Institutional-grade research on AI infrastructure and the tokenization of private markets - written for finance professionals and sophisticated investors allocating capital to this space.
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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.
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