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Research
Published analysis of token cashflows, eligible holder populations, and value-capture mechanics.
001
Onchain Intelligence Value Chain
Mar 9, 2026
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002
Revenue on Base
Feb 27, 2026
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003
Mid-Q1: A State of Yield Basis
YB
Feb 17, 2026
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004
Value State 004: Revenue from Volatility
Feb 6, 2026
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005
Value State 003: Valuing Cashflow Without Narratives
Jan 26, 2026
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006
The Value State 002
Jan 16, 2026
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007
Pricing the Revenue: Effective Revenue Multipliers
Jan 15, 2026
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008
The Value State 001
Jan 7, 2026
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009
Cryptoeconomics 2026 Thesis
Dec 29, 2025
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010
Yield Basis 2026 Thesis
YB
Dec 28, 2025
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011
Yield Basis: ahead of TVL Cap raise
YB
Oct 9, 2025
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012
Stability for Users, Value for Stakers: Inside the Gnosis Dual-Token Model.
GNO
Sep 20, 2025
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013
Pendle: Where Governance is Yield
PENDLE
Sep 10, 2025
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014
$ENA: The Yield-Bearing Engine of Ethena's Synthetic Dollar
Sep 1, 2025
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015
$PUMP: The Meta-Meme That Buys Itself
PUMP
Aug 24, 2025
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