Research Archive
Memos & papers
From Prop-AMMs to Liquidity Networks
Prop-AMMs showed that professional market-making logic can reach on-chain order flow. ElfomoFi is the live transition case toward a curator-based liquidity network.
Memecoins Need a Reputation Layer
fomo put public PnL, hold time, a trade thesis, followers, alerts and a buy button in one flow. Whether that reputation holds beyond memes is the open question.
What a Trader Should Actually Check Before Trusting an Exchange
Four things worth checking in any exchange before trusting it with size — none of which show up on a pitch deck.
Five Apps Will Decide Which Dollar Wins
None of them started as stablecoin companies. The price sheet of default placement, the five names collecting it, and the flywheel that keeps the coin a commodity.
The Tool Traders Actually Switch To
The next wave of perpetual volume won't come from traders opening a perp DEX. It will come from users trading perps inside products that never looked like one.
The Sports Exchange Has an Infrastructure Problem
A look into the discontinuity problem sports creates for trading venues, and how STX is built to survive it.
Rob in da Hood: Vlad the Distributor
The broker that took from Wall Street's hours and gave it to the timeline. Some notes on who actually inherits the consumer once the chain disappears.
gSPEED: the first memecoin with a floor under it
Every SPEED token before this one is now worth a rounding error. gSPEED is different — each token is a fractional claim on a real, vaulted iShowSpeed PSA 10. A meme with a redemption floor.
When Attention Became Capital
For twenty years the internet sold your attention to advertisers. Now it is teaching you to trade it yourself.
How Prediction Markets Actually Work
Every prediction market runs on one of five mechanisms. Most builders picked the wrong one. Here is each machine, in plain terms and then in math.
gMJ: The holy grail of sports cards is on-chain and underpriced
The most iconic trading card ever printed now trades like a token 24 hours a day on Uniswap — and it sits at a 5–7% discount to its real-world price.
Locked In: Why Sports Collectibles Need New Rails
The sports collectibles market is $12 billion, growing fast, and almost entirely illiquid. Tokenization is the obvious fix.
Why sports represent ~70% of prediction market volume?
On liquidity concentration, retail psychology, and the structural inevitability of sports as the dominant prediction category.
Move is quietly becoming the language Wall Street trusts with real money
On formal verification, institutional risk tolerance, and why the most boring programming language decision turns out to matter enormously.
Decentralized GPU networks in AI: an accessible guide
A first-principles examination of distributed compute networks, their economic models, and why most will not survive contact with hyperscaler pricing.
Hyperliquid Triumph: 0 → 1
How a team of ex-HFT traders built the dominant on-chain derivatives exchange from scratch — and what it means for the future of DeFi.
Beyond Elections: The Evolution and Future of Prediction Markets
A structural breakdown of prediction market mechanics — players, liquidity models, demand-side leaks, and what sustains activity beyond the election rally.
