Why Robinhood Will Eat Kalshi’s Lunch
Veritically Integrating a Prediction Market In a previous piece, we explored how HIP-4 brings structured products to Hyperliquid. Robinhood has a variation of that play, with its recent foray into
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Bitcoin's Dark Pool Moment
Making Bitcoin Private Bitcoin holds more dollar value than all other crypto assets combined. Almost none of it is used as working capital. There’s only about $14 billion worth of bitcoin in use,
Why Stripe built its own chain
How Tempo enables Stripe to be a vertically integrated processor. Note: This is an extension of how we think capital aggregators integrate vertically. We had previously explained the concept here.
Vertically Integrated Money
On how USDH by @nativemarkets drives value to $HYPE as a vertically integrated capital aggregator This is an extension of our Vertically Integrated Capital Aggregators thesis with an example of
Vertically Integrated Capital Aggregators
How vertical integrations of Hyperliquid, USDAI, MetaMask, Maple and Centrifuge help build moats through added utility. This is a brief version of what went out on our newsletter today at