See past the number.
Charlie Quant Lab explains what moved in the market, why it moved, who took part, and what could prove the easy answer wrong.
What changed?
Start with what moved, on which day, and compared with what.
$36 billion looked huge. One wallet made almost all of it.
Swaps recorded on Robinhood Chain in one day.
Share of those swaps made by one wallet.
The wallet mostly bought and then sold the same thing back. Very little money actually changed hands.
The chain counted the swaps correctly. But the $36 billion made trading look far bigger than it was.
Start with the question.
Each page answers one question. The answer comes first, then the evidence.
Crypto Market Intelligence
See if today’s move is spread across many coins, what is pushing it, and where it could break.
02Calls testedAlpha Tracker
Every call we made, checked: when it started, how far it went, how long it lasted, and when it stopped working.
03Belief versus evidencePrediction Markets
Compare what bettors expect with what the news and the public are saying.
04Rules around the worldGlobal Regulation
See which crypto rules are law, which are only proposed, and where companies can work today.
05Digital dollarsStablecoin Intelligence
See who issues each digital dollar, what backs it, and what could push it off $1.
06Forced sellingLiquidation Map
See the prices where big borrowed bets would be forced to close, and what that could do to the price.
The number. The reason. The catch.
The full market story, in plain words.
Browse every research page