Research

In-depth investment theses, tokenomics analysis, and risk frameworks for major crypto assets.

Bitcoin (BTC)

Layer 1 | Digital Gold

Comprehensive analysis of Bitcoin as a non-sovereign store of value. Covers tokenomics, halving mechanics, mining economics, institutional adoption, and risk factors.

Bullish Updated Feb 2026

Solana (SOL)

Layer 1 | High Performance

Deep dive into Solana's high-performance blockchain. Analysis of Proof of History, validator economics, DeFi ecosystem, and technical architecture.

Bullish Updated Feb 2026

Ethereum (ETH)

Layer 1 | Smart Contracts

Complete analysis of the leading smart contract platform. Covers PoS mechanics, EIP-1559 burn, Layer 2 ecosystem, DeFi dominance, and upcoming upgrades.

Neutral Updated Feb 2026

Bitcoin vs Gold

Comparative Analysis | Store of Value

In-depth comparison of Bitcoin and Gold as store-of-value assets. Analysis of scarcity, portability, correlation, ETF flows, and portfolio allocation strategies.

Featured Updated Jan 2026

XRP (Ripple)

Cross-Border Payments

Analysis of XRP Ledger for cross-border payments. Covers RippleNet, On-Demand Liquidity, SEC lawsuit resolution, institutional adoption, and banking partnerships.

Bullish Updated Jan 2026

BNB (Binance)

Exchange Token | Smart Chain

Deep dive into BNB Chain ecosystem. Analysis of quarterly burn mechanism, multi-chain architecture, DeFi ecosystem, and Binance exchange integration.

Neutral Updated Jan 2026

Jupiter (JUP)

Solana DeFi | DEX Aggregator

Complete analysis of Solana's leading DEX aggregator. Covers routing technology, perpetuals, JLP pool, tokenomics, governance, and DeFi ecosystem dominance.

Hold Updated Jan 2026

Raydium (RAY)

Solana DeFi | AMM & Liquidity Hub

Analysis of Solana's leading AMM and liquidity backbone. Covers CLMM pools, LaunchLab, $265.7M revenue, buyback mechanism, and meme coin market dynamics.

Hold Updated Feb 2026

Avalanche (AVAX)

Layer 1 | Subnets

Analysis of Avalanche's three-chain architecture and subnet model. Covers Avalanche9000 upgrade, institutional adoption, VanEck ETF filing, and DeFi ecosystem.

Hold Updated Jan 2026

Chainlink (LINK)

Oracle Network | Infrastructure

Deep dive into Chainlink's oracle infrastructure. Covers CCIP cross-chain protocol, $95B secured value, 60% oracle market share, and institutional adoption.

Bullish Updated Jan 2026

Sui (SUI)

Layer 1 | Move Language

Complete analysis of Sui's object-centric blockchain. Covers Move programming language, 390ms finality, growing DeFi ecosystem, and Bitwise ETF filing.

Bullish Updated Jan 2026

Aave (AAVE)

DeFi | Lending Protocol

In-depth analysis of DeFi's largest lending protocol. Covers $43B+ TVL, $120M revenue, fee switch activation, V4 upgrade, and GHO stablecoin.

Bullish Updated Jan 2026

Uniswap (UNI)

DeFi | DEX Protocol

Analysis of the leading decentralized exchange. Covers fee switch activation, 100M UNI burn, v4 Hooks architecture, and Unichain L2 launch.

Hold Updated Jan 2026

NEAR Protocol (NEAR)

Layer 1 | AI-Native Blockchain

Analysis of NEAR's AI-native blockchain. Covers chain abstraction, NEAR Intents, NVIDIA partnership, Nightshade sharding, and 46M+ monthly users.

Hold Updated Jan 2026

Bittensor (TAO)

Decentralized AI | Machine Learning

Deep dive into decentralized AI's leading protocol. Covers subnet architecture, Bitcoin-like tokenomics, first halving, dTAO market, and AI compute marketplace.

Bullish Updated Jan 2026

Tron (TRX)

Layer 1 | Stablecoin Infrastructure

Analysis of the world's largest stablecoin network. Covers 51% of global USDT, $1.2B quarterly revenue, emerging market adoption, and DPoS governance.

Hold Updated Jan 2026

Aptos (APT)

Layer 1 | Move Language

Analysis of Aptos blockchain and Move language. Covers BlackRock BUIDL integration, parallel execution, post-quantum roadmap, and institutional RWA partnerships.

Hold Updated Jan 2026

Maker / Sky (MKR)

DeFi | Stablecoin & RWA

In-depth analysis of DeFi's oldest protocol. Covers $17.4B TVL, USDS/DAI stablecoins, $2.5B RWA holdings, Sky rebrand, and $102M+ buyback program.

Hold Updated Jan 2026

Hyperliquid (HYPE)

Perpetual DEX | L1 Blockchain

Analysis of the leading on-chain perpetuals platform. Covers HyperBFT consensus, HyperEVM, $244B+ monthly volume, and record-breaking airdrop.

Bullish Updated Feb 2026

Pump.fun (PUMP)

Solana | Token Launchpad

Analysis of Solana's dominant token launchpad. Covers bonding curve mechanics, $700M+ revenue, 11M+ tokens created, and PumpSwap DEX.

Hold Updated Feb 2026