DeFi

All DeFi posts

• What 100M FXRP on Flare Means for DeFi: Liquidity, Composability, and Yield Tactics
• Is SUI Entering a New Macro Wave? ETF Flows, Institutional Exposure & How to Size Positions
• Why Aave's $1B in Tokenized RWAs Is a Turning Point for DeFi Lending

Bitcoin

All Bitcoin posts

• Metaplanet’s Bitcoin Strategy Controversy: Treasury Governance Lessons
• What Bitcoin’s Difficulty Surge and V‑Shaped Hashrate Recovery Mean for Miners and Traders
• ETF Outflows, Self-Custody Losses and the New Stress Test for Bitcoin Markets

Institutional

All Institutional posts

• Dividends in Crypto: How Elemental Royalty's XAUt Payout Could Rewire Commodity Distributions
• How the CLARITY Act and Abu Dhabi’s Quiet IBIT Accumulation Are Rewriting the Bitcoin ETF Playbook
• Quantum, Corporates, and CFIUS: Existential Risks to Bitcoin Security and What to Do Next

Solana

All Solana posts

• Solana Deep Dive: Capital Outflows, On‑Chain Slowdown and the Mechanics of a SOL Short Squeeze
• Unlocking $30B: How Staked SOL Liquidity Will Reshape DeFi Despite ETF Outflows
• How Prop AMMs and DEX Liquidity Engineering Are Changing On‑Chain Execution on Solana

Liquidity

All Liquidity posts

• Reconciling the Bitcoin ETF Paradox: $53B Cumulative Inflows vs Recent Outflows
• How Binance’s $9B Stablecoin Outflow Raises Liquidity, Margin, and Systemic Risks
• Why the XRP Ledger May Be Entering a New Cycle of Institutional Adoption