Tracking Narratives.
Research Analyst — digital assets & macro.
Latest
Most recent research and reports.
Protocol Research
The Definitive Stablecoin Landscape Series: Asia Pacific
As stablecoins move into regulated finance, APAC is becoming a key proving ground. This report maps the region's rules, use cases, and RLUSD…
Stablecoins Report
Aug 2026
Stablecoin sector market cap rose 1.19% to $311bn — the first monthly increase in three months.
Exchange Review
Jul 2026
Combined volume fell nearly 24% to $3.76T, the lowest level since November 2023.
Stablecoins Report
Jul 2026
Tokenized-asset market cap surged 11.5% to $32.1bn, the highest month-end level on-chain.
Protocol Research
The Evolution of the Crypto CEX Landscape: A Case Study on Binance
Binance remains crypto's leading exchange, expanding from spot and derivatives into RWAs, payments, savings, yield, and broader financial se…