Research
Long-form intelligence reports and weekly briefs organized by the systems they explain.
Showing 13–18 of 18 publications
Doberman VC — Research Note Topic: Federal Reserve Rate Decisions — Trading Signals & Cross-Asset Positioning Around FOMC Meetings Date: October 2, 2025 Executive Summary Market consensus for the October 28–29 FOMC is a –25bps cut, with OIS/fed funds futures showing >90%…
Doberman VC — Research Note Topic: Comparative Analysis — OpenAI GPT-5 vs Anthropic Claude 4.5 Date: October 3, 2025 Executive Summary Claude 4.5 dominates coding benchmarks (82.1% SWE-bench vs 74.9% GPT-5), establishing itself as the premier model for software engineering tasks, autonomous…
Doberman VC — Research Note Topic: Spot Bitcoin ETF Flows as Trading Signals & Capital Rotation Triggers Date: September 30, 2025 Executive Summary ETF flows drive price discovery: Daily Bitcoin ETF flows show strong 48-72h correlation with BTC price action (R² ≈…
[ETH] What happened: Highest outflows from spot ETH ETFs in June, with $11.3 million net outflows recorded on Friday. Why it matters: Hold your ETH position in the short term to monitor the impact of institutional outflows and technical price levels. 🎯…
Doberman VC — Research Note Topic: Stablecoin Flows — Q3 2025 (Jul 1–Sep 30, 2025) Date: September 27, 2025 Executive Summary Stablecoin supply surged to new all-time highs, led by USDT and USDC, while DEX competition shifted liquidity share from Uniswap/Curve to…
[Bitcoin] What happened: Bitcoin and Ether are struggling with the options expiry imminent. $17 billion worth of bitcoin options expire tomorrow, putting short-term pressure on the price. Why it matters: Watch the market closely due to the potential short-term price impact of…
