Research & Insights
Data-driven crypto analysis and market notes, published by Clashware Sàrl, Lausanne.
Best Crypto to Buy for Long Term: 2026 Durability Study
Searching for the best crypto to buy for long term? Across 970 scored tokens in November 2026, only 17 non-pegged assets pass all four durability filters.
Which Crypto Protocols Make Money? A 970-Project Study
Across 970 scored crypto projects, only 53 reach 80 or higher on the STRICT Revenue pillar, and strong protocol fee income does not guarantee token value.
StrictScore Backtest Results October 2026: 2,782 Outcomes
StrictScore backtest results October 2026 audit 2,782 calls across 756 tokens, separating interim target touches from endpoint probability calibration.
StrictScore Score Changes October 2026: Rating Review
StrictScore score changes October 2026 examine selected upgrades and downgrades, linking reserve quality, token supply and protocol risks to rating moves.
Block-Level Access Lists: Ethereum Scaling Proposal
Learn how block-level access lists could help Ethereum process data efficiently, and why the proposal matters for rollups, validators, and developers in 2026.
Crypto Market Analysis Today: 6 Signals for Altcoin Risk
Crypto market analysis today starts with breadth, volume, and liquidity. Use six signals to separate a routine pullback from a fragile altcoin move.
Bitcoin Equity Research: A Four-Test Framework for 2026
Bitcoin equity research needs different evidence than stock analysis. Use four tests to assess BTC's rules, security, liquidity, and custody risk.
Best Crypto to Buy for Beginners: 2026 Research Checklist
Best crypto to buy for beginners? Use this 2026 checklist to compare BTC, ETH, SOL, stablecoins, and high-risk altcoins without chasing hype.
Krypto Analyse Tool: Crypto Research Platform Checklist
Use this krypto analyse tool checklist to compare crypto research platforms, verify market data, and avoid dashboards that confuse noise with signal.
Due Diligence Crypto: 7 Checks Before You Trust a Token
Use this due diligence crypto checklist to review token purpose, supply, security, liquidity, regulation, and incentives before you trust a project.
May 2026
TrapDoor Attack: Malicious Packages Target Crypto Wallets
TrapDoor malware across npm, PyPI, and Crates.io steals crypto wallet keys and attempts to manipulate AI coding assistants through hidden Unicode instructions.
Bitcoin ETF Flows: Demand, Fees and Market Risks
Bitcoin ETF flows show demand for fund exposure, but do not establish who is buying. We examine recent inflows, competing fees, custody and market risks.
April 2026
Best Crypto to Buy in May 2026: Top 8 Picks
Top 8 cryptocurrency picks for May 2026 ranked by STRICT score. Covers LINK, UNI, ETH, HYPE, BTC, AAVE, GNO, and SOL with risk levels.
DeFi Exploits: Contagion, Bridge Security and Recovery
Drift and Kelp exposed governance and bridge weaknesses in DeFi. We examine the contagion, backing shortfalls, and proposals to improve protocol security.
Bittensor's Governance Crisis: What Covenant AI's Exit Means
Covenant AI exited Bittensor and accused its leadership of decentralization theatre. We examine the sell-off, governance response, and risks for DeAI investors.
AI Agent Security in Crypto: Risks, Exploits, and Fixes
Autonomous AI agents are expanding across DeFi, widening crypto's attack surface. ERC-8004, KYA, and wallet guardrails aim to secure on-chain agent execution.
BIP-361: Freeze Unmigrated Bitcoin to Stop Quantum Theft?
BIP-361 would freeze bitcoin not moved to quantum-safe addresses within five years, including about 6.9M BTC with exposed public keys. The community is split.
The PARITY Act: What US Crypto Tax Reform Means for You
The PARITY Act draft proposes changes to US crypto taxation. Here is what its stablecoin exemption, wash sale rules, and validator election would change.
Bitcoin Whale Positions and Extreme Fear: Reading the Data
Bitcoin sentiment remains fearful, but funding rates and wallet flows need careful interpretation. We examine what these signals can and cannot establish.
