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8 min read
March 11, 2026
2025 Korean CEX Listings Postmortem
Market
c4lvin
7 min read
March 10, 2026
HYPE, PURR, HYPD: Anatomy of a 39pp Spread
Market
Hyperliquid
Ponyo
17 min read
March 10, 2026
Lido Curated Module V2: Redesigning the Ethereum Validator Market
Infra
Lido
c4lvin
14 min read
March 09, 2026
Crypto Policy in Motion: U.S. Support, Korea Tightens Rules [FP Weekly 10]
General
100y, c4lvin, Eren
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Article
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38 min read
March 11, 2026
Tokenized Stocks Framework and Global Case Studies
100y
25 min read
March 09, 2026
Monthly EIP - Feb 2026 (ft. ETH's Roadmap Is Accelerated by Governance, Not AI)
Jay
14 min read
March 06, 2026
EV/Holder Revenue: A Token Valuation Framework
Ponyo
17 min read
February 19, 2026
$AERO Thesis: Base's Cash Cow, Coinbase's Golden Child
Ponyo
32 min read
February 16, 2026
Agentic x402, A to Z
Jun
13 min read
February 06, 2026
$PUMP Thesis: The Casino in January
Ponyo
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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
100y, Eren, Dan Kim
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
Ponyo
December 03, 2025
2026 Outlook: Restructuring
Perspectives from Four Pillars researchers
General
Steve, Jay, Heechang
+6
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
HashedOpenResearch, Heechang, 100y
+2
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Hyperliquid
Lido
