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Alpha Recap #5: Aave and the neobank thesis, opportunity on Pendle, Kinetiq airdrop and Uniswap overhaul
November 14, 2025
The U.S. Government Shutdown Is Over. So Why Is BTC Falling Below $98,000?
November 14, 2025
BT
Backpack: A deep dive into a crypto-native financial institution
November 11, 2025
Early Birds: Almanak, a DeFAI platform for automating yield
November 10, 2025
Alpha Recap #4: Farming Variational, Stream Finance Collapse, and Thesis on On-chain Yield Managers
November 7, 2025
Crypto Market Report October 2025: macro environment causes cryptos to fall
November 6, 2025
BT
Why is Pendle the best tool for farming airdrops?
November 5, 2025
PE
Alpha Recap #3: Terminal Finance’s Promise, Ether.fi’s Buyback, and Maple’s Strategic Pivot
October 31, 2025
SY
Polygon (POL): Q3 2025 Activity and Financial Report
October 31, 2025
PO
Ethena Whitelabel: Ending the Stablecoin Value Leakage
October 29, 2025
EN
What is x402? Understanding the protocol and narrative
October 28, 2025
Alpha Recap #2: Ethereal Mainnet, Aave’s Pivot, MegaETH ICO, and Pendle Yield
October 24, 2025
AAPE
Euler (EUL): Q3 2025 Activity and Financial Report
October 21, 2025
EU
Maple (SYRUP): Q3 2025 Activity and Financial Report
October 20, 2025
SYSYSY
Alpha Recap #1: Ink Airdrop, Hyperliquid's HIP-3, MegaETH ICO, and Yield Arbitrage on Pendle
October 17, 2025
HYPE
The crypto market is falling: a full breakdown of the situation
October 17, 2025
BT