Qilin Labs publishes private research for principals managing meaningful capital. We do not sell signals. We do not manage portfolios. We share what we read, what we hold, and what we are studying.
Qilin Labs is a private research firm operating at the intersection of digital asset markets and underexplored equity universes — the United States, Korea, and Japan.
Our work is written by an active allocator and read by individual principals, family offices, and small institutions who deploy their own capital and require primary-source rigor.
We are not a newsletter. We are not a signals service. We are not an investment manager or financial adviser. We publish frameworks, deep dives, and position-level analysis on the firm's own portfolio — and we are explicit when we do not have an edge.
Members read what the firm reads.
That is the entire product.
On-chain yield architecture, derivative basis trades, market-neutral construction, and risk frameworks for capital that requires real return in a maturing crypto market.
Cycle positioning, sector rotation, network economics, and policy developments shaping price discovery.
Bottom-up coverage of overlooked names across three markets that receive disproportionately less English-language analysis. Selection is driven by asymmetric opportunity, not headline familiarity.
We read filings, smart contracts, central bank minutes, and management calls before we read other people's analysis.
Coverage is anchored to the holdings of the firm. We disclose entry context, current size, and rationale where appropriate.
We tell you where conviction is high, where work is exploratory, and where we have none.
We do not publish trade alerts, copy-trading streams, or guaranteed-return constructs. We do not manage capital. Allocation decisions remain yours.
Membership is open and immediate.
Two tiers, both annual.
Settlement in USDC or USDT.
Credentials and the current quarter's archive are released at payment confirmation.
Qilin Labs is read by:
"Qilin Labs is the only research desk I read whose author writes from the same chair I sit in — capital at risk, position open."
"The DeFi yield work is the most rigorous I have seen outside institutional desks. The equity work surfaces names I would not have found."
Detailed methodology and historical position-level performance are released to members upon enrollment.
Two tiers. Both include the full member archive, weekly research notes, and the quarterly Qilin Letter.
Qilin Labs is a research firm incorporated in the British Virgin Islands. Our work is authored by an active allocator with over a decade of experience deploying capital across digital asset markets and global equities. Detailed methodology is released to members upon enrollment.