I research where the incentives point before the crowd does, then write it up.
Protocol mechanics, airdrop systems and network onboarding, reported from the contracts and points dashboards up. Threads go out on X first; the fuller research runs in the Olympus Blockchain Bulletin, co-authored for 1,300+ subscribers.
Field Threads
9 entries| No. | Date | Entry | Category | |
|---|---|---|---|---|
| 09 | 2026-05-21 | Polaris Finance NEW | [ PROTOCOL ] | READ → |
| 08 | 2025-08-03 | Anoma | [ PROTOCOL ] | READ → |
| 07 | 2025-06-24 | Prime Intellect | [ PROTOCOL ] | READ → |
| 06 | 2025-06-21 | Polymarket Research | [ RESEARCH ] | READ → |
| 05 | 2025-05-17 | Farcaster Onboarding | [ ONBOARDING ] | READ → |
| 04 | 2025-05-02 | Hyperliquid Onboarding | [ ONBOARDING ] | READ → |
| 03 | 2025-02-28 | Infrared Finance | [ PROTOCOL ] | READ → |
| 02 | 2024-03-10 | Merlin Onboarding | [ ONBOARDING ] | READ → |
| 01 | 2024-01-25 | Berachain Onboarding | [ ONBOARDING ] | READ → |
Articles
6 entriesPinned Thesis
2024-12-26"Why Circle's IPO Will Cook"
Early Theses
3 entriesOn the Record
4 excerptsUnfiltered takes from the server, kept as posted.
"Is the blockchain really safe once we're actually good at quantum computing?"
On RSA encryption, quantum resistance, and whether on-chain data stays safe.
"We might see a more pro crypto campaign winning in the US elections."
On BTC ETF approval and a pro-crypto shift in US politics.
"I think BTC ETFs get approved, just before the halving. They front run the halving, aligned with the US elections."
On BTC ETF approval front-running the 2024 halving.
"Hyperliquid will force the hand of TradFi and leverage the orderbook for a much better, stable spot equity."
On Hyperliquid's orderbook pulling volume and equity away from TradFi.
The Watchlist
16 namesA few of the researchers, founders and traders keeping an eye on the research.
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Co-authored research on airdrops, incentive design and where to be early, every issue.