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Research & Insights

Data-driven crypto analysis and market notes, published by Clashware Sàrl, Lausanne.

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Bittensor's Governance Crisis: What Covenant AI's Exit Means
ResearchFree

Bittensor's Governance Crisis: What Covenant AI's Exit Means

Covenant AI dumped 37,000 TAO and accused Bittensor of centralization theatre. We analyze the fallout, recovery, and what it reveals about DeAI governance.

StrictScore••6 min read
AI Crypto Tokens Rally While Everything Else Bleeds
ResearchFree

AI Crypto Tokens Rally While Everything Else Bleeds

AI tokens gained 30% in four weeks while every other crypto sector posted losses. Here is what is driving the divergence.

•8 min read
DePIN's Real Numbers: Akash's Verifiable Spend vs. Grass
ResearchFree

DePIN's Real Numbers: Akash's Verifiable Spend vs. Grass

Akash publishes onchain lease and spend data anyone can check. Grass advertises 8.5 million users; DefiLlama shows no revenue-tracking module for it.

•13 min read
DePIN Revenue Reality: Which Networks Earn Real Fees in 2026
ResearchFree

DePIN Revenue Reality: Which Networks Earn Real Fees in 2026

Independent fee revenue for Helium, Render, Filecoin, and Akash, checked against DefiLlama, plus Aethir's self-reported ARR. Emissions are not revenue.

•13 min read