Analysis
Analysis: onchain credit markets have quietly repriced risk
Borrow rates for volatile collateral widened while stablecoin lending yields compressed, a spread that usually precedes deleveraging.
By Maya Orsini · · 8 min read
Section
Analysis
Data-led explainers and context from the CCSUniversity.org newsroom.
Analysis
Analysis: stablecoin supply growth is not the demand signal it looks like
Much of this year's issuance sits idle in market-maker inventory rather than circulating through payments or trading.
By Tomás Beltrán · · 8 min read
Analysis
Analysis: what three years of exploit data says about crypto security
Access-control failures now cost more than smart contract bugs, and the median time from deployment to compromise keeps shrinking.
By Elena Kovač · · 9 min read
Analysis
Analysis: tokenised funds are repeating the ETF fee war, faster
Management fees on tokenised cash products have compressed in eighteen months by as much as ETFs managed in a decade.
By Marcus Whitfield · · 7 min read
Analysis
Analysis: retail participation metrics tell a quieter story than prices
App downloads, new account openings and small-order share have all flattened even as headline valuations recovered.
By Priya Raghunathan · · 7 min read