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Castle Labs Research

Flagship reports, in-depth articles, and weekly analysis on the narratives shaping digital assets.

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Flagship Reports

5 flagship reports. Free.

Institutional-grade · free to read

March 2026

The Evolution of Commodities

State of Commodities and a Quantitative Analysis of the Growth of these Markets Onchain

71 pages · free report→

May 2026

The Vaultification of Finance

The evolution of Vaults as the infrastructure layer of institutional finance onchain

76 pages · free report→

June 2026

The Full-Stack Privacy Ecosystem

Privacy as Infrastructure for User Protection and Institutional Adoption

64 pages · free report→

June 2026

Real-World Assets: Bringing TradFi Onchain

Mapping the growth of RWAs and institutional adoption — the $29B tokenised market, who is issuing, and where the assets actually get used

85 pages · free report→

July 2026

The Renaissance of Onchain Options

Mapping the expansion of options as a trading instrument and the volatility that prices them — co-authored with BlockScholes

95 pages · free report→

Weekly Research

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Articles & Analysis

Latest Research

Markets DeFi L2s AI Trading Deep Dives Privacy Predictions Regulation

Showing 1-13 of 228 articles

Page 1 / 18

FeaturedJul 9, 2026·Markets

Options from a Builder’s Perspective

A Gap Analysis with Interviews from Rysk, Derive, Panoptic, and GammaSwap....

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Jul 7, 2026·DeFiMarkets

The Builder’s View on Onchain Options

PLUS: Lighter's horizontal bet, Prediction Market regulation, and SECZ’s tokenised stock

The Rebirth of Onchain Options: An Ecosystem View

Jul 6, 2026·Deep DivesTrading

The Rebirth of Onchain Options: An Ecosystem View

This article is an excerpt from our research on The Renaissance of Onchain Options, mapping the expansion of options (and prediction markets) as a trading instrument and the volatility that prices them, published in collaboration with Block Scholes.

Prediction Markets: From Curated Platforms to Open Protocols

Jul 2, 2026·MarketsPredictions

Prediction Markets: From Curated Platforms to Open Protocols

In the last 18 months, Prediction markets (PMs) grew from roughly $2 billion in monthly volume to more than $30 billion, scaling rapidly from a niche category to a mature ecosystem.

Jun 29, 2026·DeFiMarkets

Composable TradFi: RWAs in DeFi

Mapping the growth of RWAs in DeFi

Jun 15, 2026·PrivacyDeep Dives

Privacy Ecosystem on Solana

This article is an excerpt from our research on the Full-Stack Privacy Ecosystem.

Jun 12, 2026·L2sDeep Dives

propAMMs: Better than CEX?

PropAMMs are all about onchain execution

Stacks POX Upgrade: Solving BTC Capital Problem with the Right Incentives

Jun 10, 2026·Deep DivesL2s

Stacks POX Upgrade: Solving BTC Capital Problem with the Right Incentives

Over the last couple of years, since the launch of Bitcoin ETFs, BTC has become an increasingly institutionalised and legitimised asse.

RWAs: A Blueprint for the Future of Mantle

May 28, 2026·Deep DivesMarkets

RWAs: A Blueprint for the Future of Mantle

While most metrics are down across the board, the RWA sector is the only one showing consistent growth, with tokenised stocks among the fastest-growing RWA categories right now.