The Watch List

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The Watch ListThe Watch List
The Watch List: Bittensor (TAO)

The Watch List: Bittensor (TAO)

A deep dive on the largest decentralized compute network

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Uniswap (UNI)

The Watch List: Uniswap (UNI)

Is UNI a clean play on the growth of RWA trading?

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Circle (CRCL)

The Watch List: Circle (CRCL)

Is USDC the pre-cursor to a durable infrastructure moat?

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Robinhood (HOOD) Q2-26

The Watch List: Robinhood (HOOD) Q2-26

Q2 performance review + an update on Robinhood Chain

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: World (WLD)

The Watch List: World (WLD)

Is "human verified identity" a durable narrative in hiding?

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Jupiter (JUP)

The Watch List: Jupiter (JUP)

A deep dive on Solana's top trading platform

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Ethena (ENA)

The Watch List: Ethena (ENA)

Is Ethena poised for a comeback?

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Hyperliquid Q2 Update

The Watch List: Hyperliquid Q2 Update

Quarterly ecosystem update for serious investors

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Solana Q2 Update

The Watch List: Solana Q2 Update

Ecosystem performance for serious investors

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Ethereum Q2 Update

The Watch List: Ethereum Q2 Update

Ecosystem performance for serious investors

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
Which Asset on The Watch List is the most Undervalued?

Which Asset on The Watch List is the most Undervalued?

Our framework for analyzing crypto assets

Michael Nadeau
Michael Nadeau
The Watch ListThe Watch List
The Watch List: Derive (DRV)

The Watch List: Derive (DRV)

Are onchain options a better growth play than perps?

Michael Nadeau
Michael Nadeau