Ethereum

Networks · Layer-1

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Report	Date↓	Authors	Type	Subscription Tier	Tags
Analyst Note: Currency Crises in a Crypto Context	Sep 28, 2022	Tom Dunleavy	Standard Reports	Pro	Macro
State of Ethereum Q3 2022	Sep 19, 2022		Quarterly Reports	--	Layer-1 · Quarterly Reports
Progression of the Data Availability Problem	Sep 16, 2022	Eshita Nandini	Standard Reports	Pro	Layer-1 · Layer-2
Bi-Weekly Recap: August 26 - September 8, 2022	Sep 9, 2022	Chase Devens	Recaps	Pro	Layer-1 · NFTs · DeFi
The Bear Necessities: 7 Trends and Theses Part 2	Sep 7, 2022	Dustin Teander	Deep Dives	Pro	Layer-2 · Layer-1 · Web3
How Solana Wins the Endgame vs. Modular Chains	Sep 6, 2022	Tom Dunleavy	Deep Dives	Pro	Layer-1
Decentralized Perpetuals Part 1: GMX and dYdX	Sep 1, 2022		--	--	DeFi · Perp DEX
Pop, Lock, and Rocket	Sep 1, 2022	Kunal Goel	Deep Dives	Pro	Valuations
A Year of Bridge Exploits	Aug 29, 2022	Ally Zach	Standard Reports	Pro	Interoperability
Bi-Weekly Recap: August 12 - August 25	Aug 26, 2022	Chase Devens	Recaps	Pro	Layer-2 · DAOs · Macro · NFTs · Centralized Exchanges
Analyst Note: How Traders Are Positioning for the Merge	Aug 15, 2022	Tom Dunleavy	Deep Dives	Pro	Layer-1
Analyst Note: Revisiting Rocket Pool	Aug 12, 2022	Chase Devens	Deep Dives	Pro	Layer-1
Flash Note: Synthetix V2x Improvements	Aug 12, 2022	Westie	--	Pro	DeFi · Layer-2
Polygon: The Swiss Army Knife of Ethereum Scaling	Aug 9, 2022	Sam Martin	--	--	Layer-2
Q3 Protocol Outlooks	Aug 3, 2022	+2	--	Pro	Layer-2 · DeFi · Layer-1
Are CryptoPunks the Only Blue-Chip NFTs?	Jul 29, 2022	Eshita Nandini	Standard Reports	Pro	NFTs
Q2 Report Part 2: Network Coverage, Layer 1s and 2s	Jul 28, 2022	+1	--	Pro	Layer-2 · DeFi · Layer-1
How zkEVMs Can Keep Ethereum Competitive with Alternative Layer-1s	Jul 28, 2022	Matt Markewicz	Deep Dives	Pro	Layer-2 · Layer-1
MakerDAO Update: Governance Battles and Real World Assets	Jul 22, 2022	Westie	--	Pro	DeFi · DAOs
EVM-Chains in the Bear Market	Jul 17, 2022	Kunal Goel	Deep Dives	Pro	Layer-1
Analyst Note: StarkNet's Plan to Decentralize	Jul 15, 2022	Eshita Nandini	Recaps	Pro	Web3 · Layer-2 · Tokenomics
Evaluating the Cosmos Chain vs L2 Decision for Investors and Builders	Jul 14, 2022	Tom Dunleavy	Deep Dives	Pro	--
Rollups: Execution Through the Modular Lens	Jul 12, 2022	Eshita Nandini	Standard Reports	Pro	Layer-2 · Web3
DeFi Users: Ethereum Lending	Jul 7, 2022	Dustin Teander	--	Pro	DeFi · Valuations · Lending
Crypto Bear Market Retrospective: Lessons Learned and Projects Built	Jul 5, 2022	Tom Dunleavy	Deep Dives	Pro	Macro
Synthetix: DeFi’s Shining Light	Jul 1, 2022	Westie	--	Pro	DeFi · Layer-2
Analyst Notes: Why we still have much further down to go in (mostly) charts	Jun 30, 2022	Tom Dunleavy	Standard Reports	Pro	Macro
Liquidation Distributions: The Hidden Details of Debt	Jun 26, 2022	Dustin Teander	Deep Dives	Pro	DeFi
An Arbitrum Odyssey, Part 1: Bridge Week	Jun 22, 2022	Sam Martin	--	Pro	Layer-2
