| Report | Date↓ | Authors | Type | Subscription Tier | Tags |
|---|---|---|---|---|---|
| Robinhood Chain: Can It Move Robinhood’s Bottom Line? | Aug 10, 2026 |  AJC | -- | Pro | -- |
| State of the OP Stack Q1 2026 | May 13, 2026 |  Austin Weiler | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| Aave: Cracks in the Monolithic Thesis | Apr 22, 2026 |    | -- | -- | -- |
| State of the Superchain H2 2025 | Feb 11, 2026 |  Alice Hou | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| BWR 2026 Theses | Dec 26, 2025 |    +5 | -- | Pro | DeFi · Perp DEX · DEX · DePIN · Lending |
| Arbitrum Everywhere: Beyond the Limits | Nov 18, 2025 |  Patryk Krasnicki | Standard Reports | -- | Layer-2 · DAOs · DeFi · Protocol Overview |
| State of Polygon Q3 2025 | Oct 27, 2025 |  Jake Koch-Gallup | Quarterly Reports | -- | Layer-2 · Quarterly Reports |
| State of the Superchain H1 2025 | Oct 9, 2025 | Patryk Krasnicki | Quarterly Reports | -- | Layer-2 · DeFi · Quarterly Reports |
| Navigating the Lending Landscape | Aug 21, 2025 | Carlos Gonzalez Campo | -- | Pro | Lending · Valuations |
| CeFi’s Crypto Expansion | Jul 29, 2025 |  Kinji Steimetz | Standard Reports | Pro | Centralized Exchanges |
| Crypto Venture Weekly: June 9-15, 2025 | Jun 16, 2025 | Jake Koch-Gallup | Standard Reports | -- | Fundraising |
| Bitcoin 2025 - Las Vegas: The Battle For Bitcoin's Soul (Analyst Takeaways) | Jun 4, 2025 |     +1 | Standard Reports | Pro | -- |
| State of Polygon Q1 2025 | May 6, 2025 | Jake Koch-Gallup | Quarterly Reports | -- | Layer-2 · Quarterly Reports |
| Morpho and the DeFi Mullet | Apr 3, 2025 | Danny K | -- | -- | DeFi · Lending · Layer-2 |
| cbBTC & Morpho: Unlocking DeFi on Coinbase | Jan 17, 2025 | Danny K | -- | Pro | Layer-2 · DeFi · Lending |
| BWR 2025 Theses | Dec 20, 2024 |   +2 | -- | Pro | Stablecoins · AI · DeFi · Layer-1 · Layer-2 |
| Morpho: Evolving into Permissionless Lending Infrastructure | Dec 19, 2024 | Danny K | -- | -- | Lending · Layer-2 |
| Base Ecosystem Update | Dec 17, 2024 | Daniel Shapiro | -- | Pro | Layer-2 · DeFi · AI |
| A Valuation of Morpho | Dec 3, 2024 | Kinji Steimetz | Deep Dives | Pro | DeFi · Valuations · Lending |
| August 2024 Crypto Fundraising Report | Sep 10, 2024 |  Chris Davis | Deep Dives | Pro | Fundraising |
| Dude, Where's My (Stablecoin) Yield? | Jun 21, 2024 | Kinji Steimetz | Standard Reports | Pro | Stablecoins · Yield Farming |
| Lending Protocol Supply-Side Complexity | Oct 16, 2023 |  Ren Yu Kong | -- | Pro | Lending |
