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kkdemian

Personal portfolio site for kkdemian — Web3 Product Engineer, digital nomad, Bitcoin & ETH HODL.

Built with Next.js, TypeScript, Tailwind CSS, and Shadcn UI. Deployed on Vercel.

Getting Started

  1. Clone the repository:

    git clone https://github.com/chuhemiao/portfolio
    cd portfolio
  2. Install dependencies:

    pnpm install
  3. Start the dev server:

    pnpm dev
  4. Edit personal data in src/data/resume.tsx

Pages

Route Description
/ Home — bio, work, projects, philosophy, hackathons
/blog Blog posts organized by year/category
/stack Tools and tech stack
/fund Fund tracker
/fear Crypto Fear & Greed index
/research Deep-dive research map — 2811 local crypto project records

Content Management

Blog posts live under content/blog/ and can be organized in nested folders (e.g. content/blog/2026/research/).

Frontmatter:

---
title: 'Post title'
publishedAt: '2026-02-25'
summary: 'One line summary'
slug: 'my-post-slug'
category: 'research'
---
  • Routes are always /blog/[slug] regardless of folder location.
  • Draft posts: place in a drafts/ or _drafts/ folder, or set draft: true in frontmatter.

Useful commands:

# Fast content helper; dry-run by default
pnpm quick:add -- "A deep research report about BTC and macro liquidity" --category research

# Create a new post immediately
pnpm quick:add -- "A deep research report about BTC and macro liquidity" --category research --write

# Lower-level post generator
pnpm new:post -- "A deep research report about BTC and macro liquidity" --category research

# Research Map sync and status
pnpm sync:research
pnpm sync:research --add
pnpm sync:research:registry -- --check "Project Symbol"
pnpm status:research:run

# Candidate and depth queues
pnpm seed:research:candidates
pnpm audit:research:depth -- --limit 100 --write

# Validate content before publishing
pnpm content:check
pnpm check:research:logos

quick:add defaults to dry-run. Add --write to create the file. new:post supports --title, --category, --date, --slug, and --dry-run.

Research Workflow

Current local status as of 2026-07-07:

  • Registry: 2811 research projects.
  • Candidate pool: 3815 total, 381 pending new candidates.
  • Upgrade queue: 0 reports in the latest generated depth queue.
  • Latest target-1000 CMC/CGO batch: 1000/1000 recent reports pass full-depth audit.
  • Raw pending candidates may still include older targets already covered by registry; use the batch generator --list-only output as the write queue.
  • Next upgrade reports: none in the latest generated depth queue.
  • Known data-quality risk: the latest batch includes 1000 reports generated after Surf returned PAID_BALANCE_ZERO and CoinGecko APIs returned 429 Too Many Requests; DefiLlama protocol list was used as fallback candidate expansion. These pass structural depth audit but should be live-data refreshed before high-conviction investment use.

For crypto data refresh, use Surf first: check surf list-operations, inspect the target command with --help, then fall back to CoinGecko, CMC, explorers, DefiLlama, official docs, or web search only when Surf is missing data or errors.

For batch CMC/CGO research expansion, use scripts/generate-cmc-cgo-research-batch.mjs with --from-pending --target-count=<n> --list-only before writing. Surf child commands have a timeout and credit-error short-circuit so long-tail enrichment gaps are captured as article risk instead of hanging the run; the generator also supports registry filtering, non-Latin slug fallback, an opt-in CoinGecko API fallback, and DefiLlama-backed candidate expansion through pnpm seed:research:candidates.

Research Reports

Deep-dive investment research published at /research. Listed by project:

Exchanges (CEX)

  • Binance: Institutional-Grade Exchange Research Report
  • Coinbase Investment-Grade Research Report (2026)
  • Bybit: Liquidity Deep Dive — $22.9B Daily Trading Volume
  • Bitget Deep Research Report: Comprehensive Investment Analysis
  • Gate.io In-Depth Research Report: Cyclical Value Analysis
  • MEXC In-Depth Research Report: Zero-Fee Strategy Analysis
  • HashKey Exchange: Compliance-First Architecture for Regulated Markets
  • XT.COM Deep Research: Capital Aggregation Infrastructure
  • MSX Exchange Deep Research: RWA Tokenization Pioneer
  • OSL Digital Financial Infrastructure Investment Research

Perpetual DEX

  • Hyperliquid Investment-Grade Research Report (2025/2026)
  • AsterDEX Investment-Grade Research Report
  • Reya Network In-Depth Investment Research Report
  • StandX Protocol Deep Dive: Yield-Bearing Perpetuals DEX
  • Pacifica Finance: Solana's Hybrid Perpetual Exchange Analysis
  • Perpl.xyz In-Depth Research: Monad Order Book Perp Protocol
  • Flyingtulip In-Depth Research Report 2026