Tokenized Mutual Funds: Amundi, Spiko and Chainlink
Amundi and Spiko's SAFO fund connects institutional cash management with blockchain settlement. How Chainlink supports NAV reporting and fund transfers.
DeFi Lending: Why Investors Look Beyond Headline Yields
DeFi lending offers more than a headline yield. We examine borrowing demand, composability, liquidity limits, and the risks behind lending protocol returns.
AI Crypto Tokens: March 2026 Resilience and Risks
AI tokens showed relative resilience in Grayscale's March 2026 data. We examine the infrastructure developments, their timing and the risks for investors.
Bitcoin 2026 and FOMC: Crypto's Late-April Calendar
Bitcoin 2026 and the April FOMC meeting share a week. Schwab plans spot crypto access in 2026, adding another development for investors to monitor closely.
Best Crypto to Buy April 2026? 7 STRICT-Scored Picks
Seven cryptocurrencies ranked by StrictScore's STRICT fundamental score for April 2026, with risk levels, dated fee comparisons and sourced catalyst updates.
The Crypto Banking Charter Race for Federal Oversight
Crypto firms are seeking OCC national trust bank charters. The race for federal oversight could reshape institutional custody, payments and stablecoin reserves.
FBI Created Fake Crypto Tokens to Catch Market Manipulators
The DOJ charged 10 people across four firms over crypto market manipulation. FBI-created tokens helped expose the alleged schemes. Here is what happened.
March 2026
Square Expands Bitcoin Lightning Payments to U.S. Sellers
Square expands default Bitcoin payments for eligible U.S. sellers. Taproot Assets supports multi-asset Lightning, and Kraken gains direct Fed access.
Crypto's Infrastructure Revolution: What Falling Prices Built
Crypto prices fell while the industry built new infrastructure. From Fed payment access to Big Four audit plans, here is what changed during the downturn.
Real Yield DeFi Protocols Are Winning the Q1 2026 Crash
While major meme coins sat nearly 90% below their peaks in Q1 2026, fee-generating DeFi protocols like Hyperliquid and Aave showed why real yield matters.
Bitcoin Whale Accumulation: Testing the Supply Squeeze
Bitcoin whale accumulation can support a supply squeeze thesis, but balances alone do not prove purchases. What March evidence shows, and what it cannot.
Morgan Stanley Bitcoin ETF: Why Banks Are All In on Crypto
Morgan Stanley filed for a spot Bitcoin ETF as the first major US bank to enter. With SEC/CFTC classifying 16 cryptos as commodities, institutional adoption accelerates.
S&P 500 Goes On-Chain: Hyperliquid's Wall Street Moment
S&P Dow Jones Indices licensed the S&P 500 to Trade[XYZ] on Hyperliquid. Grayscale filed for a HYPE ETF as on-chain derivatives draw institutional interest.
The 20 Millionth Bitcoin: What Limited Issuance Means
On March 9, 2026, Bitcoin reached 20 million coins mined in block 939,999. With only 1 million BTC left to issue, here is what the supply math tells us.
U.S. Quadruple Witching Ended in 2020: Deribit vs CME
In the U.S., quadruple witching stopped being accurate in 2020. What's still called that is triple witching, and neither Deribit nor CME has that structure.
FTX's $2.2B Creditor Payout: What It Means for Crypto Markets
FTX Recovery Trust plans a $2.2B creditor payout on March 31. We examine the recovery terms and uncertain effects on Bitcoin and altcoin liquidity.
Altcoin Capitulation: 38% Near All-Time Lows
Reports put 38% of altcoins near all-time lows in March 2026. On-chain data describe market stress, but do not establish when a recovery will begin.
Kaspa GHOSTDAG: How BlockDAG Hits 10 Blocks/Second on PoW
Kaspa runs GHOSTDAG, a proof-of-work protocol that keeps parallel blocks instead of discarding them. The network produces blocks at 10 per second.
