LV / LUCA VALENTEON-CHAIN AND MACRO RESEARCH

Analysis

18 Oct 2026

Token Supply Concentration: What Top-10 Holder Lists Reveal—and What They Miss

A Blockscout snapshot of CRV, UNI and OP shows why address concentration cannot be read as a simple ranking of selling pressure.

18 Oct 2026

The Liquidity Thermometer: USDT and USDC Supply Falls 0.46% as US Macro Signals Diverge

USDT and USDC outstanding supply fell by a combined $1.191B in seven days, while the latest US macro readings sent mixed signals.

16 Oct 2026

JUP 4H: Reading a Fragile Trend

A native TradingView capture shows a 41.4/100 Trend Strength reading, a price below its guide and a market that had not confirmed direction.