Archive

Fat Stack: Where Value Accrues in a Modular Blockchain Economy

The Fat Protocol thesis — the idea that blockchain base layers capture most of the economic value created onchain — is no longer supported by the data.

Apr 2, 2026

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1 min read

Macro Worries Risk Further Decline for Week 5 of Iran War

Markets are inching closer to a tipping point as Middle East tensions drive oil higher, lift inflation expectations, and push yields back toward cycle highs – forcing central banks into a tightening bias just as growth signals soften and risk appetite deteriorates.

Mar 30, 2026

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5 min read

From Code to Capital: How Autonomous Agents Are Rewiring Crypto Liquidity

A new class of economic actor is emerging inside crypto markets: autonomous AI agents capable of earning, deploying, and compounding capital entirely onchain. Early data points show agent-driven businesses generating real revenue, while DeFi infrastructure is rapidly evolving to serve them.

Mar 27, 2026

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3 min read

The AI Agent Economy Arrives: Why Crypto Is the Clearinghouse for Machine Finance

Value will accrue where transaction volume, identity, and settlement fees compound while security, governance, and token design remain the primary risks. Overall, one of the major opportunities lies in owning the rails of the agent economy.

Feb 24, 2026

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4 min read

What the Current Drawdown Tells Us About Digital Asset Treasury Design

Digital asset treasury companies have entered their first true accountability phase. Recent market turmoil exposed equity holders to crypto volatility while validating the importance of duration, liquidity, and treasury design. For investors, the opportunity lies in selectively allocating to DATCOs.

Feb 10, 2026

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