Market reports
市場評论、
市場評论、
去除噪音
每周回顾 and monthly deep-dives, written by our research desk. Free, no email required.
Weekly
4 月 28 日当周 — BTC 在 6.7 萬美元上方盘整
Spot volume down 12% w/w as ETF flows softened. Stablecoin supply expanded by $3.2B; alt-L1s tested support.
2026-05-05 · 14 分钟阅读
MonthlySolana 生態报告 — 2026 年第一季度
TVL, active addresses, fee revenue and validator concentration. The good, the bad, 与 parts everyone tends to skip.
2026-04-15 · 32 分钟阅读
主題分析稳定币借贷:收益从何而来
Walking through the chain: customer deposits → pool → margin desk → market maker. Who pays whom, and why retail rates change.
2026-04-02 · 18 分钟阅读
Macro利率与加密:无人再做的回归分析
The "BTC is digital gold under loose monetary policy" thesis is harder to back-test than it looks. Five charts that complicate the story.
2026-03-19 · 21 分钟阅读