A bit of AI fun: Are hyperscalers overinvesting in their buildout?
It’s the question on every investor’s mind: are the hyperscalers spending too much on their infrastructure buildout such that they won’t generate a satisfactory return on capital? Investors are
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more from @rjmontgomery
When Tokens Burn
Breaking down how crypto protocols approach revenue and cash flow This is a summarised version of a newsletter issue published on Decentralised.co. We are actively collaborating with token
The long game for crypto
It’s fashionable right now to declare that “non-financial use cases of crypto are dead.” Some people also claim that read write own has failed. These conclusions misunderstand both the thesis and the
Coming of Age
A note on revenue formation within crypto, how valuations have compressed and the emergence of moats within the industry This article was originally published on our newsletter at
Orchestrating Flow
How LI.FI powers multiple crypto apps and reduces friction in transaction flows with orchestration layers. The full article can be read in our newsletter here. Below is a brief