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.
DeFi analysis
Explore liquidity, total value locked and protocol activity through data-led analysis.
All DeFi coverage
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.
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.