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Milady: NFTs as Onchain Cults
...blue-pilled” and “red-pilled”, which are simply a reference to that scene in Matrix where Morpheus offers Neo...Remilia, as described on their site – Milady Maker, is a collection of 10,000 generative pfpNTs in a neochibi...This collection offered an interesting contrast to its whitepilled neochibi predecessor, being its younger...
30 Min
NFTs
Aug 2024
The Decade Ahead
Everyone is crowding into neo-defense primes, but the firms repricing this risk stand to benefit materially...
22 Min
AI
Jul 2026
NFT Debrief - June 2023
All Nippon Airways (ANA), launched an aeronautical-themed NFT marketplace with its subsidiary, ANA Neo...
20 Min
NFTs
Jun 2023
The Year Ahead for Gaming 2025
...that have lost most of the hype surrounding them throughout 2022 – are still leading the charge with Neo...November 2024 at the same valuation and internal initiatives from the large incumbents, such as Ubisoft’s NEO...
61 Min
Gaming
Dec 2024
The Year Ahead for DeFi 2025
...speculative casino, stablecoins are finally fulfilling their core promise: becoming the foundation for a neo-digital...
72 Min
DeFi
Dec 2024
The Delphi Podcast - OpenAI is Making a MASSIVE Mistake
Uh, the Neo clouds, the independent, uh, GPU operators in the world are our, uh, suppliers....And so a network that can address the existing neo clouds and get improved utilization on those, but...But the Bitcoin analogy you laid out is, is a really interesting one because the Neo clouds that we see...We want to bring the smaller neo clouds on.
93 Min
Macro & Markets
Jul 2026
The Hivemind -  The AI Apocalypse: Is Crypto Ready for a Comeback?
...that are doing it or the open source models that, that, that, that start to gain share, I think the neo...And I’ve gotten, especially talking to people like Zay, I’ve gotten more bullish on the NeoCloud bet,...Like with, with Neo Clouds right now, you can kind of imagine that the cloud business will be commoditized...They have some of the neobank stuff.
76 Min
Macro & Markets
Jul 2026
The Hivemind -   Everyone is Sleeping on the Next On-Chain Boom
I mean, you look at like what Neo Clouds are doing right now....need to resort to… But I, I think there’s, like, but there’s still enough of a sponge across memory, Neo...Neo clouds, memory, all of [00:49:00] that.
66 Min
Macro & Markets
Aug 2026
Not One, Two Bull Markets Incoming for Crypto
Even NEO is still within striking distance of $1 billion. Do I need to go on?
6 Min
DeFi
Aug 2020
Emerging Managers - Why the Future of Venture Is Hard Tech, Drones & Physical AI | Ian Rountree
...defense, do you want, like, single product companies like Nerus, or are you looking for, like, sort of neo-primes...think is sort of interesting, we haven’t made an investment here, is, [01:23:00] um, so- sovereign neo-primes...
104 Min
Macro & Markets
Sep 2026
The Year Ahead for Markets - 2024
“Ethereum killers” (e.g., EOS, NEO, ADA) largely failed to meet expectations.
76 Min
Macro & Markets
Dec 2023
The Hivemind - Are Crypto Tokens Fundamentally Broken?
Um, inference providers, NeoClouds starting to look interesting or, I mean, have been interesting, but...Yeah, I’m, I’m long basically Mag 7, uh, memory and then some of the NeoClouds....reacts very strongly to stuff like, um, Meta announces that they’re selling compute and now all the NeoClouds...
59 Min
Macro & Markets
Jul 2026
A Framework For Crypto Neobanks
Today, there are hundreds of different crypto cards to choose from, many of which offer marginal improvements over the next. But the winners will likely be the companies that use cards as an entry poi...
Stablecoins
Jun 2026
Was That The Top? Ruminations on the Alleged DeFi Bubble
...inactive Layer 1 projects like Ripple, Bitcoin Cash, Bitcoin SV, Litecoin, EOS, Cardano, Tron, Stellar, NEO...
9 Min
DeFi
Sep 2020
The Delphi Podcast -  China’s AI Advantage Is Bigger Than You Think
Um, now here in the US, we kind of have, like, a, a, you know, all these, like, Neo clouds and stuff...I agree with you, like these companies should give, like deploy their large private models with the NeoClouds...Either they like self-host the Chinese weights or like go through NeoClouds, like you suggested, um,...
56 Min
Macro & Markets
Sep 2026
Etherfi > Other Crypto Neobanks
I’ve been deep in the crypto neobank trenches since Jan and tried every product out there....there are four major things on my mental wish list that are missing across the board in the crypto neobank...etc)   1 & 2 are the lynchpins, solving those means the product will cross the chasm into true neobank...
3 Min
DeFi
Jul 2026
The Year Ahead for Infra 2026
Stage 3 – Fintech Neobanks (Revolut & Nubank) Neobanks such as Revolut, Nubank, Monzo, and N26 represent...To the average user, the experiences may feel like an improvement, but in reality, neobanks are largely...Even when neobanks acquire their own banking licenses, the underlying settlement flows remain tied to...
81 Min
Infrastructure
Dec 2025
Plasma: Taking Aim at a Trillion Dollar Opportunity
This is where Plasma One, the stablecoin-native neobank, comes in....By owning both the chain and the neobank, Plasma closes the loop between infrastructure and distribution...Plasma’s flagship product, Plasma One, their stablecoin-native neobank, captures value via card interchange...
19 Min
Infrastructure
Sep 2025
The Hivemind - Is The AI Bubble About to Pop?
...because I think a lot of open source is just gonna be Served either, you know, um, either by one of these neo...
75 Min
Macro & Markets
Jun 2026
From Restaking Wrapper to DeFi Neobank: Why EtherFi Seems Mispriced
EtherFi’s goal: a DeFi neobank, save, invest, and spend in one app....So, ETHFI today is a claim on a growing neobank, discounted for a commitment that’s been stated but not...It is quite different than what neobanks usually offer....A neobank like Revolut doesn’t let you margin real stocks or lend against your crypto.
10 Min
DeFi
Jun 2026