Why We Invested in Drift Protocol
Going Long Solana's Perpetuals Ecosystem Note: This is a shortened version of our thesis published on the newsletter earlier today. The whole piece, can be read here. Over the past month, we
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Your AI Agent Screwed Up!
Who pays when your AI agent screws your money up? Meta recently shipped Muse, a personal agent that is probably the closest thing to Iron Man's Jarvis we've ever had. Within ten days of
Stocks With Benefits
On who wins when stocks grow on-chain Back in 2017-18, when Ethereum proved smart contracts work, we wanted to put everything on-chain. But the reality of how underprepared the infra was for the
Why Remittance Won’t Have a Global Winner
Stablecoins make moving value easier and cheaper for everyone. Regional champions will win remittances. Moving money costs money. That cost goes up even more when you move money across borders. The
The GPU Market Is A Lie
How @prlnet is using choice to mine or rent into a GPU price feed Bloomberg terminals show GPU price indices from Silicon Data, Ornn and Compute Desk. All three track H100 rental prices, but