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Decoding crypto and the markets. Daily, with Byron Gilliam.

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Latest Research

Meta-aggregators like Titan and Kamino Swap improve price execution for users, making the Solana swapping landscape more competitive. Jupiter has incorporated meta-aggregation features into its latest routing engine to keep users on its front end (own the user, own the flow). At large, teams are treating swaps as a commoditized complement, offering incredibly cheap or free swaps to own the end-user and increase demand for high-margin product offerings (multi-product DeFi). On another note, the divergence in the concentration of aggregator volume between DEXs suggests increased specialization at the DEX layer by asset type.

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Bitcoin was made for this moment. As capital floods into the premier non-sovereign store of value, new metas and market dynamics are surfacing. With institutions like Strategy charting the course, corporate acquisition vehicles are raising capital at a rapid clip to […]