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APTUnlock · 2026-08 (in ~44 days) · Importance Medium · Context Constraining · Confidence 50
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Top entity intelligence stories
BlackRock — issues ibit-fund completeness 94 · confidence 80 · 4 evidence · 2 unknowns
Binance — issues BNB completeness 97 · confidence 85 · 7 evidence · 1 unknowns
Wintermute — market-makes for SOL (candidate) completeness 97 · confidence 75 · 3 evidence · 2 unknowns
Coinbase — backs PORTAL completeness 97 · confidence 85 · 5 evidence · 1 unknowns
Grayscale — issues gbtc-fund completeness 90 · confidence 75 · 2 evidence · 2 unknowns
Top narrative migrations — where attention is moving Full map →
Institutional AdoptionETF Adjacent confidence 58 · 6 evidence · candidate (capital)
Corporate TreasuriesETF Adjacent confidence 58 · 6 evidence · candidate (capital)
ETF AdjacentSolana Ecosystem confidence 58 · 6 evidence · candidate (capital)
InfrastructureETF Adjacent confidence 57 · 16 evidence · candidate (capital)
Top failure stories — the organized memory Full encyclopedia →
Terra/UST — algorithmic stablecoin collapse 2022-05 · confidence 90 · 3 contagion · 1 unknowns
Three Arrows Capital (3AC) — leverage collapse 2022-06 · confidence 88 · 3 contagion · 1 unknowns
FTX — organized fraud 2022-11 · confidence 92 · 2 contagion · 1 unknowns
Bybit — largest theft in history 2025-02 · confidence 86 · 2 contagion · 1 unknowns
Alameda — the arm that consumed the body 2022-11 · confidence 90 · 1 contagion · 1 unknowns