Data-driven research on crypto
Market & project research, video interviews and our weekly newsletter

Is crypto dead?
It's not. Let's explore the state of crypto through the lens of fundamentals.

Blur – The NFT marketplace for pro traders
Blur launched in October 2022 and quickly established itself as the market leader in terms of volume in the NFT space. In this episode we gain insights into Blur's day-to-day operations.

Axie Infinity – Digital property rights for all users of the internet
A dive into the world of Axie Infinity with Co-founder Jeff (Jiho) Zirlin. We discuss the Ronin chain, Axie's two-token model, ensuring the long-term sustainability of Axie's economy, what the future has in store, and more.

Euler Finance – Growing in a bear market
DeFi lending in a bear market, drivers behind Euler’s growth, the Euler DAO, bad debt in DeFi, feeless flash loans, the Eulerswap AMM, and more.

#54
Weekly fundamentals #54
A peek into the current state of the DeFi lending market.

DeFi Education Fund – Policy education and advocacy to help DeFi
Miller Whitehouse-Levine, Policy Director at DeFi Education Fund (DEF), joined us for an interview to walk through the basics of DEF and the important role that Policy work plays within crypto.

Optimism – a Layer 2 scaling solution for Ethereum
Smit Vachhani, Head of DeFi at OP Labs, walks us through the basics of what Optimism is, how it works, how it's positioned within the Ethereum ecosystem, current growth drivers, challenges, and plans for the future.

#53
Weekly fundamentals #53
Vesting schedule (token unlocks) data is now live for the first batch of projects on Token Terminal.

BENQI – Liquid staking and lending on Avalanche
JD Gagnon, Co-Founder & CEO of BENQI joined us to discuss the basics of what BENQI is, how it works, how it's positioned within the market, growth drivers and challenges, and plans for the future.