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The Watch List
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The Watch List
Portfolio Alerts
August 28, 2026
The Watch List: Uniswap
Is UNI a clean play on the growth of RWA trading?
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August 21, 2026
The Watch List: Circle (CRCL)
Is USDC the pre-cursor to a durable infrastructure moat?
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August 14, 2026
The Watch List: Robinhood (HOOD) Q2-26
Q2 performance review + an update on Robinhood Chain
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August 7, 2026
The Watch List: World (WLD)
Is "human verified identity" a durable narrative in hiding?
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July 31, 2026
The Watch List: Jupiter (JUP)
A deep dive on Solana's top trading platform
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July 24, 2026
The Watch List: Ethena (ENA)
Is Ethena poised for a comeback?
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July 17, 2026
The Watch List: Hyperliquid Q2 Update
Quarterly ecosystem update for serious investors
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July 10, 2026
The Watch List: Solana Q2 Update
Ecosystem performance for serious investors
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