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].
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Money market indicators are flashing liquidity stress again as crypto underperforms equities

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Rate cut probabilities swing back and risk assets recover, while Monad goes live and Galaxy’s investment case evolves

by Carlos /
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Markets retreated on Monday amid renewed macro uncertainty, with every index in the red except crypto minders

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Risk assets sold off as doubts loom over a December rate cut, with BTC tumbling briefly below $95K this morning

by Carlos /
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What does Uniswap’s proposal to activate protocol fees and unify incentives mean for UNI token holders?

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Crypto markets were negative yesterday, but BTC miners rallied on blockbuster HPC deals

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As Solana ETFs launch but network REV trends lower, Jito sits at the intersection of new capital inflows and microstructure improvements

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Weakness prevails across the board for crypto — however, it’s not all gloom and doom

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How are all these seemingly separate things related?

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

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Our take on durability, valuation, and fundamental catalysts

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

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

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