Research
Every Research read CryptoBloggers has picked: 216 so far, 182 in the last 30 days, strongest first under “Start here” and newest first below.
Research picks in the 6:30 email
The day’s five best crypto reads, plus AI agents doing real things on-chain. Free, every morning at 6:30 a.m. Central.
Every Research card
newest first · page 2 of 8- 1
We ran an agent swarm (34 to 56 agents) on Claude Opus 5.5 against live Polymarket markets, locked the forecasts before resolution, then scored them. The swarm was one Opus call at 500x the price
A Reddit team ran a MiroFish swarm on Claude Opus 5.5 to forecast four live Polymarket markets; the swarm scored worse than one direct Opus call and the market price.
- 2
There were 4 Whitepapers - In 2024 a Different Version of the Bitcoin Whitepaper Was Discovered - Full Study at TheBitcoinWhitepapers.com
Comparison of the four known versions of the Bitcoin whitepaper, with a timeline graphic and a dedicated study site.
- 3
Kazakhstan Expands Its Sovereign Crypto Exposure
Galaxy Research on Kazakhstan's sovereign crypto exposure; the snippet is empty, so the details are unverified.
- 4
Democratic Midterm Wins Alter the Crypto and AI Landscape
Galaxy Research piece on how the Democratic midterm wins may reshape crypto and AI policy; snippet is empty.
- 5
Elliptic says Binance hackers swapped stolen tokens for $124M in bitcoin, exchange plans more withdrawal reopenings
Elliptic says Binance hackers swapped stolen tokens for $124M in bitcoin, with little cashed out and $2.85 billion still frozen.
- 6
AI insiders had already cashed out $7.4 billion before stocks crashed
Insiders at nine AI companies sold $7.39B of stock across 282 SEC Form 4 filings before a sell-off.
- 7
Ethereal news weekly #46 | Post quantum & post AI transition targeting December 2028, Amundi tokenized equity index fund, Solar v0.3 & Slang alpha Solidity compilers
Weekly Ethereum roundup covering post-quantum roadmap, a tokenized equity fund and new Solidity compilers.
- 8
The Carry Trade That Broke: How Basis Compression Triggered the Cascade
Kaiko Research breaks down how basis compression unwound carry trades and triggered a cascade in crypto markets.
- 9
Binance Hackers Swap $50 Million in XRP, Mostly Into Bitcoin, Elliptic Says
Elliptic traces about $50M of XRP stolen in the Binance hack being swapped mostly into bitcoin, with the main ETH and BTC holdings untouched.
- 10
Bitcoin's proof of work began as a 1997 plan to put spammers out of business:
Jack Mallers traces the history behind Bitcoin's proof of work and the ideas that led to it.
- 11
Prediction markets’ biggest month yet, in 3 charts
Prediction market notional volume hit $123.6B in one month, 1.5x all of 2024 and 2025 combined.
- 12
Crypto Clearing vs. Settlement: What Happens After a Trade?
Explainer distinguishing netting, collateral, and final settlement in crypto clearing; useful for market structure readers.
- 13
ETHBEAT Launches CROPS Guide With Uniswap, Safe, and Tornado Cash
ETHBEAT, formerly L2BEAT, launched a CROPS guide grading Ethereum apps on censorship resistance, open source, privacy and security.
- 14
I checked every past time Bitcoin was this close to its long-term floor. A year later it was higher in 8 of 8.
A Bitcoin power-law floor analysis counts past periods near the floor; the price was higher 12 months later in all 8 cases.
- 15
Privacy Cash Pauses Deposits After Binance Hack
Privacy Cash paused deposits after the Binance hack; Elliptic traced about $1.2M in theft-linked ETH and SOL into its pools.
- 16
Idling at Support
Glassnode on-chain analysis: short-term holders shifted from mostly in profit to mostly at a loss as Bitcoin pulled back about 10% into support.
- 17
An AI assistant told me to pay an x402 API blind. Here’s what checking it first looked like
A directory operator probed and bought from x402 endpoints with real USDC; about a third that asked for payment did not deliver a usable answer, so they now check before paying.
- 18
339k BTC moved at a loss last week... twice a normal week.
On-chain data shows 339k BTC moved at a loss in one week, about twice normal, computed from the author's own node.
- 19
The 7,500 BTC That Left Binance’s SAFU Fund Has Moved Again, to an Unlabeled Address
Onchain tracing shows 7,500 BTC moved from Binance's SAFU fund to an unlabeled high-volume address.
- 20
Stock Market that Never Sleeps: Inside the Premiums and Liquidity Gaps of Tokenized Equities
Coin Metrics research on tokenized equity premiums and liquidity gaps versus the underlying shares.
- 21
The cryptography behind e-voting (and why paper ballots are still essential)
Trail of Bits explains the cryptography behind e-voting and why paper ballots remain essential.
- 22
ZachXBT Suspects Cover-Up as Tally on Suspected EU Theft Climbs to $133 Million
ZachXBT alleges a cover-up as suspected EU-linked theft reaches $133M, with funds still leaving exchanges after his first alert.
- 23
Binance Publishes Zero-Knowledge Reserve Proof for BTC, ETH and 8 Other Tokens After Hack
Binance published a zero-knowledge reserve proof for 10 tokens after the hack, with 5% of affected funds in less liquid assets.
- 24
My “price converges at expiry” code passed its unit test, was wrong by 26 points, and then the fix exposed a free arbitrage, post-mortem.
A builder's post-mortem on a pricing engine for a 90-minute match-linked derivative: a unit test passed while the price was off by 26 points, and the fix exposed a free arbitrage.
- 25
Satoshi's Bitcoin monetary system?
A Reddit discussion on whether Bitcoin's security budget can hold up once block subsidies shrink, without raising the 21M cap. Thread-level discussion, no new research.
- 26
North Korea Is Laundering Binance Hack Loot at One New Wallet Every 25 Seconds
North Korea launders Binance hack proceeds through automated wallet rotation, with $2.85B of $6.43B frozen or seized versus about 3% in the Bybit hack.
- 27
$106 Million Suspected Stolen From EU Entity as Funds Flow Into Monero: ZachXBT
ZachXBT published 11 addresses and a TRM Labs graph tracing $106M suspected stolen from an EU entity toward Monero and a Tron bridge.
- 28
Crypto Treasury Stocks: How mNAV and Dilution Affect Value
Explains why a larger bitcoin or ether treasury per share does not guarantee stock returns, using Strategy's disclosures.
- 29
No proof of AI in North Korean hackers move of stolen Binance funds
Elliptic's tracking of the Binance hack funds finds scripted behavior rather than AI agents, so the AI-agent angle is unsupported.
- 30
Elliptic Flags First Bitcoin Mixing of Binance Hack Proceeds
Elliptic traced roughly 12,000 wallets across 11 chains and reports the first Bitcoin mixing of Binance hack proceeds, with $3.24B still linked.