Crypto Research Hub · kkdemian

Professional Crypto Research, Market Structure & Thesis Discovery

Track emerging protocols, understand market structure, and explore research-driven views across DeFi, exchanges, stablecoins, AI×Crypto, and capital allocation.

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NeoSoul ($DNA): A Deep Dive into Launch, Products, and Token Structure

NeoSoul has NeoTrade, evoevo, and funding behind it, but its products still mainly serve prediction markets, while revenue and token value capture remain unproven. This report separates short-term launch catalysts from long-term commercial validation, examining 13% initial circulation, 87% locked supply, on-chain concentration, and unlock pressure.

ResearchOct 16, 2026
SurfBoard NFT (Robinhood Chain): Mechanics, Valuation, and Risks

SurfBoard combines NFT rarity, trading fees, and on-chain stock tokens, but its high APR is only an annualized snapshot of the past 7 days. Free claims and buying at elevated prices to open a board have different economics. Returns still depend on volume, the number of opened boards, liquidity, redemption execution, and issuer terms.

ThoughtsOct 16, 2026
Hyperliquid ($HYPE): testing delivery on the infrastructure narrative

Hyperliquid has real trading revenue, a composable order book, and HYPE purchases and burns. Yet user growth has not produced faster revenue growth on the same basis. Business expansion merits conditional optimism; an infrastructure valuation premium still needs incremental developer demand and net token capture.

ThoughtsOct 14, 2026
Quantus (QTC): Mining Pool Landscape and Setup Guide

Quantus is supported by GPU pools including Kryptex, LuckyPool, Quanpool, and K1Pool. This guide compares concentration, fees, and payout models, then covers SRBMiner, HiveOS, K1Pool, and the official self-hosted node setup.

ResearchOct 13, 2026
Weekly Brief
May 4, 2026

BTC ranges around $78K in fear territory; Western Union to issue a Solana stablecoin; Powell’s term ends May 15

The Aave rsETH crisis continues: TokenLogic proposed suspending AAVE buybacks from April 19, with a community vote beginning April 28. Avi Eisenberg’s wallet became active again after his release from prison; he denied threatening the Aave protocol. Compound proposed allocating 1,900–3,000 ETH (about $4.4M–$6.9M) to the DeFi United rsETH recovery plan. Western Union announced that it will issue the USDPT stablecoin on Solana next month for internal settlement and launch a Digital Asset Network for crypto-to-fiat conversion. BTC ETFs recorded $824M in cumulative net inflows this week, and MicroStrategy added 3,273 BTC.

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