NC Analytics

Tired of reading individual Web3 fashion case studies? This is the only report you'll need to understand how traditional fashion brands are entering Web3👇 🎽 Identified 40+ Web2 fashion brands actively adopting NFTs 🏬 Identified 40+ Web2 fashion brands actively adopting NFTs 🔄 Comparison between Web2.5 and Web3 NFTs 📊 Data on consumer preferences for fashion NFTs 🔮 Insights into the future of fashion NFTs 📑 Google Sheets containing data on Web3 projects by Web2 brands, including dates, overviews, and NFT categories (for premium Naked Collector newsletter subscribers) Gucci Kering LVMH Nike adidas PUMA Group #trendwatching  #web3 #nft #metaverse  #innovation #business #future #tech #crypto #Web3 #branding #marketing #Web3Fashion #DigitalFashion #NFTFashion #BlockchainFashion #Web3Innovation #CryptoFashion #fashiontech #technews

Crypto VCs, take note 📊 New research on the relationship between TVL and token prices reveals surprising insights: Key findings: 1. Chain maturity impact: Established chains show stronger TVL-price correlation (e.g., Ethereum shows most stable relationship) 2. TVL paradox: - Mainstream L1s: Higher TVL reliably predicts higher token prices - Emerging L1s: TVL-price relationship breaks down, suggesting speculation dominates This challenges conventional wisdom about TVL as a universal valuation metric. Data sources: The Naked Collector, Yahoo Finance Dive deeper here: https://lnkd.in/dy-Cnz-Y h/t: Kyle Samani, Keone Hon, Mason Nystrom, Dan Morehead, Chris Dixon, Saeed H., Danilo S. Carlucci, Borislav Hrinchev

Crypto VCs, take note 📊 New research on the relationship between venture funding and token price performance reveals surprising insights: Key findings: 1. Launch timing impact: Later launch dates correlate with lower token price appreciation 2. Funding paradox: - Including Solana: Larger venture rounds = better token performance - Excluding Solana: Larger venture rounds = worse token performance This challenges conventional wisdom about venture funding in crypto markets. Data sources: The Naked Collector, CryptoRank Dive deeper here: https://lnkd.in/dy-Cnz-Y h/t: Kyle Samani, Keone Hon, Mo S., Anatoly Yakovenko Mason Nystrom, Dan Morehead, Saurabh Sharma

With $1B+ invested in "Solana Killers," how long until they actually catch up to Solana's metrics? 🤔 After analyzing thousands of data points, I uncovered some fascinating truths about the L1 landscape. Key questions I answer: 📈 Is growing TVL linked to token price appreciation? 📊 Why are pre-launch chains (Monad, Berachain) getting more dApp funding than launched ones (Aptos, Sei)? 💰 Does MORE venture funding actually predict WORSE token performance? ⏱️ Why does venture raise timing matter more than amount for future growth? 🌐 How are Monad & Berachain revolutionizing community building vs traditional VC approaches? 📱 Can any new L1's growth trajectory match Solana's early metrics? ⚡ When Firedancer promises 1M TPS - what happens to other L1s? 🔄 What are the distinct competitive edges of each new L1? The answers were surprising. Full research: https://lnkd.in/dy-Cnz-Y Contact: https://nakedcollector.xyz h/t Chris Dixon, Keone Hon, Vance Spencer, Haseeb Qureshi, Kyle Samani, Evan Cheng, Santiago R. #Blockchain #Solana #Layer1 #CryptoResearch

Whale Net Flow for Memecoins on November 5th: - Total $4.76M million net outflow - Largest net inflow: $SPX (+$107K) - Largest net outflow: $PNUT (-$1.25M) h/t Joe McCann, Zion Thomas

