Digital Asset Macro Environment: Q3’22 Update

November 28, 2022, 9:01AM EST • 1 min read Join The Block Research for exclusive research like this Gain access to this research piece and 100s of others, including ecosystem maps, company profiles, a...

Analysis of Riot Blockchain’s Q3’22 Earnings

November 8, 2022, 5:06PM EST • 2 min read Quick Take Reported earnings November 7, 2022 and closed at $5.75 per share  Mining cost as a percentage of sales doubled increased from 39.0% to 66.5% QoQ Ag...

Analysis of Robinhood’s Q3’22 Earnings

November 4, 2022, 9:18PM EDT • 4 min read Quick Take On November 2, 2022, Robinhood reported Q3’22 earnings  Launched Robinhood Wallet, their self-custody Web 3 wallet to the first 10,000 customers of...

Analysis of PayPal’s Q3’22 Earnings

November 4, 2022, 3:42PM EDT • 2 min read Quick Take November 3, 2022, PayPal reported Q3’22 earnings  Currently trades at $73.99 / share, a 67.7% decline in the last twelve months  Increasing digital...

Summarizing the Denial of Celsius’ Key Employee Retention Program Motion

November 3, 2022, 11:18AM EDT • 2 min read Quick Take New York judge denies troubled crypto lender Celsius’s KERP Motion Celsius also filed a motion to seal and redact key details of the KERP These co...

Crypto Private Markets: Q3 Overview

October 21, 2022, 10:56AM EDT • 1 min read Join The Block Research for exclusive research like this Gain access to this research piece and 100s of others, including ecosystem maps, company profiles, a...

Fintech layoffs mount as October marks 6 months of crypto downturn

After the Terra-Luna collapse sent crypto prices tumbling in May, many firms trimmed substantial parts of their workforce to stabilize their businesses.   In June, for example, Coinbase laid off aroun...

Analysis of Signature Bank’s Q3’22 Earnings

October 19, 2022, 10:27AM EDT • 3 min read Quick Take Signature Bank announced earnings on October 18, 2022  Closed today’s trading +2.8% in 1-day intra-day trading at $157.29 per share  Reported $358...

Reviewing Markets Post Ethereum Merge

September 22, 2022, 1:47PM EDT • 3 min read Quick take Ethereum’s transition to proof-of-stake consensus was largely uneventful from a technical perspective with no major issues materializing during t...

Analysis of Alameda Research’s $200mm Loan Repayment to Voyager Digital

September 20, 2022, 8:49PM EDT • 2 min read Quick Take Alameda to return ~$200mm of BTC and ETH to Voyager Digital  Repayment must be completed by September 30, 2022 per filings Failure to repay by 5:...

Commentary of Robinhood’s Barclays Financial Services Conference Update

September 16, 2022, 2:46PM EDT • 3 min read Quick Take On September 13, 2022, Robinhood ($HOOD) presented at Barclay’s Financial Services Conference  This is a summary of their Q&A panel with Robi...

Commentary on Riot Blockchain’s Q2’22 Earnings

September 8, 2022, 11:03AM EDT • 4 min read Quick Take Reported Q2’22 earnings on August 15, 2022 after filing a delayed filing notification due to goodwill impairments, market turmoil and macro facto...

Analysis of Judge’s Approval for Voyager Digital’s Key Employee Retention Awards

August 28, 2022, 2:04PM EDT • 2 min read Quick Take Voyager Digital bankruptcy court judge rules in favor of $1.6mm compensation package to 34 employees  Revised figures from initial filing for ~$1.9m...

Commentary on Bakkt’s Q2’22 Earnings

August 25, 2022, 4:20PM EDT • 3 min read Quick Take Digital asset infrastructure provider Bakkt Holdings announced earnings August 11, 2022  Shares traded up +3.5% to $3.27 at August 11 market close a...

Modular Blockchains & a Rollup-centric Ethereum

August 25, 2022, 1:40PM EDT • 1 min read Join The Block Research for exclusive research like this Gain access to this research piece and 100s of others, including ecosystem maps, company profiles, and...

Analysis of Tiger Global’s 13-F Filing

August 24, 2022, 5:16PM EDT • 2 min read Quick Take This report will focus on Tiger Global Management’s recent 13-F Public Filings  Tiger Global sheds technology holdings amidst shaky YTD performance ...

Analysis of Galaxy Digital’s $1.2bn Acquisition of BitGo

August 16, 2022, 1:23PM EDT • 3 min read Quick Take This is part of The Block Research’s Market Commentary series Galaxy Digital’s $1.2bn acquisition of BitGo has been called off with Galaxy Digital c...

August Research and Analysis Report

August 4, 2022, 2:05PM EDT • 1 min read Join The Block Research for exclusive research like this Gain access to this research piece and 100s of others, including ecosystem maps, company profiles, and ...

Commentary on Robinhood’s Q2’22 Earnings

August 4, 2022, 11:45AM EDT • 6 min read Quick Take Vlad Tenev, Robinhood Co-founder & CEO, affirms no desire to sell the business Announced ~23% headcount reduction amidst declining share price a...

Digital Asset Macro Environment | Q2’22 Update

July 29, 2022, 1:06PM EDT • 1 min read Quick Take Update on Q1’22 Digital Asset Macro Environment(1) Analysis and impact of current inflation market Wall Street remains bullish long term on public dig...

Current State of Bitcoin Mining

July 25, 2022, 2:04PM EDT • 1 min read Join The Block Research for exclusive research like this Gain access to this research piece and 100s of others, including ecosystem maps, company profiles, and t...

Voyager Digital Chapter 11: Analyzing FTX’s Proposal

July 25, 2022, 1:06PM EDT • 3 min read Quick Take FTX Trading, West Realm Shires and Alameda partnering together to purchase Voyager’s digital assets and digital asset loans Offer excludes all loans i...

Commentary on Tesla’s Sale of Digital Assets

July 20, 2022, 8:59PM EDT • 2 min read Quick Take Today Tesla announced it had sold off ~83% of its digital assets Elon Musk cited the COVID shutdowns in China as the catalyst behind the sale Tesla cl...

Silvergate Q2’22 Earnings Update

July 20, 2022, 3:35PM EDT • 3 min read Quick Take Market intelligence series includes our latest on Celsius, Voyager and BlockFi Silvergate Capital closed at $79.60 per share, reflecting a +22.4% rall...

Silvergate Capital Pre Q2’22 Earnings Analysis

July 13, 2022, 4:58PM EDT • 2 min read Quick Take  This is part of The Block Research’s Market Commentary series Secondary and third order effects of the LUNA/UST collapse and subsequent liquidations ...