Given this unique topology, the following analysis will employ a sum-of-the-parts approach that values...Technical Risk: There are a handful of technical risks associated with building on the HyperEVM....While both VMs are technically secured by the same HyperBFT consensus, their execution characteristics...

Balance Sheet Analysis Note: USDT and TUSD are not included in this analysis as there is no detailed...This analysis can reduce information asymmetry, preventing excessive losses during events like USDC’s...

A comprehensive analysis of Blur, including potential cash flows and valuations that can be tied to the...Despite the technical improvements, Sudoswap has not been able to find a product-market fit....it has achieved very minimal traction after being live for a year, indicating that a lot of product/technical...Our analysis paints an optimistic picture.

For this analysis, we took a conservative approach, assuming 60% of the esGMX supply reaches circulation...For this analysis, 100% of fees are included as earnings....Vertex’s UX is impressive, and the technical achievements are undeniable...., Ashwath Balakrishnan, and Brian McRae for editing; and to Christian Cioce for assisting with data analysis...

Breaking down the state of the crypto market....

In this report, we take a look at how the Ethereum ecosystem is holding up in light of the DeFi cool down and the market cycle rotation of alts into BTC with the favorable macro environment. We dive i...

Technicals Strategy Matrix Most of the Top 15 are showing persistent bullish conditions, the most notable...

The developments made during the bear market are paying off. Innovation on Ethereum continues at a torrid pace thanks to the composability of lego blocks built in DeFi. In this issue, we dive into var...

We dive into the kick-off of the multi-year transition to ETH 2.0. The launch has partially fueled an ETH rally for which we dig into deeper and we also cover the growth of DeFi underpinning the succe...

In this report, we analyze the increased usage on Ethereum and explain the impacts of the continuation of yield farming and experimentation on various sectors ranging from DEXs to stablecoins. We also...

Since my last alpha feed post, Pengu has basically dumped and revived in the span of a few months. This post provides an update on Pengu changes and examines what might be driving the recent volatilit...

Recent Parallel Timeframe & Move Magnitude The synchronized timing supports direct comparative beta analysis...

Airdrop Analysis Now let’s break down the current allocation game being run for USD.AI (which currently...

Our previous reports explored Aptos’ technical architecture and growing ecosystem of applications....Two factors make this possible: technical performance and liquidity depth....While Aptos is home to dozens of protocols across lending, DEX, and liquid staking categories, our analysis...and August 2025 when this analysis was conducted.

Aside from the technical breakthroughs it represents, at a more fundamental level, Bitcoin is an idea...We then extended this analysis to include capital inflows from other potential sources, like individual...The analysis below shows the risk-return profile of several allocation scenarios, measured from January...

Liquid staking protocols simplify the process of staking ETH to earn yields without any operational or technical...since the Merge)) AWS Region affects pricing, we will be using US West (Oregon) us-west-2 for this analysis...Node Hosting Services: (Target Segment: Solo Stakers Without Technical Knowledge) These hosting services...

Shuffle ($SHFL) fundamental analysis: Transparent cash distributions, defensive characteristics, and...

From a technical perspective, after such chaotic and volatile moves, it typically takes some time for...Long time readers will know how much emphasis I place on order flow, volume, and simple price action analysis...Volume and price are the basis for most indicators and financial analysis, so going to the source makes...

This is your technical crash-course on everything from danksharding to KZGs to statelessness and so much...