Recent Posts
Blog•Feb 6, 2026
Enso: Real DeFi Execution Layer
Enso is building a universal DeFi execution layer that lets applications invoke complex, multi‑step strategies with a single API call. By offering reusable templates and deterministic routes, it abstracts integrations with protocols like Aave, Curve, and cross‑chain bridges. The platform positions itself as infrastructure rather than a consumer‑facing app, aiming to become the default middleware for automated DeFi workflows. Its audited codebase and developer‑focused documentation signal seriousness, though token‑driven hype could outpace real usage.
By Lark Davis
Blog•Feb 3, 2026
Earn Yield From These Market Neutral Strategies
Neutral is a DeFi platform that generates yield through market‑neutral strategies, balancing long and short positions via basis trading and funding‑rate arbitrage. The protocol operates on‑chain across both centralized exchanges like Binance and decentralized venues, offering eleven active strategies and...
By Lark Davis
Blog•Jan 30, 2026
Premium Investor Report #501
Premium Investor Report #501, authored by Lark Davis, highlights three core themes: a deep dive into Sentient’s AI‑economy stress test, a bullish outlook on North American silver stocks, and the emergence of Minara AI’s usage‑reward system. Davis adds Copx, Blue...
By Lark Davis
Blog•Jan 30, 2026
Sentient: The “AI Economy” Stress Test
Sentient has begun its AI‑economy stress test, introducing the GRID—a blockchain‑backed network that lets developers publish, reuse, and monetize AI artifacts such as models, data, and compute. The project is overseen by the nonprofit Sentient Foundation and backs its native...
By Lark Davis
Blog•Jan 27, 2026
Where to Trade Commodities and Stocks Onchain
The blog highlights Hyperliquid as the primary hub for on‑chain commodity and stock trading, thanks to its HIP‑3 upgrade that lets third parties launch permission‑less perpetual markets. HIP‑3 now accounts for roughly 8.1% of Hyperliquid’s open interest, attracting deployers like...
By Lark Davis
Blog•Jan 27, 2026
Metals Booming, Bitcoin Stagnating
Gold and silver surged to fresh all‑time highs of $5,110 and $117, while Bitcoin remained stuck in the upper $80,000 range with minimal momentum. The metals rally is fueled by safe‑haven buying, industrial demand and macro‑geopolitical stress, whereas Bitcoin faces...
By Lark Davis
Blog•Jan 21, 2026
Premium Investor Report #498
The Premium Investor Report #498 warns of heightened market volatility as former President Trump speaks at the World Economic Forum in Davos, potentially stirring a sell‑off in the S&P 500. Technical analysis shows a broken rising wedge on the S&P with...
By Lark Davis
Blog•Jan 20, 2026
Earn Yield or Trade Stocks and Metals on Manifest
Manifest is a Solana‑native DeFi platform that runs an on‑chain central limit order book and charges zero trading fees. It offers two primary products: Destiny Vaults, where users deposit stablecoins like CASH or PYUSD to earn up to 38% APY...
By Lark Davis
Blog•Jan 16, 2026
FOGO: Performance First, Proof Later
FOGO is building a high‑performance execution layer that is fully compatible with Solana’s smart‑contract ecosystem. The project emphasizes ultra‑low latency, high throughput, and real‑time user experiences, positioning itself for traders, gaming platforms, and other latency‑sensitive applications. While the design promises...
By Lark Davis
Blog•Jan 15, 2026
Bitcoin Rips as ETF Flows Flip Bullish
Bitcoin surged toward $98,000 as spot and futures ETFs recorded a net inflow of $1.71 billion this week, reversing the prior week’s $681 million outflow. The inflows extended to ETH, SOL and XRP ETFs, pushing the Crypto Fear & Greed Index up...
By Lark Davis
Blog•Jan 13, 2026
Explore Multiple High Yield Strategies on Drift Protocol
Drift Protocol on Solana merges perpetual futures, spot markets, lending and staking, creating a unified DeFi hub. The platform now holds $614 million in deposits and has processed over $140 billion in trading volume, underscoring its scale. Version 3, released last month, adds...
