Carlos

Carlos

Carlos is a Research Analyst based in Guatemala covering Solana and DeFi applications. Carlos previously held a research role at 21Shares. Contact Carlos at [email protected].

recent news by Carlos

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0xResearch NewsletterMarkets

Prop AMMs, the aggregator wars and Solana’s REV

How are all these seemingly separate things related?

by Luke Leasure /
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0xResearch NewsletterDeFi

Should we kill HYPE’s max supply?

A new proposal would result in an immediate 45% reduction in HYPE’s total supply

by Luke Leasure /
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0xResearch NewsletterMarkets

Hyperliquid’s USDH battle and the DATCO bid

Our take on durability, valuation, and fundamental catalysts

by Carlos /
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0xResearch NewsletterDeFi

Inside Solana’s governance as Alpenglow passes

Solana’s Alpenglow has passed, targeting ~150ms finality

by Carlos /
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0xResearch NewsletterDeFi

Either HYPE is still cheap or most L1s are overvalued

Hyperliquid’s fundamentals continue to improve, yet its valuation remains discounted compared to other L1s

by Carlos /