Research &
Intelligence
// Deep dives on market structure, DeFi frameworks, and onchain forensics.
Idle Fund Yield Optimization Model and How to Implement It
A quantitative view of optimizing idle capital allocation in a crypto exchange treasury
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When the Bank Is Closed and Everyone Wants Out
A practitioner's account of what breaks when you settle $300K a day across crypto wallets, banks, and market makers — and what I built to fix it.
Why Indonesia's Crypto OTC Market Is Shrinking?
what's wrong with our local ecosystem? How can we fix it?
When Confirmed Doesn't Mean Settled: Building an OTC Reconciliation System
A practitioner's account of what breaks when you settle $300K a day across crypto wallets, banks, and market makers — and what I built to fix it.
Pushing Limits: AI Valuations & the Efficiency Frontier
AI is far from bubble. We are still in the early innings
The Connectivity Cloud: Cloudflare as an AI Winner
A deep-dive into Cloudflare's strategic positioning in the AI substrate, focusing on edge inference, AI governance, and egress arbitrage.
Pendle (PENDLE) – Cyclical Yield Tokenization or Structural Decline?
A good DeFi protocol with a good tokenomics for the next market cycle