A collection of research papers and analysis on venture capital, decentralized finance, and emerging technologies in the crypto ecosystem.
A closer look at Pump.fun's token launch, dissecting whether its on-chain activity reflects genuine demand or a self-reinforcing volume loop
An inside look at the $8B on-chain TCG investment landscape, exploring the evolution from gacha mechanics to sophisticated derivatives
Why privacy is re-entering the spotlight, and how ZCash's shielded architecture positions it as the foundation for programmable, private digital cash
How Hyperliquid's USDH auction flips the traditional stablecoin playbook, redistributing issuer economics back to the platform and its users
Mobile is the next battleground for crypto distribution. A breakdown of the emerging wave of trading and DeFi frontends competing for retail attention
Mapping the categories, behaviors, and design patterns shaping the next generation of consumer crypto apps, and where the real product opportunities lie
A full-stack breakdown of Hyperliquid across HyperCore and HyperEVM, including team, moat, SOTP valuation, and the key risks to the bull case
Unpacking PI Network's mobile-first distribution, token design, and community dynamics to assess whether the hype is backed by any real fundamentals
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