Introducing The Post Web Thesis: Chapter 1 of 4

Chapter 1: The Web is Disappearing Introducing our latest thesis: The Post Web, co-authored with Jasper De Maere, our Head of Research. Today, we launch the first of four chapters exploring what lies beyond Web3, diving into each layer of this paradigm shift and a world where machines and autonomous agents act on our behalf.  […]

Token Gravity: M&A In Web3

This article was written by Matthew Dawson, Dimitrios Chatziagnoustou, and Jamie Burke. The Concept of Token Gravity In the rapidly evolving landscape of blockchain and cryptocurrencies, a powerful new force is emerging: Token Gravity. Originally conceptualised by Outlier Ventures in 2017, Token Gravity is becoming increasingly relevant as the blockchain landscape matures. What began as […]

Token Trendlines #2: Bitcoin Halving. The Four Year Cycle Is Dead

Four months after the Bitcoin halving, we’re witnessing the worst price performance following any halving to date. In this piece, we explain why the halving no longer has a fundamental impact on the price of BTC and other digital assets, with the last time it had dating back to 2016. It’s time for founders and […]

Token Trendlines #1 – Fundraising Deep Dive

Since March 2024, the cryptocurrency market has seen a correction, with altcoins down >50% from peak. While the state of liquid tokens is obvious, the impact is less clear for private deals and token launches. By looking at over 2,000 deals across traditional and token sales, we found that early-stage activity and ticket sizes ($M) […]

Blockchain Development Trends Q2 2020/21

Blockchain Development Trends Report Q2 2021

In the blockchain development trends report, we analyze critical projects and protocols of the Web3 ecosystem. We identify trends such as rising commit levels, consistent commit levels, a rising number of core developers, and other related areas of development activity. In the process of conducting our research, we analyzed 4,831 individual repositories, 1,246,318 code commits, […]