Research & Commentary
Market insights.
Research notes, market commentary, and educational writing on digital asset markets, quantitative methods, and institutional allocation.
Q3 Analysis
The Maturation of Institutional On-Chain Liquidity
How regulated venues and prime brokers are reshaping execution quality for sophisticated allocators in digital asset markets.
May 30, 2026WhitepaperProbabilistic Risk Models in Volatile DeFi Cycles
A framework for thinking about tail risk, correlation regime shifts, and liquidity discontinuities in decentralized finance allocations.
May 10, 2026MemoThe Convergence of Fixed Income and Staking Yields
Examining how proof-of-stake yields are beginning to clear against traditional fixed-income benchmarks and what that means for portfolio construction.
April 12, 2026