Research
Personal analysis, thought pieces, and market commentary.
Market Spotlight: Has Ripple's Ruling Changed the Narrative?
Thought piece on Ripple's court ruling and its implications for crypto regulatory narratives.
Market Spotlight: Declining Liquidity & The Evolving Exchange Ecosystem
Thought piece on declining market liquidity and the shifting exchange landscape.
Market Spotlight: Regulatory Pressure Mounts in the US
Thought piece on escalating crypto regulation in the US and its market impact.
Market Spotlight: Bitcoin, Banks, Balaji's Bet & Market Cycles
Thought piece on Bitcoin amid the banking crisis, Balaji's Bitcoin bet, and where we are in the market cycle.
Market Spotlight: Are We Out of the Woods Yet?
Thought piece on the state of the market in the aftermath of FTX and whether a recovery is in sight.
Market Spotlight: The Aftermath of FTX's Collapse
Thought piece on the contagion and market fallout following FTX's collapse.
Market Spotlight: Diving Into FTX's Insolvency, FTT & Binance
Thought piece on FTX's insolvency, the FTT collapse, and Binance's role in the crisis.
Market Spotlight: No Transitioning From JPow Yet
Thought piece on the Fed's rate stance, Jerome Powell's signals, and what it means for risk assets.
Market Spotlight: Jackson Hole Sell-Off, Hard Forks and Inside Binance Derivatives
Thought piece on the Jackson Hole-driven sell-off, upcoming hard forks, and Binance's derivatives market.
The $19 Billion Liquidation That Shook Crypto
A historic $19 billion in leveraged positions vanished within 24 hours, exposing how macro shocks, leverage, and thin liquidity combined to trigger crypto's largest-ever liquidation event.
Market Spotlight: The Merge, CEXs and Sanctions
Thought piece on Ethereum's Merge, centralized exchange dynamics, and the impact of sanctions on crypto.