Data-driven research on crypto
Market & project research, video interviews and our weekly newsletter
frens capital – Liquid venture, web3 business models, market inefficiencies & more | Fundamentals ep.63
In this episode of the Fundamentals podcast, we’re joined by Chris Abiaad, the founder of frens capital – a thesis-driven investment fund focused on liquid digital assets. frens capital’s strategy is to make long-only investments based on fundamentals and the core principles of value investing.
Infrastructure – Weekly fundamentals #71
This week’s newsletter focuses on the infrastructure market sector, which has a designated dashboard on Token Terminal. Let’s dig in!
Synthetix V3, lessons learned, SNX staking, driving adoption | Kain Warwick | Fundamentals ep.62
In this episode of the Fundamentals podcast, we're joined by Kain Warwick, the founder of Synthetix – a derivatives liquidity protocol providing the backbone for derivatives trading in DeFi.
Gaming – Weekly fundamentals #70
This week’s newsletter focuses on the gaming market sector, which has a designated dashboard on Token Terminal. Let’s dig in!
Valuing blockchains with Michael Nadeau: an institutional investor's perspective | Fundamentals ep.61
In this episode of the Fundamentals podcast, I’m joined by Michael Nadeau, a crypto data and research analyst and author of the DeFi report. We explore how blockchains can be valued, especially from the perspective of more traditional and institutional investors.
IPOR Protocol – Building the foundational layer for DeFi credit markets | Fundamentals ep.60
In this episode of the Fundamentals podcast, I’m joined by Darren and Dimitar, the Co-Founders of IPOR Protocol. IPOR is a non-custodial exchange for interest rate swaps built on Ethereum.
Exchanges (DEX) – Weekly fundamentals #69
This week’s newsletter focuses on the exchanges (DEX) market sector, which has a designated dashboard on Token Terminal. Let’s dig in!
Blockchains (L2) – Weekly fundamentals #68
This week’s newsletter focuses on the blockchains (L2) market sector, which has a designated dashboard on Token Terminal. Let’s dig in!
BNB Chain – Accelerating adoption of the digital asset and blockchain economy | Fundamentals ep.59
In this episode of the Fundamentals podcast, I’m joined by Arno Bauer, a Senior Solution Architect at BNB Chain. BNB Chain is a smart contract platform for decentralized applications and is currently the most widely used blockchain.