on-chain flows
Coverage of on-chain flows in the Nexus archive.
- What breaks first when your signals conflict
The article discusses challenges in resolving conflicting signals when analyzing early-stage tokens, emphasizing the need to categorize signals into 'hard blockers' and contextual factors. It highlights regime dependency, where signal effectiveness varies with market conditions, and transition periods, which complicate system reliability. The author seeks insights on frameworks for conflict resolution in token analysis.
- The real problem with DeFi research isn't data, it's what you do when signals don't agree
The article discusses challenges in DeFi research where conflicting data signals lead to failed analyses despite thorough checks on liquidity, security, and on-chain flows. The author emphasizes that the core issue is not data availability but the lack of a framework to resolve contradictory signals, such as discrepancies in liquidity pool behavior or security assessments.