Market reports
Market commentary,
Market commentary,
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Weekly recap and monthly deep-dives, written by our research desk. Free, no email required.
Weekly
Week of April 28 — BTC consolidates above $67k
Spot volume down 12% w/w as ETF flows softened. Stablecoin supply expanded by $3.2B; alt-L1s tested support.
2026-05-05 · 14 min read
MonthlySolana ecosystem report — Q1 2026
TVL, active addresses, fee revenue and validator concentration. The good, the bad, and the parts everyone tends to skip.
2026-04-15 · 32 min read
ThematicStablecoin lending: where the yield comes from
Walking through the chain: customer deposits → pool → margin desk → market maker. Who pays whom, and why retail rates change.
2026-04-02 · 18 min read
MacroRates and crypto: the regression nobody runs anymore
The "BTC is digital gold under loose monetary policy" thesis is harder to back-test than it looks. Five charts that complicate the story.
2026-03-19 · 21 min read