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December 11, 2025

How and Why do Markets Form? What are Good Markets?

December 10, 2025

Are Firms Leaving Money on the Table with the IPO Pop?

December 9, 2025

The Responsibilities of Complete Ownership

December 9, 2025

Why AMMs Work (Surprisingly) Well On Certain Assets

The Captain's
Logbook

Wide-ranging, evidence-driven, and practical market
insights from our research team. NOT Investment advice.

Insights

Freeport Research

Select Research Entries From
freeportlogbook.substack.com

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Opportunities in Decentralized Finance

October 10, 2023

Private Equity, Structured Credit, Venture Capital, Hedge Funds

Alternative Thinking

Why is Crypto so Volatile?

October 9, 2023

Implications of Volatility for Crypto Portfolio Construction

Portfolio Construction

Digital Gold

October 8, 2023

Why a Fractured Global Order Invites a BTC Bull Market

Macro Trends

10% "Risk-Free" Yields in Crypto

October 7, 2023

Double Lending & How Stablecoins Quietly Re-Invent Fractional Reserve Banking

Market Microstructure

Onchain Capital Formation

October 6, 2023

Programmable money is the logical endgame for capital formation & risk allocation

Alternative Thinking

Stablecoins: Redefining Monetary Power

October 5, 2023

How Central Banks May One Day Lose Their Grip on Money

Alternative Thinking