Adrian's DeFi Alpha

Why The Real Capitulation May Still Be Ahead.

Why Late Buyers Are Returning, What Top Cohorts Signal, and How to Size Calmly.

May 14

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Two Crypto Markets: Which One Are You In?

Bitcoin ETF Inflows, DeFi’s Security Crisis, and HYPE’s Finance Takeover

May 5

1

April 2026

The Bull Case Looks Too Perfect

Bullish Data, Bearish Timing, and the Coming Retest.

Apr 29

1

PUMP Looks Cheap, Is It Solana’s Best Bet?

Bitcoin stays strong while PUMP starts to look seriously underpriced.

Apr 22

3

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AAVE Pumped. I Sold. Here’s Why

BTC reclaimed momentum, tokenization kept growing and two conflicting onchain reads

Apr 14

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BTC Relief Rally, But Is Pain Over?

BTC reclaims strength, ETH rebuilds its thesis, and TAO plus ZEC flash relative power.

Apr 8

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March 2026

Oil Shock vs Crypto: Global Disruption as a Catalyst?

ETF Inflows Rise While Whales Distribute and Hyperliquid Captures Macro Flows

Mar 20

1

January 2026

Growth Up, Inflation Down. Risk On?

Bitcoin ETF demand confirms year-end de-risking is over and chatbots become businesses

Jan 18

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Compression Phase Before The Next Break?

BTC Consolidation, Political Shockwaves, and the Next Market Tell

Jan 13

3

2

Macro Tailwinds, Crypto Still Hesitating

Attention Economics and Crypto Price Action

Jan 9

4

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Bitcoin First, Memes Follow Fast

What structure says, what onchain contradicts, and how to trade it.

Jan 6

2

1

December 2025

The Good, the Bad, the Ugly and What’s Next

The mental and market frameworks we carry into 2026

Dec 30, 2025

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