Founder @epochbiz | @kennelcapital
Today I'm covering how Renzo Finance works in a technical way. I've been vocally bullish on the project itself, as I believe onchain tokenized basis yield will grow higher in the future. Outside of th…
There is no surprise that we are in an interesting spot in crypto. We had a rough 10 months after 10/10, marking the start of the bearmarket. Despite not knowing if the current climate is bullish or b…
Today we are releasing a report on @nadoHQ: the main perp dex of @inkonchain (L2 backed by @krakenfx). We have seen a lot of talk lately around rumors of an $INK airdrop. Whether it arrives sooner or …
Despite markets being absolutely terrible, I've found a glimmer of optimism amongst the negatives. As I've previously said, the markets reward those who stay long enough, especially in the bear market…
It has been a long time since I've been writing an investment thesis for a promising play. What I've learned the most in 2025 is that you shouldn't be desperate with forcing a play. A similar thing in…
Stablecoins are the backbone of the crypto landscape. They combine the efficiency and programmability of blockchain technology with the stability of fiat currencies. Amidst the volatility of crypto ma…
This is going be a relatively short one, wrote it today in the back of the taxi after doing DD last week. If you aren't familiar with Fluid: this most likely will be the easiest way to digest why smar…
You might have heard some quiet whispers about $Keeta. It stealth-launched during the peak of the bear market over the past two months. After doing some due diligence, I believe this project has serio…
After getting burned on some new coin launches, I decided to put my focus towards coins with good PMF + low mcap + most of the supply (80%>) already in circulation. It’s clear that most new launches…
As I can already imagine people being triggered by the title and my obsession with Celestia, I invite you to take a step back and put your emotions away. For the sake of the price, I'm not going to te…
As we are all coping with our bags going down, I thought it would be a good opportunity to share some interesting developments regarding Binance Smart Chain. It’s interesting because the current sta…