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41 posts tagged with "Investment Research"

Investment analysis and market research

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Fear & Greed at 8: Inside the Triple Shock That Sent Crypto Sentiment to Its Lowest Since 2022
·Dora Noda·9 min

Fear & Greed at 8: Inside the Triple Shock That Sent Crypto Sentiment to Its Lowest Since 2022

The Crypto Fear & Greed Index hit 8 on April 2, 2026 — the lowest since the 2022 bear market — as three simultaneous shocks converged: the U.S.-Iran military escalation, Trump's Section 122 tariffs, and Drift Protocol's $286M exploit on Solana. With BTC at $66K and stablecoin reserves at $316B, we analyze whether single-digit sentiment signals a generational buying opportunity or a structural regime change.

Bitcoin
Solana
DeFi
crypto
+2
InfoFi: How Information Finance Is Turning Data, Attention, and Predictions Into Tradeable Assets
·Dora Noda·9 min

InfoFi: How Information Finance Is Turning Data, Attention, and Predictions Into Tradeable Assets

InfoFi (Information Finance) transforms data, attention, and predictions into tradeable on-chain assets. After the January 2026 X API ban crashed the sector, surviving projects like Kaito, Cookie DAO, and Polymarket pivoted toward genuine financial infrastructure — with ICE investing $2B in Polymarket as institutional data infrastructure.

DeFi
AI
prediction markets
information markets
+1
The Q1 2026 Crypto Graveyard: 20+ Projects Died While the Industry Quietly Rebuilt
·Dora Noda·10 min

The Q1 2026 Crypto Graveyard: 20+ Projects Died While the Industry Quietly Rebuilt

More than 20 crypto projects shut down in Q1 2026 as Bitcoin dropped 23% and the market shed $900B. From Tally's governance platform to Balancer Labs and Nifty Gateway, we analyze who died, who survived, and what the pattern reveals about crypto's maturation.

crypto
DeFi
NFT
DAO
+4
The 20 Millionth Bitcoin Has Been Mined — Why the Last Million Changes Everything
·Dora Noda·8 min

The 20 Millionth Bitcoin Has Been Mined — Why the Last Million Changes Everything

The mining of the 20 millionth Bitcoin marks a pivotal moment in cryptocurrency economics, reshaping scarcity dynamics as institutions and governments vie for the remaining supply. Explore the implications for miners and the evolving 'digital gold' narrative.

Bitcoin
crypto
finance
investment-research
+1
38% of Altcoins Trade Near Cycle Lows: Inside Crypto's K-Shaped Recovery
·Dora Noda·8 min

38% of Altcoins Trade Near Cycle Lows: Inside Crypto's K-Shaped Recovery

Explore the dynamics of crypto's K-shaped recovery as Bitcoin thrives with institutional support while 38% of altcoins struggle near cycle lows, highlighting a stark liquidity divergence in the market.

crypto
Bitcoin
crypto market
investment-research
DeFi's Revenue Reckoning: Winners, Losers, and the Path Forward
·Dora Noda·7 min

DeFi's Revenue Reckoning: Winners, Losers, and the Path Forward

The DeFi sector faces a critical juncture as revenue disparities widen between leading protocols and struggling networks. Explore how Aave and Hyperliquid thrive while others falter, and why venture capitalists are shifting focus to infrastructure with sustainable revenue models.

DeFi
crypto
finance
investment-research
+1
Bitcoin's Institutional Metamorphosis: When Digital Gold Became Less Volatile Than Silicon
·Dora Noda·10 min

Bitcoin's Institutional Metamorphosis: When Digital Gold Became Less Volatile Than Silicon

Bitcoin's evolution into a stable institutional asset marks a pivotal shift in the financial landscape, as its volatility falls below that of major tech stocks like NVIDIA, reshaping portfolio strategies and signaling a new era for digital assets.

Bitcoin
institutional-investment
crypto
finance
+1
The Tokenization Supercycle: Bernstein Calls the Crypto Bottom as Wall Street Rewrites the 2026 Playbook
·Dora Noda·7 min

The Tokenization Supercycle: Bernstein Calls the Crypto Bottom as Wall Street Rewrites the 2026 Playbook

Bernstein predicts a 'tokenization supercycle' as Wall Street embraces blockchain, reshaping global finance. Explore the rise of tokenized assets, stablecoins, and prediction markets, and their impact on institutional investment strategies.

crypto
tokenization
stablecoins
investment-research
+1
The $1.73B Crypto Fund Exodus: What Institutional Outflows Signal for 2026
·Dora Noda·10 min

The $1.73B Crypto Fund Exodus: What Institutional Outflows Signal for 2026

January 2026 witnessed a significant $1.73 billion outflow from crypto funds, marking the largest since November 2025. This article delves into the strategic portfolio rebalancing and macroeconomic factors influencing institutional decisions, highlighting the evolving relationship between traditional finance and digital assets.

crypto
Bitcoin
Ethereum
finance
+1
Showing 19–27 of 41 posts