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Research & Perspectives

Original analysis on AI, fintech, and digital asset markets

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.