Discover Our Researches
Discover
Our Researches
7 min read
11 December 2025
How HyENA Changes the Economics of Perp Trading?
6 min read
8 December 2025
Maple’s Q4 Update: “Targeting $100M ARR”
9 min read
30 November 2025
Hyperliquid’s Scalability – “How 14 People Are Outpacing Robinhood?”
8 min read
27 November 2025
Ether.Fi – Analyst Call summary (Q3)
3 min read
22 November 2025
Hyperliquid’s Fundamentals Update – by Keisan
4 min read
18 November 2025
Announcing HRC – The Research Hub for Hyperliquid
9 min read
17 November 2025
Q3 Performance Report: syrupUSDC(T)
5 min read
6 November 2025
Maple’s Q3 ITW, with Martin de Rijke
18 min read
27 October 2025
Euler (Q3): Activity and Financial Report
7 min read
11 December 2025
How HyENA Changes the Economics of Perp Trading?
6 min read
8 December 2025
Maple’s Q4 Update: “Targeting $100M ARR”
9 min read
30 November 2025
Hyperliquid’s Scalability – “How 14 People Are Outpacing Robinhood?”
8 min read
27 November 2025
Ether.Fi – Analyst Call summary (Q3)
3 min read
22 November 2025
Hyperliquid’s Fundamentals Update – by Keisan
4 min read
18 November 2025
Announcing HRC – The Research Hub for Hyperliquid
9 min read
17 November 2025
Q3 Performance Report: syrupUSDC(T)
14 min read
8 October 2025
“Liminal’s Future: Think Bigger”
10 min read
16 September 2025
Why Hyperliquid ($HYPE) is so cheap? – “The Token Risk Premium”
7 min read
5 September 2025
syrupUSDC Strategy with Pendle – “YT Printing 100% APY?”
18 min read
27 October 2025
Euler (Q3): Activity and Financial Report
19 min read
20 October 2025
Maple’s Q3 Report – “From a Solid DeFi Brand to a Leading one”
8 min read
11 September 2025
Maple Monthly Update (August) – “Maple reached $1.4M Revenue ATH.”
26 min read
14 August 2025
Hyperliquid S1 Report: “Inside Hyperliquid’s Growth”
20 min read
15 July 2025
Maple’s Quarterly Report (Q2):“Inside Maple’s Growth”
17 min read
24 April 2025
Maple’s Quarterly Report:“Historic Q1 Performance” (Q1)
13 min read
28 July 2025
Hyperliquid’s Valuation Framework ($HYPE) – by Keisan
16 min read
3 July 2025
The Sanctum Thesis:“Best SOL ETF Beta ?”
12 min read
1 July 2025
Investment Thesis:“PUMP FUN BULL & BEAR CASE”
22 min read
12 June 2025
Investment Thesis: “Pendle, The Best Stablecoin Beta?”
15 min read
23 May 2025
The Kaito Thesis:“From Attention to Earnings”
9 min read
19 May 2025
Maple Finance Valuation Thesis: “Growth Forecast & Token Outlook for 2025”
12 min read
19 March 2025
Hyperliquid Valuation Thesis: “The House of Finance”
7 min read
11 December 2025
How HyENA Changes the Economics of Perp Trading?
6 min read
8 December 2025
Maple’s Q4 Update: “Targeting $100M ARR”
9 min read
30 November 2025
Hyperliquid’s Scalability – “How 14 People Are Outpacing Robinhood?”
8 min read
27 November 2025
Ether.Fi – Analyst Call summary (Q3)
3 min read
22 November 2025
Hyperliquid’s Fundamentals Update – by Keisan
4 min read
18 November 2025
Announcing HRC – The Research Hub for Hyperliquid
9 min read
17 November 2025
Q3 Performance Report: syrupUSDC(T)
5 min read
6 November 2025
Maple’s Q3 ITW, with Martin de Rijke
18 min read
27 October 2025