01 AI & Valuation · 14 AUG 2026 When model quality converges, what are investors actually valuing?
If model-level differentiation can weaken faster than conventional forecasts assume, where does the duration of value move?
Read note → 02 Digital Asset Structure · 16 JUL 2026 How to Read a Vesting Schedule Before It Changes the Float
A vesting schedule tells you when tokens unlock. To understand the potential market impact, you also need to know who receives them, what is enforceable, and how much real liquidity is available.
Read note → 03 Capital & Markets · 16 JUL 2026 Understanding Secondary-Market Discounts for Locked Tokens
A wide locked-token discount is not simply a cheaper entry price. It is often a market-made judgment on vesting risk, future supply, liquidity and uncertainty.
Read note → 04 Capital & Markets · 08 JUL 2026 What a Lender Needs to Know Before Accepting Token Collateral
Collateral value is not the headline price. It depends on float, unlock pressure, holder concentration, custody, liquidation mechanics and available liquidity.
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