
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
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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 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

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
