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Identity

Coverage on web3 domains & identity products & services such as ENS, Bondida, wallets, etc.

Token EconomicsEthereum DeFiAlternative L1'sLayer 2State of the UnionOnchain Data UpdatesThesis ReportsPodcastThe Watch ListSolanaValuation FrameworksReal World AssetsEthereumHiddenTDR ProMemecoinsMarkets CommentarySolana DeFiInvestment MemosDeFiIdentityBlockchain EducationPortfolio AlertsDePINRegulation & PolicymakingNFTsCycle Awareness UpdatesStablecoinsBitcoinQuarterly Reports
Layer 2Layer 2
+3+3
World Chain: Onchain Data Deep Dive
Nov 07, 2025

World Chain: Onchain Data Deep Dive

+ introducing "The Watch List"

Michael Nadeau
Michael Nadeau
EthereumEthereum
+1+1
Worldcoin Memo
May 30, 2025

Worldcoin Memo

Why you should pay attention to controversial projects

Michael Nadeau
Michael Nadeau
PodcastPodcast
+3+3
Episode 13: Why is everyone so bullish on tokenized real world assets?
Feb 09, 2024

Episode 13: Why is everyone so bullish on tokenized real world assets?

Bonus coverage on web3 social and the Go Daddy x ENS integration

Michael Nadeau
Michael Nadeau
Thesis ReportsThesis Reports
+3+3
Web3 Domains
Mar 13, 2023

Web3 Domains

And a deep dive on Ethereum Name Service

Michael Nadeau
Michael Nadeau
Industry-leading research, market insights, and onchain data.

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