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Members-only analytical briefings: Institutional Flow Report: Where Smart Money Is Rotating, Agent Infrastructure Landscape: Vendor Deep Dive, Stablecoin Settlement Rails: Member Briefing and more. Free summaries are public; the full datasets are blocked to crawlers.
Institutional Flow Report: Where Smart Money Is Rotating
Institutional capital is rotating toward equities, but not indiscriminately: global equity funds attracted $28.16 billion in the latest week, while U.…
Members reportAgent Infrastructure Landscape: Vendor Deep Dive
AI-agent infrastructure is bifurcating into hyperscaler control planes and specialist execution layers: AWS, Microsoft, Google and IBM are packaging d…
Members reportStablecoin Settlement Rails: Member Briefing
Stablecoins are becoming the settlement layer for autonomous software because they combine dollar-denominated pricing, 24/7 finality, programmability,…
Members reportAI Compute Cost Outlook: Quarterly Briefing
AI compute costs are entering a high-price, bifurcated regime: frontier hardware remains supply-constrained, while older GPUs and specialized cloud ca…
Members reportPrediction Market Edge Cases: Members Analysis
Prediction markets are not efficient probability machines; they are fragmented, capacity-constrained derivatives venues whose prices mix beliefs, inve…
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