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Market Commentary

High level breakdowns of the broader trends shaping crypto markets

Market Commentary

What Brought Me Here, and Why I’m Staying

Dec 31, 2025

•

13 min read

What Brought Me Here, and Why I’m Staying

Nomatic
Nomatic

Market Commentary

"The Obvious Is Obviously Wrong": Why Druckenmiller Would Be Bullish On Maple

Dec 11, 2025

•

9 min read

"The Obvious Is Obviously Wrong": Why Druckenmiller Would Be Bullish On Maple

Why I Finally Built a Position in $SYRUP

Nomatic
Nomatic

Market Commentary

Tracking The Smart Money Using Nansen - November 21

Nov 21, 2025

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9 min read

Tracking The Smart Money Using Nansen - November 21

Spotlight: Smart Money Goes Silent

inPlanB
inPlanB

Market Commentary

When Onchain Leverage Meets Reality

Nov 4, 2025

•

8 min read

When Onchain Leverage Meets Reality

Unpacking what to expect following the xUSD blowup, as DeFi lenders and borrowers

DeFi Dad
DeFi Dad

Market Commentary

Tracking The Smart Money Using Nansen - October 28

Oct 28, 2025

•

10 min read

Tracking The Smart Money Using Nansen - October 28

Spotlight: AERO, AAVE, SNX and OHM

inPlanB
inPlanB

Market Commentary

Tracking The Smart Money Using Nansen - October 21

Oct 21, 2025

•

14 min read

Tracking The Smart Money Using Nansen - October 21

Spotlight: AAVE, SYRUP and OHM

inPlanB
inPlanB

Market Commentary

Tracking The Smart Money Using Nansen - October 14th

Oct 14, 2025

•

14 min read

Tracking The Smart Money Using Nansen - October 14th

Spotlight: RAIL, SNX and MPLX

inPlanB
inPlanB

Market Commentary

Tracking The Smart Money - October 7th

Oct 7, 2025

•

12 min read

Tracking The Smart Money - October 7th

Spotlight: SYRUP, LINK, AAVE, CYPR, FORM

inPlanB
inPlanB

Market Commentary

Tracking The Smart Money Using Nansen - September 30

Sep 30, 2025

•

11 min read

Tracking The Smart Money Using Nansen - September 30

Spotlight: EIGEN, SYRUP, REI, STBL, WAVE and SNX

inPlanB
inPlanB

Market Commentary

Tracking The Smart Money Using Nansen - September 23

Sep 23, 2025

•

11 min read

Tracking The Smart Money Using Nansen - September 23

Spotlight: STBL, Blockstreet and Polycule

inPlanB
inPlanB

Market Commentary

Tracking The Smart Money Using Nansen - September 9th

Sep 9, 2025

•

12 min read

Tracking The Smart Money Using Nansen - September 9th

What Are Institutional Players Doing Onchain?

inPlanB
inPlanB

Market Commentary

Tracking The Smart Money

Sep 2, 2025

•

10 min read

Tracking The Smart Money

Rotations Back To Fundamentals

inPlanB
inPlanB

Market Commentary

Tokens On Our Radar: Updated

Sep 2, 2025

•

42 min read

Tokens On Our Radar: Updated

New Tokens Added!

Nomatic
Nomatic

Market Commentary

What Is The "Smart Money" Doing?

Aug 26, 2025

•

8 min read

What Is The "Smart Money" Doing?

Let's Track It Onchain - 24HR, 7D and 30D Flows

inPlanB
inPlanB

Market Commentary

The Catch-up Trade: RedStone Is Looking Good Here

Aug 22, 2025

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7 min read

The Catch-up Trade: RedStone Is Looking Good Here

We Could See A $RED Re-pricing

Nomatic
DeFi Dad
Nomatic, +1

Market Commentary

Flows: Treasury Companies And ETFs Go Wild

Jul 29, 2025

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10 min read

Flows: Treasury Companies And ETFs Go Wild

ETH Has Awoken

Nomatic
Nomatic

Market Commentary

SBET: The Most Novel Stock On The NASDAQ?

Jun 20, 2025

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19 min read

SBET: The Most Novel Stock On The NASDAQ?

Inside Joe Lubin's Most Recent Ethereum Chess Move

Nomatic
Nomatic

Market Commentary

Bitcoin And Ethereum ETF Flows - June 6

Jun 5, 2025

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6 min read

Bitcoin And Ethereum ETF Flows - June 6

ETH and BTC Flows Stay Mostly Green

Nomatic
Nomatic

Market Commentary

This Week’s Top 3 Must-Reads

May 1, 2025

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6 min read

This Week’s Top 3 Must-Reads

Morpho, More Morpho and Morpho

Nomatic
Nomatic

Market Commentary

Tokens On Our Radar

Apr 25, 2025

•

23 min read

Tokens On Our Radar

What We're Excited About

Nomatic
Nomatic

Market Commentary

This Week’s Top 3 Must-Reads

Apr 18, 2025

•

4 min read

This Week’s Top 3 Must-Reads

The Bitcoin Trade, How Big Is Crypto Lending? And A Token Deep Dive

Nomatic
Nomatic

Market Commentary

This Week’s Top 3 Must-Reads (Alpha Ahead)

Apr 4, 2025

•

5 min read

This Week’s Top 3 Must-Reads (Alpha Ahead)

Return of Olympus, A Novel New Stablecoin Design, Tokenize Everything

Nomatic
Nomatic

Market Commentary

This Week’s Top 3 Must-Reads

Mar 27, 2025

•

3 min read

This Week’s Top 3 Must-Reads

3-Year Countdown, Resolv's Road Ahead and TradFi Accepts DeFi

Nomatic
Nomatic

Market Commentary

This Week’s Top 3 Must-Reads

Mar 20, 2025

•

3 min read

This Week’s Top 3 Must-Reads

Hyperliquid, Convergence and Crypto Market Wizards

Nomatic
Nomatic

Market Commentary

This Week’s Top 3 Must-Reads

Mar 14, 2025

•

3 min read

This Week’s Top 3 Must-Reads

Etherealize The World, Credit In DeFi and Some Sage Advice

Nomatic
Nomatic
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The Edge Newsletter

The Edge Newsletter

A crypto newsletter by DeFi Dad and Nomatic delivering hands-on tutorials, top farming strategies, and essential educational content for mastering the digital asset space


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