Kairos Research
Kairos Research, Ian UnsworthAuthentic, high-signal crypto research that gives you an edge.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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kairosresear.chLatest Issues
Making Treasury ETH Productive
Treasury Report · November 2026. Data as of 10/26/2026. USD values for ETH holdings use an ETH price of $2,253.47 (10/31/2026).
Key Takeaways
- Staking yield has halved. Lido’s yield fell from a 4.5% average in 2022 to 2.2...
Anthropic, AI Economics, and the Neocloud Trade
Decided to post some ramblings on Anthropic, AI, & Neoclouds since everyone else is jumping in. A few highlights:
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AI economics, across the entire chain, are stronger than we thought
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Anthropic & Frontier Labs still have enterpris...
DoubleZero Edge: Inside their New Revenue Model
While sleuthing DoubleZero’s transition from validator fees to Edge, a shred subscription service we uncovered unreleased pricing data that looks like it could lead to tens of millions in revenue at only a fraction of total network utilizat...
Jupiter Lend: An Emerging Pillar in Solana’s DeFi Superapp
Jupiter Lend in the Broader Jupiter Ecosystem
Jupiter Lend is the onchain lending arm of Jupiter, a Solana-based DeFi platform that has rapidly expanded from a simple DEX aggregator into a full-fledged “superapp.” Jupiter initially gain...
Programmable Staking: Our Partnership with Pye
Staking has long been a core part of securing Solana, but the way stake is managed and accessed has remained largely static. For validators and stakers alike, this has meant limited flexibility around staking terms, liquidity, and access to...
Key Facts
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| Subscribers | Engagement | 66 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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How this newsletter ranks in the official Substack charts.
| #213 |
Authors
The writers behind this newsletter.
@ian_unsworth on twitter
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