Fund's market navigator, equal parts macro nerd, DeFi yields farmer, radical portfolio theory practitioner.
firm's financial architect, treasury strategist, cross ledger accountability steward, hard money theorist.
firm's silent backbone, equal parts capital provider, conviction holder, a digital frontier supporter while staying behind the spotlight.
firm’s adventurous spirit — part risk-taker, part explorer, and full-time crypto native. A relentless seeker of alpha, diving deep into the farthest corners of the cryptoverse
“money matters, but credit counts. follow credit and not just central banks."
"The world's financial markets have shifted from acting as a new capital-raising mechanism to serving as a capital distribution and refinancing system"
"you wasted $150,000 on an education you coulda got for $1.50 in late fees at the public library
Offers Bitcoin-focused on-chain analytics, with charts and metrics built for long-term cycle analysis.
Aggregates TVL, yields, and metrics across DeFi protocols and chains. comparing liquidity across ecosystems.
Tracks all coins’ prices, market caps, volumes, and other key metrics in real time.
Provides crypto and macro research, featuring analysis on podcasts like Forward Guidance and Empire.
Tracks real-world asset (RWA) protocols: tokenized Treasuries, credit, and other collateral markets.
Focuses on user activity, developer traction, and ecosystem growth across blockchains.
Tracks crypto fundamentals like revenue, fees, users, and valuations, similar to equity analysis.
Wallet intelligence, flow tracking, smart money labels. You can literally see where funds are moving.
Custom dashboards powered by SQL queries straight from blockchain data. Crowdsourced creativity here is insane.
On-chain metrics for Bitcoin, Ethereum, and other assets. Great for tracking wallet flows, exchange balances, and network health.
You can search for any person or organization's crypto activity and filter by transfers, volume, netflow, and more.
Social + on-chain + development activity in one place, useful for spotting hype vs. actual usage.
Exchange inflows/outflows, miner reserves, stablecoin flows — often used by traders for short-term signals.
Offers Bitcoin-focused on-chain analytics, with charts and metrics built for long-term cycle analysis.
Aggregates TVL, yields, and metrics across DeFi protocols and chains. comparing liquidity across ecosystems.
Tracks all coins’ prices, market caps, volumes, and other key metrics in real time.
Provides crypto and macro research, featuring analysis on podcasts like Forward Guidance and Empire.
Tracks real-world asset (RWA) protocols, covering tokenized Treasuries, credit, and other collateral markets.