Liquidity, Basis, and Momentum
We track liquidity conditions using funding, basis, and order book depth across major venues. These signals help separate durable trend shifts from short-lived moves driven by leverage or headlines.
Summary Insights
Research that connects crypto with the real economy
This library distills complex signals into clear takeaways for investors, builders, and policy-facing teams. We focus on three pillars: market structure, DeFi resilience, and regulation. Each brief lists scope, sources, and uncertainties so you know how conclusions were reached. Use these summaries to prepare for risk reviews, align messaging, and decide where to dig deeper. Nothing here is investment advice; it is practical education that encourages careful judgment and privacy-aware workflows.
Updated regularly with sourced data
Market Structure 📊
See services 
Macro Drivers That Matter
Dollar liquidity, real rates, and risk appetite often explain more price variance than sector news. Our briefs outline which macro variables to watch and how to frame scenarios responsibly.
Summary
Breadth and Rotation
Sector breadth and rotation metrics reveal if rallies are narrow or broad-based. We aggregate sector flows to contextualize portfolio concentration risks.
SummaryDecentralized Finance 🔧
Our approach
TVL Quality Over Quantity
Raw TVL can mask leverage and mercenary flows. We examine revenue quality, user retention, and on-chain costs to benchmark protocol resilience.
Summary
Risk Lenses for Protocols
We categorize risk across smart contracts, liquidity design, and governance. The goal is to help teams ask the right questions before integrating or allocating.
Summary
Stablecoin Flows and Liquidity
Stablecoin issuance, on-chain velocity, and peg spreads often foreshadow risk-on or risk-off shifts. Our dashboards track these patterns across chains.
SummaryPolicy & Regulation ⚖️
Compliance support
Timelines That Matter
We maintain a practical calendar of public consultations, guidance updates, and hearings. Summaries identify potential impacts and recommended preparation steps.
Summary
Advertising Compliance
For marketing and communications teams, we outline rules for fair presentation, risk disclosures, and privacy. These guides help reduce approval friction.
Summary
Global Landscape
A high-level map of policy regimes and definitions across major jurisdictions, with links to official sources for further reading and verification.
SummaryEducation & Methods 🎓
Our educational posts emphasize definitions, units, and context. We include step-by-step methods for replicating indicators, explain the trade-offs behind metric choices, and call out data caveats in plain language. These notes are designed for busy teams who need to brief executives or align product, legal, and communications quickly. By focusing on method transparency and privacy-first data handling, we help your organization build shared understanding without compromising user trust or compliance.
Metric Glossary
Definitions for funding, basis, realized volatility, and liquidity depth, along with common pitfalls and suggested ranges.
Read summaryBuilding Dashboards
A practical guide to designing accessible, fast dashboards with clear labels, privacy choices, and exportable notes.
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Looking for something specific?
If you need a focused brief, a compliance-ready explainer, or a dashboard tailored to your stakeholders, our team can help. Share your goals and constraints, and we will propose a clear plan with timelines and privacy commitments.