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    Professional Research For Institutions and Crypto Natives

    COMMENTS

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    2 Days Ago

    USDT0 as a Gas Token Now?

    author
    100y
    2 Days Ago

    What Does Vitalik's Shifting Perspective on Layer 2 Mean?

    author
    c4lvin
    2 Days Ago

    Is Ethena the real culprit behind the 10/10 crash?

    author
    Steve
    3 Days Ago

    Jeff’s Full PM Circle

    author
    Ponyo
    4 Days Ago

    OpenClaw: Is the Crypto x AI Boom Actually Happening This Time?

    author
    100y

    ARTICLES

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    $PUMP Thesis: The Casino in January
    February 06, 2026

    $PUMP Thesis: The Casino in January

    Pump.fun’s downside requires revenue to fall below where it's ever been. The upside only requires the multiple to normalize. At a garbage-tier 4x on current revenue, FDV is $2.2B, a 3x from here.

    author
    Ponyo
    Monthly EIP - Jan 2026 (ft. Spotlight on the Institutional ETH Yield Pipeline)
    February 06, 2026

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

    author
    Jay
    KNTQ Thesis: 17x, Heavily Coded
    January 29, 2026

    KNTQ Thesis: 17x, Heavily Coded

    author
    Ponyo
    EigenCloud: In Search of What is Truly One's Own
    January 27, 2026

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

    author
    c4lvin
    The DApp Survival Formula: Insights from Solana’s Rent Recovery Market
    January 06, 2026

    The DApp Survival Formula: Insights from Solana’s Rent Recovery Market

    author
    Jun
    2026 Outlook: Restructuring - Steve's Perspective
    December 15, 2025

    2026 Outlook: Restructuring - Steve's Perspective

    author
    Steve
    2026 Outlook: Restructuring - Ponyo's Perspective
    December 14, 2025

    2026 Outlook: Restructuring - Ponyo's Perspective

    author
    Ponyo
    2026 Outlook: Restructuring - Jay's Perspective
    December 12, 2025

    2026 Outlook: Restructuring - Jay's Perspective

    author
    Jay
    VIEW ALL

    ISSUES

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    Arcium: Blockchains' Missing Privacy Layer
    February 04, 2026

    Arcium: Blockchains' Missing Privacy Layer

    author
    c4lvin
    Stablecoin Infrastructure Evolving Across All Layers (ASA News #12)
    February 04, 2026

    Stablecoin Infrastructure Evolving Across All Layers (ASA News #12)

    authorauthorauthor
    AsiaStablecoinAlliance, Moyed, Heechang
    SEC Statement on Tokenized Securities: Code Is Not Law, Law Is Law
    3 Days Ago

    SEC Statement on Tokenized Securities: Code Is Not Law, Law Is Law

    author
    Eren
    Lido V3: The 2.7M ETH Reset
    7 Days Ago

    Lido V3: The 2.7M ETH Reset

    author
    Ponyo
    thGOLD: Making Gold Lighter, More Composable, and More Capital-Efficient
    10 Days Ago

    thGOLD: Making Gold Lighter, More Composable, and More Capital-Efficient

    author
    Eren
    Perle Labs: Sovereign Intelligence Data Layer for AI
    10 Days Ago

    Perle Labs: Sovereign Intelligence Data Layer for AI

    author
    Jun
    Three Paths to Asia's Stablecoin Future (ASA News #11)
    15 Days Ago

    Three Paths to Asia's Stablecoin Future (ASA News #11)

    authorauthor
    AsiaStablecoinAlliance, Moyed
    How Effective is Polymarket FDV Prediction Market?
    21 Days Ago

    How Effective is Polymarket FDV Prediction Market?

    author
    c4lvin
    Arcium: Blockchains' Missing Privacy Layer
    2 Days Ago

    Arcium: Blockchains' Missing Privacy Layer

    author
    c4lvin
    Stablecoin Infrastructure Evolving Across All Layers (ASA News #12)
    2 Days Ago

    Stablecoin Infrastructure Evolving Across All Layers (ASA News #12)

    authorauthorauthor
    AsiaStablecoinAlliance, Moyed, Heechang
    SEC Statement on Tokenized Securities: Code Is Not Law, Law Is Law
    3 Days Ago

    SEC Statement on Tokenized Securities: Code Is Not Law, Law Is Law

    author
    Eren
    Lido V3: The 2.7M ETH Reset
    7 Days Ago

    Lido V3: The 2.7M ETH Reset

    author
    Ponyo
    thGOLD: Making Gold Lighter, More Composable, and More Capital-Efficient
    10 Days Ago

    thGOLD: Making Gold Lighter, More Composable, and More Capital-Efficient

    author
    Eren
    Perle Labs: Sovereign Intelligence Data Layer for AI
    10 Days Ago

    Perle Labs: Sovereign Intelligence Data Layer for AI

    author
    Jun
    VIEW ALL

    REPORTS

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    The Definitive Guide to Prediction Markets

    author
    Ponyo
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    2026 Outlook: Restructuring

    authorauthorauthorauthorauthorauthorauthorauthorauthor
    Steve, Jay, Heechang
    +6
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    The New Financial Order: How RWAs and Stablecoins Are Reshaping Financial Infra

    authorauthorauthorauthorauthor
    HashedOpenResearch, Heechang, 100y
    +2
    Report Thumbnail

    Asia Stablecoin Conference 2025 Recap

    author
    AsiaStablecoinAlliance
    Report Thumbnail

    Everything, Rebuilt: The Sui Stack

    author
    Steve
    Report Thumbnail

    INITIA: Entering an Application’s Final Destination

    author
    Eren
    VIEW ALL

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