From Logic Mills to Electric Gods: The Broken Promises and Brutal Winters of AI’s History
The road to our current AI gold rush is littered with the ghosts of failed predictions, forgotten pioneers, and the…
Boring Is the New Growth
Cash Flow, Pricing Power, and the Quiet Return of the Nifty Fifty. Markets have spent the past decade rewarding spectacle.…
The Silicon Mirror: What AI Reveals About the Human Mind
In our rush to build an artificial god, we have inadvertently created the most revealing mirror of ourselves, reflecting not…
Puffer Finance and Anchorage Digital Partner to Offer Institutional Access to Liquid Restaking
The collaboration will allow institutional clients of Anchorage Digital to gain exposure to Ethereum staking and restaking yields through Puffer’s…
RWA Tokenization Moves Slowly Into Institutional Territory, Report Finds
On-Chain Assets Find Firmer Ground as Global Regulators Clarify the Path Forward The tokenization of real-world assets (RWA) is rapidly…
The most dangerous risk is the one everyone is managing
Modern markets like to believe they are safer than the past Value-at-risk models. Stop losses. Circuit breakers. Stress tests. Scenario…
Fund Allocation for 2026: Built for a Late-Cycle Market
A Late-Cycle Portfolio for a World Where Liquidity Matters More Than Stories Core thesis of Oracle Capital: Anti-thematic, durability, pricing…
The Pitch Deck Is Dead. AI Already Knows Which Founders Are Building and Which Are Performing
Venture capital’s most sacred ritual is a waste of time. AI is already looking past the performance and directly at…
We Were Promised an AI Revolution. We Got Layoffs, Debt, and Broken Promises.
The artificial intelligence gold rush is on. But for most, the reality is a landscape littered with financial black holes,…
AI Won’t Replace Your Job, But It Will Make Your Boss Think It Can
The greatest threat from artificial intelligence isn’t the technology itself, but the misguided belief in its current capabilities by those…