In episode 3 of The Signal, Michael and Oskari take a deep dive into the onchain data landscape. They discuss various metrics and data points crucial for analyzing market cycles, comparing blockchain and dApps, and assessing the health and growth of crypto. They cover tools and platforms for accessing and interpreting onchain data, such as Token Terminal, Glassnode, Dune, and others.
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Timestamps and topics covered:
00:00 Intro
01:04 Market updates & ETF flows
10:09 Exploring web3 data, its impact, and differences to web2 data
12:52 Deep dive into onchain data: Understanding the basics
25:45 The landscape of web3 data providers
35:34 Standardizing metrics for blockchains & dApps
39:59 Onchain data as a competitive edge
46:21 Institutional interest in crypto
46:32 Onchain data's impact on equity analysis and traditional finance
53:54 Overview of Mike's favorite metrics and charts (ALPHA)
01:09:11 Preview of next week's episode on Circle
We hope you enjoy the episode!
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