Research-driven essays on crypto and fintech businesses, examining who captures revenue in onchain finance, how companies like Rain and Visa build and defend their economics. Readers get sourced, analytical breakdowns of retained revenue, valuations and payment infrastructure aimed at investors.
Website: https://insights4vc.substack.com
Data-driven crypto research covering onchain perpetuals, DeFi yield protocols, tokenized assets and weekly market digests. Issues present quarterly metrics, specific figures and takeaways to support investment and market decisions.
A weekly data-driven look at crypto markets and on-chain activity from Coin Metrics researchers, using quantitative methods such as regression and survival analysis. Recent issues cover stablecoin supply drivers, Fed rate expectations and DeFi lending rates, Ethereum's Glamsterdam upgrade, and memecoin lifecycles.
QuantSeeker publishes a weekly recap of academic and practitioner investment research alongside original backtests of systematic strategies such as sector rotation. Readers get concise summaries of findings with links to the sources, plus transparent methodology for the author's own tests.
A weekday newsletter that picks one crypto, markets or money story and argues a clear position on it, using specific figures from filings and reports. Recent issues cover JPMorgan's Bitcoin return forecast, Strategy's preferred stock buybacks, and the detention of HEX founder Richard Heart.
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