Research

Crypto Market Update - May 2026

Crypto Market Update (May 2026): Despite DeFi hacks and geopolitical stress, BTC, SOL and Hyperliquid show major dislocations—driven by a paused “DAT bid,” quantum fears and macro crosscurrents—creating a setup for opportunity as risks reverse.

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Crypto Market Update - April 2026

April crypto markets showed signs of recovery as institutional ETF inflows returned, Solana RWA activity accelerated, DeFi absorbed major shocks, and U.S. crypto regulation gained momentum.

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Crypto Market Update - March 2026

Crypto Market Update for March 2026: Bitcoin stabilizes and rebounds toward $73K as ETF inflows turn positive, while “higher-for-longer” rates and energy-driven geopolitics shape risk sentiment. Onchain adoption grows through stablecoins and RWAs, but smart contract hacks refocus markets on yield risk, alongside improving deal flow and uneven regulatory progress.

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Novel & Permissionless Fundraising Mechanisms

A deep dive into Solana’s emerging on-chain fundraising models, comparing MetaDAO, Metaplex Genesis, and Futardio as crypto searches for fairer, more permissionless capital formation.

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The Evolution Of The Solana Transaction Supply Chain

How Solana is redesigning transaction flow, ordering, and blockspace economics to support reliable execution and on-chain capital markets.

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Quantum Computing and Solana: Not an Existential Threat

Assessing Q-day, the path to a post-quantum Solana, how Solana stacks up against other L1s, and prospects for new chains to compete with incumbents.

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Crypto Market Update - December 2025

December saw crypto markets enter a consolidation phase as Bitcoin volatility fell, the U.S. dollar remained firm, and gold reached new highs amid macro uncertainty. Solana’s HumidiFi delivered a standout $WET token launch, reflecting growing market preference for durable, revenue-driven projects.

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Crypto Market Update - October 2025

October 2025 brought sharp volatility to crypto markets as $19 billion in open interest was liquidated within 36 hours amid U.S. tariff threats, leverage unwinds, and Binance oracle failures. Despite the turmoil, Solana ETFs saw strong inflows and network resilience, highlighting institutional confidence even as markets reassess risk appetite heading into year-end.

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A Technical Assessment Of Solana Protocol Opportunities (And Current Progress)

A deep technical assessment of Solana’s current bottlenecks and upgrades, from validator costs and client diversity to Alpenglow, Firedancer, and developer tooling.

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Crypto Market Update - August 2025

August was marked by a supportive macro backdrop with DXY at 98 and gold at record highs, setting up Bitcoin and crypto for a bullish Q4. BTC pulled back 14% while ETH surged, DATs faced NAV discounts, and Solana saw shifting dominance with Axiom and PumpSwap. With a dovish Fed expected and an SEC decision on a Solana spot ETF looming, catalysts for large-cap altseason are building.

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Tokenization On Solana: Progress Since Accelerate NY

Explore how Solana has emerged as the frontrunner for internet-scale financial infrastructure. From tokenized stocks to DePIN and RWAs, this deep dive unpacks the builders, tech, and catalysts driving Solana’s tokenization lead since Accelerate NYC.

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Crypto Market Update - July 2025

July saw Bitcoin hit new highs, Ethereum surge 60%, regulatory clarity in the U.S., and growing momentum for a spot Solana ETF—setting the stage for fresh institutional inflows.

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Is the $PUMP bottom in?

$PUMP may have already bottomed—here’s why shifting sentiment, major holder behavior, and a $2B war chest could set the stage for its next move.

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Crypto Market Recap — June 2025

BTC chops, institutions surge, and Pump.Fun raises $1.3B.