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Research, market commentary, and analysis from the Caladan team.
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Weekly

The Caladan Weekly | The Arithmetic Trap: Why Most Investors Optimize for the Wrong Number

Derek Lim
·
Nov 12, 2025
Weekly

The Caladan Weekly | x402 and the Micropayment Revolution: What Markets Seem to be Pricing Wrong

Derek Lim
·
Nov 5, 2025
Weekly

The Caladan Weekly | The 2021 Redux Myth: Why Bitcoin's Next Move Likely Won't Mirror the Past

Derek Lim
·
Oct 29, 2025
Data Analysis
Weekly

Crypto's Largest Crash: What Happened, Why It Happened, and What the Data Says Comes Next

Derek Lim
·
Oct 14, 2025
Weekly

The Caladan Weekly | Fourteen Days to the Top? Why This Cycle's Path to $27 Trillion Looks Different

Derek Lim
·
Oct 8, 2025
Weekly

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

Derek Lim
·
Sep 17, 2025
Weekly

The Caladan Weekly | The Impossible Economy: America's Policy Paradox

Derek Lim
·
Aug 27, 2025
Weekly

The Caladan Weekly | How $35B Cross-Chain Capital + Restaking Infrastructure Signal Institutional Market Evolution

Derek Lim
·
Jun 11, 2025
Weekly

The Caladan Weekly | Navigating Capital Allocation in a Mature Crypto Cycle

Derek Lim
·
Jul 23, 2025
Weekly

The Caladan Weekly | The Hidden Mechanics Behind Ethereum's Rally: Understanding Market Structure and Systemic Risk

Derek Lim
·
Jul 18, 2025
Weekly

The Caladan Weekly | Ecosystem Deep Dive | Solana

Derek Lim
·
Jul 9, 2025
Weekly

The Caladan Weekly | Protocol Evaluation Framework: Revenue Analysis, Capital Behavior, and L1 Assessment

Derek Lim
·
Jun 30, 2025
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