Top Results248 results
Investing Beyond Human Labor
...investors navigating the shifting economic landscape. 1st-Order Effects: Market & Investor Reactions Investing...Think sovereign wealth funds investing in data centers, chip manufacturers, or the leading private AI...these institutional and geopolitical reactions, we must finally consider the deep structural changes to investing...
9 Min
Artificial Intelligence
Mar 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
While passive investing existed in the form of index mutual funds and institutional mandates, it was...But the impact wasn’t just better packaging, ETFs fundamentally changed the economics of investing....Also important to note is that Morpho is heavily investing in growing curation on its platform, aiming...
26 Min
DeFi
Apr 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
Per Mark Zuckerberg on Meta’s Q4-2024 earnings call: “I continue to think that investing very heavily...hedge funds) are unable to currently purchase Galaxy shares due to either (i) fund restrictions on investing...
32 Min
Macro & Markets
Jun 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
...we’re also investing in creating a more sustainable ecosystem coming soon, a percentage of protocol revenue...
16 Min
DeFi
May 2025
The Future of Onchain: The Age of Tokenization & The Token Identity Crisis
Robinhood’s CEO has even called tokenization “an investing revolution.”...
20 Min
Other
May 2025
Market Musings - New Year, More Volatility
For the first time since inception, TradFi institutions have access to and are actively investing into...
13 Min
Macro & Markets
Jan 2025
April Showers… May Flowers? - Macro & Markets May 2025
Robinhood’s CEO has even called tokenization “an investing revolution.”...
25 Min
Macro & Markets
Jun 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
This addresses arguably the principal risk when investing in DEXs —  will mercenary capital leave and...
17 Min
DeFi
Feb 2025
Fuel Network: Engineered Playground For The Next Generation Of Apps
For investing into a tokenized venture fund, another hook might cap the number of holders at 99, keeping...
30 Min
Infrastructure
Apr 2025
DeAI’s Path Forward: Trust & Efficiency
This is why many teams are investing in multi-region or multi-cloud strategies, even though these approaches...
22 Min
AI
May 2025
The Fat App Thesis: An Inflection Point in Value Accrual
I personally think this dynamic – investing in Ethereum apps but not ETH – will continue to play out...
43 Min
Layer 1 / L1
Apr 2025
The Year Ahead for AI + DePIN 2025
...framework for valuing AI agents is a bit of a cross between tokenized art and traditional “creator economy” investing...near future, then these early experiments are just the first step: bringing data-driven, automated investing...pioneered this approach in the private markets, using big data to take a much more scaled approach to investing...
122 Min
Artificial Intelligence
Dec 2024
The Stablecoin Manifesto
...reduction by circumventing card networks and bank fees for internal transactions Revenue generation by investing...By taking customer funds, investing them in treasuries and other liquid assets on the back end, and representing...
45 Min
Stablecoins
Nov 2024
The IPO Narrative – Is the Market Rotating into Crypto Equities?
The whole idea that investing in a protocol (token) with the assumption that one day that protocol would...However, if a protocol is indeed making significant returns and not re-investing that capital back into...
9 Min
Macro & Markets
Jun 2025
Exploring Base's Role in the Growing Onchain Economy
Tokenizing RWAs onchain allows for fractional ownership and opens up new possibilities for trading, investing...
35 Min
Layer 2 / L2
Nov 2024
Reassessing Monetary Architecture in the Age of Crypto
Instead, they absorb high-yielding Treasuries, offer no credit or investing products, and with many stablecoins...
9 Min
Stablecoins
Jun 2025
The Battle of the AI Agent Frameworks
Distribution vs. technology – the question as old as tech investing itself.
50 Min
Artificial Intelligence
Feb 2025
Directions For DeFi (Part 1): Institutional & Offchain
...need to bring low-volatility investment instruments onchain, that non degenerate users can stomach investing...
5 Min
DeFi
Mar 2025
Robotics: The Third Wave of AI Speculation
...the newer robotics startups that an accredited investor would normally have – the same dilemma with investing...
6 Min
Artificial Intelligence
Mar 2025
Mantle Network
This approach enables Mantle to capture returns by investing its treasury directly into its own products...then routed through the Mountain Protocol, a Real-World Asset (RWA) protocol that generates yields by investing...
16 Min
Asset Management
Jun 2024