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

The Permanence Question: U.S. Crypto Regulation and the 2026 Midterms

Derek Lim
·
Mar 25, 2026
Market Analysis

The CLARITY Act and the Bifurcation of Digital Asset Markets

Derek Lim
·
Mar 18, 2026
Market Analysis

The Case for Bitcoin at $68,000

Derek Lim
·
Mar 11, 2026
Market Analysis

War, Oil, and Liquidity: What the Iran Escalation Means for Crypto and Markets

Derek Lim
·
Mar 4, 2026
Market Analysis

Bitcoin Is Trading Like Software Stocks. Here's Why That Matters.

Derek Lim
·
Feb 25, 2026
Market Analysis

The $2B Question: Why Crypto Buybacks Aren't Working, and What Would

Derek Lim
·
Feb 11, 2026
Market Analysis

What Trump’s Fed Pick Means for Bitcoin

Derek Lim
·
Feb 4, 2026
Market Analysis

Gold and Silver Captured the Debasement Trade, But Bitcoin Didn't. Here’s Why (And What Happens Next)

Derek Lim
·
Jan 27, 2026
Market Analysis

From Pools to Vaults: The $21B RWA Wave Reshaping Onchain Lending

Derek Lim
·
Jan 20, 2026
Market Analysis

2026 Institutional Outlook Predictions Based on Who Was Right in 2025

Derek Lim
·
Jan 7, 2026
Market Analysis

The Yen Carry Trade That Broke Bitcoin 3 Times (And Why the 4th May Be Different)

Derek Lim
·
Dec 17, 2025
Market Analysis

Strategy Has Real Problems. A Death Spiral Isn't One of Them

Derek Lim
·
Dec 10, 2025
Principal trading firm specializing in digital assets since 2017.

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