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Research & Perspectives

Original analysis on AI, fintech, and digital asset markets

Research
May 2026 14 min read

The $100 Trillion Secret: The True Story of Tokenization

There is a name on the share certificates of nearly every public company in America. It isn't yours. Tokenization is what happens when that name finally has to change.

Research
Apr 2026 12 min read

The Real Revolution Isn't Prediction Markets — It's the Decentralization of Information Value

A public school teacher is producing price signals that Bloomberg monitors intraday. The information value chain is being restructured — and it's happening now.

Research
Mar 2026 18 min read

Three Doors, One Hallway: The Distribution Wars

Web3, fintech, and Wall Street are building the same products for different people. Distribution wins — but distribution to whom?

Research
Mar 2026 14 min read

The Great Migration: Two Migrations, One Destination

The crypto market is rationalizing. Speculation moved to prediction markets. Infrastructure moved to Wall Street. What's left is what was always supposed to matter.