| Report | Date↓ | Authors | Type | Subscription Tier | Tags |
|---|---|---|---|---|---|
| State of Cosmos Hub Q2'24 | Sep 6, 2024 |  | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| It’s Time for a DePIN Sector Update - DeGEN, DeGIN, AI x DePIN, zk-TLS, and More | Aug 7, 2024 |  | Deep Dives | Pro | DePIN |
| State of Cosmos Hub Q1 2024 | May 15, 2024 |  | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| Babylon: Bitcoin Shared Security and Staking | Apr 16, 2024 |  | Standard Reports | -- | Layer-1 · Modular Chains · Layer-2 |
| Osmosis: Q1 2024 Update & Valuation | Feb 22, 2024 |  | -- | Pro | Interoperability · DEX |
| State of Cosmos Hub Q4 2023 | Feb 7, 2024 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| State of Cosmos Hub Q3 2023 | Nov 14, 2023 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| State of L1s Q3 2023 | Nov 9, 2023 |  | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| GovHub: October Update | Nov 8, 2023 |     +2 | -- | Pro | DAOs |
| Recapping Cosmoverse | Oct 9, 2023 |  | -- | Pro | Interoperability |
| Gov Hub: September Update | Sep 12, 2023 | | -- | Pro | -- |
| Cosmos Hub: Genesis of the Interchain | Aug 29, 2023 | | Standard Reports | -- | Layer-1 · Protocol Overview |
| GovHub: August Update | Aug 10, 2023 | | -- | Pro | DAOs · Interoperability |
| Sommelier Finance: YieldGPT | Jul 20, 2023 | | -- | Pro | Interoperability · Yield Farming |
| Osmosis: Q2 Update | Jun 27, 2023 | | -- | Pro | Interoperability |
| Cosmos Hub: ATOM Economic Zone | Jun 1, 2023 | | -- | Pro | Interoperability |
| Evaluating Validator Decentralization: Geographic and Infrastructure Distribution in Proof-of-Stake Networks | Jun 1, 2023 |  | Deep Dives | -- | Layer-1 |
| Weekly Recap: Apple Switches Course, Vitalik on Security & More | May 26, 2023 |  | Recaps | Pro | -- |
| The Wealth Effect | May 10, 2023 |  | Standard Reports | Pro | Layer-1 · Layer-2 |
| Stride: Unlocking Interchain Liquidity | May 9, 2023 | | -- | Pro | Liquid Staking · Interoperability |
| Skip Protocol: Sovereign MEV | Apr 13, 2023 | | -- | Pro | Interoperability |
| Governor Note: Neutron's Launch on Replicated Security | Apr 11, 2023 |  | Recaps | -- | DAOs |
| Into the Superchain: The Rise of Ethereum-Centric Rollup Ecosystems | Apr 4, 2023 | | Deep Dives | Pro | Layer-2 · Interoperability |
| IBC Outside of Cosmos: The Transport Layer | Mar 30, 2023 |  | Standard Reports | Pro | Interoperability · Layer-2 · Layer-1 |
| Mars Protocol: Cosmos' DeFi Superapp | Mar 21, 2023 | | -- | Pro | DeFi · Lending · Interoperability |
| Introductory Analysis of Finality Times in Crypto Networks | Mar 3, 2023 |  | Standard Reports | Pro | Layer-1 · Layer-2 |
| BNB Chain Announces 2023 Roadmap | Feb 24, 2023 |  | Standard Reports | Pro | Layer-1 |
| Axelar: The Gateway into a Cross-Chain Future | Feb 23, 2023 | | -- | Pro | Interoperability |
| The Rollups-as-a-Service Ecosystem | Jan 23, 2023 | | Standard Reports | Pro | Layer-2 · Layer-1 · Interoperability |
