All right, welcome back to another Crypto Daily 3 at 3.

So today we have something a little bit different, something fun for the Friday.

So I noticed that over the last two weeks, two different great research firms in Delphi Digital and Circle Research have put out their quarter two data recaps.

And for those of you haven't seen

them before, these are incredibly well-research, comprehensive, kind of trend analysis,

price analysis, just a huge amount of really good information that comes out quarterly, obviously.

And so between that and just the regular now weekly email newsletters from

coin metrics, I thought it would be fun to actually dig in and sort of do a tail of the tape

for last quarter. And so I guess just one caveat before we dive in. So I'm not a data guy. I'm a

narrative person. So I think in terms of kind of sentiment and feeling

and gut level acuity and things like that.

But because of that, I actually appreciate data even more

because I always want to understand,

does the data support the narratives that I'm seeing?

Does it suggest that I'm looking at things the wrong way?

So I love staying close with what really good data teams are doing. So that's kind of the precedent.

This is not my analysis. This is me curating and sharing what I've seen, but it largely kind

reflects, I think, what I've seen from a more narrative perspective as well. So let's dive in.

So let's start with what I think everyone always wants to think about or hear about first,

which is just performance, right?

Price performance over the last quarter.

What's been the story?

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