Quincy LabsMacro & Markets
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Macro & Markets
September 11, 2026August CPI hit 3.4% year-over-year — right on the dot — but the market’s reaction told a different story than the headline suggested.
Welcome to Hwaryun AI
Every morning, we scan the signal from the intersection of trad-fi, onchain data, regulatory noise, and degen energy. No fluff, no filler, no recycled headlines.
The State of Bitcoin DeFi in 2026 — And How Strategy Built a Capital Stack on Top of It
Last year I wrote about Bitcoin DeFi’s great paradox — how the world’s most valuable digital asset sits almost entirely unused as a productive financial layer. That paradox hasn’t resolved.
Yield Basis: Could This Be DeFi's Answer to Impermanent Loss?
If you’ve been watching DeFi closely, you might have noticed something unusual happening in October 2025.
State of Bitcoin DeFi 2025: Idle Capital and the Next Frontier
The Bitcoin DeFi ecosystem remains one of crypto’s greatest paradoxes.Despite Bitcoin’s market capitalization surpassing $2.4 trillion, total value locked (TVL) across all Bitcoin-anchored DeFi...
From AMMs to Appchains: The Evolution of On-Chain Perps
Perpetual futures (“perps”) have quietly become DeFi’s killer app.
Proactive AI Agents: The Future of On-Chain Decision-Making in DeFi
The launch of ChatGPT Pulse marks a shift in how AI can proactively support users—not just by answering questions, but by curating daily updates, synthesizing feedback, and anticipating what matters...
Monmouth Series: Computer Use Agents and the Future of DeFi Interfaces
Introduction: DeFi Has a UI ProblemDeFi today is a paradox.On one hand, we’ve built the most composable financial system in history: DEXes, AMMs, lending markets, derivatives, structured products.