Institutional-grade research on AI infrastructure and the tokenization of private markets - written for finance professionals and sophisticated investors allocating capital to this space.
Twice-weekly deep-dives on AI’s physical buildout and tokenized private markets.
Data centers, power, cooling, chips: who actually captures the economics of the AI capex cycle.
How private credit, real estate, and funds are moving onchain, and what it means for allocators.
Every thesis treated like a deal memo: numbers, structure, risks, and who is on the other side of the trade.
Twice-weekly deep-dives on AI’s physical buildout and tokenized private markets.