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Behind Crypto’s $50 Billion Boom: How Mega Mergers Are Squeezing Out Real Innovation

On paper, crypto’s capital markets staged a dramatic comeback in 2025: $50.6 billion deployed across 1,409 transactions. At first glance, that sounds like the industry is back to funding a new wave of protocols, consumer apps, and experimental primitives. Look… Read More »Behind Crypto’s $50 Billion Boom: How Mega Mergers Are Squeezing Out Real Innovation

Not One AI Bubble, But Three: How Wrappers, Models, and Infrastructure Will Deflate on Different Timelines

The question “Are we in an AI bubble?” badly undershoots what’s actually happening. Treating AI as a single economic unit, destined either for glorious transformation or spectacular collapse, ignores how unevenly risk is distributed across the stack. The reality, drawn… Read More »Not One AI Bubble, But Three: How Wrappers, Models, and Infrastructure Will Deflate on Different Timelines