Research

24 Sep 2026Research

Are DATs worth holding?

11 Sep 2026Research

PropAMMs: Are Traditional AMMs Being Replaced?

28 Aug 2026Research

The Thesis on Social Trading

14 Aug 2026Research

On-chain Collectibles: Are Gachas Here to Stay?

6 Aug 2026Research

The Evolution of Prediction Markets

29 Jul 2026Research

RWA Perpetuals: From Thesis to Traction

10 Jul 2026Research

Is The Truth Engine Being Distorted?

23 Jun 2026Research

Tokenization: Who Actually Captures Value?

19 Jun 2026Research

The Great Restructuring: Andrei Grachev on the Trajectory of the Crypto Market

5 Jun 2026Research

Hermes: Compound Effect At Its Best

14 May 2026Research

The Pre-IPO Gold Rush

1 May 2026Research

DeFi and CeDeFi: Andrei Grachev's Take on Risks in DeFi and CeDeFi’s Solutions