Research · Analysis · Commentary

Insights

Research, market commentary, and analysis from the Caladan team.
All
Weekly
Market Making
Data Analysis
Industry Analysis
Structured Products
News
Industry Analysis

Bitcoin and the Hormuz Binary: Ceasefire Mechanics and the Price of Escalation

Derek Lim
·
Apr 8, 2026
Industry Analysis

Private Credit Contagion and the DeFi Credit Thesis

Derek Lim
·
Apr 1, 2026
Industry Analysis

The Permanence Question: U.S. Crypto Regulation and the 2026 Midterms

Derek Lim
·
Mar 25, 2026
Industry Analysis

The CLARITY Act and the Bifurcation of Digital Asset Markets

Derek Lim
·
Mar 18, 2026
Industry Analysis

The Case for Bitcoin at $68,000

Derek Lim
·
Mar 11, 2026
Industry Analysis

The Caladan Weekly | War, Oil, and Liquidity: What the Iran Escalation Means for Crypto and Markets

Derek Lim
·
Mar 4, 2026
Industry Analysis

The Caladan Weekly | Bitcoin Is Trading Like Software Stocks. Here's Why That Matters.

Derek Lim
·
Feb 25, 2026
Industry Analysis

The Caladan Weekly | The $2B Question: Why Crypto Buybacks Aren't Working, and What Would

Derek Lim
·
Feb 11, 2026
Industry Analysis

The Caladan Weekly | What Trump’s Fed Pick Means for Bitcoin

Derek Lim
·
Feb 4, 2026
Industry Analysis

The Caladan Weekly | Gold and Silver Captured the Debasement Trade, But Bitcoin Didn't. Here’s Why (And What Happens Next)

Derek Lim
·
Jan 27, 2026
Industry Analysis

From Pools to Vaults: The $21B RWA Wave Reshaping Onchain Lending

Derek Lim
·
Jan 20, 2026
Industry Analysis
Weekly

2026 Institutional Outlook Predictions Based on Who Was Right in 2025

Derek Lim
·
Jan 7, 2026