Research
Flagship reports, in-depth articles, and weekly analysis on the narratives shaping digital assets.
Flagship Reports
March 2026State of Commodities and a Quantitative Analysis of the Growth of these Markets Onchain
May 2026The evolution of Vaults as the infrastructure layer of institutional finance onchain
June 2026Privacy as Infrastructure for User Protection and Institutional Adoption
June 2026Mapping the growth of RWAs and institutional adoption — the $29B tokenised market, who is issuing, and where the assets actually get used
July 2026Mapping the expansion of options as a trading instrument and the volatility that prices them — co-authored with BlockScholes
Weekly Research
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Articles & Analysis
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In the last 18 months, Prediction markets (PMs) grew from roughly $2 billion in monthly volume to more than $30 billion, scaling rapidly from a niche category to a mature ecosystem.
Mapping the growth of RWAs in DeFi
This article is an excerpt from our research on the Full-Stack Privacy Ecosystem.
PropAMMs are all about onchain execution
Over the last couple of years, since the launch of Bitcoin ETFs, BTC has become an increasingly institutionalised and legitimised asse.
While most metrics are down across the board, the RWA sector is the only one showing consistent growth, with tokenised stocks among the fastest-growing RWA categories right now.
Vaults are becoming DeFi's default entry point for institutions
2026 is one of the most eventful years for IPOs, with the biggest IPO calendar in a generation.
For the last cycle, crypto has been strengthening its infrastructure, but the core audience remained the same.
The Beginning of Agentic Finance — research from Castle Labs.
From Neobanks to Onchain Banks — research from Castle Labs.
A New Standard for Privacy — research from Castle Labs.
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