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DeFi Has a Business Model Problem. Aave Just Tried to Fix It.
Research
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Web3 /Investment Thesis

DeFi Has a Business Model Problem. Aave Just Tried to Fix It.

The governance war over $140M in annual protocol revenue, and what it means for every DeFi token that hasn't answered the same question yet.

decorationApril 13, 2026
By Mohammed Carrim Ganey
The Great Rotation: From Safe Havens to Risk Assets in 2026
Article
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Market Analysis /Investment Thesis

The Great Rotation: From Safe Havens to Risk Assets in 2026

After gold's 60% rally and silver's record-breaking 145% gain in 2025, we believe precious metals are reaching peak valuations. Here's why 2026 could mark the rotation into copper, crypto, and risk-on assets.

decorationFebruary 5, 2026
By Mohammed Carrim Ganey

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