Research

OnRe and Re Protocol are the first protocols to bring reinsurance yield onchain, giving DeFi a collateral base structurally uncorrelated to crypto market cycles. Together they manage over $250M in capital backing real reinsurance contracts, with yield driven by natural catastrophe frequency and insurable risk rather than funding rates or liquidity mining. We break down both protocols' mechanics, yield composition, secondary market dynamics, and risk profiles, comparing OnRe's single pool model on Solana against Re's dual tranche capital stack on Ethereum. PT positions offer some of the highest fixed stablecoin yields in DeFi today, and our scenario analysis identifies compelling points farming opportunities across both ecosystems.

Research

Groma is an attempt to reintroduce productive asset backing into monetary design by anchoring a token to a diversified portfolio of real estate. Unlike fiat, where value is policy-mediated, or crypto-native assets, whose value is primarily reflexive or expectation-driven, GromaCoin is explicitly balance-sheet constrained, with monetary expansion governed by asset acquisition.

Research

Ethereum’s rollup pivot didn’t fracture the network; it expanded it. By embracing modular scaling, Ethereum preserved decentralization, attracted institutions, and accelerated innovation across the stack. The next chapter is about alignment, turning scale and experimentation into durable economic strength.

Research

Collector Crypt has quietly consolidated roughly 50% of Web 3 TCG gacha volume, while pushing monthly volumes to a $50.1M all time high in January. Higher tier Pokemon and One Piece launches are driving incremental spend, and inventory depth has scaled enough to remove prior stock bottlenecks. With a Web 2 native user experience and a pricing oracle on the roadmap, the platform may be entering its next phase of structural growth beyond its core crypto native base.