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The routing baseline. Research Uniswap when you need to know where honest spot liquidity lives — not where the loudest tape is.
When something is used as collateral across DeFi, Aave is usually the risk surface worth reading first.
stETH is money-ish. Treat Lido research as monetary plumbing, not a staking APY page.
Shared security is a new credit market. Price the demand for AVSs, not the meme of restaking.
If DexScreener is the spot tape, Hyperliquid is the derivatives tape. DexLens treats it as a first-class venue.
Most Solana 'DEX volume' is Jupiter-routed. Read the aggregator before you read the pool.
People
Hayden Adams
Founder, Uniswap
If a DEX design argument ends with 'just Uniswap it', that is Hayden's shadow on the research graph.
Stani Kulechov
Founder, Aave
Credit risk in DeFi still routes through Stani's original money market more often than people admit.
Jeff Yan
Founder, Hyperliquid
The most important perps person who barely does podcasts. Read the fills, not the follows.
Sreeram Kannan
Founder, EigenLayer
Restaking is a new credit primitive. Sreeram is the person who named the market.
Anatoly Yakovenko
Co-founder, Solana
Solana research that ignores Toly is just tape reading. The client roadmap is the real thesis.
Mert Mumtaz
CEO, Helius
Infra CEOs see outages before tickers do. Mert is a Solana weather station.
Briefs
Agent tickers vs agent businesses on Base
VIRTUAL pumps are easy to screen. The dossier question is fees, holder concentration, and whether any of the people involved have shipped before.
Treat Hyperliquid as a venue, not a chain sidebar
Perp flow now dwarfs a lot of spot DEX volume. DexLens indexes HYPE next to UNI because the research question is where risk is taken, not which VM it uses.
Restaking is still a demand story
EigenLayer's TVL is not the same as AVS revenue. Sreeram's market only clears if someone is buying security, not just farming it.
The Solana flow stack: Jito → Jupiter → pair
Most meme screens start at the pair. The research path is MEV infra, then aggregator, then pool. People first, tape second.
Lending UI vs lending risk engine
Aave still is the canonical money market. Morpho is increasingly the engine inside someone else's frontend. Map both.