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 5 of 8- 1
Bitcoin ETF buyers are trend followers, not setters, DWF Labs says
DWF Labs research finds Bitcoin ETF flows follow past price moves rather than predict returns.
- 2
How Elliptic-Curve Signatures Work: A Toy ECDSA Example
Clear educational walkthrough of ECDSA signatures using a toy curve, showing what verifiers need and what stays secret.
- 3
Suits & Cypherpunks with Alex Thorn
Galaxy Research interview with lawyer Alex Thorn on crypto law and the cypherpunk tradition; snippet is thin, so the depth is unclear.
- 4
Project Eleven CEO Calls it ‘a Fact’ that Quantum Labs Are Withholding Results
Project Eleven's CEO says quantum labs are withholding some results to avoid panic; an unverified claim about quantum risk to crypto.
- 5
Coinbase's Plan for a Quantum-Safe Bitcoin
Coinbase lays out a plan for Bitcoin quantum resistance, covering new addresses, signatures and dormant coins.
- 6
Why a position marked at 100 USDC can quote 90.91 USDC before fees: a toy AMM example
A clear toy constant-product AMM example showing why a position's marked value can differ from its actual sale quote before fees.
- 7
Crypto Long & Short: Why real-world assets need fixed-rate loans onchain
Argues onchain RWA lending needs fixed-rate, fixed-term loans, and estimates a 5% reserve shift in Sky and Ethena could create $1.8B of RWA demand.
- 8
Swept and Refilled
Glassnode shows Bitcoin swept to about $80K near US ETF and treasury cost basis, with bids refilling quickly and liquidation clusters mapped between $85K and $87.5K.
- 9
9.42 Crowd Wisdom or Informed Minority? The 3% Who Carry Polymarket
A sign-randomization test finds about 3% of Polymarket accounts still beat random betting, and their volume reduces pricing error while crowd volume raises it.
- 10
JPMorgan Asset Management Sets a 10% Base Case for Bitcoin, Still Sees No Clear Portfolio Role
JPMorgan Asset Management models a 10% base case for bitcoin and says it does not yet work as a portfolio diversifier.
- 11
Bitcoin’s 21 Million Limit Doesn’t Enforce Itself. A Bitcoin model matched Core across 100,000 test executions. The gap that remains reveals what it really takes to protect Bitcoin’s most important promise.
A Bitcoin model matched Bitcoin Core across 100,000 test executions and examines what still must be done to enforce the 21 million cap through independent node validation.
- 12
Erick Cestari, Adam Gibson - Bitcoin Optech Newsletter #427 Recap Podcast
Podcast recap of Bitcoin Optech newsletter covering disclosed Eclair DoS vulnerabilities and offchain contracts in Lightning channels.
- 13
Ethereum Staking Hits Record 43.8 Million ETH, Bitwise Says
Ethereum staking reached a record 43.8M ETH while the gross staking yield dropped to 2.63%.
- 14
Stablecoin transfers quadruple to $891B as US banks expand adoption: Report
Coinbase data shows stablecoin transfer volume quadrupled to $891B as banks and businesses adopt, though market cap is flat.
- 15
Tokenization On Solana: The Companies Behind The Chain's RWA Growth
A data-driven overview of Solana's real-world asset market, showing $4.37B in distributed RWAs concentrated among a few products.
- 16
Ethereum staking hits record as yields fall and Solana activity grows: Bitwise
Bitwise data shows record Ethereum staking of 43.8M ETH in Q3 as yields fell to 2.63%, and record Solana staking.
- 17
ZachXBT Flags $20M XMR Laundering Ring on Hyperliquid
ZachXBT traces over $20M from hacks and ransomware through FreedomXMR, a Monero swap service on Hyperliquid where 87% of inflows are illicit.
- 18
Quantifying Support and Resistance: Proximity-Weighted CBD
Glassnode introduces Proximity-Weighted Cost Basis to turn cost basis distributions into support and resistance signals.
- 19
ERC-8449: Credit history for ERC-8004 agents
Draft ERC-8449 proposes a way to record loan repayment and default history for ERC-8004 agents using existing reputation feedback entries.
- 20
How We'll Measure the Agent Economy
A practitioner argues x402 transaction counts overstate agentic commerce and proposes a funnel-based measurement stack.
- 21
Issuer Blacklists Recovered Nothing in 60 Crypto Exploits, Blockaid Finds
Blockaid data shows issuer blacklists recovered only $9.8M of $1.18B traced across 60 exploits, with recoveries coming only via governance or validators.
- 22
What Drives Stablecoin Supply Growth?
Regression analysis of macro and onchain drivers of weekly stablecoin supply growth; useful data-driven research.
- 23
Stablecoins move over $400 million per hour on average as off-hours transfers dominate, Coinbase and The Block study finds
A Coinbase and The Block study finds stablecoins move over $400M per hour on average, with off-hours transfers dominating, and projects $1.5T quarterly volume by end of 2027.
- 24
Alpenglow: What We Learned Running Solana's Biggest Consensus Change
Galaxy Research shares lessons from running Solana's largest consensus change, Alpenglow, in production.
- 25
9.48 Do Prediction Markets Match Option Prices? The Binary Benchmark
Analysis finds Polymarket bitcoin threshold prices sit about six points above option-implied risk-neutral prices, with the gap narrowing over hours.
- 26
Almost half the AI tool vendors I checked forbid benchmarking
A reader-built grading site found almost half of 674 AI tool vendors restrict benchmarking, many via copied Oracle-style clauses, including Coinbase and LangSmith.
- 27
Vitalik Pushes EIP-8288 Over New Precompiles
Vitalik argues EIP-8288 should carry Ethereum's cryptography instead of a growing pile of precompiles.
- 28
BTC Market Pulse: Week 43
Glassnode's weekly read: BTC near $82k with selling pressure easing, but spot and ETF buyers have not returned and coins are changing hands to newer holders.
- 29
Agentic payment space is dominated by Solana, Base and Polygon
Token Terminal data show Solana, Base and Polygon carry about 96% of agentic x402 payment transfers, though total activity fell sharply after a late-August surge.
- 30
Hackers Still Hold $287 Million in Stolen Crypto That Can’t Be Frozen, Blockaid Report Says
Blockaid data: $287M of $1.18B stolen this year is still held by hackers, who start moving funds a median 17 minutes after exploits.