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Capital Budgeting, But On-Chain 💰
DeFi is learning to allocate surplus
20 hrs ago • Prathik Desai
The Data Goes First
The data that prices every asset on Wall Street just moved to a blockchain.
Apr 15 • Thejaswini M A
When the Yield Runs Out 💵
Ethena’s backing a stablecoin with traditional finance
Apr 14 • Prathik Desai
How the Internet Happened - 2
Everyone got rich. Then everyone got poor. Then Google showed up.
Apr 13 • Thejaswini M A
How To Reason About A Messy Future
On acting under uncertainty before the window closes
Apr 12 • Systematic Long Short
Polymarket Is Not A Truth Machine
Everyone is citing the odds without checking them.
Apr 11 • Vaidik Mandloi
The Friday Reading List: Week 14-15 📚
Articles, op-eds, books, podcasts, movies, and puzzles
Apr 10 • Prathik Desai
Beta, Meet Cash Flow 💸
Why $HYPE DATs promise to do better than the previous lot
Apr 9 • Prathik Desai
What The Default Does
How $12 trillion in retirement savings is about to move toward Bitcoin without anyone deciding to.
Apr 8 • Thejaswini M A
Building Liquidity around Uncertainty 🏪
Polymarket’s bell-curved fee model can attract top-quality traders
Apr 7 • Prathik Desai
How the Internet Happened
Everyone missed it. A 22-year-old from Wisconsin did not.
Apr 6 • Thejaswini M A
Balance Sheet Battleground
Why the next phase of crypto adoption will be defined by where liquidity sits
Apr 5 • Sebastien Davies
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