Hepworth Iron Capital (formerly Parsec Research)

Q1 2026 Letter

Defensive Positioning, Offensive Mistakes

Apr 8 • Charlie

5

March 2026

Positioning for Polymarket

A Practitioner's Guide

Mar 24 • Charlie

5

1

The New Face of Parsec Research

What's changing and why

Mar 12 • Charlie

5

February 2026

Parsec Weekly #144

DeFi meets Duration: Cork Protocol

Feb 6 • Charlie

1

January 2026

Parsec Weekly #143

Will Rate Swaps Enable Fixed-Rate Lending in DeFi?

Jan 30 • Charlie

1

1

Parsec Weekly #142

The Execution Layer Behind LayerZero

Jan 23 • Charlie

4

December 2025

Parsec Weekly #141

The Parsec Agent

Dec 12, 2025 • Charlie

2

November 2025

Parsec Weekly #140

$AZTEC Public Sale

Nov 28, 2025 • Charlie

5

Parsec Weekly #139

Daylight

Nov 14, 2025 • Charlie

6

1

Parsec Weekly #138

Stream Finance

Nov 7, 2025 • Charlie

4

October 2025

Parsec Weekly #137

MegaETH

Oct 31, 2025 • Charlie

3

Parsec Weekly #136

A market hungry for yield

Oct 24, 2025 • Charlie

6