Lucas is the Head of R&D at Coin Metrics.
Exploring Supply Transparency
Coin Metrics and Swiss firm Bitcoin Suisse have collaborated to bring their expertise in crypto analytics and market insight to explore token supply transparency and its impact on liquidity. Utilizing the unique transparency of public blockchains, this collaboration offers unparalleled insights into real-time fund flows and supply dynamics in the [...]
Recent
From East to West: the Global Pulse of Stablecoin Transactions
In this report, we share a new data-driven approach to estimate the geographical preference around stablecoins.
DeFi’s Double-Edged Sword
The 2022 collapse of FTX—a centralized crypto exchange, has highlighted the promise of Decentralized Finance (DeFi) platforms due to their [...]
DeFi’s Double-Edged Sword (Preview)
In our new special insights report, we zoom into DeFi lending markets to illuminate their unique features and risks, particularly [...]
Decoding the Digital Dollar
Stablecoins have quickly grown from a nascent segment of the digital assets ecosystem to a $100 billion+ market. Stablecoins already [...]
Decoding the Digital Dollar (Preview)
Last week, the U.S. House Committee on Financial Services convened to discuss proposed legislation, including H.R. 4766, or the "Clarity for [...]
The Signal & The Nonce
This paper introduces a methodology for determining the market share of every major Bitcoin mining machine, or ASIC, by analyzing [...]
No Ordinary Number: Exploring Bitcoin Ordinal NFTs
In this State of the Network, we dig into the data behind an emergent use case for Bitcoin blockspace.
Using On-Chain Data to Investigate the Fall of FTX
In a shocking turn of events, FTX suffered an unexpected downfall. In this State of the Network issue, we use on-chain data [...]
Monitoring DeFi Biggest Risk
This report covers one of the biggest risks in DeFi — the rise of a new development paradigm that introduces [...]