FOMO: Behind the $75M Series B from Index, USV and Benchmark
FOMO is betting that verified trading activity can become a social graph, combining multichain execution, perpetuals and consumer distribution.
Robinhood’s Chain and Digital Asset Strategy
Robinhood Chain turns brokerage distribution into programmable financial infrastructure across tokenized stocks, wallets, DeFi integrations and global digital asset access.
Hyperliquid Beyond the Exchange
Hyperliquid has moved beyond a crypto exchange into an exchange-funded financial network, combining onchain order books, HyperEVM, HIP-3 market creation and protocol-owned economics.
From Gagosian to Onchain Art
This essay maps how Gagosian’s private-market playbook, art-backed lending and onchain provenance could reshape high-end art infrastructure.
The State of Onchain Real-World Assets
A market-structure breakdown of onchain real-world assets in 2026, separating represented ledgers from transferable tokens across Treasuries, commodities, tokenized stocks and distribution-led platforms.
The End of Financial Friction
A market-structure thesis on how open standards, tokenized vaults, proof-of-reserves and onchain settlement can compress the hidden costs of legacy finance and turn capital movement into programmable infrastructure.
Prediction Markets at Scale: The 2026 Breakout Thesis
A 2026 prediction markets thesis covering Kalshi, Polymarket, sports contracts, regulation, liquidity and the shift from crypto niche to financial infrastructure.
Can Kraken Justify a $15B Valuation?
Kraken’s $15 billion valuation depends on whether its revenue rebound, derivatives expansion, NinjaTrader acquisition and regulatory posture can offset scale gaps versus Coinbase and Binance.
Why Tokenized Assets Are Reshaping Finance
Tokenized assets are turning funds, Treasuries, credit and alternative assets into programmable financial infrastructure as RWAs move from crypto narrative to institutional market structure.
Hyperliquid: Inside the $1.5B Token Airdrop
Hyperliquid’s $1.5 billion HYPE airdrop shows how community distribution, fee-funded token economics and high-performance onchain order books can reshape DeFi market structure.
Geospatial Innovations: Market Overview (Geodnet, Spexi)
Geodnet, Onocoy and Spexi show how DePIN models can turn GNSS correction, drone imagery and geospatial data into open infrastructure for autonomous systems, mapping and precision industries.
