ResearchCatalogue

Ideas for allocating at the frontier.

Research on crypto markets, onchain systems, risk, and portfolio construction, organized for discovery and retrieval.

RESEARCH CATALOGUE28 PIECES · 03 TYPES · 01 SERIES
ALL RESEARCH
TPS / RESEARCH PLATE16:9
Monthly RecapAugust 4, 20264 min read

July 2026 Crypto Market Recap

Robinhood launched its own blockchain on Ethereum, Japan and Russia passed comprehensive crypto legislation within a week of each other, and Wall Street's settlement backbone conducted live production trades of tokenized securities for the first time.

EthereumRegulation & PolicyInstitutions & Market Structure
TPS / RESEARCH PLATE16:9
Monthly RecapJuly 8, 20264 min read

June 2026 Crypto Market Recap

Global banks target the $9.6T FX market onchain, two crypto treasury companies hit U.S. equity indexes, and a new Ethereum research lab is launched.

EthereumInstitutions & Market Structure
TPS / RESEARCH PLATE16:9
Monthly RecapJune 1, 20264 min read

May 2026 Crypto Market Recap

May showed us how the infrastructure for traditional finance to operate onchain is being assembled in parallel across the world's major markets.

Regulation & PolicyStablecoins & PaymentsInstitutions & Market Structure
TPS / RESEARCH PLATE16:9
Monthly RecapApril 6, 20264 min read

March 2026 Crypto Market Recap

The CFTC & SEC Publish A Joint Crypto Asset Taxonomy, Tempo Launches Its Mainnet, and Bitcoin Advances Its Quantum Defenses

Regulation & PolicyStablecoins & PaymentsBitcoinTechnology & Security
TPS / RESEARCH PLATE16:9
Monthly RecapDecember 2, 20254 min read

November 2025 Crypto Market Recap

Our thoughts on three key crypto stories from November 2025, and how they move the needle on real-world crypto adoption.

DeFi & YieldBitcoinStablecoins & PaymentsInstitutions & Market Structure
TPS / ACADEMY SERIES
ACADEMY / SERIES

Bitcoin Academy

A six-part guide to Bitcoin's origins, network, protocol, monetary design, history, and investment case.

BitcoinInstitutions & Market StructureMacro & Portfolio
TPS / RESEARCH PLATE16:9
InsightJune 14, 202511 min read

The Reserve Asset Thesis

Why we believe crypto will become a standard asset on almost every corporate and government balance sheet.

BitcoinEthereumMacro & PortfolioInstitutions & Market Structure