Research
Keeta - KTA
team+investor merge, minimal emissions+raising mindshare; price can reflexively scale on CEX listings as the next catalyst
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GOAT Network
GOAT Network is a Bitcoin-native zkRollup turning BTC from a passive store of value into a yield-generating asset.
Pulse – Aug 31
Powell’s Dovish Tilt, Sticky PCE, BTC $110K Shakeout, ETH ATH Pullback, Gold Soars, Prediction Markets Surge & More
Plasma
Plasma is a high-performance L1 blockchain specifically designed for stablecoin payments.
Pulse – Aug 24
$ETH ATH, BTC.d falls, Macro Outlook, CEXs Lean into Onchain, DAT Momentum Continues, Base Ecosystem Heats Up, & More.
Resolv
Resolv is the protocol behind the $USR stablecoin, the true delta neutral stablecoin baked by $BTC & $ETH.
Story Protocol
Story Protocol is the programmable IP layer for the internet, enabling royalty distribution for the $80T IP market.
Chintai
Chintai’s real institutional RWA flows far exceed $CHEX’s market cap—creating rare, asymmetric upside for early conviction.
Pulse – Aug 17
$BTC Dump, $ETH ATH Rejection, DAT Activity, Solana Launchpad Competitive Landscape, Macro Outlook & More.
Arbitrum
Arbitrum is far more than its flagship Arbitrum One; its strategy—free L3s, profit‑sharing L2s, and the Stylus multi‑VM engine—ignites rising adoption and thicker margins.
Unit
Unit is the decentralized asset tokenization layer for all of finance, allowing native deposits & withdrawals on Hyperliquid.
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.