Research

Our view on how institutional capital, tokenized assets, and on-chain market structure are converging — published as long-form letters and shorter market notes.

BlockBooster LetterMarket notesPublished since 2024

FeaturedAugust 2026

How Lombard Sells Cap's Institutional Credit Market to BTC Holders

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ResearchJuly 2026

Robinhood Chain: An Open Chain With a Closed Shelf

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Research Archive

mGLOBAL on Aave:The Liquidity Mismatch

FALX’s Onchain Credit Curation Model

SATA: Daily Dividends, Perpetual Credit Risk

Cross-Exchange Funding Rate Swaps on Boros

Tokenized-Equity Perpetual Funding-Rate Arbitrage

The Limits and Possibilities of Onchain-Native Credit Origination

How CLARITY Section 404 Is Reshaping the Stablecoin Yield Economy

BlockBooster Launches USD 50M Digital Venture Fund I

The Illusion of Liquidity in On-Chain Private Credit