Crypto Q1 2026 So Far: Winners, Losers, and Q2 Outlook
Bitcoin fell about 16% from the start of 2026 through March 17. We examine the partial-quarter data, sector risks, and what investors should watch in Q2.
March 2026 Crypto Stress Signals and Their Limits
Five crypto market stress signals frame the March 2026 bottom debate. Their definitions and evidence limits matter when assessing whether selling is exhausted.
EigenCloud: Can Crypto's Verifiable Cloud Replace AWS?
EigenLayer rebranded to EigenCloud, launching verifiable compute and AI services. With $9.2B TVL, we examine technology, token economics, and adoption risks.
Quantum Threat to Bitcoin: Exposure and Defenses
Bitcoin faces a future quantum threat when public keys are exposed. Explore the uncertain timeline, proposed defenses, and practical address-hygiene steps.
Railgun Privacy: TVL and the Limits of Compliance Proofs
Railgun held about $83.2M on March 12, 2026, below its August 2025 peak. Its privacy proofs check transaction lists, without guaranteeing legal compliance.
Nasdaq Partners with Kraken to Tokenize Stocks: TradFi Meets DeFi
Nasdaq and Kraken announce a tokenized equities gateway. With $25B in xStocks volume and SEC clarity improving, the TradFi-DeFi convergence is accelerating.
Crypto Derivatives Go Beyond Crypto: Oil Trading Surges on DEX
Decentralized exchanges now trade oil and commodities 24/7. Hyperliquid's HIP-3 markets hit $720M in weekend volume as geopolitical events drive DeFi perps.
Crypto Dev Activity: AI Projects Building Through the Bear
Developers keep shipping across AI and infrastructure protocols despite extreme fear. Which teams build through the bear market could shape the next cycle.
DePIN's Real Numbers: Akash's Verifiable Spend vs. Grass
Akash publishes onchain lease and spend data anyone can check. Compare that evidence with Grass disclosures and the limits of DePIN revenue claims.
x402 Protocol: How the HTTP 402 Payment Flow Works
x402 turns HTTP 402 into a payment handshake for AI agents. We examine the request flow, token support, and the project's reported payment activity.
Layer 2 Networks During the Q1 2026 Crypto Downturn
Layer 2 networks face a difficult crypto market in early 2026. We examine their usage, scaling economics, institutional adoption, and token risks.
Fed March 2026 Decision: What Crypto Investors Should Watch
The March 2026 Fed decision could affect crypto markets through rates, guidance, and inflation expectations. Track evidence before drawing causal conclusions.
Polkadot Plans a DOT Issuance Cut, Not a Bitcoin Halving
Polkadot plans a March 14, 2026 issuance cut toward a 2.1 billion DOT cap. Its governance-approved schedule differs from Bitcoin and can change by vote.
Bitcoin Custody Race: Wall Street Banks Build Crypto Vaults
Morgan Stanley, Citi, and major banks race to launch Bitcoin custody services in 2026. What this infrastructure push means for institutional adoption.
March 2026 Token Unlocks: Supply and Selling Risk
March 2026 token unlocks raise questions about supply, recipients and sell pressure. Review the WBT forecast and why burns cannot guarantee price support.
LayerZero's Zero Blockchain: Wall Street's Bet on Omnichain Infrastructure
LayerZero announced Zero with Citadel Securities, DTCC, and other finance partners. We examine its institutional ambitions, ZRO supply risks, and execution.
February 2026
Tokenized Gold Surges While Crypto Crashes
PAXG rose about 10% as Bitcoin fell 16% from February 1 to 28. How tokenized gold offers a crypto hedge, with issuer, custody and liquidity risks.
x402 Protocol: How AI Agents Pay with Crypto
Coinbase's x402 protocol lets AI agents pay for HTTP resources with crypto. We examine payment mechanics, Google's AP2 integration, adoption, and risks.
Centrifuge CFG Rally: Token Price and RWA Adoption
CFG surged after a Korean exchange listing in February 2026. We examine Centrifuge's tokenized-asset business and why adoption differs from token value.
EVMbench: Can AI Agents Secure DeFi Better Than Humans?
