Arvio

Research

Persistent, evidence-backed market theses that update as conditions change.

Research Pulse

28

Active Insights

The research base is stable — no material conviction shifts today; 1 thesis invalidated.

Priority Intelligence

patternStrengthening16h ago

DEX and RWA Sector Outperformance

DEX and RWA tokens show greater resilience and higher hit rates for bullish setups.

Why it matters: Market rotation is clearly favoring DEX and RWA narratives over speculative AI infra.

Why prioritizedConviction rose 25 points on new evidence.
Evidence 3
75+25
patternStrengthening16h ago

DePIN and AI Infrastructure Token Fatigue

Infrastructure-heavy sectors are showing extreme volatility with high failure rates on long positions.

Why it matters: The consistent failure of infrastructure tokens like GLM and POKT highlights a systemic exit.

Why prioritizedConviction rose 15 points on new evidence.
Evidence 3
85+15
patternInvalidated16h ago

Liquidity Buildup Signals Low-Conviction Alpha

Liquidity buildup signals historically exhibit poor precision in the current market environment.

Why it matters: The high number of active liquidity signals warrants caution given the recent poor hit rate.

Why prioritizedConviction fell 25 points as evidence weakened.
Evidence 4
35-25

All Research

Strengtheningnarrative

Stablecoins

5 evidence · Updated 1d ago

75+5
Weakeningnarrative

Gaming

5 evidence · Updated 1d ago

72-6
Emergingopportunity

HYPE — Hyperliquid

4 evidence · Updated 1d ago

82—
Weakeningnarrative

Real World Assets

5 evidence · Updated 1d ago

68-4
Strengtheningpattern

Mid-Cap Momentum Persistence

3 evidence · Updated 16h ago

65+5
Emergingopportunity

AKT — Akash Network

4 evidence · Updated 1d ago

78—
Emergingsignal

ENS — social surfacing

0 evidence · Updated 1d ago

85—
Emergingsignal

AKT — liquidity buildup

0 evidence · Updated 1d ago

82—
Weakeningnarrative

AI Infrastructure

5 evidence · Updated 1d ago

62-3
Weakeningnarrative

DeFi

5 evidence · Updated 1d ago

64-2
Emergingopportunity

ZETA — ZetaChain

4 evidence · Updated 1d ago

72—
Emergingsignal

ONDO — liquidity buildup

0 evidence · Updated 1d ago

80—
Weakeningnarrative

DePIN

5 evidence · Updated 1d ago

58-3
Emergingopportunity

CELO — Celo

4 evidence · Updated 1d ago

68—
Emergingopportunity

BTRST — Braintrust

4 evidence · Updated 1d ago

68—
Emergingsignal

LOG — liquidity buildup

0 evidence · Updated 1d ago

75—
Emergingopportunity

REZ — Renzo

4 evidence · Updated 1d ago

65—
Emergingsignal

FLUX — liquidity buildup

0 evidence · Updated 1d ago

72—
Emergingopportunity

STORJ — Storj

4 evidence · Updated 1d ago

62—
Emergingopportunity

CCD — Concordium

4 evidence · Updated 1d ago

60—
Emergingsignal

ORCA — volume acceleration

0 evidence · Updated 1d ago

68—
Emergingsignal

HYPE — breakout setup

0 evidence · Updated 1d ago

65—
Emergingrotation

Capital Rotation

6 evidence · Updated 1d ago

Pending—
Emergingrisk

Sui struggles to establish firm support following recent volatility

0 evidence · Updated 1d ago

Pending—
Emergingrisk

Bitcoin faces critical $77,000 support test ahead of Fed policy decision

0 evidence · Updated 1d ago

Pending—
Emergingrisk

Altcoin sector faces sustained selling pressure

0 evidence · Updated 1d ago

Pending—