Research
📉 PUMP
Streamers win and traders bleed. That’s when you rent the trade but not marry the story.
Pulse – Oct 5
Policy easing + BTC‑led flows + institutional “flow machines” (ETFs, DATs) compress the time between risk‑on and exit.
Pulse – Oct 12
Record liquidations showed crowded leverage, survive by sizing right, rotating to cash flows, and predefining exits.
Flying Tulip – FT Raise
Downside capped via onchain PUTs; upside from yield & revenue-funded buyback and burns; yield from fees distributed in FT.
Pulse – Sep 28
Uptober starts noisy: USD strength, sticky PCE, and new tariffs fracture “Goldilocks”; BTC sets the tone.
Recall Network
The AI economy lacks a neutral rating system. Recall is the trust layer using AI competitions to uncover performance over hype.
Pulse – Sep 21
Markets front-ran cuts; upside is tight, risk is rising—stay nimble, rotate, and pay yourself on strength.
Ether.fi
Ether.fi: non-custodial neobank with Staking + Liquid, Cash (credit & payments), and soon Trade (via Hyperliquid).
Pulse – Sep 14
Weak Jobs, Easy Fed; BTC $115K, ETH/SOL Outperform, HYPE Moat, AI Back, JTO & MNT in Focus & more.
TON
From messaging to money. Telegram’s super-app is the distribution moat. TON’s symbiosis unlocks asymmetric effects.
Ether.fi – Q3 2025
Ether.fi’s Q3 2025: From staking infra to neobank; surging buybacks and product growth; toward staking & payments leadership.
Pulse – Sep 7
Gold’s Record Run, BTC Dominance Climbs, Yields Defy Cuts, RWAs Hold Strong, CARDS 8x Mania, ETHFI/ENA Catalysts & more.
GOAT Network
GOAT Network is a Bitcoin-native zkRollup turning BTC from a passive store of value into a yield-generating asset.
Pulse – Aug 31
Powell’s Dovish Tilt, Sticky PCE, BTC $110K Shakeout, ETH ATH Pullback, Gold Soars, Prediction Markets Surge & More
Plasma
Plasma is a high-performance L1 blockchain specifically designed for stablecoin payments.
Pulse – Aug 24
$ETH ATH, BTC.d falls, Macro Outlook, CEXs Lean into Onchain, DAT Momentum Continues, Base Ecosystem Heats Up, & More.
Resolv
Resolv is the protocol behind the $USR stablecoin, the true delta neutral stablecoin baked by $BTC & $ETH.
Story Protocol
Story Protocol is the programmable IP layer for the internet, enabling royalty distribution for the $80T IP market.
Chintai
Chintai’s real institutional RWA flows far exceed $CHEX’s market cap—creating rare, asymmetric upside for early conviction.
Pulse – Aug 17
$BTC Dump, $ETH ATH Rejection, DAT Activity, Solana Launchpad Competitive Landscape, Macro Outlook & More.
Arbitrum
Arbitrum is far more than its flagship Arbitrum One; its strategy—free L3s, profit‑sharing L2s, and the Stylus multi‑VM engine—ignites rising adoption and thicker margins.
Unit
Unit is the decentralized asset tokenization layer for all of finance, allowing native deposits & withdrawals on Hyperliquid.
Pulse – Aug 10
$BTC ATH Push, $ETH $4,300, $PUMP Comeback, Solana Launchpad Landscape, Macro Outlook & More.
Veda
Veda is a B2B DeFi vault infrastructure platform for institutions, asset issuers, & other protocols to manage onchain products.
ZetaChain
ZetaChain is a L1 blockchain designed to be a universal interoperability hub for all major networks.
Metaplex
Metaplex is Solana’s token-creation engine; asset issuance results in constant buy-pressure for $MPLX via buybacks.
Pulse – Aug 3
$BTC Dump & Rebound, Trump Fires BLS Head, Macro Outlook, Gold Leads $BTC, $ETH DeFi Tailwinds & More
MegaETH Ecosystem
MegaETH's performant and developer-friendly infrastructure and incubation efforts enable a new generation of applications.
Superseed
Superseed is an OP Stack L2 that uses all revenues to automatically self‑repay user loans, with native DeFi integrations.
Pulse – July 27
$ETH $3,900?, $ZORA +350%, $ENA Treasury Company, $PUMP Underperforms, ETF Flows Outperform