the Avalanche Architecture | Mar 7, 2024 |  | -- | -- | -- |
| State of Avalanche Q4 2023 | Feb 15, 2024 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| State of Smart Contract Platforms Q4 2023 | Jan 16, 2024 |  | Deep Dives | Pro | Layer-1 · Layer-2 |
| Ecosystem Brief: Avalanche Institutional Adoption | Nov 20, 2023 |  | Recaps | Pro | DeFi · Macro · Layer-2 · Layer-1 |
| State of L1s Q3 2023 | Nov 9, 2023 | | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| Ecosystems: Social Driving Onchain Activity | Oct 23, 2023 | | Recaps | Pro | Social Media · DeFi · Layer-1 · Layer-2 |
| State of Avalanche Q3 2023 | Oct 17, 2023 |  | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| Layer-1 and Layer-2 Valuations: Where are they now? | Sep 20, 2023 | | Standard Reports | Pro | Layer-2 |
| Ecosystem Brief: TON Growth and Optimism Valuation Premium | Sep 4, 2023 | | Recaps | Pro | Layer-1 |
| State of Boba Network Q2 2023 | Jul 30, 2023 |  | Quarterly Reports | -- | Quarterly Reports · Layer-2 |
| State of L1s Q2 2023 | Jul 20, 2023 | | Deep Dives | -- | Layer-1 · Quarterly Reports |
| State of Avalanche Q2 2023 | Jul 18, 2023 |  | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| Ecosystem Brief: Rollup Specialization | Jun 12, 2023 |  | Recaps | Pro | Layer-2 · Layer-1 |
| Weekly Recap: Crypto’s Regulatory Battle, Optimism Bedrock, and more | Jun 9, 2023 | | Recaps | Pro | -- |
| Evaluating Validator Decentralization: Geographic and Infrastructure Distribution in Proof-of-Stake Networks | Jun 1, 2023 |  | Deep Dives | -- | Layer-1 |
| State of L1s Q1 2023 | Jun 1, 2023 | | Deep Dives | -- | Layer-1 · Quarterly Reports |
| The Wealth Effect | May 10, 2023 |  | Standard Reports | Pro | Layer-1 · Layer-2 |
| State of Avalanche Q1 2023 | May 2, 2023 | | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| State of Boba Network Q1 2023 | Apr 9, 2023 | | Quarterly Reports | -- | Layer-2 · Quarterly Reports |
| User Acquisition and Retention Across EVM Chains | Mar 28, 2023 | | Deep Dives | Pro | DeFi · Web3 · Layer-2 · Layer-1 |
| Layer-1 Value Thesis: Quantifying Demand for Security | Mar 24, 2023 |  | Deep Dives | Pro | Valuations · Layer-1 |
| Avalanche Update: Elastic Subnets, AWM, and The HyperSDK | Mar 23, 2023 | | -- | Pro | -- |
| State of Avalanche Q4 2022 | Jan 29, 2023 | | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| Trader Joe Liquidity Book: The Next Chapter in AMM Evolution | Jan 5, 2023 |  | -- | Pro | DEX |
| 2022 Year End Review: Network Coverage, Layer 1s & 2s | Dec 27, 2022 |   +1 | -- | -- | Infrastructure · Layer-2 · Layer-1 |
| The Withdrawals are Coming and More Ethereum Roadmap Clarity | Dec 14, 2022 |  | Standard Reports | Pro | -- |
| Data Decoded: GMX | Nov 3, 2022 |  | -- | Pro | -- |
| State of Avalanche Q3 2022 | Oct 10, 2022 | | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| Exploring DeFi Stability | Oct 6, 2022 |  | Standard Reports | Pro | DeFi · Stablecoins |
| Q3 Protocol Outlooks | Aug 3, 2022 |  +2 | -- | Pro | Layer-2 · DeFi · Layer-1 |
| Q2 Report Part 2: Network Coverage, Layer 1s and 2s | Jul 28, 2022 | +1 | -- | Pro | Layer-2 · DeFi · Layer-1 |
| EVM-Chains in the Bear Market | Jul 17, 2022 | | Deep Dives | Pro | Layer-1 |
| Avalanche Ecosystem Overview | Jul 15, 2022 |  | Standard Reports | -- | Layer-1 · DeFi · Protocol Overview |
| State of Avalanche Q2 2022 | Jul 10, 2022 | | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| The Theory of Relativity | Jun 19, 2022 | | Deep Dives | Pro | Valuations · Layer-1 |
| Understanding Market Caps and Flows | Jun 12, 2022 | | Deep Dives | Pro | Valuations · Tokenomics · Macro |
| Ascending Everest: Avalanche Scalability Through Subnets | May 13, 2022 | | -- | Pro | -- |
| NFT Q1’22 Market Rundown | Apr 27, 2022 |  | Deep Dives | Pro | NFTs · Layer-1 |
| State of Avalanche Q1 2022 Analyst Call Transcript | Apr 23, 2022 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| State of Avalanche Q1 2022 | Apr 12, 2022 | | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| Fantom of the Crypto Ecosystem: Peeking Behind the Curtain | Apr 10, 2022 | | Deep Dives | Pro | Layer-1 |
| Analyst Notes: Cracks in the Fat Protocol Theory | Mar 27, 2022 |   | Standard Reports | Pro | Macro |
| State of Avalanche Q4 Analyst Call Transcript | Mar 22, 2022 |  | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
