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Research, market commentary, and analysis from the Caladan team.
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Industry Analysis

The 72-Hour Window: Why Bitcoin Reprices War Faster Than Equities

Derek Lim
·
May 13, 2026
Industry Analysis

Crypto's Worst Day Cost Institutions $19B. The Quiet Cost Is Bigger.

Derek Lim
·
Apr 29, 2026
Industry Analysis

$292M Exploit, $14B in DeFi Exits: What Allocators Can Learn From April 18

Derek Lim
·
Apr 24, 2026
Industry Analysis

$12 Billion In, 93% Dead: The Real Story of Web3 Gaming

Derek Lim
·
Apr 22, 2026
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
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