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Fluid: An Update on Usage, Architecture, and Roadmap
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Scroll Quarterly Report - Q2 2025
DeFi
Fluid: An Update on Usage, Architecture, and Roadmap
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Ethena: Stablecoin Velocity Accelerates with Market Momentum
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War Room - 20 November 2023
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Scroll Quarterly Report - Q2 2025
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Linea Half Year Report - H1 2025
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Blend: Disrupting NFT Financialization
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War Room - 20 November 2023
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Today On-Chain
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"Pump, baby pump": The stables market cap has troughed in Nov 2023 and kept rising
The crypto ecosystem is receiving new inflows. USDC and Ethena USDE are gaining shares vs. USDT.
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Data insights
Nansen Risk Barometer, shallower crypto drawdowns
Overlaying the Barometer from 2021 on vs a BTC buy-and-hold strategy would have delivered a shallower drawdown of -41% to -44% vs. -77%.
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Layer 2
Scroll Quarterly Report - Q2 2025
DeFi
Fluid: An Update on Usage, Architecture, and Roadmap
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Ethena: Stablecoin Velocity Accelerates with Market Momentum
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TRON Quarterly Report - Q2 2025
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Nansen's Avalanche Quarterly Report - Q2 2025
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Nunchi - Perpetuals DEX for Yield
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Linea Half Year Report - H1 2025
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Weekly Market Positioning Update – [w/c July 21st]
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Layer 2
Scroll Quarterly Report - Q2 2025
DeFi
Fluid: An Update on Usage, Architecture, and Roadmap
DeFi
Ethena: Stablecoin Velocity Accelerates with Market Momentum
Layer 1
TRON Quarterly Report - Q2 2025
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