Matías is a Cryptoasset Research Analyst at Coin Metrics, where he contributes to the State of the Network newsletter with network and market data insights, as well as long-form original research. Prior to joining Coin Metrics he worked in deal advisory in Peru and studied data analytics at Boston University.
Circle’s Silver Lining: Unpacking USDC’s Supply Drop in an Era of Rising Rates
In this issue of State of the Network, we set out to analyze USDC's supply loss and its impact on Circle. We segment the current USDC supply into various categories to pinpoint where the attrition is most pronounced. The pressing question remains: Does this supply contraction warrant concern?
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Reviewing Ethereum’s Shapella Upgrade
In this week’s State of the Network, we analyze the network impacts and economic ramifications of the Shapella upgrade through the [...]
The Shanghai Redemption: Ethereum’s Latest Upgrade
In this issue of the State of The Network, we will be covering the Ethereum “Shapella” upgrade, the latest milestone in the ongoing [...]
State of the Network’s Q1 2023 Wrap-Up
In this special edition of State of the Network, we take a data-driven look at the most important events that impacted [...]
An Introduction to Liquid Staking
In this issue of State of the Network, we discuss the need for liquid staking — which allows users to [...]
FDIC Takeover of Silicon Valley Bank: Assessing the Impact on Stablecoins
Silicon Valley Bank (SIVB) was taken over by the FDIC on Friday morning following a bank run that drained their [...]
Decoding Crypto Pricing: Insights for Institutional Investors
In this report, we aim to compare and contrast Coin Metrics’ two independent pricing methodologies, elucidate their underlying accounting rationale, [...]
Decoding Crypto Pricing
A price is one of the most basic data points of any functioning, active market. Digital assets are traded around [...]
Dancing with the Regulator: Stablecoin Data in the Wake of New Regulatory Action
In this State of the Network, we examine stablecoin data following the recent regulatory developments surrounding the Binance USD (BUSD) [...]
No Ordinary Number: Exploring Bitcoin Ordinal NFTs
In this State of the Network, we dig into the data behind an emergent use case for Bitcoin blockspace.