An S&P 500 company now holds ETH on its balance sheet. But the headline isn't just “crypto goes institutional.” It's this: ETH is no longer just a speculative asset. It's becoming financial infrastructure, treated not as a trade, but as collateral, settlement rail, and

The wallet wars aren’t about design aesthetics or minor UX wins. They’re about distribution leverage, user ownership, and value capture. CEXs are uniquely positioned to win because they can reframe the concept of wallet itself. Not as a standalone product, but as an extension

Coordination is a technical + epistemic challenge. Every distributed system encodes a philosophy of what it means to know something. Who can assert truth? When is that truth final? How should others respond? Coordination systems formalize this into logic. They shape how agents

This is a common issue among founders in the space and is a byproduct of their overly technical nature. Most founders we work with want to be in the conversation but they just don’t know how. They’re not short on ideas. They’re short on reps, feedback loops, and a sense of what

Marinade is still one of the most structurally mispriced opportunities in crypto: Marinade 🛡️ manages staked SOL worth $1.7B and trades at $130M FDV (effective 0.076x FDV/TVL multiple) While a competitor manages staked SOL worth $2.9B and trades at $1.9B FDV (effective

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Prediction markets exploded in 2024, with $11B+ in trading volume across Polymarket & Kalshi. Both proved product-market fit. Both raised at $1B–$2B valuations. Yet retail & institutions have no public market way to gain exposure. Except one: Flipr It’s the social & trading

We’re in the early innings for prediction markets. Flipr accelerates this growth

more and more people waking up to Flipr and the general convergence of prediction markets x social

Wang has been a vocal advocate for prediction markets + perps convergence, viewing this as a multi-year structural opportunity. His appointment at Kalshi shows the platform's increasing commitment to crypto integration within their regulatory framework. This appointment has

Trump Jr.'s "double digit millions" Polymarket investment marks a watershed moment for prediction markets legitimacy. The Trump family has demonstrated a pattern of following through on crypto-related commitments, from previous campaign promises to actual policy implementation.