📊 The Next Wave of Blockchain Performance: A Strategic Analysis After analyzing performance data across emerging Layer 1 blockchains, we've uncovered 3 critical insights senior technology leaders should consider: 1. Block times is the New Speed - Legacy chains: 12+ minutes - Current gen: 30 seconds - Next gen: <1 second Key insight: TPS (transactions per second) is no longer the defining metric. 2. The Performance-Adoption Paradox Our analysis reveals an unexpected trend: - Higher transaction speeds ≠ Higher adoption - Base blockchain achieved 5x more adoption despite 22 competitors having superior TPS 3. Market Implications We're seeing three distinct strategies emerge: - Pure performance plays (Sei, Aptos) - Community-first approaches (Monad, Berachain) - Hybrid models (Sui) The $100B Question: Which approach will capture the next wave of institutional capital? Our perspective: The winners will be those who solve for user experience first, technical performance second. 💡 Key Questions for Leaders: - Is your blockchain strategy optimized for the right metrics? - How are you balancing technical capabilities vs. user experience? - What's your position on the emerging L1 landscape? For a deeper analysis of the next generation blockchain landscape, see our full report: https://lnkd.in/dy-Cnz-Y #DigitalStrategy #BlockchainInnovation #FutureOfTech #ConsultingInsights

🚨 A 15x bet hiding in plain sight Looking at historical L1 blockchain venture funding data, something fascinating emerges: This chart plots every major L1's funding vs performance: → Most $300M+ raises (Sui, Aptos): Struggling → Mid-sized raises ($50-150M): Mixed results → Solana: The 15,000% outlier But here's where it gets interesting... Two upcoming L1s positioned perfectly: - Berachain ($150M raised) - Monad ($300M raised) Why these amounts matter: 1. Below the "death zone" of over-funded L1s 2. Enough runway for serious development 3. Sweet spot for community incentives The numbers backing this up: - 468K Discord members (Berachain) - 373K community members (Monad) - More dApp funding than launched competitors Historical data suggests they've found the funding Goldilocks zone: Not too much. Not too little. Just right. Watch this space. The pattern is clear. Read the full report 👉 https://lnkd.in/dy-Cnz-Y Data: The Naked Collector, CryptoRank, Yahoo Finance h/t: Berachain, Monad Labs, Sui Foundation, Sei Network, Aptos Foundation #Crypto #VentureCapital #Blockchain

Dangerous myth in crypto: "More funding = Better performance" 🚫 Looking at new L1 data: - Sui: $500M+ raised (2021 bull) - Aptos: $350M+ (early 2022) - Sei: $100M+ (post-crash) Plot twist: Larger rounds correlate with WORSE price performance (excluding Solana outlier). Key findings: - Earlier launches → Better performance - Smaller raises → Better token price - Community > Capital For more insights like this read the full deep dive: https://lnkd.in/dy-Cnz-Y Data The Naked Collector,CryptoRank h/t Sui Foundation, Solana Labs, Aptos Foundation, Sei Network #Crypto #VentureCapital #Blockchain

"New L1s can't match Solana's growth" The data tells a different story 📈 Analyzing the first 500 days post-launch: → Sui's active addresses: 1.1M → Solana at same stage: 800K But context matters: 1. Overall crypto adoption is at ATH 2. Solana did this in bear market 3. Long-term retention is key TL;DR: Initial growth isn't everything. Watch user retention. Data from The Naked Collector and Artemis. h/t Solana Foundation, Sui Foundation, Solana Labs #Blockchain #CryptoAnalytics #Solana

5 myths about blockchain adoption - BUSTED 🚀 After analyzing 200+ blockchain projects and $2B+ in funding, here's what nobody's talking about: 1. "Better tech wins" ❌ False Base launched slower chain than 22 other chains... Yet achieved higher adoption than all of them 2. "EVM compatibility is crucial" ❌ False Non-EVM chains show 3x more active wallets Solana proves users follow compelling apps, not tech 3. "Funding determines success" ❌ False Data shows NEGATIVE correlation between funding size and market performance (excluding Solana) 4. "Institutions drive adoption" ❌ False Community-first chains seeing 6x higher engagement than institutional-backed ones 5. "You need to launch first" ❌ False Pre-launch chains Monad & Berachain securing more dApp funding than launched competitors The future belongs to chains that build cultures, not just code. To understand fully, read the full deep dive here: https://lnkd.in/dy-Cnz-Y #Crypto #Innovation #Technology #blockchain #solana #layer1s