Insights

With the recent launch of Arbitrum and incoming full deployment of Optimism, we review Ethereum scaling solutions and the momentum behind rollups in this week’s Chart of the Week.

Two of the biggest themes in crypto this year have been the rise of blockchain-based gaming and NFTs, both of which have caused associated tokens to soar. In this week’s Chart of the Week, we examine token performance by category.

After increasing 16% in July, Bitcoin turned in another strong performance in August, steadily rising 12% over the course of the month to $47,000.  We attribute the strength to continued corporate and institutional activity, a rising hash rate / network difficulty, and more.

In this Chart of the Week, we review cryptocurrency derivatives basics, how to interpret various crypto derivatives metrics, and analyze what they may imply for sentiment.

After years of speculation, the largest stablecoin issuers have finally released more information on their reserves. We analyze these reserves and examine stablecoin risk in general.  

In this week’s Chart of the Week, we review Ethereum’s EIP-1559, which went live on mainet on August 5th and includes fee burns that could make ETH deflationary.

After three consecutive monthly declines, Bitcoin came roaring back in July, increasing 19% for the month. Positive news began to percolate, particularly later in the month.