Arweave analysis: How does permanent storage demand reach AR?
Arweave analysis needs to separate uploaded data, AR payments and the storage reserve. Archived block records and fee scenarios show what usage growth can—and cannot—establish.
Crypto market analysis
Explore the data behind market moves. Browse analysis of technical indicators, network activity and macroeconomic trends.
DeFi TVL analysis: Does growth mean new money arrived?
DeFi TVL analysis needs more than a dollar total. A six-day Aave V3 Ethereum snapshot shows how valuation changes and token balances can pull in opposite directions.
MEV analysis: How transaction ordering changes swap costs
A low commission does not ensure a cheap swap. A controlled reserve calculation separates transaction ordering from price impact and protection claims.
Bitcoin derivatives analysis: Open interest and funding
A rising dollar value of open interest combines changes in outstanding positions with changes in price. A dated Bitcoin case study separates the two and tests what the evidence can support.
Avalanche analysis: Does network growth create AVAX demand?
More Avalanche networks and transactions need not create an equivalent increase in AVAX demand. We trace the connection through fees, validator records and supply.
Crypto markets after MiCA: access, trading routes and liquidity
MiCA crypto regulation can change service access without changing a token’s global price. We examine permissions, trading routes and liquidity through current sources and a worked cost example.
DeFi sector analysis: what DEX and lending revenue reveals
DeFi sector analysis starts by asking where a rising revenue total comes from. Trading and lending can move in different directions, while a busier protocol keeps a smaller share.
Metaverse analysis: does user growth add value to tokens and land?
This metaverse analysis asks who captures the economic value of adoption. Sandbox and Decentraland cases connect participation measures, revenue rights and a hypothetical land rental calculation.
Tokenized gold: PAXG and XAUT custody and exit risks
Tokenized gold gives access to gold exposure without moving bullion. For PAXG and XAUT, custody rights, total costs and a usable exit matter alongside the price.
Stablecoin depeg analysis: how collateral stress reaches DeFi lending
A stablecoin returning to $1 does not necessarily reverse a lending loss. Dated USDC records and reproducible stress calculations show where temporary price changes can become lasting shortfalls.
DAO governance analysis: participation, voting power and execution
An overwhelming approval rate can conceal concentrated voting power. Participation, treasury commitments and the authority to execute a decision need separate evidence.
Lido analysis: how does staking growth reach LDO?
This Lido analysis uses the H1 2026 report to examine the path from staked ETH to fee revenue and LDO rights. Shared-pool economics and a tokenholder’s claim are evaluated separately.
Layer 2 economics: can low fees sustain network revenue?
Layer 2 economics can diverge from transaction growth. A common 30-day window for Base, Arbitrum and OP Mainnet shows what low L1 costs explain and which expenses remain outside the calculation.
Spot Bitcoin ETF flows and price: two quarters of IBIT
IBIT’s first-quarter reports for 2025 and 2026 show different sides of fund demand. Separating gross creations, redemptions, cash movements and fund size clarifies which questions remain open when interpreting price.
Bitcoin and the dollar: when does inverse correlation break?
A dollar rally and a Bitcoin sell-off can look like a dependable trading rule. The useful question is whether their relationship survives a different period, measurement method and market backdrop.
GameFi analysis: can player spending sustain token rewards?
Spending for entertainment and spending to earn a larger reward are different forms of demand. We examine GameFi beyond wallet counts, using dated Axie policy decisions and a transparent hypothetical budget.
Aave analysis: how does lending demand reach AAVE?
Does more lending leave more value for AAVE? We separate borrowing demand, protocol income and token value capture, using worked scenarios and dated governance evidence.
How do Fed rate decisions affect crypto? Three scenarios
The size of a rate cut is only part of the story. Its cause, inflation expectations and financing conditions can lead to very different outcomes for crypto.
NFT market analysis: volume, demand and creator royalties
NFT market analysis requires separating trading volume from independent demand. Sales counts, buyer distribution and the money reaching creators can tell very different stories.
Uniswap analysis: UNI burns, trading volume and future scenarios
A strong UNI thesis needs more than a busy exchange protocol. Fee allocation, recurring burns and the economics of supplying liquidity belong in the same assessment. This analysis examines when growth might translate into token value and what could interrupt that connection.