An update on OP_RETURN, Bitcoin Core v30, and the Core-Knots war
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Alpha Recap #5: Aave and the neobank thesis, opportunity on Pendle, Kinetiq airdrop and Uniswap overhaul
PE
The U.S. Government Shutdown Is Over. So Why Is BTC Falling Below $98,000?
BT
Backpack: A deep dive into a crypto-native financial institution
Early Birds: Almanak, a DeFAI platform for automating yield
Alpha Recap #4: Farming Variational, Stream Finance Collapse, and Thesis on On-chain Yield Managers
ST
Crypto Market Report October 2025: macro environment causes cryptos to fall
BT
Why is Pendle the best tool for farming airdrops?
PEPE
Alpha Recap #3: Terminal Finance’s Promise, Ether.fi’s Buyback, and Maple’s Strategic Pivot
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Polygon (POL): Q3 2025 Activity and Financial Report
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Ethena Whitelabel: Ending the Stablecoin Value Leakage
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What is x402? Understanding the protocol and narrative
Alpha Recap #2: Ethereal Mainnet, Aave’s Pivot, MegaETH ICO, and Pendle Yield
AAPE
AAPE
Euler (EUL): Q3 2025 Activity and Financial Report
EU
Maple (SYRUP): Q3 2025 Activity and Financial Report
SYMA
Alpha Recap #1: Ink Airdrop, Hyperliquid's HIP-3, MegaETH ICO, and Yield Arbitrage on Pendle
HYPEPE
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