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Rashid Al-Amin

Tokens & infrastructure

Rashid Al-Amin

L2s, stablecoins, and miners. Fundamentals for digital assets beyond the majors.

@onchainnotes13 subscribersSince May 2026

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3 notes Infra research notes2-10 weeks average holdWatchlist driven
FreeCrypto & DigitalSOLMay 22

Reading SOL through stablecoin supply

ETF inflows are the marginal buyer now, and on-chain supply is tightening into it.

Neutral / hedgedHigh convictionWatchlist driven risk 9 min read
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FreeCrypto & DigitalMARAApr 7

MARA: the level that decides the cycle

Stablecoin supply growth tends to lead risk appetite across the complex.

ShortMedium convictionWatchlist driven risk 10 min read
MAMARALoading delayed quote
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FreeCrypto & DigitalMARAMar 18

Reading MARA through stablecoin supply

The cycle level is clear; I trade around it with defined risk.

LongLow convictionWatchlist driven risk 9 min read
MAMARALoading delayed quote
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