Research · Analysis · Commentary

Insights

Research, market commentary, and analysis from the Caladan team.
All
All
All
Case Studies
Guides
Market Analysis
Announcements
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
Market Analysis

Oil-Crypto Decoupling, RWA Growth, Bitcoin Volatility & Gaming Infrastructure TVL-Surge

Derek Lim
·
Jun 25, 2025
Market Analysis

Crisis Impact, DeFi Resilience and Infrastructure Divergence

Derek Lim
·
Jun 16, 2025
Market Analysis

Narrative Fragmentation, Volatility Breakout and Arbitrum Case Study

Derek Lim
·
Jun 4, 2025
Market Analysis

Multi-Signal Analysis Uncovers Hidden Institutional Patterns and Execution Windows Most Analysts Miss

Derek Lim
·
May 27, 2025
Market Analysis

The Digital Asset Treasuries (DAT) Playbook: Decoding Corporate Crypto's $330 Billion Revolution

Derek Lim
·
Jul 29, 2025
Market Analysis

The Funding Rate Revolution: Why Pendle's Boros Is Currently the Most Underestimated Innovation in Crypto

Derek Lim
·
Aug 6, 2025