DEX / Lending / DeFi

  • Uniswap Ecosystem Panoramic Research: AMM to Multi-Chain Infrastructure
  • Jupiter Protocol: The Execution Layer Paradox
  • Aave Deep Research: Leading Position in the Lending Market
  • Maple Finance & SYRUP Token: Investment-Grade Research Report
  • Morpho Deep Research: Modular Lending Protocol Analysis
  • Superform Omnichain Yield Infrastructure: Deep Research
  • Symphony AI-Native DeFi Execution Layer: Investment Analysis
  • Sky Token Impact: Emission Cut and Buyback Program Analysis
  • Cascade Neo: Cross-Asset Margin Unification Architecture
  • TradeGenius: Privacy-First On-Chain Trading OS — YZi Labs Backed
  • MetaDAO: Futarchy Mechanism and Market-Driven Governance Analysis
  • RaveDAO: Digital-Physical Bridge for Electronic Music Culture & NFTs
  • Definitive (EDGE): Non-Custodial Multi-Chain TWAP Trading Terminal

L1 / L2 / Infrastructure

  • Bitcoin: Global Neutral Monetary Network and Digital Reserve Asset Analysis
  • Ethereum (ETH): Institutional Research Report
  • Sui Institutional Research Report
  • MegaETH Investment-Grade Research Report: Real-Time EVM
  • Fogo: High-Performance SVM Layer-1 for Real-Time DeFi
  • Espresso Shared Sequencing & Rollup Base Layer Research
  • Canton Network: Comprehensive Investment Research Report
  • Midnight Network: Compliance-Preserving Privacy Blockchain
  • Plasma Deep-Dive: Stablecoin-Native L1 Analysis
  • Integra Protocol: Purpose-Built L1 for Real Estate RWA
  • Sentio: Web3 Data Infrastructure New Paradigm — On-Chain Analytics

ZK / FHE / Privacy

  • Aztec Network: Privacy-First zk-Rollup Architecture
  • Succinct Labs: Decentralized ZK Proof Infrastructure
  • Brevis (BREV) In-Depth Investment Research Report
  • Zama: FHE Stack and the Next Phase of Blockchain Privacy
  • Octra FHE: Hypergraph-Based FHE Architecture Assessment
  • Cysic Network: Hardware-Accelerated Verifiable Compute
  • zkPass: zkTLS as Trust-Minimized Bridge for Web2 Data
  • Railgun: Privacy Infrastructure for Composable DeFi
  • Inference Labs: Verifiable AI via zkML and On-Chain Proofs

Prediction Markets

  • Prediction Market Sector: Polymarket & Kalshi Research (2025/2026)
  • The Rise of Prediction Markets: PMF Analysis
  • Opinion Labs: Investment Thesis for OPINION Macro Exchange
  • Rain Protocol Deep Dive: AMM Prediction Market Infrastructure
  • Kairos Deep Dive: Prediction Market Execution Infrastructure
  • Predict.fun Deep Research: On-Chain Prediction Markets
  • Probable: The Orderbook Oracle On-Chain Prediction Market

Stablecoin / PayFi

  • Circle Global Stablecoin, Cross-Chain Settlement Research
  • Global Stablecoin Sector: Investment-Grade Research Report
  • RedotPay: Institutional-Grade PayFi Infrastructure Analysis
  • USDG (Global Dollar): Institutional-Grade Analysis
  • USD.AI: Hybrid RWA-Backed Stablecoin for GPU Credit Markets
  • Unitas Protocol: Solana-Native Yield-Bearing Stablecoin
  • KGST Stablecoin: Investment-Grade Research Report
  • River: Chain-Abstraction Stablecoin Deep Dive
  • Tria Chain-Abstraction Neobank & BestPath AVS Analysis

AI / DePIN

  • Gensyn: Investment-Grade Research Report
  • Sentient Protocol: Investment-Grade Analysis & Strategic Assessment
  • DeAgentAI Deep Dive: Back on Binance Futures and Alpha
  • Warden Protocol: Verifiable AI Infrastructure Layer
  • Fabric Protocol In-Depth Research: AI Robotics Infrastructure

RWA

  • Centrifuge (CFG) RWA Tokenization Infrastructure Report
  • BlockStreet: VC-Grade Infrastructure for Tokenized Capital Markets

Wallet

  • Rainbow Wallet: Investment-Grade Research Report

Market Analysis

  • 2026 Crypto Market Structural Outlook Report
  • 2026 Crypto Market Outlook: From Liquidity Flood to Value Settlement
  • Ethereum (ETH): Institutional Research Report
  • Bitcoin: Global Neutral Monetary Network Analysis
  • Bitcoin 2030: $300K Digital Gold Valuation Analysis
  • Bitcoin Crypto Derivatives Intelligence System Report
  • Crypto Derivatives Intelligence System Report 2026-03-14
  • 2026 Web3 & Crypto Investment Opportunities from X
  • Crypto Tokens Outperforming Bitcoin in Q1-Q2 2025
  • The Rise of the Synthetic Crypto Index
  • Mobile-First Web3 dApp Era Report (2025)

License

MIT

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