Essays on crypto market cycles, portfolio allocation and investing beliefs, with a focus on second-order effects of market narratives. It also examines publicly traded venture capital vehicles as a way for retail investors to access private companies.
Website: https://www.backoftheenvelope.xyz
Data-driven crypto research covering DeFi lending, curated vaults and onchain perpetuals, with specific figures and protocol-level analysis. Readers get quarterly market-share breakdowns and explanations of governance proposals and trust models.
A weekly column that takes one crypto figure or claim and tests it against sourced data, with a focus on stablecoins and US crypto regulation. Each issue shows its counting method, cites primary sources such as Federal Register notices and bank research, and publishes corrections.
Glassnode Research publishes on-chain and market analysis of Bitcoin, Ethereum and other digital assets, including weekly market reports and methodology pieces on its indicators. Readers get data-backed reads on price levels, cost bases, derivatives, ETF flows and institutional positioning.
Long-form research essays on crypto markets and infrastructure, covering topics such as on-chain options, AI agent economies and the history of tech and venture cycles. Pieces combine original analysis, hands-on product testing and historical framing for a builder audience.
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