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The Watch List: Ethena
November 14, 2025

The Watch List: Ethena

Progress update on fundamentals and growth
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World Chain: Onchain Data Deep Dive
November 7, 2025

World Chain: Onchain Data Deep Dive
+ introducing "The Watch List"
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The $50 Billion Cascade
October 24, 2025

The $50 Billion Cascade

A Deep Dive into the Systemic Impact of Staking-Enabled ETFs and Corporate Treasury Companies
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Where might ETH Top?
October 8, 2025

Where might ETH Top?
Scenario Analysis & Price Targets
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ETH: Onchain Data Update
September 3, 2025

ETH: Onchain Data Update
+ price targets
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Does Zora have staying power?
August 15, 2025

Does Zora have staying power?
A deep dive on the latest crypto "meta"
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DeFi Yield Meets the Public Markets
August 1, 2025

DeFi Yield Meets the Public Markets
How ETH treasury firms can turn brokerage shares into onchain cash flows
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THE ETH REPORT: Q2-25
July 14, 2025

THE ETH REPORT: Q2-25
+ dashboard access: a public good, made for tokenholders
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