EVMbench tests AI agents on known smart contract vulnerabilities. Its exploit and detection results show why benchmark success needs careful interpretation.
DeFi Meets Real-World Assets: On-Chain Treasuries Surge Amid Bear
Tokenized Treasuries, BUIDL trading through UniswapX, and RWA-backed lending connect traditional assets with DeFi. We examine the products and their risks.
Bitcoin Fear & Greed Hit 5, Tying Its All-Time Low
Bitcoin's Fear and Greed Index tied its record low of 5 in February 2026. Historical crashes show why extreme fear alone cannot establish a price bottom.
Cardano ETF Prospects: Filings and Futures in February 2026
Grayscale's Cardano ETF filing and new CME ADA futures expand institutional options. We examine listing criteria, protocol catalysts, and execution risks.
Synthetix V3 Bets on Ethereum L1: A DeFi Comeback Story
Synthetix refocuses its perpetuals exchange on Ethereum mainnet. Explore the launch, token economics, competition and risks behind its comeback thesis.
Crypto's $12B Deleveraging: What February's Futures Unwind Means
Bitcoin futures open interest dropped 20% in days during early February 2026. Here is what this orderly crypto deleveraging signals for markets.
Token Unlocks: How Supply Shocks Shape Crypto Prices
Token unlocks can increase selling pressure. Research on more than 16,000 events examines how prices behave before, during, and after supply releases.
X Smart Cashtags: What Trading Links Could Change
X plans Smart Cashtags with market data and links to trading services. We examine possible adoption, regulatory questions, and limits of the announcement.
Meme Coins and Market Recoveries: Reading Risk Appetite
PEPE and DOGE outpaced Bitcoin in the February bounce. Their daily gains show speculative risk appetite, but do not prove a broader recovery will follow.
Bittensor TAO: Decentralized AI Compute and ETF Prospects
Explore Bittensor TAO through its subnet architecture, post-halving supply, ETF filings, and the adoption risks facing decentralized AI infrastructure.
Stablecoin Yield War: Why Banks and Crypto Are Fighting Over Your Interest
Banks and crypto firms clash over interest-bearing stablecoins in Washington. The outcome could reshape $303B in digital dollars and traditional banking.
Berachain's Proof of Liquidity: A New Consensus for DeFi Capital Efficiency
Berachain introduces Proof of Liquidity, a consensus mechanism that keeps staked capital productive in DeFi. Here's how it works and what it means for Layer 1s.
Optimism Revenue Sharing: The Superchain Buyback Experiment
Optimism approved 50% of its Superchain revenue for OP buybacks. How a 12-month pilot worth roughly $8M a year could reshape Layer 2 tokenomics.
Ethereum Glamsterdam and Hegota: Upgrade Roadmap
Ethereum’s Glamsterdam plans focus on execution changes, while Hegota’s features remain under discussion. Explore the proposals, dependencies, and open risks.
Meteora STRICT Score Analysis: TVL and DLMM Fee Design
Meteora earns a 79 STRICT score as Solana liquidity infrastructure, with $459M in TVL, bin-based DLMM dynamic fees, and 52% of MET supply vesting to 2031.
Layer 1 Comparison 2026: Ethereum Leads DeFi TVL
Compare seven Layer 1 blockchains using February 2026 DeFi TVL and STRICT scores, with Ethereum leading capital depth and upgrade targets treated as forecasts.
DeFi Derivatives During Crypto Market Capitulation
Bitcoin falls sharply as fear grips crypto markets. We examine derivatives platforms, trading fees, institutional access, and the risks investors face.
DeFi's February 2026 Crash Test: TVL Fell, Fees Spiked
DeFi TVL fell 17.1% from January 29 to February 5, 2026. Fees at Aave, Hyperliquid, and Morpho rose on February 5, showing how fees differed from token prices.
Why Hyperliquid Outperforms in Bear Markets: The Utility Token Thesis
HYPE gained 38.5% as Bitcoin fell 11.1% in the week shown by the February 1 snapshot. We examine Hyperliquid's fee model, utility thesis and investment risks.
