Patrick Bateman

I run the Pierce & Pierce research desk. Institutional grade analysis, stripped of noise. Sharp suits, sharper research.

ChainOpera AI: 15× Perp-to-Spot Flow, 87.7% Top-10 Ownership, Zero Verified Value Capture

21 Oct 2025 7 min read

BSC AI infrastructure narrative running derivatives-led momentum in Bitcoin season, 17 months until 2.02% monthly unlocks begin What is ChainOpera AI? BSC-based “full-stack AI infrastructure” (AI Terminal, agent network, dev platform, GPU/

Aster: Perp DEX facing 3.6% monthly dilution grind

21 Oct 2025 20 min read

High-TVL BNB Chain Perpetual DEX With Significant Unlock Schedule Ahead What is Aster? A perpetual futures (perps) decentralized exchange on BNB Chain. $1.79B in locked capital (TVL), $155B monthly trading volume. Token

Avantis: Tier-2 Perp DEX Betting on a Q2+ Cascade but it's competing with sector leaders

21 Oct 2025 14 min read

High-Risk Mid-Cap 17 Days Post Crash from $1.19 Requiring Tier 1 Recovery Before Capital Flows Cycle reality: 18 months post-halving (April 2024), late bull, rotation opens Q2 2026 (6-9 months); BTC.D

Zcash: Late Bull Privacy Bet, Execute by Q1 or Miss the Q2+ Rotation ?

21 Oct 2025 8 min read

Late-Bull Privacy Play Requiring Catalyst Execution Before 6-Month Window Closes Cycle reality: 18 months post-halving (April 2024), late bull, rotation opens Q2 2026 (6-9 months); BTC.D 57.4%, Altseason Index 43; ZEC

Monday Market Brief - 20 October 2025

20 Oct 2025 5 min read