Lucci tracks quantitative data, market psychology, and macro shifts to distill actionable signals for professional investors.
Objective research for digital asset markets.
Each research note combines raw data, probability models, and expert review before publication.
Market Update 22 June: Crypto Took the Repricing First
BTC and ETH underperformed as crypto repriced a hawkish Fed and fragile geopolitics before equities could. Lucci Research argues the market has moved from liquidation stress to defensive range repair, but a durable uptrend still requires ETF inflows, stablecoin liquidity and treasury demand to turn together.
Tempo Blockchain in Q1 2026: From Payments Thesis to Live Settlement Rail
Tempo moved from late testnet to live mainnet in Q1 2026, with stablecoin-native gas, payment lanes, sub-second deterministic finality, and the Machine Payments Protocol. Lucci Research argues the project is now in an early production proof phase: strategically credible, technically coherent, but still unproven on real recurring enterprise payment volume.
Everything You Need to Know Before Ethereum's Glamsterdam Upgrade
Ethereum's Glamsterdam upgrade is a block-production and execution-pipeline redesign, not a simple fee patch. Lucci Research explains ePBS, block-level access lists, gas/state repricing, and what engineers, investors, and financial managers should do before the H2 2026 hard fork.
Market Update 16 June: Relief Rally, Not a Regime Turn
BTC has bounced from the low $60k area as oil, the dollar and inflation fears cooled together, but Lucci Research argues this is still a relief rally rather than a confirmed cycle turn. The report focuses on FOMC risk, ETF flow stabilization, ETH underperformance and the liquidity signals needed before upgrading the market.
Hyperliquid: How It Became Crypto's Most Important Exchange
Hyperliquid has evolved from a high-performance on-chain perps venue into crypto's most important exchange experiment: a CEX-grade order book, a dominant derivatives liquidity layer, a permissionless market factory, and a fee-linked token economy. Lucci Research argues the protocol matters because it controls liquidity, attention, and fee flow while turning exchange infrastructure into an on-chain network.
Kalshi vs Polymarket: The Prediction Market Endgame
Kalshi and Polymarket now define two competing architectures for prediction markets: regulated exchange distribution versus internet-native probability liquidity. Lucci Research argues the future will be a split-stack market where Kalshi owns the U.S. regulated core, Polymarket owns the global long tail, and the biggest infrastructure value accrues to data, surveillance, and resolution layers.
Canton Network's $355M Funding Round: Why Wall Street Is Buying Privacy Rails
Digital Asset raised $355 million for Canton Network in an a16z-led equity round backed by major TradFi and crypto investors. Lucci Research explains what Canton is, why privacy-preserving settlement matters for tokenized assets, and how the company converted institutional product-market fit into one of the largest infrastructure raises of 2026.
Morpho Deep Analysis: The Lending Network Hiding Under DeFi Apps
Morpho has become one of DeFi lending's strongest infrastructure bets, with billions in TVL, active loans, and embedded distribution across exchanges, fintech apps, and institutional RWA products. Lucci Research argues the protocol is real, but MORPHO remains a governance-token option on future value capture because current protocol and holder revenue are still zero.
Ondo Perps: Tokenized Stocks Just Got Leverage
Ondo has launched 24/7 perpetual futures on tokenized U.S. stocks, ETFs, and commodities, with up to 20x leverage for non-U.S. users. Lucci Research argues the real product is not leverage itself, but cross-collateralization: turning tokenized securities into productive margin for on-chain prime brokerage.