GLC Research - Articles

2 min read

30 March 2026

Hyperliquid Strategies Interview – “Rethinking Financial Rails” by Forward Guidance

10 min read

23 August 2025

Hyperliquid Strategies (DAT) Interview: “Making Hyperliquid a Wall Street Asset”

13 min read

28 July 2025

Hyperliquid’s Valuation Framework ($HYPE) – by Keisan

Cover image for the article “Investment Thesis: "Best Sol Etf Beta?"” featuring the logos of GLC Research and Sanctum. Published July 8, 2025.

16 min read

3 July 2025

The Sanctum Thesis:“Best SOL ETF Beta ?”

Cover image for the article “Investment Thesis: Pump Bull and bear case” featuring the logos of GLC Research and Pump.fun. Published July 1, 2025.

12 min read

1 July 2025

Investment Thesis:“PUMP FUN BULL & BEAR CASE”

Cover image for the article “Investment Thesis: the best stablecoin beta ?” featuring the logos of GLC Research and Pendle. Published June 12, 2025.

22 min read

12 June 2025

Investment Thesis: “Pendle, The Best Stablecoin Beta?”

Cover image for the article “Investment Thesis: From attention to earnings” featuring the logos of GLC Research, Diaz from Greythorn Asset Management and Kaito. Published May 22, 2025.

15 min read

23 May 2025

The Kaito Thesis:“From Attention to Earnings”

Cover image for the article “Investment Thesis: The case for a repricing” featuring the logos of GLC Research and Maple. Published May 19, 2025.

9 min read

19 May 2025

Maple Finance Valuation Thesis: “Growth Forecast & Token Outlook for 2025”

Cover image for the article “Investment Thesis: The House of Finance” featuring the logos of GLC Research, OAK Research, and Hyperliquid. Published March 19, 2025.

12 min read

19 March 2025

Hyperliquid Valuation Thesis: “The House of Finance”

2 min read

30 March 2026

Hyperliquid Annual Report 2025

5 min read

4 March 2026

Maple – Q1 2026 Investor Call Summary

4 min read

17 February 2026

$PURR earnings call #1 – Key Takeaways

8 min read

19 January 2026

Hyperliquid Fundamentals Update: “10/10 Recovery, Momentum, and What’s Next”

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

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Hyperliquid Annual Report 2025

Maple – Q1 2026 Investor Call Summary

$PURR earnings call #1 – Key Takeaways

Hyperliquid Fundamentals Update: “10/10 Recovery, Momentum, and What’s Next”

How HyENA Changes the Economics of Perp Trading?

Maple’s Q4 Update: “Targeting $100M ARR”

Hyperliquid’s Scalability – “How 14 People Are Outpacing Robinhood?”

Ether.Fi – Analyst Call summary (Q3)

Hyperliquid’s Fundamentals Update – by Keisan

Maple – Q1 2026 Investor Call Summary

$PURR earnings call #1 – Key Takeaways

Hyperliquid Fundamentals Update: “10/10 Recovery, Momentum, and What’s Next”

How HyENA Changes the Economics of Perp Trading?

Maple’s Q4 Update: “Targeting $100M ARR”

Hyperliquid’s Scalability – “How 14 People Are Outpacing Robinhood?”

Ether.Fi – Analyst Call summary (Q3)

Hyperliquid’s Fundamentals Update – by Keisan

Announcing HRC – The Research Hub for Hyperliquid

Q3 Performance Report: syrupUSDC(T)

Hyperliquid Annual Report 2025

Euler (Q3): Activity and Financial Report

Maple’s Q3 Report – “From a Solid DeFi Brand to a Leading one”

Maple Monthly Update (August) – “Maple reached $1.4M Revenue ATH.”

Hyperliquid S1 Report: “Inside Hyperliquid’s Growth”

Maple’s Quarterly Report (Q2):“Inside Maple’s Growth”

Maple’s Quarterly Report:“Historic Q1 Performance” (Q1)

Maple’s Q3 ITW, with Martin de Rijke

Hyperliquid Strategies Interview – “Rethinking Financial Rails” by Forward Guidance

Hyperliquid Strategies (DAT) Interview: “Making Hyperliquid a Wall Street Asset”

Hyperliquid’s Valuation Framework ($HYPE) – by Keisan

The Sanctum Thesis:“Best SOL ETF Beta ?”

Investment Thesis:“PUMP FUN BULL & BEAR CASE”

Investment Thesis: “Pendle, The Best Stablecoin Beta?”

The Kaito Thesis:“From Attention to Earnings”

Maple Finance Valuation Thesis: “Growth Forecast & Token Outlook for 2025”

Hyperliquid Valuation Thesis: “The House of Finance”

Hyperliquid Annual Report 2025

Maple – Q1 2026 Investor Call Summary

$PURR earnings call #1 – Key Takeaways

Hyperliquid Fundamentals Update: “10/10 Recovery, Momentum, and What’s Next”

How HyENA Changes the Economics of Perp Trading?

Maple’s Q4 Update: “Targeting $100M ARR”

Hyperliquid’s Scalability – “How 14 People Are Outpacing Robinhood?”

Ether.Fi – Analyst Call summary (Q3)

Hyperliquid’s Fundamentals Update – by Keisan

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Our Researches