The Watchlist
Ike Igwe
members
Positioning Through Regulatory Absorption, Bitcoin Credit Stress, and AI Infrastructure Realignment
free
The Great Repurposing: Stablecoin Rails and Bitcoin Megawatts Find Their New Homes
The Great Repurposing: Stablecoin Rails and Bitcoin Megawatts Find Their New Homes I have been watching two processes this week. They look separate. They are not. I traded forex for years. Lost thousands of Bitcoin in 2013 because I thought the price would come back. It did not. Not for
The Watchlist
Azuro: the prediction market infrastructure trading at a discount to peers, but a deep unlock overhang and negative revenue momentum demand caution
The Watchlist
CoWSwap – The intent-based DEX aggregator that turns MEV into a feature
The Watchlist
Jupiter: Solana’s DEX aggregator, still printing revenue but the emissions clock is ticking
The Watchlist
Gains Network (GNS) – A capital-efficient derivatives protocol trading at a compressed multiple
The Watchlist
Collector Crypt – A physical TCG tokeniser trading at 1x trailing revenue, but watch the unlock cliff
Capital
Bankr: The AI banking agent that is growing into its revenue curve
The Watchlist
Limitless Exchange (LMTS) – Calmly growing as Base’s largest prediction market
members
The Infrastructural Overflow: Three Investment Angles from the AI Capital Surge
free
The Infrastructure Beneath the Hype: Capital, Compute, and the Shape of the Next Economy
The Infrastructure Beneath the Hype: Capital, Compute, and the Shape of the Next Economy I read three headlines this week. They looked disconnected. They are not. Anthropic raised nine hundred and sixty-five billion dollars. That is the number someone typed. It is a misprint. The real figure is probably nine