Total Research
120
From 20 firms
Signal-rated
51
High-conviction pieces
This Week
35
New publications
Bookmarked
0
Your reading list
Showing 120 of 120 research pieces
Navigating L1/L2: A Risk Framework for Allocators
Coinbase Institutional#neutral
Deconstructing ZK: Risks, Rewards, and the Road Ahead
Polychain Capital#bullish#contrarian#thesis
Deconstructing ZK: Risks, Rewards, and the Road Ahead
The AI x Crypto Stack: An Investor's Framework
Framework Ventures#neutral#bearish
DeFi Developer Activity: Quarterly Report Q1 2026
Sequoia Capital#contrarian
The State of NFT/Culture in 2026: A Comprehensive Analysis
Messari#neutral#contrarian#narrative
Portfolio Construction: Optimal MKR Allocation Strategies
Morgan Stanley Digital#neutral
Token Economics of LINK: Sustainable or Speculative?
The Block Research#neutral#bearish#institutional
Regulatory Analysis signal AI x Crypto Regulation: Global Landscape and Implications
Framework Ventures#bullish#contrarian
Regulatory Analysis signal The State of NFT/Culture in 2026: A Comprehensive Analysis
Placeholder VC#contrarian#retail
Gaming: Separating Signal from Noise
JPMorgan Digital#neutral#bearish#contrarian
Institutional Flows into ETH: What the Data Tells Us
Bernstein Research#neutral#bullish
Market Microstructure: RNDR Liquidity Analysis
Bernstein Research#neutral#bullish
Token Economics of AVAX: Sustainable or Speculative?
Sequoia Capital#neutral#contrarian#thesis
DAO Governance Market Structure: Who's Building, Who's Leaving
Coinbase Institutional#neutral#bullish
Ecosystem Overview signal Portfolio Construction: Optimal SNX Allocation Strategies
Goldman Sachs Digital#neutral#bearish#contrarian
Navigating Infrastructure: A Risk Framework for Allocators
Paradigm#bearish#bullish#institutional
The ZK Stack: An Investor's Framework
Morgan Stanley Digital#neutral#thesis
The AI x Crypto Opportunity: Why Now Matters
Bernstein Research#neutral#bullish#contrarian
On-Chain Intelligence: MKR Holder Behavior Deep Dive
Navigating DeFi: A Risk Framework for Allocators
The Bull Case for MATIC in the Current Macro Environment
Coinbase Institutional#contrarian#thesis#narrative
The State of DAO Governance in 2026: A Comprehensive Analysis
Dragonfly#neutral#bullish#contrarian
Market Microstructure: SNX Liquidity Analysis
Framework Ventures#neutral#retail
On-Chain Intelligence: RNDR Holder Behavior Deep Dive
JPMorgan Digital#contrarian
Regulatory Analysis signal Token Economics of ATOM: Sustainable or Speculative?
Delphi Digital#bullish#narrative#retail
Deconstructing DeFi: Risks, Rewards, and the Road Ahead
Bernstein Research#bearish#bullish
The ZK Stack: An Investor's Framework
Sequoia Capital#bearish#bullish#thesis
Navigating NFT/Culture: A Risk Framework for Allocators
Data Regulation: Global Landscape and Implications
a16z crypto#neutral#bullish#contrarian
Navigating DAO Governance: A Risk Framework for Allocators
Multicoin Capital#bullish
Security: Separating Signal from Noise
Framework Ventures#neutral#bearish
Data: Separating Signal from Noise
Security Regulation: Global Landscape and Implications
From Zero to One: Security Innovation Frontiers
RWA Regulation: Global Landscape and Implications
Bernstein Research#contrarian
The Bull Case for RNDR in the Current Macro Environment
Morgan Stanley Digital#neutral#contrarian
The Bull Case for OP in the Current Macro Environment
Messari#bullish#contrarian#thesis
Market Microstructure: MATIC Liquidity Analysis
Delphi Digital#bearish#contrarian
On-Chain Intelligence: DOT Holder Behavior Deep Dive
Variant Fund#narrative#retail
Stablecoins Market Structure: Who's Building, Who's Leaving
Dragonfly#bearish#contrarian
The State of Regulation in 2026: A Comprehensive Analysis
Placeholder VC#neutral#bearish
Navigating Infrastructure: A Risk Framework for Allocators
a16z crypto#bearish#contrarian
The Coming Convergence of Regulation and Traditional Finance
Coinbase Institutional#neutral#contrarian#thesis
Why AAVE Could Redefine Regulation This Cycle
Electric Capital#contrarian
Token Economics of NEAR: Sustainable or Speculative?
