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Thematic Research

Thematic Research

Theses, reviews, and valuations.
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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…
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Lewis Harland
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…
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Lewis Harland
On Blockchain Valuations
A refreshed exploration into valuation lenses for public blockchain networks
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Lewis Harland
2022: 22 Graphs That Defined the Year for Crypto
It’s the time of year where we wrap up the ‘eventful’ 2022. Following on tradition (and by popular demand), we take a look back at key trends that have…
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Lewis Harland
EthCC[5] In Review
Exploring Three Key Themes From The 2022 Ethereum Community Conference
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Ben Harvey
EIP-4844: The Setup For A Rollup-Centric Ethereum
EIP-4844, referred to as “proto-dank sharding” is a proposed update to the ethereum blockchain that creates a new data type, called “blobs”, which are…
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Kevin Leffew
NEAR: The Inflection Point
04/27/2022
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Lewis Harland
 and 
Ben Harvey
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