AI Crypto Tokens Fall During Bitcoin's Correction
AI tokens fell in the week to February 3, 2026. Returns varied across five tokens, but do not establish capital rotation into AI infrastructure.
Cross-Chain Bridges 2026: LayerZero vs Wormhole vs CCIP
How lock-and-mint, liquidity-pool, and messaging bridges move assets, how LayerZero, Wormhole, and Chainlink CCIP compare, and what hacks reveal about trust.
YLDS: The First SEC-Registered Yield-Bearing Stablecoin Explained
YLDS is an SEC-registered, yield-bearing dollar token issued by Figure Certificate Company. Learn how its variable interest, reserves, and transfer rules work.
January 2026
Chainlink Kurs: Aktueller Preis, Prognose 2026 und Analyse
Alles zum Chainlink Kurs: Aktueller LINK Preis, CME Futures, ETF-Entwicklung, Preisprognosen 2026 und fundamentale Analyse des fuehrenden Oracle-Netzwerks.
Prediction Markets: Kalshi, Polymarket, and Coinbase
Kalshi, Polymarket, and Coinbase bring different models to prediction markets. This analysis examines their access, blockchain infrastructure, and legal risks.
Axie Infinity and the GameFi Tokenomics Debate
Axie Infinity changed Origins rewards in January 2026. We examine gaming token economics, infrastructure, and the limits of drawing conclusions from prices.
MegaETH Targets Feb 9 for Real-Time Ethereum Launch
MegaETH promises 100,000 TPS and millisecond latency. As mainnet launches February 9, we analyze what this means for Ethereum's Layer 2 landscape.
VanEck Launches First US Avalanche ETF with Staking Rewards
VanEck's VAVX debuts on Nasdaq with spot Avalanche exposure and potential staking rewards. We examine fund fees, staking allocation, taxes, and risks.
Hyperliquid ETF Filings Signal New Era for DeFi Perpetuals
Bitwise and 21Shares HYPE ETF filings bring institutional interest to Hyperliquid. We examine HyperEVM, trading revenues, token supply and security risks.
Stablecoin Market Explosion: How $309 Billion Changed Crypto Payments
Stablecoins hit $309 billion in market value. Explore payments, institutional adoption, and the GENIUS Act, with transfer figures from a16z's 2025 report.
Crypto's Retail-Institutional Divergence: The 2026 Paradox
Crypto funds received $2.17B in the week to January 16, while sentiment remained fearful. We examine the evidence for a retail-institutional divergence.
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.
Bitcoin Layer 2: Lightning, Stacks and Rootstock in 2026
Compare Lightning payments, Stacks smart contracts and Rootstock: dated January 2026 network data, bridge tradeoffs and the limits of token investment cases.
Why 2026 Could Be the Year of Ethereum
Standard Chartered makes a bullish Ethereum forecast for 2026. Treasury holdings, ETF flows, and network upgrades explain the institutional investment case.
Bitcoin's Quantum Problem: Why BTQ's Testnet Launch Matters
Millions of BTC face future quantum risks from exposed public keys. BTQ has launched a testnet using post-quantum signatures. We examine the security tradeoffs.
RWA Tokenization Supercycle: Real-World Assets in 2026
Learn how BlackRock, State Street, Fidelity, and Ondo Finance are reshaping institutional crypto adoption with tokenized U.S. Treasuries and on-chain funds.
Solana's Alpenglow Upgrade: The Consensus Revolution That Could Redefine Speed
Solana's Alpenglow upgrade promises about 85x faster finality at 150ms. Here's what the Votor and Rotor protocols mean for SOL and blockchain scalability.
Privacy Coins: Monero, Zcash, and Dash in 2026
Monero reached a January record near $798 as privacy coins drew attention. We examine XMR, ZEC, and DASH, their technical plans, and regulatory exposure.
Firedancer and Solana's Client Diversity
Firedancer adds a separate Solana validator implementation. Its resilience benefits depend on client diversity, stake distribution, and consensus thresholds.
