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On Bitcoin's Valuation
Since my inaugural Glassnode guest research report on the state of Bitcoin three years ago, there has been much progress in how we think about value…
Jun 2
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Lewis Harland
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The Weekly #237
Debt ceiling push over the weekend creates bullish impulse but liquidity risks as a result of a resolution remain key headwinds for asset prices…
May 30
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Lewis Harland
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The Weekly #237
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The Weekly #236
Liquidity concerns upon a debt ceiling agreement may cause near-term headwinds but net positive growth of liquidity within the market cycle is around…
May 22
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In The Weeds #13
Why we're exploring Cashtokens, Gravita Protocol, and Aevo OTC
May 18
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Ben Harvey
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In The Weeds #13
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The Weekly #235
Crypto bounces back as technicals suggest but resilience within the market is found most in Bitcoin.
May 15
•
Lewis Harland
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The Weekly #235
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In The Weeds #12
Exploring BRC-20s, the ERC-6551 Standard, and Maker's Spark Protocol
May 12
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Ben Harvey
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In The Weeds #12
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Revisiting Oracle Network Valuations
As a refresher, one of the most important valuation metrics for any oracle network is to measure the total value secured by its respective data feeds…
May 10
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Lewis Harland
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Revisiting Oracle Network Valuations
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In The Weeds #11
On Blend, Nocturne private accounts, and Aave V3 boosted pools
May 5
•
Ben Harvey
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In The Weeds #11
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