Research

Full‑blown "crypto winter” regime. Less dopamine, fewer true marginal buyers, more career risk

One ugly print is enough to nuke beta; Gold/silver keep acting like the lie detector for fiat confidence; crypto trades like lever...

Solv activates Bitcoin as a capital-efficient asset via lending, liquid staking, yield generation, and fund management.

Threshold makes Bitcoin work harder, not riskier, through decentralized tBTC minting and redemption

After CPI, before FOMC, catalyst came from Tokyo (JP10Y); gold hit highs; BTC traded risk beta. Tighten risk, trade ranges, avoid ...

River lets users collateralize on one chain and mint satUSD on another without bridges or wrappers. OmniCDP is live across 8+ netw...

Data came in clean and risk bounced, the markets are still hostage to long-end yields and Fed credibility. BTC defended the floor;...

Solv turns idle BTC into a universal and verified liquidity rail, enabling yield through vaults as it expands from BTCFi into RWAF...

Jumper has routed over $30B across 62 chains. Now they are betting that owning the full capital workflow, not just the bridge, is ...

2026 = dispersion; U.S. economy still a 5-stock trade. Trade quality barbell, keep optionality high, and exercise caution heading ...

infiniFi turns stablecoin deposits into a transparent, tranche-based, and risk curated yield machine with explicit duration.

Pendle dominates yield trading; Boros diversifies fees beyond TVL; capturing 2-10% perps OI re-rates earnings quality