Layer 2 Consolidation: Which Rollups Can Survive 2026?
21Shares report predicts most Ethereum L2s won't survive as Base, Arbitrum, and Optimism dominate. Analysis of the consolidation trend.
AI Agents Are Taking Over DeFi: Autonomous Trading in 2026
AI agents can automate trading and capital management in DeFi. Explore the infrastructure, potential applications and risks behind this emerging technology.
Bitcoin's $100K Wall: Why $754M ETF Inflows Stalled Below
A three-month-high $754M ETF inflow signals institutional interest, yet Bitcoin stays below $100K. We analyze what is holding BTC back in January 2026.
SEC-CFTC Cooperation 2026: How Regulatory Unity Reshapes Crypto
SEC and CFTC are coordinating on crypto regulation. Learn how their joint work, proposed exemptions, and stablecoin rules could affect investors.
Crypto Week Ahead: January 12-18, 2026 Market Outlook
Key events, catalysts, and price levels to watch as Bitcoin stabilizes above $90K and regulatory clarity approaches. Your complete guide to the week ahead.
Bitcoin DeFi's $7B Question: Beyond Wrapped BTC
Bitcoin DeFi holds nearly $7 billion in TVL on January 10, 2026 as Stacks' sBTC, Babylon staking, and Layer 2 networks compete to deploy dormant BTC.
DeFi Governance Risks: Why Bull Markets Create Hidden Vulnerabilities
With DeFi TVL near $119 billion, governance attacks and protocol exploits remain a risk. Here's what investors need to know to protect their capital.
Bitcoin ETF Flows 2026: Assessing the Bottom Call
Bitcoin ETF flows measure fund activity, while a market-bottom call remains a forecast. How to assess January 2026 claims without confusing flows with intent.
RWA Tokenization Goes Mainstream in 2026: BlackRock and Ondo
BlackRock, JPMorgan, and Ondo Finance lead institutional RWA adoption into 2026 as tokenized U.S. Treasuries and private credit expand across blockchains.
Base and Arbitrum: Value Secured and Upgrade Risk
Base and Arbitrum offer different routes to Ethereum scaling. Compare value secured, token exposure and upgrade controls before choosing either network.
January 2026 Meme Coin Rally: Early Gains and Cycle Risk
PEPE, DOGE, SHIB, BONK, and WIF rallied in the opening days of January 2026, yet every token still trades far below its prior cycle all-time high.
Bitcoin Dominance and the Altseason Question in 2026
Bitcoin dominance eased after a late-December high. Historical comparisons and market indicators help assess whether broader altcoin strength could follow.
The Great Altcoin Reset: Why 2026 Won't Be Like 2017
The altcoin market calls for selective research. Explore how institutional flows, fragmented liquidity and fundamentals could shape crypto investing in 2026.
Ethereum Validator Queues: Reading the Staking Signal
Ethereum validator queues offer clues about staking demand. Assess the signal alongside institutional activity and price data, without assuming a repeat rally.
Liquid Staking 2026: Lido, Ether.fi, and Jito
Compare liquid staking and restaking through Lido, Ether.fi, and Jito. Learn how rewards, token liquidity, collateral overlap, and protocol risks differ.
The CLARITY Act: Crypto Regulation in January 2026
A Senate Banking Committee markup expected in January could shape crypto regulation. What the CLARITY Act proposes for digital assets and their oversight.
Ethereum's Fusaka Aftermath: Layer 2 Fees in 2026
Ethereum's Fusaka upgrade brought PeerDAS to mainnet. BPO2 on January 7, 2026 adds blob capacity; median Arbitrum and Base transactions cost under a cent.
Crypto in 2026: Why This Year Could Break the Four-Year Cycle
Institutional demand and regulatory changes could alter Bitcoin’s four-year cycle. This 2026 outlook examines the forecasts and the risks behind that thesis.
December 2025
AI Agents in Crypto: Grading the 2026 Breakout Call
This article examines the 2026 AI agent thesis, its infrastructure and risks, and the evidence needed to distinguish token narratives from operating products.
