data science
9 Posts
By Jack Melnick / October 20, 2022
Jack Melnick, VP of The Tie Research, is joined by Aaron Collett (Senior Credit Manager, Goldfinch), Colin Cunningham (Head of Business Development, Centrifuge), and Quinn Thompson, Head of Growth, Maple Finance where they discuss the opportunities to move money on-chain with Real World Assets. (Recorded 10/19/22) The information contained in this webinar is for informational […]
By Vaish Puri / September 09, 2022
It is often said that innovative products get built in bear markets. This summer was a far cry from 2017’s “DeFi Summer”, but major developments in the layer 2 front were made. One such advancement came from the popular optimistic rollup Abritrum. Last week, Arbitrum deployed their second generation optimistic rollup, Arbitrum Nitro. Nitro supplies […]
By Chí Phan / August 09, 2022
When discussing and analyzing project tokenomics, investors tend to focus on three main areas: – Token distribution & allocation– Token utility – Token supply and unlock schedule Although these three factors are undoubtedly critical, understanding the fundamental characteristics of both tokenizing […]
By Jack Melnick / August 03, 2022
Over the past few weeks, vote-escrow (or ve) tokens have seen an outsized move in both discussion and price. Through the Coins Profile on SigDev, I was able to quickly pinpoint and evaluate the events that caused spikes. The Coins Profile is a new product we just rolled out that gives users a comprehensive overview […]
By Jackson Moss / January 10, 2022
Who should you be following on Twitter? Whether you’re an aspiring degen who is just getting started or a seasoned vet who has survived many ruggings, your Twitter feed is an important component to what you know and when you know it. In crypto, Twitter is essential. We all know this. The platform has become […]
By Jackson Moss / January 04, 2022
Introduction: Asset prices matter To a rational value investor, the prices immediately before and immediately after a 3:1 stock split are immaterial. The fact that the stock now trades at $20 instead of $60 does not change the market capitalization of the underlying business unit. It also does not alter the underlying’s ability to generate […]
Crypto Correlations: Diversification Benefits of Bitcoin and a Quantitative Review of Within-Crypto Correlations
By Jackson Moss / April 30, 2021
Importance of Asset Correlations Many investors subscribe to Modern portfolio theory (MPT). MPT provides a model for how risk-averse investors can construct portfolios that maximize risk-adjusted returns (Sharpe ratio). It’s a widely known approach that characterizes the investment decisions of some of the largest asset managers. Roughly, the goal is to have a high Sharpe […]
By Erik Saberski / February 11, 2021
The research below is an excerpt from our Q3 Quarterly Report in partnership with eToro! Read the full report here: The TIE & eToro Q3 Quarterly Report What Actually Moves the Prices of Cryptocurrencies? On July 11, 2019, Donald Trump tweeted, “I am not a fan of Bitcoin and other Cryptocurrencies, which are not money, and […]
By Erik Saberski / February 05, 2021
Ever wonder if developer activity drives cryptocurrency price? We explored if there are any trade-able insights to be gained from GitHub commits.