Research
Long-form intelligence reports and weekly briefs organized by the systems they explain.
Showing 1–12 of 18 publications
IRS Tax Refund Policy Changes and Their Impact on Capital Flows and Digital Assets Over the past 72 hours, new IRS guidelines regarding paper check phase-out and direct deposit requirements have been announced, alongside updates on refund delays and filing season statistics,…
IRS Tax Refund Policies and Macro Data Impact on 2026 Filing Season Liquidity Over the past 72 hours, recent IRS policy updates and macro data releases have increased search activity related to tax refunds, reflecting heightened awareness of 2026 filing season changes…
IRS Tax Refund Trend Highlights Policy Changes Impacting Liquidity and Refund Delivery Methods Over the past 3 weeks, search activity related to IRS tax refunds has increased, driven by policy shifts including the phase-out of paper checks and new refund guidance under…
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…
I. The Next Frontier Isn’t Software — It’s Power The world’s largest tech and energy players are quietly merging empires. Not through partnerships — through acquisitions. BP bought stakes in Ørsted and Lightsource. Shell, Total, and Chevron are funneling billions into hydrogen,…
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%…
Doberman VC — Research Note Topic: Altcoin Season Signals Date: October 6, 2025 Executive Summary Altseason signals converging at critical thresholds : Bitcoin dominance has declined from 65% to 54%, approaching the historical 50-55% trigger zone, while the Altcoin Season Index reaches…
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…
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…
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…
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…
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…
