Market Structure
A Structural Read on the First Week of January
A structural read of the first week of January, focusing on liquidity, positioning, incentives, and what actually changed beneath the price action.
Yann Meyjonade
Paid - Institutional
Custody & Control Risk Dashboard
Liquidity Stress Dashboard
A live dashboard tracking liquidity stress across the crypto system—highlighting structural constraints and systemic risk before they surface in price.
Structure
When Regulation Rewrites Market Structure
Blockchain University analyzes systems from the inside out — focusing on incentives, structure, and failure modes rather than price or prediction. This piece is a public example of that approach.
Regulation & Institutions
Regulation as Market Design
When Regulation Rewrites Market Structure Most people think regulation reacts to markets. In reality, regulation redesigns them. Not emotionally. Not rhetorically. Mechanically. At Blockchain University, we don’t ask whether regulation is “bullish” or “bearish.” That question arrives after the real effects have already been set in motion. Instead, we
Subscribers
Briefing — Liquidity Signals Beyond Price
Subscribers
Subscriber Briefing — ETF Custody and Structural Risk
advanced
Essay - When Liquidity Becomes a Constraint, Not a Signal
Subscribers
Subscriber Briefing — Liquidity Stress and Structural Risk
Frameworks
Framework - Settlement Speed vs Settlement Finality
A framework examining the tradeoff between settlement speed and settlement finality, and how design choices affect risk and trust in blockchain systems.
News
Coming soon
This is My Blockchain Holdings University, a brand new site by Yann Meyjonade that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content
Frameworks
Incentives Define Outcomes
Beginner Learning Path — Part 3 of 5 This essay is part of the Beginner Learning Path and builds on the prior concepts of custody and liquidity. → Previous: Liquidity ≠ Solvency — A Structural Primer → Beginner Learning Path The Role of Incentives in System Design Every system produces outcomes consistent with its incentives.