Solana's 2025 Breakout: How SOL Became the Institutional Alternative
Solana expanded its institutional role in 2025 with U.S. spot ETP launches, JPMorgan-arranged debt issuance, and about $1.65 trillion in DEX trading.
CFTC Tokenized Collateral: How Crypto Became Margin Asset
The CFTC's December 2025 pilot allows Bitcoin, Ethereum, and USDC as derivatives margin. Learn what this means for institutional capital efficiency and crypto adoption.
Ethereum and DeFi: Assessing the Whale Rotation Thesis
Assess the case for rotating from Ethereum into DeFi tokens, using protocol TVL and distinguishing wallet transfers from verified sales and investor intent.
Stablecoins Top $300B as Institutions Adopt Them
Stablecoins exceeded $300 billion in December 2025. Explore institutional adoption, BlackRock's tokenized fund, and the limits of market-size comparisons.
DeFi Yield Strategies: Finding Returns in a Bear Market
Explore DeFi yield strategies for market downturns, from stablecoin lending to delta-neutral positions, with their mechanics, costs, and principal risks.
Stablecoin Economics: USDC, USDT, and DAI Comparison Guide
Compare USDC, USDT, and DAI stablecoin mechanics, reserve composition, and DeFi integration. Learn which stablecoin fits your strategy.
2025 Year-End Crypto Review: Key Lessons and 2026 Outlook
A comprehensive look at the defining trends of 2025, from institutional ETF adoption to regulatory progress, and what they signal for the year ahead.
Record $27B Crypto Options Expiry on Deribit in Dec 2025
A record $27 billion in Bitcoin and Ethereum options was due to expire on Deribit on December 26, 2025. Here is what positioning could and could not show.
Crypto Regulation 2026: SEC Listing Standards and ETFs
The SEC's September 2025 listing standards simplify launches for qualifying crypto ETPs. We examine what the changes mean for institutional access in 2026.
Real-World Assets on Blockchain: Tokenization Transforms Finance
From BlackRock's BUIDL fund to JPMorgan's Solana commercial paper deal, institutional RWA tokenization accelerated in 2025. Here is what it means for investors.
Why Arbitrum Became the Go-To Layer 2 for Institutions in 2025
Arbitrum has emerged as the dominant Layer 2 for institutional DeFi, attracting BlackRock, Franklin Templeton, and over 1,000 projects. Here's what makes it different.
How to Navigate the December 2025 Crypto Market Downturn
Bitcoin traded near $88,000 in late December 2025. We examine market uncertainty, investor strategies and the limits of interpreting on-chain activity.
Why Institutions Are Buying Bitcoin While Prices Fall
Vanguard opens access to third-party crypto funds while Bitcoin prices fall. We examine ETF demand, corporate treasuries, and the institutional thesis.
Why Crypto Diversification Matters: Beyond Bitcoin and Ethereum
Data shows modest crypto diversification improves risk-adjusted returns. Learn allocation strategies and which altcoins are gaining institutional attention.
Bitcoin's Four-Year Cycle: Timmer's Warning for 2026
Fidelity's Jurrien Timmer warns of a weak 2026 while remaining bullish on Bitcoin long term. We examine his cycle argument and competing market scenarios.
December 2024
AI Agents in Crypto: The Late-2024 Narrative
AI agent tokens drew attention in late 2024. We examine their applications, infrastructure and risks, and what investors should verify behind the narrative.
Layer 2 Comparison: Arbitrum vs Optimism vs Base
A comprehensive comparison of the leading Ethereum Layer 2 solutions using our fundamental analysis framework.
Crypto Market Outlook: What to Expect in 2025
Our data-driven predictions for the crypto market in 2025, based on on-chain metrics, institutional flows, and macro trends.
Understanding the STRICT Score: How We Rank Cryptocurrencies
Learn how StrictScore's proprietary STRICT scoring system evaluates cryptocurrencies based on fundamental metrics, not hype.
