Research
Curated reports on protocols, infrastructure, and market structure.

Pulse – Aug 10
$BTC ATH Push, $ETH $4,300, $PUMP Comeback, Solana Launchpad Landscape, Macro Outlook & More.

Veda
Veda is a B2B DeFi vault infrastructure platform for institutions, asset issuers, & other protocols to manage onchain products.

ZetaChain
ZetaChain is a L1 blockchain designed to be a universal interoperability hub for all major networks.

Metaplex
Metaplex is Solana’s token-creation engine; asset issuance results in constant buy-pressure for $MPLX via buybacks.

Pulse – Aug 3
$BTC Dump & Rebound, Trump Fires BLS Head, Macro Outlook, Gold Leads $BTC, $ETH DeFi Tailwinds & More

MegaETH Ecosystem
MegaETH's performant and developer-friendly infrastructure and incubation efforts enable a new generation of applications.

Superseed
Superseed is an OP Stack L2 that uses all revenues to automatically self‑repay user loans, with native DeFi integrations.

Pulse – July 27
$ETH $3,900?, $ZORA +350%, $ENA Treasury Company, $PUMP Underperforms, ETF Flows Outperform

GOAT Network
GOAT Network is a Bitcoin-Native ZK Rollup delivering EVM compatibility and providing BTC-denominated yield.

Rumpel
Rumpel is a point tokenization protocol that enables secondary market liquidity and price discovery for off-chain loyalty points.

Euler
A bet on $EUL as a meta-protocol and DeFi operating sysstem with >3x borrowed/FDV and leading utilization rates.

Pulse – July 20
Alts Outperform, $4T Total Crypto Marketcap, $ETH Catch-Up Trade, $PUMP Underperforms, Hyperliquid Continues to Lead.

Symbiotic
Symbiotic is a universal, asset-agnostic restaking layer allowing users to reuse idle collateral to secure emerging networks.

Tanssi Network
Tanssi is a decentralized infrastructure protocol to deploy scalable, secure, and interoperable appchains.

Lido – Q2 2025
Lido remains the most dominant liquid staking protocol on Ethereum despite minor pullbacks in ETH share and stETH APY.

Pulse – July 13
$BTC $120K, $PUMP ICO, Solana Launchpad Competition, Hyperliquid x Phantom, $BTC Treasury Company Considerations

Oasys
Oasys is a high-performance, EVM-compatible ecosystem to support gaming & RWAs L2 hubs

State of Onchain Asset Management
ERC4626 vaults turn DeFi into programmable infra—scaling AUM, standardizing yield, and democratizing opportunities.

Pulse – July 6
In this edition, we analyze & discuss onchain activity trends, ETF net inflows, liquid token performance, & more.

Pulse – June 29
In this edition, we discuss new product rollouts from crypto’s biggest names, this week’s positive price action, & more.

ZetaChain
ZetaChain is a Universal Layer-1 blockchain, acting as a decentralized hub that brings separate blockchains together.

Derive
Onchain options leader at

Yield Stack Thesis
Modular ERC4626 asset-management stacks, not isolated yield farms, will power onchain income sustainably.

Pulse – June 22
In this edition, we discuss the current market direction, macro risk, taking advantage of the weekend’s volatility, & more.

Ethena
ENA is a kingmaker bet: Converge unites yield, compliance, dApps; fees and flows accrue to staked ENA via fee switch.

Spheron
Spheron is a decentralized compute network enabling AI workloads with low-cost, censorship-free GPU/CPU power via idle compute.

ZetaChain
ZetaChain is a universal L1 enabling native cross-chain smart contracts, uniting Bitcoin, Ethereum, Solana, and more.

Grass
Grass is a decentralized network that powers AI and data-heavy apps through internet-scale web scraping.

MegaETH
MegaETH aims to be the first real-time chain, placing a strong emphasis on community and application ecosystem.

Pulse – June 15
In this edition, we discuss the current onchain landscape, market conditions, key stablecoin announcements, & more.