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The Bitcoin Halving Aftermath: What Miners Are Doing Next
Six months after the fourth halving, miner capitulation has ended and a new cohort of efficient operators is emerging. On-chain metrics reveal a surprising concentration of hashpower — and the implications for network security are profound.
The Signal
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DeFi Alpha
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ETF flows, miner economics, halving cycles, and macro correlations.
Ethereum & L2s
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Solana Ecosystem
Firedancer, memecoin dynamics, DePIN, and Solana-native DeFi.
Restaking & AVS
EigenLayer, shared security, AVS design, and slashing risks.
Real World Assets
Tokenized treasuries, private credit, real estate, and institutional adoption.
MEV & PBS
Block building, order flow auctions, PBS, and censorship resistance.
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I've been in crypto since 2016. Velox is the first publication that consistently covers the infrastructure layer with real depth — not just price action and memecoins.
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The MEV and PBS coverage alone is worth subscribing. Nobody else is explaining these topics with the same clarity and technical accuracy.
Finally, a crypto publication that treats its readers like adults. No hype cycles, no shilling, no affiliate garbage. Just data and context.
I use Velox essays as onboarding material for new analysts. The Bitcoin halving piece and the modular thesis explainer are exceptional — better than anything on Messari.
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Questions & Answers
Velox is written for crypto-native professionals — fund managers, protocol founders, developers, regulators, and serious individual investors. We assume you know the basics. Our readers come to us for depth: rigorous on-chain analysis, institutional-grade research, and narrative-aware market intelligence. If you're tired of surface-level crypto journalism and want to understand what's actually happening under the hood, this is your publication.
We track three signals: on-chain activity (wallet flows, TVL shifts, protocol usage), institutional capital flows (ETF data, fund filings, treasury movements), and developer mindshare (GitHub activity, grant allocations, ecosystem growth). When two or three of these signals converge on a narrative, we investigate. We also maintain a rolling editorial calendar informed by our network of industry contacts. We never cover a topic just because it's trending on Twitter.
Yes. Our research methodology is designed to meet institutional standards: every claim is sourced, every data point is verifiable on-chain, and we maintain strict editorial independence from the projects we cover. Several of our regular readers are analysts at major crypto funds, trading desks, and family offices. We do not provide investment advice — we provide the intelligence layer that informs better decisions.
Our flagship Sunday essay is published every week at 9:00 AM UTC. We also publish mid-week briefs (Tuesday/Thursday) that cover breaking developments, protocol updates, and market-moving events. Our archive of 248 essays spans every major crypto narrative from 2023 onward. Subscribers get everything — no tiered access, no premium content hidden behind a paywall.
Currently, Velox is free for all readers. We are building an enterprise tier for funds and institutions that will include custom research briefs, API access to our data pipelines, and direct analyst access. Enterprise subscribers will also receive our weekly brief before it goes public. If you're interested in early access, reach out via the newsletter form — we're onboarding a limited cohort of design partners.
We have a strict no-pay-for-coverage policy. We do not accept payment from projects in exchange for coverage, and we do not run sponsored content. Our revenue comes from enterprise subscriptions and reader support — not from the protocols we analyze. Every author is required to disclose any personal token holdings in the subjects they cover. This policy is non-negotiable and is the foundation of our editorial integrity.
We rely on a curated stack: Glassnode and Coin Metrics for on-chain data, Nansen and Arkham for wallet intelligence, DeFiLlama for TVL and protocol metrics, Messari and The Block for market structure research, and primary sources (protocol docs, governance forums, GitHub repos) for project-level analysis. We cross-reference every data point against at least two independent sources. Raw data is always preferred over third-party interpretation.
We accept guest submissions from domain experts — protocol engineers, researchers, quant analysts, and legal scholars. Your pitch should include a one-paragraph thesis, your relevant credentials, and why the topic matters now. We do not accept marketing pieces, project announcements, or paid placements. Email your pitch with the subject line "Guest Essay: [Topic]" to the address listed in our newsletter confirmation. Expect a response within 7 days.
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