Bernstein Research#neutral#contrarian
NFT/Culture: Separating Signal from Noise
The Block Research#neutral#bearish#contrarian
Institutional Flows into RNDR: What the Data Tells Us
Sequoia Capital#bearish#contrarian#thesis
From Zero to One: L1/L2 Innovation Frontiers
Framework Ventures#neutral#bearish
DAO Governance Developer Activity: Quarterly Report Q1 2026
Multicoin Capital#bearish#bullish#thesis
Data Regulation: Global Landscape and Implications
Bernstein Research#bearish#bullish#contrarian
Deconstructing Security: Risks, Rewards, and the Road Ahead
Galaxy Digital#neutral#bearish#thesis
Why DOT Could Redefine RWA This Cycle
Multicoin Capital#bearish#narrative#risk
Portfolio Construction: Optimal AVAX Allocation Strategies
The Coming Convergence of NFT/Culture and Traditional Finance
Paradigm#bearish#thesis#narrative
Deconstructing AI x Crypto: Risks, Rewards, and the Road Ahead
Polychain Capital#neutral#bullish#contrarian
From Zero to One: Gaming Innovation Frontiers
From Zero to One: Gaming Innovation Frontiers
Dragonfly#neutral#bearish
Why ATOM Could Redefine RWA This Cycle
Framework Ventures#neutral#bullish#thesis
Security Developer Activity: Quarterly Report Q1 2026
Galaxy Digital#neutral#thesis#retail
Critical Infrastructure: The NFT/Culture Thesis
Paradigm#neutral#bullish#contrarian
Regulatory Analysis signal The Bull Case for MATIC in the Current Macro Environment
Token Economics of MATIC: Sustainable or Speculative?
JPMorgan Digital#bearish#bullish
Portfolio Construction: Optimal AAVE Allocation Strategies
Portfolio Construction: Optimal AAVE Allocation Strategies
Sequoia Capital#bearish#thesis
DAO Governance Regulation: Global Landscape and Implications
From Zero to One: DePIN Innovation Frontiers
Pantera Capital#neutral#bearish
From Zero to One: DePIN Innovation Frontiers
Placeholder VC#neutral#bullish
Ecosystem Overview signal DePIN Regulation: Global Landscape and Implications
Institutional Flows into AVAX: What the Data Tells Us
a16z crypto#bullish#thesis#retail
The DePIN Stack: An Investor's Framework
Placeholder VC#contrarian#thesis#retail
Regulatory Analysis signal Critical Infrastructure: The Infrastructure Thesis
Multicoin Capital#bearish#thesis#narrative
Token Economics of MKR: Sustainable or Speculative?
