Q2 2026 Crypto Outlook
Cycle positioning post-halving, ETF flows, and our top 5 H2 themes for digital assets.
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Independent, data-driven research from the CEGOAT desk. Free for verified institutional clients.
Cycle positioning post-halving, ETF flows, and our top 5 H2 themes for digital assets.
Throughput, fees, decentralization scores and rollup-economics for the top 12 L2 networks.
How EigenLayer-style protocols are repricing ETH yield and the second-order risks for stakers.
Tokenized T-bills, private credit and equity. Sizing the TAM and identifying the bottleneck.
Annual report on MEV extraction, builder concentration and user impact across Ethereum and L2s.
USDT vs USDC growth, regulatory positioning, and the rise of yield-bearing stable alternatives.
Quarterly summary of the largest 1,000 addresses — accumulation, distribution, and timing signals.
Post-halving hash, ASIC fleet renewal, and the public-miner balance-sheet view.
Bad debt across Aave, Compound, Morpho and Spark. Stress testing under multiple LTV regimes.
Where each EU member state stands on MiCA Level 2 RTS and what it means for CASP applicants.
stETH, rETH, cbETH and METH — performance, validator decentralization and smart-contract risk.
Rates, real yields, dollar liquidity — and the leading indicators most relevant for crypto beta.