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Rules and strategies of a protocol
The path to and impact of MEV-Burn on Ethereum
Sep 29
7
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Rules and strategies of a protocol
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Is it insane to speculate on Friend.Tech keys?
Data driven dives into big ideas in crypto to confirm or dispel narratives. Mostly Ethereum on-chain analytics; bitcoin where ethereum data is lacking.
Sep 16
3
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Is it insane to speculate on Friend.Tech keys?
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May 2023
Addendum: Endgame Perils of Restaking
Clarifying some details from Endgame Perils of Restaking.
May 9
12
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Addendum: Endgame Perils of Restaking
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April 2023
Endgame Perils of Restaking
Fear not that restaking protocols might fail, but that they could succeed.
Apr 6
29
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Endgame Perils of Restaking
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February 2023
The impact of inscriptions on Bitcoin's fee market
Inscriptions are currently experiencing a gold rush, with tens of thousands of people darting into the space in an attempt to get in early.
Feb 15
21
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The impact of inscriptions on Bitcoin's fee market
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Partial withdrawals after the Shanghai fork
Modelling the distribution of rewards by validator cohort.
Feb 5
28
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Partial withdrawals after the Shanghai fork
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January 2023
Blockspace Competition and Inclusion Times
How temporal competition and long-tails skew block inclusion times.
Jan 15
7
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Blockspace Competition and Inclusion Times
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The Year in Blockspace Demand
What blockchains did people use in 2022? And what did they use them for?
Jan 2
24
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The Year in Blockspace Demand
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November 2022
The Merge and crypto's electricity consumption
How much energy use did Ethereum's transition to proof-of-stake really reduce
Nov 13, 2022
11
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The Merge and crypto's electricity consumption
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September 2022
Staking yield and ratios
Commentary on the concept of staked ether as The Internet Bond
Sep 16, 2022
27
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Staking yield and ratios
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2
Charting Ethereum into The Merge
Data driven dives into big ideas in crypto to confirm or dispel narratives. Mostly Ethereum on-chain analytics; bitcoin where ethereum data is lacking.
Sep 1, 2022
13
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Charting Ethereum into The Merge
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June 2022
The state of bitcoin transaction fees
(Part 1) How are miners handling the bear market and how is miner revenue from transaction fees comparing to expectations derived from past cycles?
Jun 29, 2022
20
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The state of bitcoin transaction fees
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