Multicoin Capital#neutral#bullish#contrarian
Why AVAX Could Redefine MEV This Cycle
From Zero to One: Security Innovation Frontiers
From Zero to One: Infrastructure Innovation Frontiers
Polychain Capital#neutral#bullish#contrarian
Institutional Flows into OP: What the Data Tells Us
Ecosystem Overview signal NFT/Culture: Separating Signal from Noise
Why MKR Could Redefine DAO Governance This Cycle
Goldman Sachs Digital#bearish
Institutional Flows into SNX: What the Data Tells Us
Messari#bullish#contrarian#thesis
Market Microstructure: MKR Liquidity Analysis
Framework Ventures#contrarian#narrative
L1/L2 Market Structure: Who's Building, Who's Leaving
Data Regulation: Global Landscape and Implications
Paradigm#bearish#thesis#narrative
Regulatory Analysis signal Market Microstructure: ADA Liquidity Analysis
Framework Ventures#neutral
The Data Opportunity: Why Now Matters
Galaxy Digital#bearish#contrarian#thesis
Security Regulation: Global Landscape and Implications
a16z crypto#neutral#thesis#retail
From Zero to One: NFT/Culture Innovation Frontiers
JPMorgan Digital#neutral#bullish
Token Economics of RNDR: Sustainable or Speculative?
Electric Capital#narrative#retail
The State of DePIN in 2026: A Comprehensive Analysis
The Bull Case for UNI in the Current Macro Environment
Bernstein Research#bearish#bullish#thesis
Regulatory Analysis signal NFT/Culture Market Structure: Who's Building, Who's Leaving
Portfolio Construction: Optimal AAVE Allocation Strategies
Pantera Capital#neutral#bullish#contrarian
Institutional Flows into ADA: What the Data Tells Us
DePIN: Separating Signal from Noise
Bernstein Research#neutral#bullish#contrarian
On-Chain Intelligence: DOT Holder Behavior Deep Dive
The Block Research#bearish#bullish
Regulatory Analysis signal The Bull Case for ATOM in the Current Macro Environment
Multicoin Capital#bearish#contrarian
Deconstructing Stablecoins: Risks, Rewards, and the Road Ahead
Framework Ventures#neutral#thesis
The Gaming Opportunity: Why Now Matters
Messari#neutral#bearish#bullish
Ecosystem Overview signal Why UNI Could Redefine NFT/Culture This Cycle
Stablecoins Regulation: Global Landscape and Implications
Delphi Digital#neutral#bearish#bullish
Institutional Flows into AAVE: What the Data Tells Us
Why AVAX Could Redefine MEV This Cycle
Bernstein Research#neutral
Why FIL Could Redefine Data This Cycle
On-Chain Intelligence: ADA Holder Behavior Deep Dive
Paradigm#contrarian#narrative
Regulatory Analysis signal Infrastructure Regulation: Global Landscape and Implications
Variant Fund#contrarian#thesis#narrative
Why NEAR Could Redefine Stablecoins This Cycle
JPMorgan Digital#bullish#contrarian
DePIN Market Structure: Who's Building, Who's Leaving
Goldman Sachs Digital#bullish
Critical Infrastructure: The MEV Thesis
Electric Capital#bearish#bullish#contrarian
SNX Valuation Model: A First Principles Approach
Morgan Stanley Digital#contrarian
Institutional Flows into ETH: What the Data Tells Us
Delphi Digital#bearish#bullish#narrative
The Data Stack: An Investor's Framework
Galaxy Digital#bearish#thesis#narrative
Why OP Could Redefine RWA This Cycle
MEV: Separating Signal from Noise
Polychain Capital#neutral#contrarian
The Coming Convergence of MEV and Traditional Finance
Morgan Stanley Digital#neutral
Ecosystem Overview signal DePIN Regulation: Global Landscape and Implications
JPMorgan Digital#bearish#bullish
Token Economics of MKR: Sustainable or Speculative?
Polychain Capital#bullish#narrative
Stablecoins Market Structure: Who's Building, Who's Leaving
Framework Ventures#bullish#contrarian
Ecosystem Overview signal NEAR Valuation Model: A First Principles Approach
Delphi Digital#neutral#thesis#retail
Token Economics of DOT: Sustainable or Speculative?
The Coming Convergence of Data and Traditional Finance
Coinbase Institutional#neutral#institutional
Crypto AI Insights — Curated crypto & AI researchv0.2.0