Research

Oct 7, 2026 · 13 min read

Asset Deep DiveNew

Pearl (PRL): The Same GPU Job, Paid Twice

Pearl is only five months old, but PRL already has a $439M float, 48.9 EH/s of compute and a major network upgrade ahead. Kaizen Research breaks down the setup, the numbers and what the market may be pricing in.

Oct 7, 2026 · 16 min read

Asset Deep DiveNew

Grass (GRASS): The Read Layer Is Repricing a Data Business

Grass is already making real money selling public-web data to AI labs, but the token still trades like it’s stuck in the November 2024 airdrop. Kaizen Research looks at the revenue story, the October 28 unlock, and what GRASS needs to prove to justify a higher multiple.

Sep 29, 2026 · 15 min read

Market ThemeNew

Zooming out: How to Navigate This Cycle

Crypto markets move through four stages. This report maps which one you are standing in, using who holds the coins, how much leverage sits on them, and whether new buyers are arriving.

Sep 27, 2026 · 12 min read

Kaizen UpdateNew

Kaizen Update: What I'm Watching Right Now

Brian JungRead

Sep 22, 2026 · 13 min read

TIBBIR (Ribbita): The Stealth Clock and the HOOD Summit

TIBBIR is still in stealth, price action is already moving, and the HOOD Summit is coming up. An update on what changed since July.

Sep 15, 2026 · 23 min read

Kaizen Update

Kaizen Update: Positioning for the Next Onchain Rotation

A market update covering the first onchain rotation, lessons from the Base vs. Robinhood Chain move, Bitcoin risk levels, and positioning for the next potential onchain leg. The report highlights key ecosystems and assets to watch while emphasizing disciplined execution, independent research, liquidity, and risk management.

Brian JungRead

Sep 11, 2026 · 12 min read

STONK (StonkFun): Solana’s RWA launchpad flywheel

StonkFun turned tokenized stocks into a Solana launchpad. This report maps the RWA race across chains and puts $STONK next to Pons.

Sep 9, 2026 · 12 min read

Bittensor (TAO): After Astra

AGI just raised the compute bill. TAO is the crypto trade if an inference explosion is what comes next.

Sep 4, 2026 · 20 min read

Arc (ARC): How to Prepare Before the Gates Open

Circle’s chain is about to open. Everyone is still staring at Robinhood. This is the prep list for the window in between.

Aug 26, 2026 · 19 min read

Hyperliquid Strategies (PURR): The Leveraged Play on HYPE

PURR has been one of the strongest performing digital asset treasuries of 2026. This report breaks down why and what comes next.

Aug 24, 2026 · 13 min read

$BMNR: Brian’s High-Conviction Levered Ethereum Play

Six months later: Bitmine is 97% of the way to 5% of Ethereum. The levered play has evolved.

Aug 20, 2026 · 20 min read

Virtuals Protocol (VIRTUAL): AI Agent Base Layer + Unitree Robotics Proxy

Virtuals Protocol pairs the base asset of the onchain AI agent economy with the largest Unitree G1 training data operation outside China, giving $VIRTUAL dual exposure to agent infrastructure growth and the humanoid robotics narrative at a roughly 87% discount to its prior cycle high.