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    Article thumbnail
    19 min readFebruary 24, 2026

    Fluent: A Unified Operating System for Reputation

    Infra
    FluentFluent
    author
    c4lvin
    Article thumbnail
    14 min readFebruary 20, 2026

    No Free Lunch: Reflections on Arbitrum and Optimism

    Infra
    ArbitrumArbitrum
    OptimismOptimism
    author
    c4lvin
    Article thumbnail
    9 min readFebruary 19, 2026

    Why ether.fi is a Big W for Optimism

    General
    Consumer
    DeFi
    Infra
    Ether.fiEther.fi
    author
    100y
    Article thumbnail
    14 min readFebruary 17, 2026

    QFEX #1: KOSPI Rally, Korean Financial Nihilism, and Perps

    DeFi
    Market
    QFEXQFEX
    author
    Eren
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    Article
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    Article thumbnail
    17 min readFebruary 19, 2026

    $AERO Thesis: Base's Cash Cow, Coinbase's Golden Child

    author
    Ponyo
    Article thumbnail
    32 min readFebruary 16, 2026

    Agentic x402, A to Z

    author
    Jun
    Article thumbnail
    13 min readFebruary 06, 2026

    $PUMP Thesis: The Casino in January

    author
    Ponyo
    Article thumbnail
    23 min readFebruary 06, 2026

    Monthly EIP - Jan 2026 (ft. Spotlight on the Institutional ETH Yield Pipeline)

    author
    Jay
    Article thumbnail
    24 min readJanuary 29, 2026

    KNTQ Thesis: 17x, Heavily Coded

    author
    Ponyo
    Article thumbnail
    42 min readJanuary 27, 2026

    EigenCloud: In Search of What is Truly One's Own

    author
    c4lvin
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    Report
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    February 23, 2026

    2026: The Year of Tokenized Stocks

    Tokenization Models, Regulatory Landscape, and Business Opportunities
    General
    Infra
    Market
    +2
    authorauthorauthor
    100y, Eren, Dan Kim
    Report Thumbnail
    December 11, 2025

    The Definitive Guide to Prediction Markets

    Because financial incentives force people to reveal their actual beliefs rather than their stated opinions, prediction markets often produce signals that outperform polls and expert commentary.
    General
    author
    Ponyo
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    December 03, 2025

    2026 Outlook: Restructuring

    Perspectives from Four Pillars researchers
    General
    authorauthorauthorauthorauthorauthorauthorauthorauthor
    Steve, Jay, Heechang
    +6
    Report Thumbnail
    November 27, 2025

    The New Financial Order: How RWAs and Stablecoins Are Reshaping Financial Infra

    This report sets out a blueprint for a future structured around RWAs and reaffirms the indispensable role of stablecoins as the engine of this ecosystem.
    Stablecoin
    authorauthorauthorauthorauthor
    HashedOpenResearch, Heechang, 100y
    +2
    View all