My latest analyses

Aug
17
Executive Summary: A Deep Dive Into DePin (Decentralized Physical Infrastructure)

Executive Summary: A Deep Dive Into DePin (Decentralized Physical Infrastructure)

n this article, I explain the concept of decentralized physical infrastructure (DePIN) networks that use tokens to incentivize building real-world infrastructure. I analyze the sectors, benefits, challenges, and case studies like Helium and Filecoin.
1 min read
Aug
16
Executive Summary: 6 Crypto Innovations That Cannot Be Uninvented

Executive Summary: 6 Crypto Innovations That Cannot Be Uninvented

In this article, I explain 6 crypto innovations including Bitcoin, stablecoins, decentralization, DeFi, NFTs, and DAOs that are here to stay despite market downturns. I analyze their growing real-world adoption and irrevocable impacts across finance, culture, and society.
1 min read
Aug
16
Executive Summary: What Is Olympus (OHM)?

Executive Summary: What Is Olympus (OHM)?

In this article, I explain Olympus, a DAO building a decentralized global currency. I cover how it allows staking and bonding OHM tokens, its innovations like protocol-owned liquidity, use of calculators, and adoption of the (3,3) meme.
1 min read
Aug
16

Executive Summary: How Does Account Abstraction Work? An Introduction to ERC-4337

In this article, I explain the concept of account abstraction for Ethereum wallets, how it works by decoupling accounts from private keys, and its benefits like simplified transactions and social recovery that could enable mainstream adoption.
1 min read
Aug
16
Executive Summary: Explaining The Crypto China Narrative

Executive Summary: Explaining The Crypto China Narrative

In this article, I explain the crypto China narrative and analyze its origins, mechanisms, associated coins, key players driving it, and whether this concept of China liquidity fueling a crypto rally is likely to play out.
1 min read
Aug
16
Executive Summary: What Is Base? Coinbase’s Layer-Two Chain Explained

Executive Summary: What Is Base? Coinbase’s Layer-Two Chain Explained

In this article, I explain Base, the new layer-two chain launched by Coinbase using Optimism's tech stack. I analyze how Base aims to be a web3 gateway for Coinbase's 100M+ users, its initial centralized operation by Coinbase, potential opportunities and regulatory challenges ahead.
1 min read
Aug
16
Executive Summary: Is The Bottom In? Q1 2023 Crypto Market Update

Executive Summary: Is The Bottom In? Q1 2023 Crypto Market Update

In this article, I analyze on-chain, trading, and sentiment data to determine if the bottom is in for crypto markets after the recent recovery. I look at indicators like MVRV ratio, volume, leverage, and influencer opinions to assess if more downside is expected or if the bottom has been reached.
1 min read
Aug
16
Executive Summary: OpenSea vs Blur: Tracking The NFT Marketplace War

Executive Summary: OpenSea vs Blur: Tracking The NFT Marketplace War

In this article, I analyze the intensifying competition between top NFT marketplaces OpenSea and Blur. I compare their features, examine the data showing Blur overtaking OpenSea across metrics, and look at the outlook as these platforms battle for dominance in the NFT trading space.
1 min read
Aug
16
Executive Summary: DeSoc: A Deep Dive Into Decentralized Social Networks

Executive Summary: DeSoc: A Deep Dive Into Decentralized Social Networks

In this article, I explore the world of decentralized social networks (DeSoc) - how they work, their benefits like privacy and community control, drawbacks like poor UX, and popular projects. I analyze if DeSoc can gain traction against big tech social media.
1 min read
Aug
16

Executive Summary: Explaining the Silicon Valley Bank Fallout and USDC De-Peg

In this article, I explain the events behind the USDC stablecoin depegging over the weekend, including the failure of Silicon Valley Bank where Circle holds some USDC reserves. I analyze the potential impact on USDC, which appears limited since only a fraction of reserves were at risk.
1 min read