2/n. The Rambles & Reflections of a Portfolio Manager
Since my first ramble in mid-April, we've experienced a rip roaring momentum market which lasted till the 'character change' bar on Friday (5th June 2026). Where we go from here is anyone's guess,
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more from @Clement_Ang17
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
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
How to Market Make $500 Million a Week
This is a brief version of the newsletter we sent out on Decentralised.co today written in collaboration with @katiabanina, CEO of @bebop_dex. Sign up to receive these directly in your inbox.
What is needed for agentic commerce to scale?
If stablecoin adoption has to skyrocket in the agentic economy, someone needs to build the trust infrastructure. Trust is how digital payments scaled. @desh_saurabh and @OliverJaros_ set out to