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The Watch List

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Which Asset on The Watch List is the most Undervalued?
June 26, 2026

Which Asset on The Watch List is the most Undervalued?
Our framework for analyzing crypto assets
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The Watch List: Derive (DRV)
June 19, 2026

The Watch List: Derive (DRV)
Are onchain options a better growth play than perps?
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The Watch List: Venice (VVV)
June 12, 2026

The Watch List: Venice (VVV)
How large is the market for "Private AI?"
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The Watch List: Pump Fun (PUMP)
June 5, 2026

The Watch List: Pump Fun (PUMP)
Why is PUMP so misunderstood?
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The Watch List: Robinhood (HOOD)
May 29, 2026

The Watch List: Robinhood (HOOD)
Is HOOD + LIT a better risk/reward play than HYPE?
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The Watch List: PUMP vs HYPE
May 22, 2026

The Watch List: PUMP vs HYPE
In search of market dislocations
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The Watch List: Zcash (ZEC)
May 15, 2026

The Watch List: Zcash (ZEC)
Is ZEC a speculative derivatives trade or "Private Bitcoin?"
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The Watch List: Aerodrome (AERO)
May 8, 2026

The Watch List: Aerodrome (AERO)
A deep dive into Base's leading DEX & "liquidity hub"
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