The Decentralized Data Revolution is Here.
Explore our research and insights on the protocols and assets building the data infrastructure for Web3.
Download Our Sector Overview
Mapping the Decentralized Data Stack
Navigate the complex landscape of the decentralized data economy with our comprehensive market cartography.
Layer 1: Storage
Decentralized solutions for data persistence and availability, critical for Web3 infrastructure. Projects include Filecoin, Arweave, and Sia.
Layer 2: Indexing & Querying
Protocols enabling efficient access and organization of blockchain data. Key players are The Graph and Covalent.
Layer 3: Data Marketplaces
Platforms for discovery, exchange, and monetization of data in a trustless environment. Ocean Protocol leads in this domain.
Layer 4: Confidential Compute
Protecting data privacy during computation, a crucial step for enterprise and sensitive data applications. Exemplified by Phala Network and Oasis.
Our Research & Analysis
Sonic Labs delivers in-depth reports and valuation models specifically tailored for data-centric crypto assets.
The Case for Decentralized Storage: A Valuation Deep-Dive on FIL vs. AR.
An essential read for understanding the competitive landscape and investment potential of Filecoin and Arweave.
Read More
Indexing the Future: How The Graph (GRT) is Becoming a Core Web3 Utility.
A detailed analysis of The Graph's role in the Web3 stack and its long-term investment implications.
Read More
Investment Thesis: The Rise of Data DAOs and On-Chain Data Monetization.
Explore the emerging paradigm of data ownership and monetization through Decentralized Autonomous Organizations.
Read MoreExpert Insights from Our Austin Team
"The battle for decentralized data will be a defining theme of the next decade. We're focused on identifying the long-term winners and providing clarity in a rapidly evolving sector."
Mark Johnson leads our dedicated Web3 research division, bringing over a decade of experience in financial technology and emerging digital markets. His team in Austin specializes in deep-dive analysis of decentralized protocols, token economics, and strategic investment opportunities within the data economy.