The Theory of Relativity	Jun 19, 2022	Kunal Goel	Deep Dives	Pro	Valuations · Layer-1
Ethereum's Rollup-Centric Future	Jun 17, 2022	Ally Zach	Standard Reports	Pro	Layer-1 · Layer-2
FLASH NOTE: Lido - Selling is Temporary, Governance is Forever	Jun 15, 2022	Westie	--	Pro	DAOs
What Will Ethereum Miners do After The Merge?	Jun 15, 2022	Sami Kassab	Standard Reports	Pro	Macro
Making Sense of the stETH Discount	Jun 13, 2022	Chase Devens	Deep Dives	Pro	DeFi
Understanding Market Caps and Flows	Jun 12, 2022	Dustin Teander	Deep Dives	Pro	Valuations · Tokenomics · Macro
Liquid Staking with Lido	Jun 10, 2022	Ashu	Standard Reports	--	DeFi · Protocol Overview · Macro
Starkware: Redefining Ethereum Scalability	Jun 9, 2022	Westie	--	Pro	Modular Chains · DeFi
OP Token Breakdown	Jun 7, 2022	Sam Martin	--	Pro	Layer-2 · Modular Chains
The Investor's Guide to The Merge: Understanding and Playing the Opportunity	Jun 7, 2022	Tom Dunleavy	Deep Dives	--	Layer-1 · Valuations
Algorithmic Trading Landscape	May 17, 2022	Ally Zach	Standard Reports	Pro	Macro
Lido: The Kingmaker of ETH Liquid Staking Derivatives	May 15, 2022	Sam Martin	--	Pro	Liquid Staking
The Merge: What effects will it have on ETH?	May 15, 2022	Sam Martin	--	Pro	--
NFT Q1’22 Market Rundown	Apr 27, 2022	Mason Nystrom	Deep Dives	Pro	NFTs · Layer-1
The Health of DAO Treasuries	Apr 26, 2022	Eshita Nandini	Standard Reports	Pro	DAOs · Web3
The De-Coupling Thesis	Apr 26, 2022	Tom Dunleavy	Standard Reports	Pro	Macro · Layer-1
2022 Macro Update and Second Half Outlook in (Mostly) Charts	Apr 20, 2022	Tom Dunleavy	Standard Reports	Pro	Macro
Fantom of the Crypto Ecosystem: Peeking Behind the Curtain	Apr 10, 2022	Tom Dunleavy	Deep Dives	Pro	Layer-1
The Aragon Network	Apr 6, 2022	Eshita Nandini	Standard Reports	Pro	DAOs · Web3
Analyst Notes: Cracks in the Fat Protocol Theory	Mar 27, 2022		Standard Reports	Pro	Macro
Understanding EPNS: A Comprehensive Overview	Mar 24, 2022	Davis Bourland	Standard Reports	--	Web3 · Protocol Overview
The Institutions Are (Finally) Coming	Mar 20, 2022	Tom Dunleavy	Deep Dives	Pro	Macro
Baal: Moloch's Next Form	Mar 17, 2022	Eshita Nandini	Standard Reports	Pro	DAOs · Web3
The Future of L1s Is NEAR: An Analysis of an Emerging Protocol	Mar 7, 2022	Tom Dunleavy	Standard Reports	Pro	Layer-1
Re-evaluating Cryptocurrency as a Risky Asset Class	Feb 27, 2022	Tom Dunleavy	Standard Reports	Pro	Layer-1 · Macro
Grow the Pie: Developers Are Here to Stay	Jan 3, 2022	Mihai Grigore	Standard Reports	Pro	Layer-1
DeFining L1 DeFi	Dec 16, 2021	Dustin Teander	Deep Dives	Pro	DeFi · Layer-1
What's at Stake in Staking-as-a-Service?	Dec 15, 2021		Deep Dives	--	Layer-1
Burning The Path to Becoming a Deflationary Asset	Dec 7, 2021	Mason Nystrom	Standard Reports	Pro	Layer-1
A Short, Non-Fungible Story	Dec 3, 2021	Mason Nystrom	Standard Reports	--	Layer-1 · NFTs
Slip Sliding Away?: ETH 2.0 Liquid Staking Discounted Ahead of Merge	Nov 22, 2021	Davis Bourland	Standard Reports	Pro	DeFi