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Theses

Fifteen theses. Pick the ones you believe.

Moonkelp doesn’t hand you “the news” — it filters the day to what touches what you actually believe. These are the fifteen market theses it tracks. Choose yours, and every story and KPI narrows to what supports or threatens them. Threats first.

Where each one comes from — the capital behind it, how proven it is, and what would break it — is the research.See the thesis studyMoonkelp Index

  1. 01Proven

    Stablecoins

    Stablecoins are the killer app — onchain dollars become the global payments and settlement layer.

    USDC · USDT · ENAView thesis
  2. 02Partial

    RWA tokenization

    Bonds, funds, credit and equities move onchain as tokenized real-world assets.

    ONDO · BUIDL · ETH · SOL (rail)View thesis
  3. 03Proven

    Institutional adoption

    ETFs, governments and corporations bring structural long-term capital into crypto.

    BTC · ETHView thesis
  4. 04Proven

    Store of value

    Bitcoin is the hardest store of value against the ongoing debasement of fiat money.

    BTCView thesis
  5. 05Speculative

    Crypto × AI

    AI needs decentralized compute, incentive and payment layers; crypto provides them.

    TAO · RENDER · NEARView thesis
  6. 06Partial

    Real yield

    Protocols with real revenue route value to token holders via buybacks and fee-share — real yield, not just governance.

    HYPE · AAVE · ETHFIView thesis
  7. 07Partial

    On-chain finance

    Trading, lending and derivatives move onchain and displace intermediary-based TradFi rails.

    HYPE · SOL · AAVE · UNIView thesis
  8. 08Proven

    Ethereum settlement

    Smart-contract platforms become base infrastructure — and Ethereum wins the category on neutrality, security and liquidity.

    One category, two bets — the other is High-performance chains

    ETH · ETHFIView thesis
  9. 09Partial

    High-performance chains

    Smart-contract platforms become base infrastructure — and high-performance, integrated chains win it; Solana leads.

    One category, two bets — the other is Ethereum settlement

    SOL · JTOView thesis
  10. 10Speculative

    Prediction markets

    Decentralized prediction markets become information and betting infrastructure.

    (Polymarket)View thesis
  11. 11Speculative

    DePIN

    Token incentives build real-world infrastructure — wireless, compute, storage — cheaper than corporations.

    RENDER · HNT · FILView thesis
  12. 12Speculative

    Modular infrastructure

    The future is modular: specialized execution, settlement and data-availability layers.

    TIA · ARB · OPView thesis
  13. 13Speculative

    Restaking

    Restaked security creates new yield and security markets.

    EIGEN · ETHFIView thesis
  14. 14Partial

    Privacy

    Censorship resistance and privacy remain a structural core need.

    XMR · ZECView thesis
  15. 15Speculative

    Attention / culture

    Attention and culture are their own onchain-tradable asset class.

    (rotating)View thesis

Pick yours in the app — it takes 30 seconds.

The app narrows to one to five theses; the website filter on Today works the same way, for everyone.

Open the appSee today’s briefing

Perspectives, not investment advice. Theses are a lens for reading the news — not a recommendation to buy or sell anything.