Research / Lee
Public on-chain data and documented methods to see who is making money on-chain, and who is setting traps.
A deep dive into Nansen, GMGN, Arkham, Bubblemaps, and DeBank across chain coverage, core features, and pricing models, plus an actionable zero-cost tracking stack.
On-Chain Macro
From network liquidity depth to transaction friction costs, a quantitative framework to cut through manipulated on-chain noise.
From consensus accumulation to concentrated exits: how to measure signal risk rather than just chasing return.
Combining capital, behavioral, and temporal filters to produce a robust smart-money roster with low false positive rates.
Abnormal high-frequency churning and circular wash trading carry distinct signatures that must be pruned to curb false alarms.
Fresh capital concentrates on Base, but net inflow alone does not guarantee future price gains.
DEX volume turned upward in tandem across ecosystems, indicating repaired market participation.
Consensus wallet holding concentration has risen for consecutive weeks, signaling potential volatility risks.
A full report every two weeks, with a short data note in between.