Research · Analysis · Commentary

Insights

Research, market commentary, and analysis from the Caladan team.
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Market Analysis

Layer3 | The Information Asymmetry Crisis: Rethinking How We Measure Sentiment in Web3

Derek Lim
·
Oct 14, 2025
Announcements

Signal 2025: Institutional Alpha, On-Chain Liquidity, and the Next Market Cycle

Derek Lim
·
Oct 8, 2025
Market Analysis

Fourteen Days to the Top? Why This Cycle's Path to $27 Trillion Looks Different

Derek Lim
·
Oct 8, 2025
Market Analysis

What Trump’s Fed Pick Means for Bitcoin

Derek Lim
·
Sep 17, 2025
Market Analysis

Report: Why Investors Pay $2 for $1 of Bitcoin - Analysis on Digital Asset Treasuries

Derek Lim
·
Sep 2, 2025
Announcements

Caladan Partners with Finery Markets: Expanding Global Liquidity Reach Amid 112% OTC Market Surge

Derek Lim
·
Aug 29, 2025
Market Analysis

The Impossible Economy: America's Policy Paradox

Derek Lim
·
Aug 27, 2025
Market Analysis

How $35B Cross-Chain Capital + Restaking Infrastructure Signal Institutional Market Evolution

Derek Lim
·
Jun 11, 2025
Market Analysis

Navigating Capital Allocation in a Mature Crypto Cycle

Derek Lim
·
Jul 23, 2025
Market Analysis

The Hidden Mechanics Behind Ethereum's Rally: Understanding Market Structure and Systemic Risk

Derek Lim
·
Jul 18, 2025
Market Analysis

Ecosystem Deep Dive | Solana

Derek Lim
·
Jul 9, 2025
Market Analysis

Protocol Evaluation Framework: Revenue Analysis, Capital Behavior, and L1 Assessment

Derek Lim
·
Jun 30, 2025