The Next Energy Merger Wave: When Tech Giants Start Buying Power
Doberman VC — Research Note (October 2025) Topic: Strategic M&A Convergence Between Big Tech and Green Energy
The Real EV Boom Isn’t About Cars — It’s About Infrastructure
I. The Illusion of the “EV Revolution” The conversation around electric vehicles has been hijacked by car brands and marketing departments. But in reality, the EV revolution isn’t about cars. It’s about the invisible ecosystem of batteries, metals, and charging infrastructure that keeps them alive. By 2030, electric
AgriPower Shift — When Food Becomes Energy
I. The Silent Revolution Under Our Feet For decades, agriculture was viewed as a consumer of energy. Now, in 2025, it’s quietly becoming a producer. Farms are transforming into micro-utilities — generating, storing, and managing their own energy. The shift is structural, not symbolic: * Agriculture contributes over 15% of global
The Green Paradox: When Climate Goals Start Colliding with Their Own Rules
Environmental Regulation, ESG Friction & Investment Asymmetry
The Darwin Rule of Green Tech: Why the Future Eats Its Parents
Technological Disruption Risk Across Green Energy and Storage Sectors Date: October 2025
Cryptocurrency Tax Guide 2025: Comparative Global Overview, Legal Optimization, and Investor Playbook
Doberman VC — Research Note Topic: Cryptocurrency Tax Guide 2025: Comparative Global Overview, Legal Optimization, and Investor Playbook Date: October 7, 2025 Executive Summary * Tax landscape polarization accelerates: While crypto-friendly jurisdictions like UAE (0%), Germany (0% >12 months), and Portugal (0% >12 months) maintain zero-tax environments, high-tax countries intensify
Altcoin Season Signals
BTC dominance falls to 54% while the Altcoin Season Index hits 71/100. Our Readiness Index is 75.8/100. Signals, backtests, playbooks for Oct 2025.
How to Build an OSINT Workflow for Crypto Research (2025)
Open Source Intelligence (OSINT) has become a core weapon for crypto analysts, traders, and institutional desks. In a market where flows move before prices, the ability to collect, filter, and act on information faster than competitors defines your edge. This guide explains how to set up a working OSINT pipeline
How to Track Stablecoin Inflows with DeFiLlama (2025 Guide)
Stablecoins are not just “digital dollars” — they are the heartbeat of on-chain liquidity. When billions of USDT or USDC flow into exchanges, risk appetite often returns to the crypto market. Conversely, when stablecoins are withdrawn or supplies contract, it usually signals a defensive rotation into cash and lower-risk assets. In
Using CME Futures Basis as a Crypto Signal (2025 Guide)
The CME Bitcoin Futures basis has become one of the most reliable institutional signals for crypto markets. For traders, analysts, and funds, it acts as a bridge between traditional futures pricing and spot market sentiment. What is CME Futures Basis? The basis is the difference between the price of CME
ETH/BTC Ratio — The Overlooked Rotation Signal (2025 Guide)
The ETH/BTC ratio is one of the most underrated yet powerful signals in crypto research. While traders often focus on Bitcoin dominance or price alone, the ETH/BTC pair provides a direct lens into capital rotation between Bitcoin, Ethereum, and Layer-2 ecosystems. When monitored correctly, this ratio can serve
Best OSINT Tools for Crypto Research (2025 Edition)
OSINT (open-source intelligence) has become the backbone of modern crypto research. Analysts, traders, and funds increasingly rely on public data to identify flows, trace wallets, monitor stablecoins, and anticipate market rotations before price reacts. In this 2025 edition, we review the best OSINT tools for crypto research, grouped into categories: