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CRCL is Still Expensive

Investment·Issue

CRCL is Still Expensive

· Mar 27, 2026

SDEV Bought $76M of SKY. Here's How I'd Underwrite It

Investment·Issue

SDEV Bought $76M of SKY. Here's How I'd Underwrite It

· Mar 26, 2026

Buyback, Fee Switch, or Reinvest?

Investment·Issue

Buyback, Fee Switch, or Reinvest?

· Mar 24, 2026

HYPE, PURR, HYPD: Anatomy of a 39pp Spread

Investment·Issue

HYPE, PURR, HYPD: Anatomy of a 39pp Spread

· Mar 10, 2026

How Effective is Polymarket FDV Prediction Market?

Investment·Issue

How Effective is Polymarket FDV Prediction Market?

· Jan 16, 2026

Buybacks Are Defense, Not Offense

Investment·Issue

Buybacks Are Defense, Not Offense

· Jan 14, 2026

The Case for Selling $OP Before $BASE

Investment·Issue

The Case for Selling $OP Before $BASE

· Jan 8, 2026

DATs, Hyperliquid

Investment·Issue

DATs, Hyperliquid

· Nov 20, 2025

Is ALT DAT SZN Over?

Investment·Issue

Is ALT DAT SZN Over?

· Oct 17, 2025

The Altcoin Investing Triangle

Investment·Issue

The Altcoin Investing Triangle

· Sep 1, 2025

Whatever you think about Kinetiq, Think Bigger

Investment·Issue

Whatever you think about Kinetiq, Think Bigger

· Aug 29, 2025

$HYPErprinter go brrrrrr

Investment·Issue

$HYPErprinter go brrrrrr

· Jul 30, 2025