Alpha Recap #33: OAK Premium Expands, Lighter’s Token Outperforms, and Aave Unveils Its "Stable Vaults"
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Is Ethena’s product market fit weakening?
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Is the bear market finally over? Our analysis and scenarios
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Alpha Recap #32: Strategy ready to sell BTC, eToro backs Extended, and +1,000% on Synapse
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How prediction markets work? A complete technical guide
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Is USDC actually cooked? Our read on OUSD launch, Circle’s positioning and what changes might occur
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Strategy opens the door to $2 billion in BTC sales and this is not necessarily negative
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Alpha Recap #31: Squid’s public sale, Binance pushed out of the EU, and Zama’s confidential vault
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Alpha Recap #30: HYPE Hits a New ATH, the Fed Shifts Course, and Binance Faces Pressure in Europe
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Would crypto be better off without LayerZero?
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Everything you need to know about SpaceX IPO
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Alpha Recap #29: Zcash Vulnerability, OAK Research Portfolio Repositioning, and the Impact of STRC's Decline
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Strategy sold BTC, Polymarket said NO: Inside the biggest inter-subjective market dispute of 2026
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The Nvidia CEO may have just revealed the next winners of the AI cycle
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Alpha Récap #28: Perps Coming to the US, ICE Gets Closer to Hyperliquid, and a Take on Micron Technology
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Exchanges Between the ICE President and Hyperliquid: Should We Really Be Bullish?
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