Token capital needs receipts
A firm cannot own its AI learning loop if it cannot verify the trace. The most useful framing of the AI transition this week was not about model benchmarks. It was about capital. In a recent post,
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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