Alpha Recap #20: Aave Buyback Cut, Tempo Launch, and Tally's Closure
Aave, Aave V3
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Alpha Recap #19: TheoUSD, Sky's buyback, and a closer look at an alternative to TGEs
USDH, Sky
Ethena's fee switch: our models proposal and doubts
Ethena USDe (USDE), Ethena (ENA), Ethena USDe
Theo thUSD: Anatomy of the First Yield-Bearing Gold-Backed Stablecoin
Alpha Recap #18: Yield-Bearing Stablecoins, Paradex TGE and ACI’s Departure from Aave
Aave, Aave V3, Paradex Perps
Bitcoin and the Iran Conflict: Is the Market Already One Step Ahead?
Bitcoin (BTC)
Alpha Recap #17: Uniswap Fee Switch, Fluid Expands to BNB Chain, and Aave Governance Votes
Fluid, Uniswap (UNI), Aave, Fluid Lending
MegaETH: A mapping of the Layer 2 claiming the highest scalability
MegaETH (MEGA)
Alpha Recap #16: Tensions at Aave, ETH Yield Strategies and New Horizons for Hyperliquid
Hyperliquid (HYPE), Aave, Ethereum (ETH), Aave V3
Alpha Recap #15: Robinhood Layer 2, Tokenized Stocks on Euler, and suiUSDe
Euler (EUL), Sui, Euler V2
Alpha Recap #14: Ethena Risk Committee, an opportunity on MegaETH, and the Cap Money airdrop
Ethena (ENA), Cap USD (CUSD)
Ethena: why activating the fee switch now would be a mistake
Ethena (ENA), Ethena USDe
Ethereum (ETH): Reports on Key Takeaways from Q4 2025
Ethereum (ETH)
Gold, Silver, Crypto: Understanding the Sell-Off and What It Means for Bitcoin
Bitcoin (BTC)
Alpha Recap #13: MegaETH Tokenomics, USD.AI, and the New ERC-8004 Standard
Ethereum (ETH)
Polygon (POL): Key takeaways from Q4 2025
POL (ex-MATIC) (POL)
