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The War Premium for Stablecoins

The War Premium for Stablecoins

How the Iran conflict reshaped stablecoin demand, issuer revenue, and market structure — and what it means for institutional allocators.

Jun 5, 2026

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3 min read

Can You Use Prediction Market Odds to Predict Asset Prices?

Can You Use Prediction Market Odds to Predict Asset Prices?

We tested Polymarket as a trading signal. The answer is not what you'd expect.

May 8, 2026

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1 min read

Fat Stack: Where Value Accrues in a Modular Blockchain Economy

Fat Stack: Where Value Accrues in a Modular Blockchain Economy

The Fat Protocol thesis — the idea that blockchain base layers capture most of the economic value created onchain — is no longer supported by the data.

Apr 2, 2026

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1 min read

BRN Digital Asset Outlook 2025 - H2

BRN Digital Asset Outlook 2025 - H2

Six months after our January outlook, the digital asset landscape has evolved in ways that not only validate our initial projections but also introduce new dynamics reshaping the market. DeFi TVL hits new $223B all-time high while corporate Bitcoin holdings surge 50% YTD.

Aug 13, 2025

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3 min read

Status Report: Digital Euro Taking Off?

Status Report: Digital Euro Taking Off?

As the European Central Bank (ECB) nears the final stages of its digital euro project, stakeholders in the digital asset space should closely monitor its progress. The transition to a central bank digital currency (CBDC) is poised to redefine Europe’s financial ecosystem, potentially disrupting both

Feb 12, 2025

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3 min read

Independent analysis on digital asset markets, regulation, and emerging trends.




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