Beyond Fortnite: Making the Metaverse Epic
8 min read
Find out how Epic is shaping the future of the Metaverse. This piece features a deep dive into key partnerships, acquisitions, licensing agreements, and customer strategy.
Research
Proprietary Research & Analysis. Deep-dives into DeFi, GameFi, NFTs, and DAOs. Market analysis & insights from futures and options markets.
8 min read
The Optimistic Rollup Series: Arbitrum
8 min read
Arbitrum is an “Optimistic Rollup” designed to enhance Ethereum’s speed and scalability by processing transactions on L-2 and recording the results on the main chain
A Valuation Model for Polygon's zkEVM
10 min read
Polygon's recent zkEVM announcement was met by both praise and controversy as it supposedly diminished the value of the $MATIC token. According to our model, however, Polygon ($MATIC) is worth $3.88 with an upside of 334%.
Contagion or Arbitrage? Celsius & 3AC
24 min read
An extended read into the Celsius & 3AC defaults, the role of derivatives in crypto's 2008-like subprime crises, upcoming defaults, and potential arbitrage opportunities.