PULP Research
Decoding Crypto's Chaos with AI
Recent Research Articles
Onchain Note No. 2 — Anatomy of a Drawdown: What Resolution Reveals
Follows the December 2025 → June 2026 drawdown through PULP’s resolved, entity-classified ledger. Ethereum’s headline +6.2M ETH of “whale buying” decomposes into genuine large holders selling −4.78M while the staking queue absorbed +11.18M; Bitcoin’s whale signal refuses to resolve a direction at all, spanning roughly 420,000 BTC across constructions. What survives is convergent long-term-holder capitulation on both chains — with corrections shown, not smoothed.
Research Note No. 1 — Most “Selling” On-Chain Isn’t Selling
First note from PULP’s per-lot, cross-chain cost-basis ledger. Classifying all 3.82 billion Bitcoin outputs shows at least 50.2% of apparent on-chain “selling” by value is non-economic change that never changed hands — roughly 74% in recent eras — while Ethereum’s equivalent blind spot peaks near 10%. Also maps the cost-basis terrain of both chains on a shared break-even axis and stress-tests the 155-day holder threshold, which turns out to mark nothing robust.
Digital Asset Market CLARITY Act: Comprehensive Analysis and Outlook
In-depth analysis of the Digital Asset Market CLARITY Act (H.R. 3633), a landmark bill defining U.S. crypto regulation. Examines asset classification, market structure reforms, stablecoin rules, political dynamics, and implications for investors. Compares U.S. approach to EU MiCA and Asian regulatory frameworks, providing strategic insights for navigating the new regulatory landscape.
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