Sachin Sachin-HMx

Hi, I’m Sachin

Crypto investor and researcher.

I’m active on Crypto Twitter, sharing my research, insights, and opinions.

This GitHub is where I keep all my research in an organized way. If you’re exploring crypto/DeFi or learning, you can go through each section here.

None of my posts are financial advice (NFA). Please do your own research.

If you have any queries or business-related work, you can reach me on Telegram: @SachinHMx

Topic	Category	Insight	Link
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DeFi Credit Layer	Tokenized Credit	DeFi lacks real credit as overcollateralized leverage loops dominate while RWAs enable cash flow backed on-chain lending	View

Strategy	Project/s	Insight	Link
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Structured Credit Yield	Figure, Sentora, Morpho, Hastra	HELOC-backed cash flows are being transformed into on-chain collateralized stablecoin credit markets.	View
Risk Tranching Vault	Strata, Midas, Hyperithm	Risk tranching splits a single yield source into layers where junior absorbs losses and earns higher yield premiums	View

Topic/Protocol	Category	Insight	Link
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ERC 8211 Smart Execution Model	Intent Based Execution	ERC 8211 enables dynamic transactions by resolving parameters at runtime eliminating failed executions and leftover dust in DeFi flows	View
Ethereum L1 zkEVM	ZK Validation Systems	Ethereum replaces re-execution with zk proof validation where blocks are computed once and verified across validators efficiently	View

Topic/Project	Category	Insight	Link
Liquidation Risk Mispricing	DeFi Risk Models	DeFi lending yield is compensation for liquidation risk yet markets underprice this exposure creating a major risk return mismatch	View
DeFi Mullet Model	CeDeFi	Frontend apps handle users while DeFi backends provide liquidity and execution enabling seamless financial products without complexity	View
Curated Vaults and Yield Sources	Yield Infrastructure	Vaults aggregate strategies to generate yield from real activity while curated layers optimize risk and capital allocation	View
Yield Tranching Explained	Structured Yield	Yield tranching splits a single pool into risk layers where junior absorbs losses and senior earns predictable returns	View

Protocol	Category	Insight	Link
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Courtyard, Phygitals, Collector Crypt, Beezie	Tokenized Collectibles	Comparing infrastructure, liquidity, token incentives, and entertainment models across leading TCG collectible protocols.	View
Apyx	Onchain Yield	Apyx converts public-market dividend cash flows into scalable onchain yield through Digital Credit markets.	View

Protocol	Category	Insight	Link
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Sentora, Morpho, Hastra	RWA Credit Infrastructure	PRIME connects HELOC-backed credit markets with Ethereum stablecoin lending liquidity.	View

Protocol	Category	Insight	Link
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