By Lark Davis
Blog•Jan 9, 2026
Premium Investor Report #495
Brevis Network: Verifiable Marketplace
By Lark Davis
Blog•Jan 9, 2026
Brevis Network: Verifiable Marketplace
Brevis Network unveiled ProverNet, a mainnet‑scale marketplace that lets smart contracts request and receive zero‑knowledge proofs for complex on‑chain data without relying on trusted indexers. The platform introduces the BREV token, which fuels staking, rewards, and economic security for proof...
By Lark Davis
Blog•Jan 9, 2026
Circle Internet Group Inc (NYSE: CRCL)
Circle Internet Group (CRCL) operates USDC, a regulated digital‑dollar stablecoin, and provides the on‑chain infrastructure that enables institutions to move, store, and settle funds. With a market capitalization of roughly $19 billion, Circle positions USDC as one of the most trusted...
By Lark Davis
Blog•Jan 8, 2026
Solana: Can 2026 Top Last Year’s Performance?
Solana’s ecosystem posted record growth in 2025, with app revenue reaching $2.39 billion and network revenue climbing to $1.48 billion, a 48‑fold increase over two years. The blockchain now supports 3.2 million daily active wallets and leads DEX volume and tokenized‑stock market cap....
By Lark Davis
Blog•Jan 6, 2026
Carrot Offers High DeFi Yields on Solana
Carrot is a Solana‑based yield‑aggregating DeFi protocol that issues the CRT token to represent deposits and automatically harvest yields from stablecoin strategies across platforms such as Kamino, MarginFi and Jupiter Lend. The protocol offers no lock‑up periods, a modest 0.05 % redemption...
By Lark Davis
Blog•Jan 6, 2026
Carrot Offers High DeFi Yields on Solana
Carrot is a Solana‑based yield‑aggregating DeFi protocol that issues the CRT token, which accrues returns from stablecoin strategies on platforms such as Kamino, MarginFi, and Jupiter Lend. Users deposit stablecoins, the protocol reallocates them across these strategies, and CRT holders...
By Lark Davis
Blog•Jan 3, 2026
Crypto Pumps. Dump Next?
Crypto total market cap surged past $3.03 trillion, snapping a three‑month downtrend and hinting at a shift toward altcoins. Ethereum broke above $3,100, posting its first 50‑day SMA close in months and targeting $3,500. Memecoins added roughly $3 billion in value, led...
By Lark Davis
Blog•Dec 30, 2025
Get High Yields on ETH and Stables With Fusion
Fusion, IPOR’s on‑chain yield‑optimization platform, aggregates DeFi strategies into composable vaults across Ethereum, Arbitrum, Base, Avalanche and other chains. Users deposit ETH or stablecoins and the protocol automatically allocates capital to lending, looping, carry trades and arbitrage, while earning Fusion...
By Lark Davis
Blog•Dec 26, 2025
Folks Finance – A Quiet DeFi Rebuild
Folks Finance, originally launched on Algorand, has completed a V2 upgrade and expanded to multiple EVM‑compatible chains, positioning itself as a cross‑chain capital‑efficiency platform. The protocol now holds roughly $80 million in TVL and has introduced its native FOLKS token, whose...
By Lark Davis
Blog•Dec 23, 2025
Earn Set-and-Forget Yield on YO Protocol
YO Protocol, a cross‑chain yield‑optimization platform, now manages $62.31 million in total value locked and offers up to 7.22% APY on stablecoin deposits. The protocol issues yield‑bearing yoTokens such as yoETH, yoUSD, and the forthcoming yoGOLD, which will earn yield on...
By Lark Davis
Blog•Dec 19, 2025
Premium Investor Report #489
The Premium Investor Report #489 outlines Lark’s modest portfolio adjustments, adding small‑cap equities like NextEra Energy, Teradyne, Duolingo and STRC while only increasing exposure to Solana on the crypto side. A deep‑dive affirms Aave’s continued dominance as the primary liquidity...
By Lark Davis
Blog•Dec 16, 2025
Earn Double Digit Stablecoin Yield on Neutrl
Neutrl, a newly launched DeFi protocol, issues the synthetic stablecoin NUSD and lets users stake it for sNUSD, earning double‑digit yields. The platform employs market‑neutral strategies—OTC purchases and perpetual futures arbitrage—to generate returns, and currently holds just under $185 million in...
