Crypto researcher and investor.
I’m active on Crypto Twitter, sharing my research, insights, and opinions.
This GitHub is where I keep all my research in an organized way. None of my posts are financial advice (NFA). Please do your own research.
- Telegram: @SachinHMx
- Email: hmxsachin@gmail.com
| Topic | Category | Insight | Link |
|---|---|---|---|
| Tokenized Equities | RWA | Tokenized equities shift competition from asset issuance to liquidity distribution and utility | View |
| DeFi Credit Layer | Tokenized Credit | DeFi lacks real credit as overcollateralized leverage loops dominate while RWAs enable cash flow backed on-chain lending | View |
| Protocol | Category | Insight | Link |
|---|---|---|---|
| Royco | Yield Tranching | Dynamic Yield Distribution Model combines Adaptive Yield Curves and Observation Periods to dynamically price first-loss capital. | View |
| Courtyard, Phygitals, Collector Crypt, Beezie | Tokenized Collectibles | Comparing infrastructure, liquidity, token incentives, and entertainment models across leading TCG collectible protocols. | View |
| Apyx | Onchain Yield | Apyx converts public-market dividend cash flows into scalable onchain yield through Digital Credit markets. | View |
| Protocol | Category | Insight | Link |
|---|---|---|---|
| Aave V4 | Lending | Hub-and-Spoke design unifies liquidity while enabling risk-isolated markets and efficient capital allocation. | View |
| Sentora, Morpho, Hastra | RWA Credit Infrastructure | PRIME connects HELOC-backed credit markets with Ethereum stablecoin lending liquidity. | View |
| Strategy | Project/s | Insight | Link |
|---|---|---|---|
| STRC Yield Stack | Strategy, Pendle, Strata | STRC yield is being tokenized, traded, tranched, and leveraged across DeFi. | View |
| Structured Credit Yield | Figure, Sentora, Morpho, Hastra | HELOC-backed cash flows are being transformed into on-chain collateralized stablecoin credit markets. | View |
| Risk Tranching Vault | Strata, Midas, Hyperithm | Risk tranching splits a single yield source into layers where junior absorbs losses and earns higher yield premiums | View |
| Yield Tranching Explained | Structured Yield | Yield tranching splits a single pool into risk layers where junior absorbs losses and senior earns predictable returns | View |
| Protocol | Category | Insight | Link |
|---|---|---|---|
| Robinhood Chain | Ethereum Layer 2 | Robinhood combines Orbit, blobs, and Ethereum settlement to build a finance-native Ethereum L2. | View |