Independent Crypto Research
Institutional quality analysis on the largest technological shift in finance since the internet. Built for independent thinkers, not insiders.
"Just wow! I read everything and that is my impression."
Not narratives. Not tips. A way of thinking about where value is being created and when to act on it.
The best opportunities come from studying what matters before the market agrees with you. Our AI Agents thesis was published when the idea was deeply unpopular. That was the point.
Going up doesn't mean worth buying. Going down doesn't mean broken. We study the actual business underneath and whether the price makes sense.
Everyone talks about what to buy. Almost nobody talks about when to leave. A 50% loss needs 100% just to break even. We publish when every thesis ends, not just when it begins.
Our complete track record since October 2024 is publicly available, including every loss and the thinking behind every exit.
Past performance is not indicative of future results. This is educational research, not financial advice. Full methodology and loss documentation: Public Performance Report.
Deep analysis on individual tokens and emerging categories. What it does, what it's worth, what the risks are. Not what to do. How to think about it.
Interest rate decisions, money flows, regulatory shifts translated into what they actually mean for crypto. This is where most research completely fails.
Every thesis includes the conditions under which it ends. When those conditions are met, we publish the reasoning. You see the full lifecycle, not just the starting point.
Every thesis maintained as conditions change. When the story shifts, when the opportunity closes, you'll have the updated thinking first.
We spent the first ten months publishing everything for free. No product, no pitch, no monetization. Just research, communicated with enough craft to earn attention in a world designed to waste it. We wanted the work to prove itself before we ever asked anyone to pay for it.
We're anonymous by design. No individual on our team is the face of the brand. The value is the brand. In a space where trust is built on personality and then weaponized against the people who gave it, we wanted trust to be built on the quality of the thinking itself.
388,000 people followed. 42 million views. Zero paid promotion. Every number earned through the work.
"We wanted people to stop for a second and think about what crypto is actually building. Bull market or bear market. That was the entire mission from day one."
Every address on the Ethereum blockchain starts with 0x. It's the prefix that identifies you on what is becoming the most important financial network being built today.
The 100x comes from the 100x Group, the company that created the perpetual futures product. Perpetual futures are arguably the second most important innovation in all of crypto behind stablecoins, and they are entirely unique to this asset class.
Crypto, approached with the same rigour used to analyse traditional equities, is one of the most compelling opportunities in capital markets today. Not because of hype. Because the infrastructure being built underneath it is solving problems that the traditional financial system has failed to solve for fifty years.
But it should never be someone's entire portfolio. Our work is designed for people who want to understand this market clearly, size their exposure rationally, and have the frameworks to act with conviction when the opportunity arrives and to exit when it doesn't.
Our entire track record since October 2024 is publicly available. Every win, every loss, every exit, and the reasoning behind each one. That's how we believe trust should be built.
Subscribers have covered months of their membership from a single thesis more than once. But the real value isn't in any one idea. It's in having a framework that helps you think clearly when everyone else is guessing. One well timed exit can save you multiples of that cost.
Yes. Everything is written to be understood, not to impress. We explain the reasoning behind every thesis from the ground up. Many subscribers started knowing very little and now approach markets with real confidence.
Depth and accountability. Free research tells you what's exciting. It doesn't give you the valuation, the risk factors, the conditions under which the thesis breaks, or when to walk away. Our work gives you the full picture so you can make your own decisions with real clarity, not just someone else's enthusiasm.
No. We publish research, not instructions. Every memo lays out the thesis, the valuation, the risks, and the exit conditions. What you do with that analysis is your decision. We're here to help you think, not to think for you.
Yes. Our Public Performance Report documents every thesis since launch in October 2024. Wins, losses, exits, and the reasoning behind all of it.
The next thesis is already in progress. The question is whether you'll have the analysis when it matters.