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An update on OP_RETURN, Bitcoin Core v30, and the Core-Knots war
Bitcoin (BTC)
Alpha Recap #5: Aave and the neobank thesis, opportunity on Pendle, Kinetiq airdrop and Uniswap overhaul
Pendle
The U.S. Government Shutdown Is Over. So Why Is BTC Falling Below $98,000?
Bitcoin (BTC)
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
Stream Finance
Crypto Market Report October 2025: macro environment causes cryptos to fall
Bitcoin (BTC)
Why is Pendle the best tool for farming airdrops?
Pendle, Pendle
Alpha Recap #3: Terminal Finance’s Promise, Ether.fi’s Buyback, and Maple’s Strategic Pivot
Maple Finance (SYRUP), Maple, ether.fi Stake
Polygon (POL): Q3 2025 Activity and Financial Report
POL (ex-MATIC) (POL)
Ethena Whitelabel: Ending the Stablecoin Value Leakage
Ethena (ENA)
What is x402? Understanding the protocol and narrative
Alpha Recap #2: Ethereal Mainnet, Aave’s Pivot, MegaETH ICO, and Pendle Yield
Aave, Pendle, Aave V3, Pendle
Euler (EUL): Q3 2025 Activity and Financial Report
Euler V2
Maple (SYRUP): Q3 2025 Activity and Financial Report
Maple Finance (SYRUP), Maple
