High level breakdowns of the broader trends shaping crypto markets
Market Commentary
Dec 31, 2025
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13 min read
Dec 11, 2025
9 min read
Why I Finally Built a Position in $SYRUP
Nov 21, 2025
Spotlight: Smart Money Goes Silent
Nov 4, 2025
8 min read
Unpacking what to expect following the xUSD blowup, as DeFi lenders and borrowers
Oct 28, 2025
10 min read
Spotlight: AERO, AAVE, SNX and OHM
Oct 21, 2025
14 min read
Spotlight: AAVE, SYRUP and OHM
Oct 14, 2025
Spotlight: RAIL, SNX and MPLX
Oct 7, 2025
12 min read
Spotlight: SYRUP, LINK, AAVE, CYPR, FORM
Sep 30, 2025
11 min read
Spotlight: EIGEN, SYRUP, REI, STBL, WAVE and SNX
Sep 23, 2025
Spotlight: STBL, Blockstreet and Polycule
Sep 9, 2025
What Are Institutional Players Doing Onchain?
Sep 2, 2025
Rotations Back To Fundamentals
42 min read
New Tokens Added!
Aug 26, 2025
Let's Track It Onchain - 24HR, 7D and 30D Flows
Aug 22, 2025
7 min read
We Could See A $RED Re-pricing
Jul 29, 2025
ETH Has Awoken
Jun 20, 2025
19 min read
Inside Joe Lubin's Most Recent Ethereum Chess Move
Jun 5, 2025
6 min read
ETH and BTC Flows Stay Mostly Green
May 1, 2025
Morpho, More Morpho and Morpho
Apr 25, 2025
23 min read
What We're Excited About
Apr 18, 2025
4 min read
The Bitcoin Trade, How Big Is Crypto Lending? And A Token Deep Dive
Apr 4, 2025
5 min read
Return of Olympus, A Novel New Stablecoin Design, Tokenize Everything
Mar 27, 2025
3 min read
3-Year Countdown, Resolv's Road Ahead and TradFi Accepts DeFi
Mar 20, 2025
Hyperliquid, Convergence and Crypto Market Wizards
Mar 14, 2025
Etherealize The World, Credit In DeFi and Some Sage Advice