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Research

In-depth analysis and insights on the crypto ecosystem

ISSUE

Collector Crypt Has No Collectors

Investment·Issue

Collector Crypt Has No Collectors

· Jun 17, 2026

Ethena Interview: What’s Next for USDe and ENA?

Investment·Issue

Ethena Interview: What’s Next for USDe and ENA?

· Jun 10, 2026

Is MSTR-STRC The Next LUNA-UST?

Investment·Issue

Is MSTR-STRC The Next LUNA-UST?

· Jun 4, 2026

I Don’t Buy the ZEC Thesis

Investment·Issue

I Don’t Buy the ZEC Thesis

· May 14, 2026

CRCL is Still Expensive

Investment·Issue

CRCL is Still Expensive

· Mar 27, 2026

SDEV Bought $76M of SKY. Here's How I'd Underwrite It

Investment·Issue

SDEV Bought $76M of SKY. Here's How I'd Underwrite It

· Mar 26, 2026

Buyback, Fee Switch, or Reinvest?

Investment·Issue

Buyback, Fee Switch, or Reinvest?

· Mar 24, 2026

Debunking Pump.fun’s Revenue Manipulation FUD

Investment·Issue

Debunking Pump.fun’s Revenue Manipulation FUD

· Mar 17, 2026

HYPE, PURR, HYPD: Anatomy of a 39pp Spread

Investment·Issue

HYPE, PURR, HYPD: Anatomy of a 39pp Spread

· Mar 10, 2026

How Effective is Polymarket FDV Prediction Market?

Investment·Issue

How Effective is Polymarket FDV Prediction Market?

· Jan 16, 2026

Buybacks Are Defense, Not Offense

Investment·Issue

Buybacks Are Defense, Not Offense

· Jan 13, 2026

The Case for Selling $OP Before $BASE

Investment·Issue

The Case for Selling $OP Before $BASE

· Jan 8, 2026