| Agoric: Hardened Javascript for Easy dApp Development | Jan 17, 2023 | | -- | Pro | DeFi |
| Sei and Sector-Specific Chains | Jan 13, 2023 | | Standard Reports | Pro | DeFi · Interoperability |
| 2023 Theses - Part 1 | Jan 10, 2023 |  | -- | Pro | Layer-2 · Infrastructure · Layer-1 · Interoperability · Gaming |
| Layer-1 Value Thesis: The Expected Demand for Security Model | Dec 6, 2022 |  | Deep Dives | Pro | Layer-1 · Valuations |
| Nitro: Solana’s VM Enters The Cosmos | Nov 15, 2022 | | -- | Pro | Layer-2 · Interoperability |
| Bi-Weekly Recap: October 28 - November 11, 2022 | Nov 11, 2022 |  | Recaps | Pro | -- |
| The Implications of ATOM 2.0 | Nov 8, 2022 | | -- | Pro | Interoperability |
| The Book of MEV: Current Landscape, Future Solutions and Key Considerations | Oct 27, 2022 |  | Deep Dives | Pro | Layer-1 |
| Canto: DeFi as a Public Good | Oct 20, 2022 |  | -- | Pro | DeFi · DEX · Lending · Stablecoins |
| Babylon: Middleware Between Bitcoin and Proof-of-Stake | Oct 6, 2022 | | Standard Reports | Pro | Interoperability · Layer-2 · Layer-1 |
| Analyst Note: Cosmos Hub V2 Proposal | Oct 3, 2022 | | Standard Reports | Pro | Interoperability · Layer-2 |
| Bi-Weekly Recap: Sept 18 - 30 | Sep 30, 2022 | | Recaps | Pro | DeFi · Macro · Layer-1 |
| The Bear Necessities: 7 Trends and Theses Part 2 | Sep 7, 2022 |  | Deep Dives | Pro | Layer-2 · Layer-1 · Web3 |
| 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 |
| Evaluating the Cosmos Chain vs L2 Decision for Investors and Builders | Jul 14, 2022 | | Deep Dives | Pro | -- |
| dYdX Into the Cosmos | Jul 7, 2022 | | -- | Pro | Perp DEX |
| Messari Fund Analysis H1’22: Examining Portfolios of Crypto Funds | Jun 24, 2022 |  | Standard Reports | Pro | Fundraising · Social Media |
| The Theory of Relativity | Jun 19, 2022 | | Deep Dives | Pro | Valuations · Layer-1 |
| Delta Neutral Staking | Apr 13, 2022 | | -- | Pro | Perp DEX · Interoperability |
| Cosmos Theta Upgrade | Apr 13, 2022 | | -- | Pro | Interoperability |
| Intel Insights: Interchain Accounts on the Cosmos Hub | Apr 4, 2022 |  | Deep Dives | Pro | Layer-1 · Interoperability |
| A Superfluid Evolution of Stake | Mar 13, 2022 | | Standard Reports | Pro | Layer-1 |
| Grow the Pie: Developers Are Here to Stay | Jan 3, 2022 |  | Standard Reports | Pro | Layer-1 |
| What's at Stake in Staking-as-a-Service? | Dec 15, 2021 |  | Deep Dives | -- | Layer-1 |
| Speculation and The Smart Contract Wars | Sep 7, 2021 |  | Standard Reports | Pro | Valuations · Layer-1 |
| Q2'21 Layer-1 Review: A Peek at the Largest Ecosystems by TVL | Jul 14, 2021 |   | Deep Dives | -- | Layer-2 · Layer-1 |
| Weekly Recap Ending June 24th | Jun 25, 2021 | | Recaps | -- | -- |
| Power and Wealth in Cryptoeconomies | May 17, 2021 | | -- | Pro | Tokenomics · Layer-1 |
| Weekly Risk and Performance Recap Ending May 6th | May 7, 2021 | | -- | -- | -- |
| Weekly Performance Recap Ending April 22nd | Apr 23, 2021 | | -- | -- | -- |
