Research

Onchain studies.

July 2026

The sharpshooter that sells to itself

Forensics of a $900K MINA perp fill printed 15% below market on Hyperliquid: not a liquidation but a five-wallet operation — a designated loser crashing thin books, a manufactured winner catching the blocks, and a $3.55M exit against a single $500K deposit.

July 2026

One trade, many tickers: correlation across Hyperliquid's markets

Daily-return correlations across 260 Hyperliquid markets — 176 crypto perps and 84 tokenized equities — in 39 thematic baskets: the crypto beta blob, the crypto-equity bridge, and where the AI narrative fails to cross asset classes.

June 2026

Tori Finance, weighed both ways

A neutral note on Tori's trUSD/strUSD synthetic dollar and the off-chain carry yield behind it — the bull and bear cases weighed equally, from public sources.

June 2026

What liquid funds hold beyond the majors

Non-major token positions across 190 liquid fund wallets — excluding BTC, ETH, and stablecoins — with breadth, concentration, and the consensus DeFi-bluechip bets.

June 2026

How DeBank's $1M+ profiles allocate capital

Protocol adoption, chain distribution, leverage, portfolio composition, and trading venue usage across 279 profiles.

June 2026

Morpho usage among DeBank's $1M+ profiles

Vault adoption, chain distribution, collateral, borrow assets, market pairs, and leverage within Morpho Blue.

June 2026

Art Blocks Curated floor history

Historical floor prices, drawdowns, bullish rebounds, and an aggregate floor chart across all Curated collections.