AVAX $9.93 +3.7% LINK $10.47 +5.6% BTC $80,330.00 +0.2% ETH $2,133.85 +1.0% SOL $93.58 +5.6% DOGE $0.1097 +2.2% HYPE $12.85 +8.3% BNB $650.21 +1.6% XRP $1.42 +2.3% ADA $0.59 +1.9% AVAX $9.93 +3.7% LINK $10.47 +5.6% BTC $80,330.00 +0.2% ETH $2,133.85 +1.0% SOL $93.58 +5.6% DOGE $0.1097 +2.2% HYPE $12.85 +8.3% BNB $650.21 +1.6% XRP $1.42 +2.3% ADA $0.59 +1.9%

// RESEARCH

Investment Theses

Deep-dive fundamental analysis on publicly traded companies across crypto infrastructure, technology, and financial services.

$AAVE Long $AAVE / Short $MORPHO: A Pair Trade Thesis April 2026 $RDDT $RDDT Long Investment Thesis April 2026 $DRV $DRV: Owning the On-Chain Options Market October 2026 Published Ledger The Shrinking Anchor: Ledger N3XT Research September 2026 $GEMI Gemini Space Station One-page Thesis March 2026 $GLXY $GLXY One-page Thesis March 2026 $HYPE $HYPE vs. $ASTER Analysis March 2026 $MON $MON Cautious Long Thesis March 2026