Research Topics

The Universal Settlement Dollar for Energy (USDE) is a proposed energy-backed stablecoin designed to serve as the settlement layer for global energy transactions. Research covers the full architecture: reserve design, DOE integration, e-token mechanics, GENIUS Act compliance, 20-year adoption roadmap, and go-to-market strategy.

Comprehensive research covering stablecoin history, structure, regulation, and the path forward. Includes deep analysis of Tether/USDT, commodity-collateralized designs (CCSC), Shariah-compliant stablecoins (SART), the USDx US strategic stablecoin, and Gresham's Law applications to digital currencies.

Full research archive for DAO Inc. — the Digital Asset Opportunity Management Company. Covers corporate architecture, regulatory positioning under the 1940 Act, capital migration frameworks, licensing strategy, INX/Lifetoken integration, and investor materials. Includes both public strategy overviews and private internal documents.

Research focused on institutional Bitcoin strategies: MSTR covered call analysis and backtesting, institutional lending, carry trade comparisons, and pure-play BTC public company frameworks. Includes the Canaccord-reviewed dual strategy and Bitcoin price discovery research.

Research on building institutional Bitcoin treasury yield and settlement infrastructure. Covers BTC OS differentiation from Fireblocks, in-kind contribution mechanics, hedge strategy comparisons, capital allocation frameworks, and the roadmap to a global digital treasury company.

Structured investment analysis for critical minerals and rare earth elements (REE). Features laddered basket option strategies, synthetic derivative designs with variable strikes, hedging structures (no-hedge, 90% hedge, OTM), and capital deployment frameworks co-developed with institutional partners.

Research on Lifetoken's asset-backed tokenization platform: ABT minting mechanics, issuer platform opportunity, Web3 peer-to-peer social network design, RWA exchange narrative, creator economy tokenization, and the equity + tokens "winning formula" for capital formation.

Research applying Islamic finance principles to blockchain and commodity tokenization. Covers modular blockchain applications for halal commodity trading, SART (Shariah Asset-Referenced Token), and the intersection of Islamic financial law with digital asset infrastructure.

Strategic frameworks for deploying capital across commodity, digital asset, and hybrid strategies. Includes the $100M deployment framework, Sprott vs. BlackRock analysis, DMX Inc. architecture, hybrid commodity memos, Metals HoldCo JV structure, and Baird investment memos.

Research on the DMX commodity ETF platform and its partnership with First Trust. Covers the DMX AI Mineral Intelligence Platform, ETF product suite, partnership memoranda with First Trust and Sprott, and the critical mineral ETF architecture.