"If there is Beta in DeFi Lending, Morpho is the Alpha". DeFi lending fees have declined steadily since January, but recent signs of recovery suggest a turning point. This prompted me to re-evaluate the sector and Morpho clearly stood out, combining faster fee growth, higher

"Circle in Focus: High Growth, High Valuation & Hidden Risks". Circle now trades at 4× its IPO price since last Thursday’s debut. Are you experiencing FOMO? Should you buy in now? I dug through the SEC filing and here’s what I found:. Superior Growth:.From 2022 to Q1 2025, Circle

"You’re Paying More Than Tesla Multiples for a DeFi Protocol — With Little to No Profits". In traditional markets, companies like Tesla trade at ~12× revenue — and that’s already considered expensive. In DeFi? Protocols with less than $5M in annual revenue are being valued at

"Testing the Bottom Signal: Is the Rainbow Model a Buy Trigger?". After evaluating how the Rainbow Quantile Model performs at forecasting tops, I wanted to answer a tougher question:. 👉 Can it also signal bottoms — and outperform a simple benchmark?. 🔍 I tested a strategy:.•

"Can the Rainbow Model Predict Future Peaks?". I rebuilt the Rainbow Quantile Model and explored how well it captured past BTC crashes. Now, I tested whether it could’ve predicted future peaks — before they happened. 🔬First, I trained the model using only pre-2020 data, then

"I Rebuilt the BTC Rainbow Model — Does It Actually Work?". BTC hit a new high two days ago— and yet, the Rainbow Quantile Model says we’re not in the risk zone(above 80th quantile). Should we trust it?. I’ve come across presentations of this model from community members like

Hello World! I’m🦁YY. Tired of Crypto Twitter noise? Follow me for research-backed insights, crypto models, and personal investment theses. A special shoutout to @doodles — our first investment at @BlockchainatCU. It was the project that pulled me into Web3. To mark the start of