ETH staking yield versus the risk-free rate
The spread finally turned positive again, and flows follow the spread.
Free 5 min read
ETHCOIN
Stock
COIN
COIN
Delayed
Notes mentioning COIN
3COIN: the level that decides the cycle
ETF inflows are the marginal buyer now, and on-chain supply is tightening into it.
Free 3 min read
Reading SOL through stablecoin supply
ETF inflows are the marginal buyer now, and on-chain supply is tightening into it.
Free 9 min read
SOLETH