Case studies12 write-ups
Case studies
The longer accounts: the question, how I worked on it and what I took from it, with diagrams, data and public sources.
- Stablecoins7 diagrams · sources Ethena Market structure and risk behind USDe I collaborated with the Ethena team on paid research around USDe, focusing on the market structure and risk assumptions behind the synthetic dollar. Read the case study
- Layer 26 diagrams · sources Arbitrum What ARB incentives bought, and what stayed I collaborated with the Arbitrum team on research around incentive design, liquidity and the market structure developing across the ecosystem. Read the case study
- Layer 24 diagrams · sources Offchain Labs A defined problem in Arbitrum infrastructure I had a paid research collaboration with the Offchain Labs team around work connected to Arbitrum and Ethereum infrastructure. Read the case study
- Yield7 diagrams · sources Pendle Yield tokenization and exit capacity I collaborated with the Pendle team on research around yield tokenization, liquidity and the market structure behind fixed and variable yield products. Read the case study
- Derivatives7 diagrams · sources Deribit Options, volatility and portfolio margin I collaborated with the Deribit team on research around crypto derivatives market structure, volatility and risk. Read the case study
- Token launches4 diagrams · sources pump.fun Bonding curves, graduation and creator fees I worked with the pump.fun team on research around token launch mechanics, liquidity formation and incentive design. Read the case study
- Trading4 diagrams · sources defi.app Cross-chain execution and liquidity routing I collaborated with the Defi App team on work around cross-chain execution, liquidity routing and the infrastructure that sits between users and fragmented DeFi markets. Read the case study
- Onchain data4 diagrams · sources Nansen Wallet attribution and onchain signal I collaborated with the Nansen team on research around onchain data, wallet behavior and the problem of turning raw blockchain activity into useful market intelligence. Read the case study
- AI training7 diagrams · sources Prime Intellect Environments and verifiers for agentic RL I collaborated with the Prime Intellect team on research around agentic reinforcement learning, training environments and the infrastructure needed to evaluate agents that operate over longer horizons. Read the case study
- Humanoid robots6 diagrams · sources Figure From a demo to a full shift I collaborated with the Figure team on work around physical AI, real-world humanoid deployment and the systems needed to turn learned behavior into reliable work. Read the case study
- Humanoid robots6 diagrams · sources Apptronik Humanoids outside the demo I collaborated with the Apptronik team on work around embodied AI, humanoid deployment and the gap between a robot that performs well in a controlled demonstration and one that can work reliably in a real environment. Read the case study
- Medical robotics6 diagrams · sources Endiatx Navigating a robot inside the stomach I collaborated with the Endiatx team on research around swallowable robotics, remote navigation and the systems needed to operate a robot reliably inside the human body. Read the case study