Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Crypto

<ul><li>Solana is a high-performance blockchain platform that is designed to host decentralized, scalable applications.</li><li>It can process thousands of transactions per second, significantly more than many other blockchains, including Bitcoin or Ethereum (though Ethereum 2.0 aims to improve its scalability).</li><li>This high throughput makes it suitable for applications that require rapid processing, such as decentralized finance (DeFi) platforms, non-fungible token (NFT) marketplaces, and gaming.</li></ul>

Solana is a high-performance blockchain platform that is designed to host decentralized, scalable applications.It can process thousands of transactions per second, significantly more than many other blockchains, including Bitcoin or Ethereum (though Ethereum 2.0 aims to improve its scalability).This high throughput makes it suitable for applications that require rapid processing, such as decentralized finance (DeFi) platforms, non-fungible token (NFT) marketplaces, and gaming.

Tech Talk: Solana DeFi Chain What? Why? And How Big?

Institutional-Grade Analysis, In-depth Insights, Animoca Brands Research

Animoca Brands Research

Institutional-Grade Analysis, In-depth Insights

Animoca Brands Corporation Ltd. is a Hong Kong-based game software company and venture capital company

<ul><li>Large unlocks (over 1% of circulating supply) significantly impact prices, mainly concentrated in the week before and after the unlock. A 1% token unlock triggers, on average, a 0.3% price drop over the week preceding the unlock and another 0.3% drop over the week following the unlock.</li><li>The strongest price effects occur two days before the unlock and on the third and fourth days after the unlock. Interestingly, the actual unlock day and the day after show little price impact.</li><li>The similar magnitude of price drops before and after the unlock suggests that market anticipation is just as influential as the actual selling pressure.</li></ul>

Large unlocks (over 1% of circulating supply) significantly impact prices, mainly concentrated in the week before and after the unlock. A 1% token unlock triggers, on average, a 0.3% price drop over the week preceding the unlock and another 0.3% drop over the week following the unlock.The strongest price effects occur two days before the unlock and on the third and fourth days after the unlock. Interestingly, the actual unlock day and the day after show little price impact.The similar magnitude of price drops before and after the unlock suggests that market anticipation is just as influential as the actual selling pressure.

The Impact of Token Unlock Events on Cryptocurrency Prices: An Empirical Analysis

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

<ul><li>Austin from Solana tweeted about Solana's new network extensions</li><li>Kyle Samani discussed how Solana rollups will differ from Ethereum's</li><li>Prasad observed developments in Solana rollups, including SVM separation and new apps like Magic Block and Spicenet.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Austin from Solana tweeted about Solana's new network extensionsKyle Samani discussed how Solana rollups will differ from Ethereum'sPrasad observed developments in Solana rollups, including SVM separation and new apps like Magic Block and Spicenet.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Prasad Mahadik: Is Solana Going Modular?

Senior Cryptocurrency Analyst, Steno Research

Mads Eberhardt

Senior Cryptocurrency Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago.</li><li>As we have emphasized repeatedly in recent weeks, we continue to anticipate a gradual yet steady recovery of the crypto market, with prices to return to their pre-crash levels over the next month.</li><li>Now, let us dive into this week’s top news.</li></ul>

Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago.As we have emphasized repeatedly in recent weeks, we continue to anticipate a gradual yet steady recovery of the crypto market, with prices to return to their pre-crash levels over the next month.Now, let us dive into this week’s top news.

Crypto Crisp: Where Are the Memecoins? Solana Asks

Credit/Macro/Crypto Analyst, Former Credit/MA PM

Rose Choy

<ul>
<li>On Nov 3, it was leaked that Alameda seemed to have a weaker than expected balance sheet with $7.6 bn of loans and a relatively illiquid portfolio of assets.</li>
<li>Alameda, a large proprietary crypto trading firm, did not officially comment but its CEO Caroline stated on Twitter that most of the loans were repaid. </li>
<li>The potential linkages between Alameda and FTX, a large crytpo exchange, both controlled by Sam Bankman-Fried, are of utmost concern and has riled the crytpo market.</li>
</ul>


On Nov 3, it was leaked that Alameda seemed to have a weaker than expected balance sheet with $7.6 bn of loans and a relatively illiquid portfolio of assets.
Alameda, a large proprietary crypto trading firm, did not officially comment but its CEO Caroline stated on Twitter that most of the loans were repaid. 
The potential linkages between Alameda and FTX, a large crytpo exchange, both controlled by Sam Bankman-Fried, are of utmost concern and has riled the crytpo market.


FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

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Solana (SOL CURNCY)

Tech Talk: Solana DeFi Chain What? Why? And How Big?

This high throughput makes it suitable for applications that require rapid processing, such as decentralized finance (DeFi) platforms, non-fungible...

Water Tower Research

The Impact of Token Unlock Events on Cryptocurrency Prices: An Empirical Analysis

Large unlocks (over 1% of circulating supply) significantly impact prices, mainly concentrated in the week before and after the unlock. A 1% token...

Animoca Brands Research

Prasad Mahadik: Is Solana Going Modular?

The podcast explores the introduction of new Solana network extensions, compared to Ethereum roll ups, and the growing interest and potential...

The Delphi Podcast

Crypto Crisp: Where Are the Memecoins? Solana Asks

Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago. As we have emphasized repeatedly in...

Steno Research

FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

Alameda Research's leaked balance sheet seems to be weaker than expected. The linkages between FTX and Alameda is now under the microscope as...

Rose Choy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Talk: Solana DeFi Chain What? Why? And How Big?

This high throughput makes it suitable for applications that require rapid processing, such as decentralized finance (DeFi) platforms, non-fungible...

Water Tower Research

The Impact of Token Unlock Events on Cryptocurrency Prices: An Empirical Analysis

Large unlocks (over 1% of circulating supply) significantly impact prices, mainly concentrated in the week before and after the unlock. A 1% token...

Animoca Brands Research

Prasad Mahadik: Is Solana Going Modular?

The podcast explores the introduction of new Solana network extensions, compared to Ethereum roll ups, and the growing interest and potential...

The Delphi Podcast

Crypto Crisp: Where Are the Memecoins? Solana Asks

Over the weekend, both Bitcoin and Ethereum reached their highest levels since the crash three weeks ago. As we have emphasized repeatedly in...

Steno Research

FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

Alameda Research's leaked balance sheet seems to be weaker than expected. The linkages between FTX and Alameda is now under the microscope as...

Rose Choy

Prasad Mahadik: Is Solana Going Modular?