This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Happy Monday, and hope you all had a merry Christmas! We’re back with updates on recent crypto performance as we move into the New Year. Gold led traditional benchmarks higher this week while BTC slipped nearly 1%, diverging from the broader risk-on…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. It’s been a slow week with Christmas, and traditional markets were closed yesterday. BTC slipped slightly (-0.4%) on muted volumes across the board, reflecting the broader holiday lull. With price action quiet, it’s a good moment to step back, reflect on 2025,…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Maple (SYRUP) is up 26% over the past week, outperforming all other money markets in our lending index. Alongside Sky, it is the only asset in the index with a positive year-to-date performance, and by a broad margin, up 112% vs. Sky’s…
This is a segment from The Breakdown newsletter. To read full editions, subscribe. “There’s a belief that the world’s GDP is somehow limited at $100 trillion. AI is going to cause that $100 trillion to become $500 trillion.” — Jensen Huang In 1901, US Steel became the first $1 billion company — “an almost unthinkable…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Today’s coverage takes stock of where capital actually went as we move through the end of the year. First, we start with index readings that show a continued rotation into large, proven crypto infrastructure while speculative sectors continue to unwind. Then we…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. Crypto and risk assets continue to show weakness heading into year-end, not adding to the holiday spirit. Risk assets are in search of a floor, driven by fundamental flows supported by ETFs or protocol buybacks. Indices This week closes out with continued…
This is a segment from The Breakdown newsletter. To read full editions, subscribe. “I don’t get it. I still don’t get it.”— Tom Hanks, Big At a holiday dinner last night, I was asked to explain crypto to someone who is so new to the topic they had not previously heard of Ethereum. I did…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. This Wednesday, BTC outpaced stocks as launchpads rose. More importantly, this week’s update highlights a clear structural shift in how crypto markets are being distributed. We also take a look at M&A and fundraising over the past year, and note the drastic…