By Lark Davis
Blog•Dec 16, 2025
Bitcoin’s Bear Flag Rhymes with Last Cycle
Bitcoin has slipped below its 50‑week simple moving average, echoing the 2021 cycle and now displaying a classic bear‑flag formation. The chart suggests a 12‑week consolidation similar to last cycle, with a potential retest of the 50‑week SMA around $101,000...
By Lark Davis
Social•Dec 15, 2025
Michael Saylor Forecasts Bitcoin Reaching $150K This Year
Michael Saylor predicts Bitcoin to hit $150,000 by the end of this year. What's your take on this? https://t.co/nAQ443ARJX
By Lark Davis
Social•Dec 15, 2025
Gold/BTC Golden Cross May Signal Bitcoin Decline Again
The Gold/BTC chart is flashing a golden cross on the monthly Last time we had a golden cross, $BTC went down With all the expected macro tailwinds (QE), will Bitcoin break this pattern, or will history rhyme again? https://t.co/nCixY1kWRM
By Lark Davis
Social•Dec 15, 2025
Bitcoin Looks Busted, Macro Easing May Revive Crypto
Bitcoin technicals are looking like a giant pile of dog crap right now Bearish monthly MACD, trading below 50W EMA, 200D EMA All say BTC and crypto are f*cked for a while Making this one of the most disappointing cycles unless you were...
By Lark Davis
Deals•Oct 25, 2025
Pumpfun Acquires Trading Terminal Padre to Boost Memecoin Liquidity
Crypto token issuer Pumpfun (PUMP) has acquired trading terminal Padre to drive higher trading volumes and liquidity for its tokens amid a cooled memecoin market. The deal aims to support token activity and market engagement.
Lark Davis
Deals•Oct 24, 2025
BlockStreet Raises $11.5M Seed Round Led by Hack VC
BlockStreet, building a unified liquidity layer for tokenized assets on Monad, has raised $11.5 million in a funding round led by Hack VC. The startup plans a Q4 2025 launch and is running a public testnet to onboard users and...
Lark Davis
Deals•Oct 23, 2025
Kalshi Closes $300M Growth Funding Round Led by Andreessen Horowitz and Sequoia
CFTC-regulated prediction market Kalshi closed a $300M funding round co-led by Andreessen Horowitz and Sequoia, supporting the platform's expansion after hitting $50B in annualized trading volumes and broadening its global reach.
Lark Davis
Deals•Oct 21, 2025
Tempo Raises $500M Series A at $5B Valuation to Build Stripe‑backed Stablecoin Chain
Tempo, a Stripe‑backed Layer‑1 optimized for stablecoin payments and RWAs, raised $500M in a Series A at a $5B valuation. The round was led by Green Oaks and Thrive Capital; Tempo’s launch date is not yet announced.
Lark Davis
Deals•Oct 18, 2025
Bitfarms Ups Convertible Notes Offering to $500M
Bitcoin miner Bitfarms increased the size of its convertible notes offering to $500 million (up from $300 million) and expects the offering to close around 2025-10-21. The move expands its debt financing plans amid market volatility.
Lark Davis
Deals•Oct 14, 2025
Aurelion Raises $150M to Hold Tether Gold as Primary Treasury Asset
Aurelion (formerly Prestige Wealth) raised $150 million to pivot into digital assets and become the first public company to hold Tether Gold (XAUT) as its primary treasury asset. The round was backed by fintech platform Antalpha, strategic investor Tether, and...
Lark Davis
Deals•Oct 7, 2025
Stripe Acquires Stablecoin Infrastructure Firm Bridge
The article states that Bridge, a stablecoin infrastructure firm, was recently acquired by Stripe. The acquisition is noted in context of Bridge issuing the Phantom-launched CASH stablecoin, which is being integrated across Stripe's merchant network.
Lark Davis
Deals•Oct 7, 2025
Ondo Finance Acquires Digital Asset Broker-Dealer Oasis Pro
Ondo Finance has acquired digital asset broker-dealer Oasis Pro to expand its capabilities in tokenized securities and brokerage services, bolstering its position in the RWA and digital assets market. The move accompanies Ondo's growth to over $1.7 billion in Total...
Lark Davis